Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TIDAL TRUST II (NVDY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
10Q ▲
Buyers last Q
64%

Smart Money Signals — NVDY

Based on 87 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added NVDY 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
87 hedge funds hold NVDY 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 — +55% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+55% 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 — 64% buying

59 buying33 selling
Last quarter: 59 funds were net buyers (21 opened a brand new position + 38 added to an existing one). Only 33 were sellers (19 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 19 → 21 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 48% entered in last year

■ 7% conviction (2yr+) ■ 45% medium ■ 48% new
Only 6 funds (7%) 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 — ~21 new funds/quarter

21 → 21 → 19 → 21 → 21 new funds/Q
New funds entering each quarter: 21 → 19 → 21 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 62% of holders entered in last year

■ 12% veterans ■ 26% 1-2yr ■ 62% new
Of 92 current holders: 57 (62%) entered in the past year, only 11 (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 — 4% AUM from top-100

4% from top-100 AUM funds
10 of 87 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — NVDY

In 2025 Q4, 59 hedge funds were net buyers of NVDY (21 opened a new position, 38 added to an existing one), while 33 reduced or exited (19 trimmed, 14 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 87.

Hedge Fund Ownership: NVDY

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

Market Analysis: NVDY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NVDY

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: NVDY
2026 Q1 Stats Unlock in 5 days 92 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 92 84 9.52%
13F Shares 12M 11M 7.92%
Total Value $173M $185M -6.59%
New Positions 21 21 -
Increased Positions 45 42 +3
Closed Positions 14 11 +3
Reduced Positions 25 22 +3
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: NVDY

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Institutional Holders (2026 Q1)

92 + investors

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

Top 25 institutional holders of NVDY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital CS Group, LLC 1.19% 44,442 $577K
2 Stirlingshire Investments, Inc. 1.07% 94,200 $1.2M
3 Polymer Capital Management (HK) LTD 0.49% 441,100 $5.7M
4 MCGUIRE CAPITAL ADVISORS INC 0.40% 48,578 $631K
5 Meadowbrook Wealth Management, LLC 0.31% 18,285 $237K
6 Chung Wu Investment Group, LLC 0.26% 23,600 $306K
7 Westend Capital Management, LLC 0.19% 47,888 $622K
8 Avidian Wealth Enterprises, LLC 0.15% 368,952 $4.8M
9 WINEBRENNER CAPITAL MANAGEMENT LLC 0.08% 10,000 $130K
10 Adams Wealth Management 0.04% 14,561 $189K
11 ZEGA Investments, LLC 0.04% 26,064 $338K
12 CacheTech Inc. 0.04% 14,561 $189K
13 Visionary Wealth Advisors 0.03% 47,809 $621K
14 Redhawk Wealth Advisors, Inc. 0.03% 18,030 $234K
15 Innovative Asset Advisors Group, LLC 0.02% 3,294 $43K
16 PFG Investments, LLC 0.02% 36,245 $470K
17 Apella Capital, LLC 0.02% 96,579 $1.4M
18 Dynamic Advisor Solutions LLC 0.01% 35,925 $466K
19 Kovack Advisors, Inc. 0.01% 14,184 $240K
20 WEDBUSH SECURITIES INC 0.01% 30,212 —
21 StoneX Group Inc. 0.01% 13,718 $178K
22 INDEPENDENT FINANCIAL GROUP, LLC 0.01% 24,500 $318K
23 HFM Investment Advisors, LLC 0.01% 1,840 $24K
24 INTEGRITY ALLIANCE, LLC. 0.01% 17,412 $226K
25 MGO ONE SEVEN LLC 0.01% 32,751 $425K
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 (NVDY)

What does the Smart Money Trend signal show for NVDY?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added NVDY 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 NVDY?

More buyers than sellers — 64% buying: Last quarter: 59 funds were net buyers (21 opened a brand new position + 38 added to an existing one). Only 33 were sellers (19 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NVDY holders?

Smaller funds dominant — 4% AUM from top-100: 10 of 87 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NVDY?

Mostly new holders — 48% entered in last year: Only 6 funds (7%) 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.