Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TIDAL TRUST II (YMAX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
7Q ▲
Buyers last Q
56%

Smart Money Signals — YMAX

Based on 61 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added YMAX 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
61 hedge funds hold YMAX right now — the highest count in 2.0 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 — +103% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+103% 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 — 56% buying

36 buying28 selling
Last quarter: 36 funds bought or added vs 28 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 20 → 18 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 62% entered in last year

3% conviction (2yr+) 34% medium 62% new
Only 2 funds (3%) 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 -5%, value -28%

Value
-28%
Shares
-4%
Last quarter: funds added -5% more shares while total portfolio value only changed -28%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~17 new funds/quarter

16 → 13 → 20 → 18 → 17 new funds/Q
New funds entering each quarter: 13 → 20 → 18 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 75% of holders entered in last year

0% veterans 25% 1-2yr 75% new
Of 64 current holders: 48 (75%) 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.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
6 of 61 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: YMAX
2026 Q1 Stats Unlock in 22 days 64 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 64 59 8.47%
13F Shares 2M 2M -4.63%
Total Value $21M $29M -28.43%
New Positions 17 18 -1
Increased Positions 25 29 -4
Closed Positions 11 9 +2
Reduced Positions 22 18 +4
Total Calls 1 2 -50.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 3.0 1.0 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) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

64 + investors

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

Top 16 institutional holders of YMAX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WINEBRENNER CAPITAL MANAGEMENT LLC 0.22% 43,500 $341K
2 MANCHESTER FINANCIAL INC 0.16% 109,554 $858K
3 Straight Path Wealth Management 0.06% 29,308 $229K
4 Legacy Wealth Management, LLC / MS 0.05% 23,285 $182K
5 Independent Wealth Network Inc. 0.04% 16,468 $129K
6 Stonebridge Financial Group, LLC 0.01% 10,000 $78K
7 PFG Investments, LLC 0.00% 12,200 $96K
8 J.W. COLE ADVISORS, INC. 0.00% 10,451 $82K
9 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 25,051 $196K
10 Dougherty Wealth Advisers LLC 0.00% 367 $3K
11 Quaker Wealth Management, LLC 0.00% 583 $5K
12 MOTCO 0.00% 725 $6K
13 Janney Montgomery Scott LLC 0.00% 15,750
14 Farther Finance Advisors, LLC 0.00% 330 $3K
15 Root Financial Partners, LLC 0.00% 28
16 CoreCap Advisors, LLC 0.00% 5
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?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added YMAX 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 YMAX?

Slight buying edge — 56% buying: Last quarter: 36 funds bought or added vs 28 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 — 1% AUM from top-100: 6 of 61 holders rank in the top 100 by AUM, but together hold only 1% 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 — 62% entered in last year: Only 2 funds (3%) 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.