Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust II (FBY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — FBY

Based on 24 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 FBY 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
24 funds currently hold this stock — 92% of the 3.0-year high of 26 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +41% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+41% 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

15 buying8 selling
Last quarter: 15 funds were net buyers (6 opened a brand new position + 9 added to an existing one). Only 8 were sellers (5 trimmed + 3 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 FBY position: 3 → 14 → 0 → 6. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 33% entered in last year

■ 12% conviction (2yr+) ■ 54% medium ■ 33% new
Only 3 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.
⚠️

Saturation — most institutions already know this story

6 → 3 → 14 → 0 → 6 new funds/Q
New funds entering each quarter: 3 → 14 → 0 → 6. 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.
🌱

Early stage — 58% of holders entered in last year

■ 12% veterans ■ 29% 1-2yr ■ 58% new
Of 24 current holders: 14 (58%) entered in the past year, only 3 (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 — 0% AUM from top-100

0% from top-100 AUM funds
4 of 24 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — FBY

In 2026 Q2, 15 hedge funds were net buyers of FBY (6 opened a new position, 9 added to an existing one), while 8 reduced or exited (5 trimmed, 3 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 24.

Hedge Fund Ownership: FBY

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

Market Analysis: FBY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FBY

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: FBY
24 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 24 21 14.29%
13F Shares 5M 4M 23.4%
Total Value $45M $41M 9.64%
New Positions 6 0 +6
Increased Positions 9 12 -3
Closed Positions 3 4 -1
Reduced Positions 5 3 +2
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FBY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

24 + investors

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

QUARTER:
Top 24 FBY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mcguire Capital Advisors Inc 0.49% 100,000 $896K
2 Tidal Investments LLC 0.07% 4,542,070 $40.7M
3 World Equity Group, INC. 0.02% 10,664 $96K
4 ZEGA Investments, LLC 0.02% 22,489 $202K
5 Cavalier Investments, LLC 0.02% 44,638 $400K
6 Visionary Wealth Advisors 0.01% 36,723 $329K
7 Dynamic Advisor Solutions LLC 0.00% 14,912 $134K
8 Prospera Financial Services Inc 0.00% 17,370 $156K
9 Kestra Advisory Services, LLC 0.00% 36,456 $327K
10 SWAN Capital LLC 0.00% 120 $1K
11 Allworth Financial LP 0.00% 5,930 $53K
12 Commonwealth Equity Services, LLC 0.00% 19,124 $171K
13 Hrt Financial LP 0.00% 12,083 $108K
14 Steward Partners Investment Advisory, LLC 0.00% 2,842 $25K
15 International Assets Investment Management, LLC 0.00% 200 $2K
16 Jane Street Group, LLC 0.00% 138,256 $1.2M
17 Geneos Wealth Management Inc. 0.00% 365 $3K
18 Group One Trading LLC 0.00% 1,394 $12K
19 Simplex Trading, LLC 0.00% 426 $4K
20 Mercer Global Advisors Inc /Adv 0.00% 113 $1K
21 Harbour Investments, INC. 0.00% 6 —
22 Morgan Stanley 0.00% 100 —
23 Wells Fargo & Company/Mn 0.00% 1 —
24 Fmr LLC 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 (FBY)

What does the Smart Money Trend signal show for FBY?

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

More buyers than sellers — 65% buying: Last quarter: 15 funds were net buyers (6 opened a brand new position + 9 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FBY holders?

Smaller funds dominant — 0% AUM from top-100: 4 of 24 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 FBY?

Mostly new holders — 33% entered in last year: Only 3 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.

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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