Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust II (YMAX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — YMAX

Based on 56 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 YMAX 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 — 89% of 2.2Y peak

89% of all-time peak
56 funds currently hold this stock — 89% of the 2.2-year high of 63 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +60% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+60% 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 — 46% buying

29 buying34 selling
Last quarter: 34 funds reduced or exited vs 29 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 (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 21 → 18 → 18 → 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 — 41% entered in last year

■ 5% conviction (2yr+) ■ 54% medium ■ 41% new
Only 3 funds (5%) 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 -21%, value -37%

Value
-37%
Shares
-21%
Last quarter: funds added -21% more shares while total portfolio value only changed -37%. 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

13 → 21 → 18 → 18 → 8 new funds/Q
New funds entering each quarter: 21 → 18 → 18 → 8. YMAX 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 — 61% of holders entered in last year

■ 0% veterans ■ 39% 1-2yr ■ 61% new
Of 59 current holders: 36 (61%) 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 — 26% AUM from major funds

26% from top-100 AUM funds
10 of 55 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — YMAX

In 2026 Q1, 29 hedge funds were net buyers of YMAX (8 opened a new position, 21 added to an existing one), while 34 reduced or exited (19 trimmed, 15 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 26% of total institutional value in YMAX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 56.

Hedge Fund Ownership: YMAX

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

Market Analysis: YMAX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YMAX

-- --

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

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

Signal Freshness measures how much YMAX 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
YMAX
+3.3%
SPY
+14.9%

YMAX outperformed SPY by -11.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
YMAX
-3.2%
SPY
+1.1%

Since the filing became public, YMAX outperformed SPY by -4.3% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: YMAX
56 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 56 63 -11.11%
13F Shares 2M 2M -21.24%
Total Value $15M $24M -37.13%
New Positions 8 18 -10
Increased Positions 21 20 +1
Closed Positions 15 12 +3
Reduced Positions 17 17 -
Total Calls 1 1 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 3.0 4.0 Bearish

Statistics: YMAX

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Valuation Measures Data as of: --

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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) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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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 YMAX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 YMAX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Winnow Wealth LLC 0.65% 106,818 $836K
2 Authentikos Wealth Advisory, LLC 0.58% 109,926 $861K
3 Winebrenner Capital Management LLC 0.22% 43,500 $341K
4 Manchester Financial Inc 0.16% 109,554 $858K
5 ZEGA Investments, LLC 0.06% 72,757 $570K
6 Straight Path Wealth Management 0.06% 29,308 $229K
7 Legacy Wealth Management, LLC / MS 0.05% 23,285 $182K
8 IHT Wealth Management, LLC 0.04% 244,679 $1.9M
9 Independent Wealth Network Inc. 0.04% 16,468 $129K
10 World Equity Group, INC. 0.04% 17,800 $139K
11 Mcguire Capital Advisors Inc 0.03% 5,326 $42K
12 Two Sigma Securities, LLC 0.02% 27,366 $214K
13 Stance Capital LLC 0.02% 5,091 $40K
14 L & S Advisors Inc 0.01% 13,097 $103K
15 Visionary Wealth Advisors 0.01% 22,488 $176K
16 WFA of San Diego, LLC 0.01% 1,025 $8K
17 Stonebridge Financial Group, LLC 0.01% 10,000 $78K
18 Old Mission Capital LLC 0.01% 46,281 $362K
19 PFG Investments, LLC 0.00% 12,200 $96K
20 StoneX Group Inc. 0.00% 10,514 $82K
21 Daymark Wealth Partners, LLC 0.00% 13,146 $103K
22 Meridian Wealth Management, LLC 0.00% 11,053 $87K
23 J.W. Cole Advisors, INC. 0.00% 10,451 $82K
24 Kestra Private Wealth Services, LLC 0.00% 25,051 $196K
25 Dougherty Wealth Advisers LLC 0.00% 367 $3K
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 (YMAX)

What does the Smart Money Trend signal show for YMAX?

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

More sellers than buyers — 46% buying: Last quarter: 34 funds reduced or exited vs 29 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 YMAX holders?

Strong quality — 26% AUM from major funds: 10 of 55 holders rank in the top 100 by AUM, accounting for 26% 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 YMAX?

Mostly new holders — 41% entered in last year: Only 3 funds (5%) 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 (YMAX) following the 2026 Q1 hedge fund 13F filings?

As of today, YMAX has moved -3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -4.3%. Since the quarter end (March 31, 2026), YMAX has gained +3.3% 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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