Stock Analysis
Data Source: SEC EDGAR 13F
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Tidal Trust II (CHAT)

147 + Investors. Track Smart Money conviction in CHAT. 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
↑ +12
Streak
5Q ▲
Buyers last Q
63%

Smart Money Signals — CHAT

Based on 149 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added CHAT 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
149 hedge funds hold CHAT 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 — +157% more funds vs a year ago

fund count last 6Q
+91 new funds entered over the past year (+157% 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 — 63% buying

90 buying52 selling
Last quarter: 90 funds were net buyers (34 opened a brand new position + 56 added to an existing one). Only 52 were sellers (30 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

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

new funds entering per quarter
Funds opening this position for the first time: 20 → 51 → 41 → 34. 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 — 62% entered in last year

13% conviction (2yr+) 25% medium 62% new
Only 20 funds (13%) 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.
➡️

Steady discovery — ~34 new funds/quarter

18 → 20 → 51 → 41 → 34 new funds/Q
New funds entering each quarter: 20 → 51 → 41 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 71% of holders entered in last year

14% veterans 15% 1-2yr 71% new
Of 153 current holders: 108 (71%) entered in the past year, only 22 (14%) 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.

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
15 of 148 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.3
out of 10
Moderate Exit Risk
Exit risk score 6.3/10 — 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 — CHAT

In 2026 Q1, 90 hedge funds were net buyers of CHAT (34 opened a new position, 56 added to an existing one), while 52 reduced or exited (30 trimmed, 22 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in CHAT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 149.

Hedge Fund Ownership: CHAT

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

Market Analysis: CHAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CHAT

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: CHAT
2026 Q2 Stats Unlock in 2 days 147 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 147 136 8.09%
13F Shares 4M 4M -12.28%
Total Value $212M $240M -11.67%
New Positions 33 41 -8
Increased Positions 54 58 -4
Closed Positions 22 12 +10
Reduced Positions 29 15 +14
Total Calls 3 4 -25.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 0.75 Bullish

Statistics: CHAT

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Institutional Holders (2026 Q2)

147 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 CHAT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mainstay Capital Management LLC /Adv 7.25% 992,705 $98.0M
2 Berbice Capital Management LLC 4.08% 79,814 $7.9M
3 Box Hill Private Wealth LLC 1.78% 22,537 $2.2M
4 Regatta Research & Money Management 0.87% 9,354 $923K
5 LaSalle St. Investment Advisors, LLC 0.78% 64,968 $6.4M
6 Mattson Financial Services, LLC 0.71% 40,631 $3.4M
7 Seaview Investment Managers LLC 0.70% 23,646 $2.3M
8 Quadcap Wealth Management, LLC 0.67% 69,330 $6.8M
9 Providence First Trust Co 0.58% 21,031 $2.1M
10 Gemmer Asset Management LLC 0.47% 70,695 $7.0M
11 Endowment Wealth Management, Inc. 0.44% 11,473 $1.1M
12 Gradient Investments LLC 0.38% 279,378 $27.6M
13 Unique Wealth, LLC 0.34% 29,516 $2.9M
14 Paladin Wealth, LLC 0.30% 5,164 $510K
15 Bright Futures Wealth Management, LLC. 0.28% 4,463 $440K
16 Kmt Wealth Management, LLC 0.26% 3,165 $312K
17 ROSS\JOHNSON & Associates LLC 0.23% 150 $15K
18 Old Mission Capital LLC 0.22% 143,248 $14.1M
19 Valley National Advisers Inc 0.22% 20,198 $2.0M
20 Noble Wealth Management PBC 0.21% 4,780 $472K
21 Beacon Financial Advisory LLC 0.21% 10,556 $1.0M
22 Independent Wealth Advisors LLC 0.20% 2,261 $223K
23 Vestia Personal Wealth Advisors 0.20% 5,149 $508K
24 Insigneo Advisory Services, LLC 0.18% 49,719 $4.9M
25 Money Concepts Capital Corp 0.17% 36,251 $3.6M
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 (CHAT)

What does the Smart Money Trend signal show for CHAT?

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

More buyers than sellers — 63% buying: Last quarter: 90 funds were net buyers (34 opened a brand new position + 56 added to an existing one). Only 52 were sellers (30 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CHAT holders?

Strong quality — 24% AUM from major funds: 15 of 148 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CHAT?

Mostly new holders — 62% entered in last year: Only 20 funds (13%) 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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