Tidal Trust I (SFY) Hedge Fund Ownership (Q2 2026)

Tidal Trust I (SFY)

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

Smart Money Signals — SFY

Based on 61 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added SFY 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

61 hedge funds hold SFY 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 — +42% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+42% 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 — 62% buying

33 buying20 selling

Last quarter: 33 funds were net buyers (13 opened a brand new position + 20 added to an existing one). Only 20 were sellers (12 trimmed + 8 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 SFY position: 9 → 11 → 7 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 30% entered in last year

■ 23% conviction (2yr+) ■ 48% medium ■ 30% new

Only 14 funds (23%) 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.

💰

Value +19% but shares only +1% — price-driven

Value

+18%

+0%

Last quarter: the total dollar value of institutional holdings rose +19%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~13 new funds/quarter

11 → 9 → 11 → 7 → 13 new funds/Q

New funds entering each quarter: 9 → 11 → 7 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 23% veterans, 48% new entrants

■ 23% veterans ■ 30% 1-2yr ■ 48% new

Of 61 current holders: 14 (23%) held 2+ years, 18 held 1–2 years, 29 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds

12 of 61 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.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	61	56	8.93%
13F Shares	2M	2M	0.64%
Total Value	$325M	$274M	18.71%
New Positions	13	7	+6
Increased Positions	20	18	+2
Closed Positions	8	6	+2
Reduced Positions	12	13	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

8.93%

13F Shares

0.64%

Total Value

$325M

$274M

18.71%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

61 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SFY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sofi Wealth, LLC	10.94%	1,826,226	$271.9M
2	Nova Wealth Management, Inc.	1.86%	22,631	$3.4M
3	Bawa N Mallick Trust	0.32%	6,640	$989K
4	Teamwork Financial Advisors, LLC	0.24%	18,072	$2.7M
5	Pathway Financial Advisers, LLC	0.24%	6,412	$955K
6	Centric Wealth Management	0.20%	8,988	$1.3M
7	Advisors Capital Management, LLC	0.10%	65,564	$9.8M
8	ZEGA Investments, LLC	0.10%	6,516	$970K
9	LJI Wealth Management, LLC	0.05%	2,295	$342K
10	Cahaba Wealth Management, INC.	0.03%	2,916	$434K
11	Revolve Wealth Partners, LLC	0.02%	1,455	$217K
12	Keating Financial Advisory Services, Inc.	0.02%	1,050	$156K
13	Joel Isaacson & Co., LLC	0.02%	4,165	$620K
14	Advisors Preferred, LLC	0.02%	695	$102K
15	Concurrent Investment Advisors, LLC	0.01%	4,792	$713K
16	Archer Investment Corp	0.01%	178	$26K
17	Tower Research Capital LLC (TRC)	0.00%	1,214	$181K
18	Facet Wealth, Inc.	0.00%	1,719	$256K
19	Ieq Capital, LLC	0.00%	4,448	$662K
20	Concord Wealth Partners	0.00%	169	$25K
21	Triumph Capital Management	0.00%	100	$15K
22	Abound Wealth Management	0.00%	41	$6K
23	LPL Financial LLC	0.00%	35,330	$5.3M
24	Parallel Advisors, LLC	0.00%	435	$65K
25	Northwestern Mutual Wealth Management Co	0.00%	12,193	$1.8M

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 (SFY)

What does the Smart Money Trend signal show for SFY?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added SFY 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 SFY?

More buyers than sellers — 62% buying: Last quarter: 33 funds were net buyers (13 opened a brand new position + 20 added to an existing one). Only 20 were sellers (12 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SFY holders?

Smaller funds dominant — 4% AUM from top-100: 12 of 61 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 SFY?

Mostly new holders — 30% entered in last year: Only 14 funds (23%) 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Tidal Trust I (SFY)

Smart Money Signals — SFY

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +42% more funds vs a year ago

More buyers than sellers — 62% buying

More new buyers each quarter (+6 vs last Q)

Mostly new holders — 30% entered in last year

Value +19% but shares only +1% — price-driven

Steady discovery — ~13 new funds/quarter

Mixed cohorts — 23% veterans, 48% new entrants

Smaller funds dominant — 4% AUM from top-100

Institutional Sentiment Summary — SFY

Hedge Fund Ownership: SFY

Market Analysis: SFY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SFY

Hedge Fund Positioning: SFY

Statistics: SFY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Tidal Trust I (SFY)

Welcome to 13Foresight!