Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust II (IONZ)

12 + Investors. Track Smart Money conviction in IONZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — IONZ

Based on 12 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added IONZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
12 hedge funds hold IONZ right now — the highest count in 0.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟡

Slight buying edge — 50% buying

6 buying6 selling
Last quarter: 6 funds bought or added vs 6 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 14 current holders: 14 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
5 of 10 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in IONZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IONZ

In 2026 Q1, 6 hedge funds were net buyers of IONZ (4 opened a new position, 2 added to an existing one), while 6 reduced or exited (4 trimmed, 2 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 43% of total institutional value in IONZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 12.

Hedge Fund Ownership: IONZ

How many hedge funds hold IONZ — quarterly history vs. share price
Quarterly hedge fund ownership of IONZ vs. share price

Market Analysis: IONZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IONZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Tidal Trust II (IONZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IONZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
IONZ
-90.2%
SPY
+14.1%

IONZ outperformed SPY by -104.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IONZ
-39.5%
SPY
+0.3%

Since the filing became public, IONZ outperformed SPY by -39.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: IONZ
12 + Investors

Track Smart Money conviction in IONZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 12 10 20.0%
13F Shares 151K 115K 30.83%
Total Value $4M $3M 43.4%
New Positions 4 10 -6
Increased Positions 2 0 +2
Closed Positions 2 0 +2
Reduced Positions 4 0 +4
Total Calls 2 0 100%
Total Puts 2 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: IONZ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

12 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IONZ. Verified SEC 13F-HR filings.

QUARTER:
Top 14 IONZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MYDA Advisors LLC 0.14% 35,000 $872K
2 Revere Asset Management, Inc 0.12% 9,680 $241K
3 StoneX Group Inc. 0.01% 11,102 $276K
4 Belvedere Trading LLC 0.00% 19,700 $487K
5 Belvedere Trading LLC 0.00% 4,800 $116K
6 Susquehanna International Group, LLP 0.00% 32,410 $807K
7 Optiver Holding B.V. 0.00% 8,684 $216K
8 Citadel Advisors LLC 0.00% 14,364 $358K
9 Citadel Advisors LLC 0.00% 13,800 $344K
10 Group One Trading LLC 0.00% 219 $5K
11 UBS Group AG 0.00% 859 $21K
12 Osaic Holdings, INC. 0.00% 50 $1K
13 Simplex Trading, LLC 0.00% 7 —
14 Citigroup Inc 0.00% 1 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Tidal Trust II (IONZ)

What does the Smart Money Trend signal show for IONZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IONZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IONZ?

Slight buying edge — 50% buying: Last quarter: 6 funds bought or added vs 6 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IONZ holders?

Elite ownership — 43% AUM from top-100 funds: 5 of 10 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in IONZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IONZ?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Tidal Trust II (IONZ) following the 2026 Q1 hedge fund 13F filings?

As of today, IONZ has moved -39.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -39.8%. Since the quarter end (March 31, 2026), IONZ has gained -90.2% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →