Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust II (YMAG)

33 + Investors. Track Smart Money conviction in YMAG. 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
49%

Smart Money Signals — YMAG

Based on 33 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their YMAG 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 — 87% of 2.2Y peak

87% of all-time peak
33 funds currently hold this stock — 87% of the 2.2-year high of 38 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +74% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+74% 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.
🟠

More sellers than buyers — 49% buying

20 buying21 selling
Last quarter: 21 funds reduced or exited vs 20 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 16 → 14 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 58% entered in last year

■ 9% conviction (2yr+) ■ 33% medium ■ 58% new
Only 3 funds (9%) 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 +19%, value +1%

Value
+1%
Shares
+19%
Last quarter: funds added +19% more shares while total portfolio value only changed +1%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

8 → 10 → 16 → 14 → 8 new funds/Q
New funds entering each quarter: 10 → 16 → 14 → 8. YMAG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 69% of holders entered in last year

■ 0% veterans ■ 31% 1-2yr ■ 69% new
Of 35 current holders: 24 (69%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
9 of 33 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — YMAG

In 2026 Q1, 20 hedge funds were net buyers of YMAG (8 opened a new position, 12 added to an existing one), while 21 reduced or exited (8 trimmed, 13 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 25% of total institutional value in YMAG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 33.

Hedge Fund Ownership: YMAG

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

Market Analysis: YMAG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YMAG

-- --

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

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

Signal Freshness measures how much YMAG 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
YMAG
-3.4%
SPY
+14.9%

YMAG outperformed SPY by -18.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
YMAG
-12.1%
SPY
+1.1%

Since the filing became public, YMAG outperformed SPY by -13.2% .

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 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: YMAG
33 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 33 38 -13.16%
13F Shares 2M 1M 19.19%
Total Value $20M $19M 1.16%
New Positions 8 14 -6
Increased Positions 12 11 +1
Closed Positions 13 10 +3
Reduced Positions 8 6 +2
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YMAG

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Valuation Measures Data as of: --

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Enterprise Value --
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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

33 + investors

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

QUARTER:
Top 25 YMAG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RiverTree Advisors, LLC 0.76% 100,330 $1.2M
2 Winebrenner Capital Management LLC 0.27% 35,000 $418K
3 Ausdal Financial Partners, Inc. 0.06% 105,548 $1.3M
4 EFG International AG 0.04% 155,578 $1.9M
5 Mcguire Capital Advisors Inc 0.02% 3,000 $36K
6 AE Wealth Management LLC 0.02% 305,413 $3.6M
7 Synergy Asset Management, LLC 0.02% 12,903 $154K
8 Redhawk Wealth Advisors, Inc. 0.01% 11,363 $136K
9 Insigneo Advisory Services, LLC 0.01% 16,018 $191K
10 Mml Investors Services, LLC 0.01% 319,226 $3.8M
11 Mgo One Seven LLC 0.01% 36,959 $442K
12 Dynamic Advisor Solutions LLC 0.00% 11,500 $137K
13 Journey Strategic Wealth LLC 0.00% 12,000 $143K
14 Old Mission Capital LLC 0.00% 11,391 $136K
15 Nbc Securities, INC. 0.00% 1,673 $20K
16 Royal Bank of Canada 0.00% 147,379 $1.8M
17 Envestnet Asset Management Inc 0.00% 83,340 $996K
18 Cetera Investment Advisers 0.00% 19,094 $228K
19 HighTower Advisors, LLC 0.00% 14,112 $169K
20 Jane Street Group, LLC 0.00% 112,609 $1.3M
21 Osaic Holdings, INC. 0.00% 8,179 $98K
22 Citadel Advisors LLC 0.00% 44,559 $532K
23 Blue Bell Private Wealth Management, LLC 0.00% 48 —
24 MAI Capital Management 0.00% 1,000 $12K
25 Citadel Advisors LLC 0.00% 26,600 $318K
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 (YMAG)

What does the Smart Money Trend signal show for YMAG?

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

More sellers than buyers — 49% buying: Last quarter: 21 funds reduced or exited vs 20 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 YMAG holders?

Strong quality — 25% AUM from major funds: 9 of 33 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held YMAG?

Mostly new holders — 58% entered in last year: Only 3 funds (9%) 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 (YMAG) following the 2026 Q1 hedge fund 13F filings?

As of today, YMAG has moved -12.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -13.2%. Since the quarter end (March 31, 2026), YMAG has gained -3.4% 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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