Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TIDAL TRUST II (AMZY)

32 + Investors. Track Smart Money conviction in AMZY. 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
39%

Smart Money Signals — AMZY

Based on 32 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 AMZY 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 — 82% of 2.8Y peak

82% of all-time peak
32 funds currently hold this stock — 82% of the 2.8-year high of 39 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+33% 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.
🔴

Heavy selling pressure — only 39% buying

15 buying23 selling
Last quarter: 23 funds sold vs only 15 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 15 → 12 → 5. 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 — 44% entered in last year

■ 12% conviction (2yr+) ■ 44% medium ■ 44% new
Only 4 funds (12%) 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.
📊

Peak discovery — momentum slowing

5 → 6 → 15 → 12 → 5 new funds/Q
New funds entering each quarter: 6 → 15 → 12 → 5. AMZY 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 — 59% of holders entered in last year

■ 12% veterans ■ 28% 1-2yr ■ 59% new
Of 32 current holders: 19 (59%) entered in the past year, only 4 (12%) 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 — 2% AUM from top-100

2% from top-100 AUM funds
6 of 32 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — AMZY

In 2026 Q1, 15 hedge funds were net buyers of AMZY (5 opened a new position, 10 added to an existing one), while 23 reduced or exited (11 trimmed, 12 sold completely) — a 39% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 32.

Hedge Fund Ownership: AMZY

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

Market Analysis: AMZY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMZY

-- --

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

Is It Too Late to Buy TIDAL TRUST II (AMZY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMZY 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 · 51d ago
AMZY
+11.0%
SPY
+14.0%

AMZY outperformed SPY by -3.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
AMZY
-0.8%
SPY
+0.3%

Since the filing became public, AMZY outperformed SPY by -1.1% .

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
0.2
/ 10
conviction
Hedge Fund Positioning: AMZY
32 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 32 39 -17.95%
13F Shares 6M 7M -12.06%
Total Value $65M $89M -27.05%
New Positions 5 12 -7
Increased Positions 10 11 -1
Closed Positions 12 5 +7
Reduced Positions 11 9 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AMZY

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

32 + investors

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

QUARTER:
Top 25 institutional holders of AMZY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stirlingshire Investments, Inc. 0.67% 69,378 $765K
2 Capital CS Group, LLC 0.60% 26,390 $291K
3 Tidal Investments LLC 0.13% 5,381,483 $59.3M
4 Westend Capital Management, LLC 0.07% 20,922 $231K
5 ZEGA Investments, LLC 0.03% 23,602 $260K
6 MCGUIRE CAPITAL ADVISORS INC 0.02% 2,600 $29K
7 Visionary Wealth Advisors 0.02% 37,319 $411K
8 Cavalier Investments, LLC 0.01% 35,107 $387K
9 PFG Investments, LLC 0.01% 16,428 $181K
10 OLD MISSION CAPITAL LLC 0.01% 47,407 $522K
11 Traynor Capital Management, Inc. 0.01% 10,000 $107K
12 Capital Investment Advisory Services, LLC 0.00% 3,625 $40K
13 NFSG Corp 0.00% 1,600 $18K
14 IFP Advisors, Inc 0.00% 4,600 $51K
15 NBC SECURITIES, INC. 0.00% 1,161 $13K
16 Colonial Trust Advisors 0.00% 1,000 $11K
17 Cambridge Investment Research Advisors, Inc. 0.00% 26,689 —
18 Cetera Investment Advisers 0.00% 29,561 $326K
19 DHJJ Financial Advisors, Ltd. 0.00% 90 —
20 HARBOUR INVESTMENTS, INC. 0.00% 1,806 $20K
21 Rockefeller Capital Management L.P. 0.00% 10,000 $110K
22 Steward Partners Investment Advisory, LLC 0.00% 2,762 $30K
23 CITADEL ADVISORS LLC 0.00% 73,761 $813K
24 US BANCORP \DE\ 0.00% 6,500 $72K
25 Spire Wealth Management 0.00% 166 $2K
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 (AMZY)

What does the Smart Money Trend signal show for AMZY?

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

Heavy selling pressure — only 39% buying: Last quarter: 23 funds sold vs only 15 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for AMZY holders?

Smaller funds dominant — 2% AUM from top-100: 6 of 32 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AMZY?

Mostly new holders — 44% entered in last year: Only 4 funds (12%) 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 (AMZY) following the 2026 Q1 hedge fund 13F filings?

As of today, AMZY has moved -0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), AMZY has gained +11.0% vs +14.0% 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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