Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust II (YMAX)

49 + 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
↓ -6
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — YMAX

Based on 50 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 78% of 2.5Y peak

78% of all-time peak
50 funds currently hold this stock — 78% of the 2.5-year high of 64 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

32 buying31 selling
Last quarter: 32 funds bought or added vs 31 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 19 → 8 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

■ 14% conviction (2yr+) ■ 52% medium ■ 34% new
Only 7 funds (14%) 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.
⚠️

Saturation — most institutions already know this story

21 → 18 → 19 → 8 → 11 new funds/Q
New funds entering each quarter: 18 → 19 → 8 → 11. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 15% veterans, 52% new entrants

■ 15% veterans ■ 33% 1-2yr ■ 52% new
Of 54 current holders: 8 (15%) held 2+ years, 18 held 1–2 years, 28 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
8 of 50 holders rank in the top 100 by AUM, but together hold only 8% 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 — YMAX

In 2026 Q2, 32 hedge funds were net buyers of YMAX (11 opened a new position, 21 added to an existing one), while 31 reduced or exited (14 trimmed, 17 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 50.

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.

Loading signal freshness…
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
0.3
/ 10
conviction
Hedge Fund Positioning: YMAX
2026 Q3 Stats Unlock in 38 days 49 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 49 56 -12.5%
13F Shares 1M 2M -28.93%
Total Value $11M $15M -26.65%
New Positions 10 8 +2
Increased Positions 20 21 -1
Closed Positions 17 15 +2
Reduced Positions 14 17 -3
Total Calls 1 1 -
Total Puts 3 3 -
PUT/CALL Ratio 3.0 3.0 Bearish

Statistics: YMAX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

49 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Winnacle Wealth LLC 0.60% 108,356 $876K
2 Winebrenner Capital Management LLC 0.29% 58,500 $473K
3 Manchester Financial Inc 0.17% 119,631 $967K
4 Authentikos Wealth Advisory, LLC 0.13% 24,970 $202K
5 Legacy Wealth Management, LLC / MS 0.10% 48,315 $390K
6 ZEGA Investments, LLC 0.05% 63,368 $512K
7 Straight Path Wealth Management 0.05% 24,668 $199K
8 World Equity Group, INC. 0.04% 22,163 $179K
9 Independent Wealth Network Inc. 0.04% 18,929 $153K
10 Tucker Asset Management LLC 0.03% 14,033 $110K
11 IHT Wealth Management, LLC 0.03% 153,259 $1.2M
12 Coppell Advisory Solutions LLC 0.01% 17,842 $142K
13 Canal Capital Management, LLC 0.01% 11,001 $89K
14 Visionary Wealth Advisors 0.01% 23,063 $186K
15 Stonebridge Financial Group, LLC 0.01% 10,000 $81K
16 PFG Investments, LLC 0.00% 11,200 $90K
17 Daymark Wealth Partners, LLC 0.00% 14,193 $115K
18 Kestra Private Wealth Services, LLC 0.00% 25,251 $204K
19 Quaker Wealth Management, LLC 0.00% 670 $5K
20 Mcguire Capital Advisors Inc 0.00% 326 $3K
21 SWAN Capital LLC 0.00% 450 $4K
22 Mml Investors Services, LLC 0.00% 62,338 $504K
23 IFP Advisors, Inc 0.00% 6,087 $49K
24 Harbour Investments, INC. 0.00% 7,564 $61K
25 Hrt Financial LP 0.00% 54,422 $439K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 51% buying: Last quarter: 32 funds bought or added vs 31 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 YMAX holders?

Smaller funds dominant — 8% AUM from top-100: 8 of 50 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held YMAX?

Mostly new holders — 34% entered in last year: Only 7 funds (14%) 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.

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.

Full history →