Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TIDAL TRUST III (OWNS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
75%

Smart Money Signals — OWNS

Based on 26 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OWNS 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 — 93% of 2.0Y peak

93% of all-time peak
26 funds currently hold this stock — 93% of the 2.0-year high of 28 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 75% buying

21 buying7 selling
Last quarter: 21 funds were net buyers (9 opened a brand new position + 12 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 4 → 4 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 27% entered in last year

■ 0% conviction (2yr+) ■ 73% medium ■ 27% new
Only 0 funds (0%) 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 — ~9 new funds/quarter

7 → 6 → 4 → 4 → 9 new funds/Q
New funds entering each quarter: 6 → 4 → 4 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 50% new entrants

■ 0% veterans ■ 50% 1-2yr ■ 50% new
Of 26 current holders: 0 (0%) held 2+ years, 13 held 1–2 years, 13 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
3 of 26 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — OWNS

In 2025 Q4, 21 hedge funds were net buyers of OWNS (9 opened a new position, 12 added to an existing one), while 7 reduced or exited (2 trimmed, 5 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. 29% of total institutional value in OWNS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 26.

Hedge Fund Ownership: OWNS

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

Market Analysis: OWNS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OWNS

-- --

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: OWNS
2026 Q1 Stats Unlock in 7 days 26 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 26 22 18.18%
13F Shares 4M 3M 17.54%
Total Value $65M $55M 18.07%
New Positions 9 4 +5
Increased Positions 12 11 +1
Closed Positions 5 10 -5
Reduced Positions 2 4 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OWNS

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Institutional Holders (2026 Q1)

26 + investors

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

Top 20 institutional holders of OWNS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NATURAL INVESTMENTS, LLC 1.10% 256,409 $4K
2 TRUE BLUE FINANCIAL, LLC 0.62% 45,633 $791K
3 OneAscent Wealth Management LLC 0.60% 104,975 $1.8M
4 OneAscent Financial Services LLC 0.47% 502,515 $8.7M
5 Riverwater Partners LLC 0.38% 65,076 $1.1M
6 Skyline Advisors, Inc. 0.37% 61,926 $1.1M
7 ALLIANZ SE 0.24% 1,248,751 $21.7M
8 First Affirmative Financial Network 0.16% 19,655 $342K
9 Investor's Fiduciary Advisor Network, LLC 0.11% 20,998 —
10 Orgel Wealth Management, LLC 0.11% 286,424 $5.0M
11 Mason & Associates Inc 0.05% 13,382 $234K
12 Compton Financial Group, LLC 0.04% 10,966 $190K
13 PFG Investments, LLC 0.02% 27,589 $478K
14 Midway Capital Research & Management 0.02% 1,155 $20K
15 RFG Advisory, LLC 0.01% 26,673 $463K
16 Atria Investments, Inc 0.00% 18,963 $329K
17 Merit Financial Group, LLC 0.00% 19,170 $332K
18 LPL Financial LLC 0.00% 136,929 $2.4M
19 Blue Trust, Inc. 0.00% 35 —
20 UBS Group AG 0.00% 1,769 $31K
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 III (OWNS)

What does the Smart Money Trend signal show for OWNS?

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

More buyers than sellers — 75% buying: Last quarter: 21 funds were net buyers (9 opened a brand new position + 12 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OWNS holders?

Strong quality — 29% AUM from major funds: 3 of 26 holders rank in the top 100 by AUM, accounting for 29% 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 OWNS?

Mostly new holders — 27% entered in last year: Only 0 funds (0%) 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.