Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust II (RSST)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — RSST

Based on 56 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RSST 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 — 86% of 3.0Y peak

86% of all-time peak
56 funds currently hold this stock — 86% of the 3.0-year high of 65 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold RSST compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

28 buying27 selling
Last quarter: 28 funds bought or added vs 27 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new RSST position: 8 → 5 → 3 → 10. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 20% entered in last year

■ 18% conviction (2yr+) ■ 62% medium ■ 20% new
Only 10 funds (18%) 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 — ~10 new funds/quarter

15 → 8 → 5 → 3 → 10 new funds/Q
New funds entering each quarter: 8 → 5 → 3 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 14% veterans, 32% new entrants

■ 14% veterans ■ 54% 1-2yr ■ 32% new
Of 56 current holders: 8 (14%) held 2+ years, 30 held 1–2 years, 18 (32%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
5 of 56 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — RSST

In 2026 Q1, 28 hedge funds were net buyers of RSST (10 opened a new position, 18 added to an existing one), while 27 reduced or exited (22 trimmed, 5 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: RSST

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

Market Analysis: RSST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RSST

-- --

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

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

Signal Freshness measures how much RSST 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 · 77d ago
RSST
nan%
SPY
+15.9%

RSST outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
RSST
nan%
SPY
+2.0%

Since the filing became public, RSST outperformed SPY by nan% .

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.

0 top-rated funds 5 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: RSST
54 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 54 51 5.88%
13F Shares 8M 7M 9.87%
Total Value $213M $196M 8.97%
New Positions 8 3 +5
Increased Positions 18 23 -5
Closed Positions 5 4 +1
Reduced Positions 22 19 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RSST

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

54 + investors

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

QUARTER:
Top 25 RSST holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cohalo Advisory LLC 6.32% 3,159 $89K
2 McGrath & Associates, Inc. 5.21% 125,326 $3.5M
3 Continuum Wealth Advisors, LLC 5.13% 437,060 $12.4M
4 WealthTrak Capital Management LLC 3.93% 194,624 $5.5M
5 Innova Wealth Partners 2.77% 206,788 $5.8M
6 Wright Wealth LLC 2.71% 143,062 $4.0M
7 Stapp Wealth Management, Pllc 2.68% 74,354 $2.1M
8 Triton Wealth Management, PLLC 2.56% 240,447 $6.9M
9 WJ Interests, LLC 2.37% 218,544 $6.2M
10 BWM Planning, LLC 1.68% 225,465 $6.4M
11 Magnolia Private Wealth, LLC 1.62% 85,740 $2.4M
12 BlackDiamond Wealth Management, LLC 1.27% 93,370 $2.6M
13 Planned Solutions, Inc. 1.14% 123,025 $3.5M
14 Fermata Advisors, LLC 1.00% 156,949 $4.4M
15 Professional Financial Advisors, LLC 0.85% 148,375 $4.2M
16 Private Advisory Group LLC 0.83% 449,086 $12.7M
17 RHS Financial, LLC 0.75% 55,923 $1.6M
18 Oregon Pacific Wealth Management, LLC 0.75% 25,332 $716K
19 Bravias Capital Group, LLC 0.66% 35,624 $1.0M
20 Brookwood Investment Group LLC 0.55% 157,753 $4.5M
21 Accurate Wealth Management, LLC 0.47% 132,347 $3.9M
22 Lunt Capital Management, Inc. 0.47% 43,135 $1.2M
23 Worth Asset Management, LLC 0.29% 27,758 $785K
24 Sigma Planning Corp 0.17% 214,100 $6.1M
25 Cwm, LLC 0.17% 2,256,877 $63.8M
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 (RSST)

What does the Smart Money Trend signal show for RSST?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RSST 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 RSST?

Slight buying edge — 51% buying: Last quarter: 28 funds bought or added vs 27 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 RSST holders?

Smaller funds dominant — 5% AUM from top-100: 5 of 56 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RSST?

Mostly new holders — 20% entered in last year: Only 10 funds (18%) 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 (RSST) following the 2026 Q1 hedge fund 13F filings?

As of today, RSST has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), RSST has gained nan% vs +15.9% 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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