Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust II (AMZY)

40 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — AMZY

Based on 41 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AMZY 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
41 hedge funds hold AMZY right now — the highest count in 3.0 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 — +86% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+86% 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 buyers than sellers — 65% buying

22 buying12 selling
Last quarter: 22 funds were net buyers (11 opened a brand new position + 11 added to an existing one). Only 12 were sellers (10 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new AMZY position: 15 → 12 → 5 → 11. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 39% entered in last year

■ 17% conviction (2yr+) ■ 44% medium ■ 39% new
Only 7 funds (17%) 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

6 → 15 → 12 → 5 → 11 new funds/Q
New funds entering each quarter: 15 → 12 → 5 → 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, 54% new entrants

■ 15% veterans ■ 32% 1-2yr ■ 54% new
Of 41 current holders: 6 (15%) held 2+ years, 13 held 1–2 years, 22 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
6 of 40 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 Q2, 22 hedge funds were net buyers of AMZY (11 opened a new position, 11 added to an existing one), while 12 reduced or exited (10 trimmed, 2 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 41.

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

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: AMZY
40 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 40 32 25.0%
13F Shares 5M 6M -23.32%
Total Value $48M $65M -25.83%
New Positions 11 5 +6
Increased Positions 11 10 +1
Closed Positions 2 12 -10
Reduced Positions 10 11 -1
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AMZY

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Financial Highlights

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Institutional Holders (2026 Q2)

40 + 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 AMZY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stirlingshire Investments, Inc. 0.59% 74,763 $798K
2 Capital CS Group, LLC 0.23% 27,669 $296K
3 Tidal Investments LLC 0.07% 3,903,738 $41.7M
4 ZEGA Investments, LLC 0.04% 35,231 $376K
5 Cavalier Investments, LLC 0.02% 47,149 $504K
6 Visionary Wealth Advisors 0.01% 32,231 $344K
7 Vision Financial Markets LLC 0.01% 900 $10K
8 Old Mission Capital LLC 0.01% 42,043 $449K
9 PFG Investments, LLC 0.01% 16,917 $181K
10 Traynor Capital Management, Inc. 0.00% 10,000 $107K
11 Capital Investment Advisory Services, LLC 0.00% 3,625 $39K
12 NFSG Corp 0.00% 1,200 $13K
13 IFP Advisors, Inc 0.00% 5,030 $54K
14 Lanark Financial, INC. 0.00% 1,062 $11K
15 Colonial Trust Advisors 0.00% 1,000 $11K
16 Trust Co of Vermont 0.00% 1,250 $13K
17 Cetera Investment Advisers 0.00% 42,277 $452K
18 DHJJ Financial Advisors, Ltd. 0.00% 90 —
19 Westend Capital Management, LLC 0.00% 112 $1K
20 Harbour Investments, INC. 0.00% 1,806 $19K
21 Focus Partners Wealth 0.00% 19,060 $204K
22 Hrt Financial LP 0.00% 10,466 $111K
23 Steward Partners Investment Advisory, LLC 0.00% 2,762 $29K
24 Spire Wealth Management 0.00% 466 $5K
25 Jane Street Group, LLC 0.00% 154,317 $1.6M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AMZY 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 AMZY?

More buyers than sellers — 65% buying: Last quarter: 22 funds were net buyers (11 opened a brand new position + 11 added to an existing one). Only 12 were sellers (10 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AMZY holders?

Smaller funds dominant — 0% AUM from top-100: 6 of 40 holders rank in the top 100 by AUM, but together hold only 0% 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 — 39% entered in last year: Only 7 funds (17%) 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.

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