Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust I (SFY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
6Q ▲
Buyers last Q
57%

Smart Money Signals — SFY

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

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added SFY 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
56 hedge funds hold SFY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+40% 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.
🟡

Slight buying edge — 57% buying

25 buying19 selling
Last quarter: 25 funds bought or added vs 19 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 9 → 11 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 30% entered in last year

■ 23% conviction (2yr+) ■ 46% medium ■ 30% new
Only 13 funds (23%) 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

12 → 11 → 9 → 11 → 7 new funds/Q
New funds entering each quarter: 11 → 9 → 11 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 25% veterans, 52% new entrants

■ 25% veterans ■ 23% 1-2yr ■ 52% new
Of 56 current holders: 14 (25%) held 2+ years, 13 held 1–2 years, 29 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
12 of 56 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — SFY

In 2026 Q1, 25 hedge funds were net buyers of SFY (7 opened a new position, 18 added to an existing one), while 19 reduced or exited (13 trimmed, 6 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: SFY

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

Market Analysis: SFY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SFY

-- --

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

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

Signal Freshness measures how much SFY 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 · 81d ago
SFY
nan%
SPY
+15.1%

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

Since 13F Filing Date May 15, 2026 · 36d ago
SFY
nan%
SPY
+1.3%

Since the filing became public, SFY 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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: SFY
56 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 56 55 1.82%
13F Shares 2M 2M 5.46%
Total Value $274M $275M -0.65%
New Positions 7 11 -4
Increased Positions 18 12 +6
Closed Positions 6 3 +3
Reduced Positions 13 16 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SFY

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

56 + investors

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

QUARTER:
Top 25 SFY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sofi Wealth, LLC 10.55% 1,754,353 $219.0M
2 Nova Wealth Management, Inc. 1.64% 20,156 $2.5M
3 Bawa N Mallick Trust 0.34% 6,620 $826K
4 Centric Wealth Management 0.25% 8,988 $1.3M
5 Teamwork Financial Advisors, LLC 0.25% 18,645 $2.3M
6 Pathway Financial Advisers, LLC 0.22% 6,194 $773K
7 ZEGA Investments, LLC 0.09% 6,417 $801K
8 Advisors Capital Management, LLC 0.08% 57,802 $7.2M
9 LJI Wealth Management, LLC 0.05% 2,295 $286K
10 Gts Securities LLC 0.04% 7,941 $991K
11 Cahaba Wealth Management, INC. 0.02% 2,903 $362K
12 Keating Financial Advisory Services, Inc. 0.02% 1,050 $131K
13 Joel Isaacson & Co., LLC 0.02% 4,165 $520K
14 Tower Research Capital LLC (TRC) 0.01% 3,709 $463K
15 Concurrent Investment Advisors, LLC 0.01% 8,155 $1.0M
16 Archer Investment Corp 0.00% 148 $18K
17 Triumph Capital Management 0.00% 100 $12K
18 LPL Financial LLC 0.00% 36,642 $4.6M
19 Root Financial Partners, LLC 0.00% 207 $26K
20 Abound Wealth Management 0.00% 42 $5K
21 Goldman Sachs Group Inc 0.00% 69,949 $8.7M
22 Northwestern Mutual Wealth Management Co 0.00% 12,908 $1.6M
23 Parallel Advisors, LLC 0.00% 435 $54K
24 Hrt Financial LP 0.00% 2,599 $324K
25 Citadel Advisors LLC 0.00% 37,892 $4.7M
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 I (SFY)

What does the Smart Money Trend signal show for SFY?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added SFY 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 SFY?

Slight buying edge — 57% buying: Last quarter: 25 funds bought or added vs 19 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 SFY holders?

Smaller funds dominant — 9% AUM from top-100: 12 of 56 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SFY?

Mostly new holders — 30% entered in last year: Only 13 funds (23%) 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 I (SFY) following the 2026 Q1 hedge fund 13F filings?

As of today, SFY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SFY has gained nan% vs +15.1% 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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