Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust III (OWNS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
62%

Smart Money Signals — OWNS

Based on 25 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OWNS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 2.2Y peak

89% of all-time peak
25 funds currently hold this stock — 89% of the 2.2-year high of 28 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold OWNS compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 62% buying

20 buying12 selling
Last quarter: 20 funds were net buyers (7 opened a brand new position + 13 added to an existing one). Only 12 were sellers (4 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 4 → 9 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 44% entered in last year

■ 16% conviction (2yr+) ■ 40% medium ■ 44% new
Only 4 funds (16%) 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.
➡️

Steady discovery — ~7 new funds/quarter

6 → 4 → 4 → 9 → 7 new funds/Q
New funds entering each quarter: 4 → 4 → 9 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 56% of holders entered in last year

■ 0% veterans ■ 44% 1-2yr ■ 56% new
Of 25 current holders: 14 (56%) 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.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
3 of 25 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — OWNS

In 2026 Q1, 20 hedge funds were net buyers of OWNS (7 opened a new position, 13 added to an existing one), while 12 reduced or exited (4 trimmed, 8 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 25.

Hedge Fund Ownership: OWNS

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

Market Analysis: OWNS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OWNS

-- --

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

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

Signal Freshness measures how much OWNS 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 · 84d ago
OWNS
+0.4%
SPY
+14.9%

OWNS outperformed SPY by -14.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
OWNS
+1.3%
SPY
+1.1%

Since the filing became public, OWNS outperformed SPY by +0.2% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: OWNS
25 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 25 26 -3.85%
13F Shares 3M 4M -20.63%
Total Value $47M $65M -28.16%
New Positions 7 9 -2
Increased Positions 13 12 +1
Closed Positions 8 5 +3
Reduced Positions 4 2 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OWNS

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Financial Highlights

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Institutional Holders (2026 Q1)

25 + investors

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

QUARTER:
Top 23 OWNS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 True Blue Financial, LLC 0.62% 45,633 $791K
2 OneAscent Wealth Management LLC 0.60% 104,975 $1.8M
3 OneAscent Financial Services LLC 0.47% 502,515 $8.7M
4 Riverwater Partners LLC 0.38% 65,076 $1.1M
5 Skyline Advisors, Inc. 0.37% 61,926 $1.1M
6 Allianz Se 0.24% 1,248,751 $21.7M
7 First Affirmative Financial Network 0.16% 19,655 $342K
8 Orgel Wealth Management, LLC 0.11% 286,424 $5.0M
9 Mason & Associates Inc 0.05% 13,382 $234K
10 Compton Financial Group, LLC 0.04% 10,966 $190K
11 PFG Investments, LLC 0.02% 27,589 $478K
12 Midway Capital Research & Management 0.02% 1,155 $20K
13 RFG Advisory, LLC 0.01% 26,673 $463K
14 Atria Investments, Inc 0.00% 18,963 $329K
15 Integrated Wealth Concepts LLC 0.00% 22,033 $382K
16 Merit Financial Group, LLC 0.00% 19,170 $332K
17 Western Wealth Management, LLC 0.00% 2,758 $48K
18 Smartleaf Asset Management LLC 0.00% 1,676 $29K
19 LPL Financial LLC 0.00% 136,929 $2.4M
20 Goldman Sachs Group Inc 0.00% 63,140 $1.1M
21 Blue Trust, Inc. 0.00% 35 —
22 Osaic Holdings, INC. 0.00% 265 $5K
23 UBS Group AG 0.00% 1,769 $31K
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 III (OWNS)

What does the Smart Money Trend signal show for OWNS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OWNS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OWNS?

More buyers than sellers — 62% buying: Last quarter: 20 funds were net buyers (7 opened a brand new position + 13 added to an existing one). Only 12 were sellers (4 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OWNS holders?

Smaller funds dominant — 8% AUM from top-100: 3 of 25 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OWNS?

Mostly new holders — 44% entered in last year: Only 4 funds (16%) 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 III (OWNS) following the 2026 Q1 hedge fund 13F filings?

As of today, OWNS has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), OWNS has gained +0.4% vs +14.9% 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.

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