Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust II (RSBT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — RSBT

Based on 20 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added RSBT 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.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
20 funds currently hold this stock — 87% 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 — 13% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold RSBT compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 58% buying

11 buying8 selling
Last quarter: 11 funds bought or added vs 8 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.
➡️

Steady new buyers — ~3 new funds per quarter

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

Mostly new holders — 35% entered in last year

■ 20% conviction (2yr+) ■ 45% medium ■ 35% new
Only 4 funds (20%) 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 — ~3 new funds/quarter

8 → 3 → 2 → 3 → 3 new funds/Q
New funds entering each quarter: 3 → 2 → 3 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 20% veterans, 50% new entrants

■ 20% veterans ■ 30% 1-2yr ■ 50% new
Of 20 current holders: 4 (20%) held 2+ years, 6 held 1–2 years, 10 (50%) 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 20 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.

Institutional Sentiment Summary — RSBT

In 2026 Q1, 11 hedge funds were net buyers of RSBT (3 opened a new position, 8 added to an existing one), while 8 reduced or exited (6 trimmed, 2 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 20.

Hedge Fund Ownership: RSBT

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

Market Analysis: RSBT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RSBT

-- --

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

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

Signal Freshness measures how much RSBT 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
RSBT
+0.5%
SPY
+14.9%

RSBT outperformed SPY by -14.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
RSBT
-3.6%
SPY
+1.1%

Since the filing became public, RSBT outperformed SPY by -4.7% .

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
1.5
/ 10
conviction
Hedge Fund Positioning: RSBT
20 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 20 19 5.26%
13F Shares 2M 2M 22.11%
Total Value $41M $33M 26.9%
New Positions 3 3 -
Increased Positions 8 10 -2
Closed Positions 2 1 +1
Reduced Positions 6 4 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RSBT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

20 + 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:
Top 19 RSBT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Innova Wealth Partners 2.03% 226,986 $4.3M
2 Trailhead Planners LLC 1.83% 100,943 $1.9M
3 Wright Wealth LLC 1.72% 136,183 $2.6M
4 WealthTrak Capital Management LLC 1.36% 100,868 $1.9M
5 BWM Planning, LLC 0.88% 176,004 $3.3M
6 Fermata Advisors, LLC 0.19% 44,600 $841K
7 Worth Asset Management, LLC 0.16% 22,613 $426K
8 World Investment Advisors 0.12% 385,308 $7.3M
9 Accurate Wealth Management, LLC 0.07% 29,476 $562K
10 Professional Financial Advisors, LLC 0.06% 15,364 $290K
11 Integrated Wealth Concepts LLC 0.06% 378,380 $7.1M
12 SteelPeak Wealth, LLC 0.04% 62,476 $1.2M
13 Mather Group, LLC. 0.03% 159,751 $3.0M
14 Kovack Advisors, Inc. 0.02% 20,101 $379K
15 Wealth Enhancement Advisory Services, LLC 0.01% 271,388 $5.2M
16 Commonwealth Equity Services, LLC 0.00% 56,540 $1.1M
17 Aptus Capital Advisors, LLC 0.00% 3,128 $59K
18 Farther Finance Advisors, LLC 0.00% 2,166 $41K
19 Cwm, LLC 0.00% 740 $14K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added RSBT 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 RSBT?

Slight buying edge — 58% buying: Last quarter: 11 funds bought or added vs 8 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 RSBT holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 20 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 — 35% entered in last year: Only 4 funds (20%) 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 (RSBT) following the 2026 Q1 hedge fund 13F filings?

As of today, RSBT has moved -3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -4.7%. Since the quarter end (March 31, 2026), RSBT has gained +0.5% 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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