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

Tidal Trust II (RSBT)

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

Smart Money Signals — RSBT

Based on 19 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their RSBT 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 — 83% of 3.0Y peak

83% of all-time peak

19 funds currently hold this stock — 83% of the 3.0-year high of 23 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q

1 fewer hedge funds hold RSBT compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟢

More buyers than sellers — 76% buying

16 buying5 selling

Last quarter: 16 funds were net buyers (2 opened a brand new position + 14 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 3 → 3 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 37% entered in last year

■ 21% conviction (2yr+) ■ 42% medium ■ 37% new

Only 4 funds (21%) 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 — ~2 new funds/quarter

3 → 2 → 3 → 3 → 2 new funds/Q

New funds entering each quarter: 2 → 3 → 3 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 21% veterans, 47% new entrants

■ 21% veterans ■ 32% 1-2yr ■ 47% new

Of 19 current holders: 4 (21%) held 2+ years, 6 held 1–2 years, 9 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

0 of 19 holders rank in the top 100 by AUM, but together hold only 0% 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	19	20	-5.0%
13F Shares	3M	2M	30.38%
Total Value	$54M	$41M	31.63%
New Positions	2	3	-1
Increased Positions	14	8	+6
Closed Positions	3	2	+1
Reduced Positions	2	6	-4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-5.0%

13F Shares

30.38%

Total Value

$54M

$41M

31.63%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

19 + investors

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

QUARTER:

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

Top 18 RSBT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Trailhead Planners LLC	2.70%	146,697	$2.8M
2	Innova Wealth Partners	1.91%	245,069	$4.7M
3	Wright Wealth LLC	1.62%	141,559	$2.7M
4	WealthTrak Capital Management LLC	1.29%	102,664	$2.0M
5	BWM Planning, LLC	0.89%	202,643	$3.9M
6	Fermata Advisors, LLC	0.35%	90,821	$1.7M
7	World Investment Advisors	0.12%	385,308	$7.3M
8	Mather Group, LLC.	0.08%	468,556	$8.9M
9	Manhattan West Asset Management, LLC	0.06%	19,525	$372K
10	Professional Financial Advisors, LLC	0.05%	15,083	$287K
11	Integrated Wealth Concepts LLC	0.04%	403,254	$7.7M
12	Luminist Capital LLC	0.03%	1,587	$30K
13	SteelPeak Wealth, LLC	0.03%	67,699	$1.3M
14	Accurate Wealth Management, LLC	0.02%	13,489	$256K
15	Wealth Enhancement Advisory Services, LLC	0.01%	293,144	$5.6M
16	Commonwealth Equity Services, LLC	0.01%	262,392	$5.0M
17	Aptus Capital Advisors, LLC	0.00%	5,372	$102K
18	Farther Finance Advisors, LLC	0.00%	2,342	$45K

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 (RSBT)

What does the Smart Money Trend signal show for RSBT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RSBT 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 RSBT?

More buyers than sellers — 76% buying: Last quarter: 16 funds were net buyers (2 opened a brand new position + 14 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RSBT holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 19 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RSBT?

Mostly new holders — 37% entered in last year: Only 4 funds (21%) 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Tidal Trust II (RSBT)

Smart Money Signals — RSBT

Selling streak — 1 quarter in a row

High ownership — 83% of 3.0Y peak

Outflows — 5% fewer funds vs a year ago

More buyers than sellers — 76% buying

Steady new buyers — ~2 new funds per quarter

Mostly new holders — 37% entered in last year

Steady discovery — ~2 new funds/quarter

Mixed cohorts — 21% veterans, 47% new entrants

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — RSBT

Hedge Fund Ownership: RSBT

Market Analysis: RSBT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RSBT

Hedge Fund Positioning: RSBT

Statistics: RSBT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Tidal Trust II (RSBT)

Welcome to 13Foresight!