Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust I (RISR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — RISR

Based on 44 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RISR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
44 hedge funds hold RISR 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

28 buying20 selling
Last quarter: 28 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 12 → 14 → 8. 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.
📌

Mixed — 36% long-term, 34% new

■ 36% conviction (2yr+) ■ 30% medium ■ 34% new
Of the 44 current holders: 16 (36%) held >2 years, 13 held 1–2 years, and 15 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~8 new funds/quarter

13 → 5 → 12 → 14 → 8 new funds/Q
New funds entering each quarter: 5 → 12 → 14 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 41% newcomers

■ 41% veterans ■ 18% 1-2yr ■ 41% new
Entry-cohort mix of 44 holders: 18 (41%) are 2+ year veterans, 8 entered 1–2 years ago, and 18 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
5 of 44 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — RISR

In 2026 Q1, 28 hedge funds were net buyers of RISR (8 opened a new position, 20 added to an existing one), while 20 reduced or exited (11 trimmed, 9 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 44.

Hedge Fund Ownership: RISR

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

Market Analysis: RISR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RISR

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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.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: RISR
2026 Q2 Stats Unlock in 5 days 44 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 44 45 -2.22%
13F Shares 4M 3M 16.24%
Total Value $132M $120M 10.53%
New Positions 8 14 -6
Increased Positions 20 12 +8
Closed Positions 9 11 -2
Reduced Positions 11 11 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RISR

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Institutional Holders (2026 Q2)

44 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RISR. 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 RISR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Family Investment Center, Inc. 8.07% 1,342,182 $48.6M
2 Reliant Wealth Planning 4.65% 467,373 $16.9M
3 Harbour Wealth Management Group, Inc. 2.72% 111,066 $4.0M
4 Smart Money Group LLC 1.42% 152,655 $5.5M
5 Nvest Financial, LLC 1.32% 115,696 $4.2M
6 Quantify Chaos Advisors, LLC 0.65% 6,387 $231K
7 Private Wealth Asset Management, LLC 0.51% 146,484 $5.3M
8 One Plus One Wealth Management, LLC 0.44% 27,930 $1.0M
9 Harbor Investment Advisory, LLC 0.41% 162,869 $5.9M
10 BlackDiamond Wealth Management, LLC 0.33% 22,029 $809K
11 Legacy Capital Wealth Partners, LLC 0.32% 46,372 $1.7M
12 Berger Financial Group, Inc 0.16% 87,124 $3.2M
13 3EDGE Asset Management, LP 0.13% 77,769 $2.8M
14 Weaver Consulting Group 0.08% 11,050 $400K
15 J.W. Cole Advisors, INC. 0.08% 123,672 $4.5M
16 Encompass More Asset Management 0.08% 14,299 $518K
17 Worth Asset Management, LLC 0.07% 6,457 $234K
18 Focus Financial Network, Inc. 0.07% 62,358 $2.3M
19 Farther Finance Advisors, LLC 0.06% 198,141 $7.2M
20 Inspire Advisors, LLC 0.03% 10,460 $379K
21 Dunhill Financial, LLC 0.03% 3,437 $124K
22 Onyx Bridge Wealth Group LLC 0.02% 7,016 $254K
23 Level Four Advisory Services, LLC 0.01% 13,911 $504K
24 Sanctuary Advisors, LLC 0.01% 83,714 $3.0M
25 Savvy Advisors, Inc. 0.01% 17,933 $649K
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 I (RISR)

What does the Smart Money Trend signal show for RISR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RISR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RISR?

Slight buying edge — 58% buying: Last quarter: 28 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RISR holders?

Smaller funds dominant — 7% AUM from top-100: 5 of 44 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RISR?

Mixed — 36% long-term, 34% new: Of the 44 current holders: 16 (36%) held >2 years, 13 held 1–2 years, and 15 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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