Tidal Trust II (PLTY) Hedge Fund Ownership (Q2 2026)

Tidal Trust II (PLTY)

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

Smart Money Signals — PLTY

Based on 27 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their PLTY 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 — 75% of 1.8Y peak

75% of all-time peak

27 funds currently hold this stock — 75% of the 1.8-year high of 36 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +80% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+80% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.

🟠

More sellers than buyers — 47% buying

17 buying19 selling

Last quarter: 19 funds reduced or exited vs 17 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 16 → 16 → 6 → 6. 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

■ 15% conviction (2yr+) ■ 41% medium ■ 44% new

Only 4 funds (15%) 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.

💎

Buying through price weakness — shares +18%, value -13%

Value

-12%

+18%

Last quarter: funds added +18% more shares while total portfolio value only changed -13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

⚠️

Saturation — most institutions already know this story

8 → 16 → 16 → 6 → 6 new funds/Q

New funds entering each quarter: 16 → 16 → 6 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

📊

Mixed cohorts — 0% veterans, 46% new entrants

■ 0% veterans ■ 54% 1-2yr ■ 46% new

Of 35 current holders: 0 (0%) held 2+ years, 19 held 1–2 years, 16 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds

7 of 27 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	27	31	-12.9%
13F Shares	1M	1M	18.43%
Total Value	$40M	$46M	-12.78%
New Positions	6	6	-
Increased Positions	10	13	-3
Closed Positions	10	10	-
Reduced Positions	6	6	-
Total Calls	4	4	-
Total Puts	4	4	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-12.9%

13F Shares

18.43%

Total Value

$40M

$46M

-12.78%

New Positions

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PLTY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Stirlingshire Investments, Inc.	0.51%	24,184	$686K
2	Compass Capital Corp /Ma/ /Adv	0.07%	7,280	$204K
3	Tidal Investments LLC	0.05%	1,028,296	$29.2M
4	Evolution Wealth Management INC.	0.00%	185	$5K
5	EFG International AG	0.00%	3,455	$98K
6	Kestra Advisory Services, LLC	0.00%	10,386	$295K
7	CoreCap Advisors, LLC	0.00%	781	$22K
8	Group One Trading LLC	0.00%	11,565	$328K
9	Ameritas Advisory Services, LLC	0.00%	643	$18K
10	Belvedere Trading LLC	0.00%	11,100	$315K
11	SWAN Capital LLC	0.00%	30	—
12	Belvedere Trading LLC	0.00%	5,799	$164K
13	Susquehanna International Group, LLP	0.00%	66,787	$1.9M
14	Jane Street Group, LLC	0.00%	54,170	$1.5M
15	UBS Group AG	0.00%	28,739	$815K
16	Belvedere Trading LLC	0.00%	3,200	$91K
17	Citadel Advisors LLC	0.00%	29,400	$834K
18	Salem Investment Counselors Inc	0.00%	100	$3K
19	Jane Street Group, LLC	0.00%	26,500	$752K
20	Susquehanna International Group, LLP	0.00%	27,400	$777K
21	Osaic Holdings, INC.	0.00%	1,742	$50K
22	Citadel Advisors LLC	0.00%	15,100	$428K
23	Steward Partners Investment Advisory, LLC	0.00%	309	$9K
24	Susquehanna International Group, LLP	0.00%	20,100	$570K
25	Citadel Advisors LLC	0.00%	11,638	$330K

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 (PLTY)

What does the Smart Money Trend signal show for PLTY?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PLTY 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 PLTY?

More sellers than buyers — 47% buying: Last quarter: 19 funds reduced or exited vs 17 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PLTY holders?

Smaller funds dominant — 4% AUM from top-100: 7 of 27 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PLTY?

Mostly new holders — 44% entered in last year: Only 4 funds (15%) 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.

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.

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Tidal Trust II (PLTY)

Smart Money Signals — PLTY

Selling streak — 2 quarters in a row

High ownership — 75% of 1.8Y peak

Fast accumulation — +80% more funds vs a year ago

More sellers than buyers — 47% buying

Steady new buyers — ~6 new funds per quarter

Mostly new holders — 44% entered in last year

Buying through price weakness — shares +18%, value -13%

Saturation — most institutions already know this story

Mixed cohorts — 0% veterans, 46% new entrants

Smaller funds dominant — 4% AUM from top-100

Institutional Sentiment Summary — PLTY

Hedge Fund Ownership: PLTY

Market Analysis: PLTY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PLTY

Hedge Fund Positioning: PLTY

Statistics: PLTY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Tidal Trust II (PLTY)

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