Tidal Trust II (BLOX) Hedge Fund Ownership (Q2 2026)

Tidal Trust II (BLOX)

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

Smart Money Signals — BLOX

Based on 27 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added BLOX 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.

🔻

Below peak — only 22% of 3.0Y high

22% of all-time peak

Only 27 funds hold BLOX today versus a peak of 124 funds at 2016 Q3 — just 22% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

🚀

Fast accumulation — +800% more funds vs a year ago

fund count last 6Q

+24 new funds entered over the past year (+800% 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 — 71% buying

20 buying8 selling

Last quarter: 20 funds were net buyers (12 opened a brand new position + 8 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 9 → 10 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 67% entered in last year

■ 22% conviction (2yr+) ■ 11% medium ■ 67% new

Only 6 funds (22%) 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.

💰

Value +100% but shares only +67% — price-driven

Value

+99%

+66%

Last quarter: the total dollar value of institutional holdings rose +100%, but actual share count only changed +67%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

3 → 6 → 9 → 10 → 12 new funds/Q

New funds entering each quarter: 6 → 9 → 10 → 12. A growing number of institutions are discovering BLOX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 78% of holders entered in last year

■ 22% veterans ■ 0% 1-2yr ■ 78% new

Of 27 current holders: 21 (78%) entered in the past year, only 6 (22%) 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 — 3% AUM from top-100

3% from top-100 AUM funds

5 of 27 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	27	20	35.0%
13F Shares	769K	461K	66.91%
Total Value	$12M	$6M	99.87%
New Positions	12	10	+2
Increased Positions	8	8	-
Closed Positions	5	5	-
Reduced Positions	3	1	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

35.0%

13F Shares

769K

461K

66.91%

Total Value

$12M

$6M

99.87%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BLOX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Nicholas Wealth, LLC.	1.67%	195,386	$3.0M
2	Centennial Advisors, LLC	0.64%	34,257	$533K
3	SMART Wealth LLC	0.29%	86,135	$1.3M
4	Owen LaRue, LLC	0.17%	31,244	$486K
5	WealthCare Asset Management, LLC	0.10%	14,782	$230K
6	ZEGA Investments, LLC	0.02%	13,962	$217K
7	Benjamin Edwards Inc	0.02%	115,415	$1.8M
8	Ausdal Financial Partners, Inc.	0.01%	21,540	$335K
9	Scotia Capital INC.	0.01%	95,746	$1.5M
10	Kingdom Financial Group LLC.	0.00%	1,204	$19K
11	SOA Wealth Advisors, LLC.	0.00%	1,585	$25K
12	Luminist Capital LLC	0.00%	225	$4K
13	Hrt Financial LP	0.00%	33,141	$515K
14	EverSource Wealth Advisors, LLC	0.00%	750	$12K
15	Mariner, LLC	0.00%	23,032	$358K
16	Signaturefd, LLC	0.00%	1,041	$16K
17	Jane Street Group, LLC	0.00%	79,058	$1.2M
18	Salem Investment Counselors Inc	0.00%	150	$2K
19	Citadel Advisors LLC	0.00%	19,208	$299K
20	SWAN Capital LLC	0.00%	1	—
21	Tower Research Capital LLC (TRC)	0.00%	10	—
22	Royal Bank of Canada	0.00%	427	$7K
23	Russell Investments Group, Ltd.	0.00%	12	—
24	Wells Fargo & Company/Mn	0.00%	2	—
25	Morgan Stanley	0.00%	1	—

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 (BLOX)

What does the Smart Money Trend signal show for BLOX?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added BLOX 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 BLOX?

More buyers than sellers — 71% buying: Last quarter: 20 funds were net buyers (12 opened a brand new position + 8 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BLOX holders?

Smaller funds dominant — 3% AUM from top-100: 5 of 27 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BLOX?

Mostly new holders — 67% entered in last year: Only 6 funds (22%) 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.

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Tidal Trust II (BLOX)

Smart Money Signals — BLOX

Buying streak — 5 quarters in a row

Below peak — only 22% of 3.0Y high

Fast accumulation — +800% more funds vs a year ago

More buyers than sellers — 71% buying

Steady new buyers — ~12 new funds per quarter

Mostly new holders — 67% entered in last year

Value +100% but shares only +67% — price-driven

Growing discovery — still being found

Early stage — 78% of holders entered in last year

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — BLOX

Hedge Fund Ownership: BLOX

Market Analysis: BLOX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BLOX

Hedge Fund Positioning: BLOX

Statistics: BLOX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Tidal Trust II (BLOX)

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