Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tidal Trust II (YMAG)

33 + Investors. Track Smart Money conviction in YMAG. 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
65%

Smart Money Signals — YMAG

Based on 34 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 YMAG 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 — 87% of 2.5Y peak

87% of all-time peak
34 funds currently hold this stock — 87% of the 2.5-year high of 39 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +55% more funds vs a year ago

fund count last 6Q
+12 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 — 65% buying

24 buying13 selling
Last quarter: 24 funds were net buyers (9 opened a brand new position + 15 added to an existing one). Only 13 were sellers (5 trimmed + 8 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: 16 → 15 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

■ 15% conviction (2yr+) ■ 35% medium ■ 50% new
Only 5 funds (15%) 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

10 → 16 → 15 → 8 → 9 new funds/Q
New funds entering each quarter: 16 → 15 → 8 → 9. 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 — 59% of holders entered in last year

■ 11% veterans ■ 30% 1-2yr ■ 59% new
Of 37 current holders: 22 (59%) entered in the past year, only 4 (11%) 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.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
7 of 34 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — YMAG

In 2026 Q2, 24 hedge funds were net buyers of YMAG (9 opened a new position, 15 added to an existing one), while 13 reduced or exited (5 trimmed, 8 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 23% of total institutional value in YMAG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 34.

Hedge Fund Ownership: YMAG

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

Market Analysis: YMAG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YMAG

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: YMAG
33 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 33 33 -
13F Shares 2M 2M 30.94%
Total Value $25M $20M 25.9%
New Positions 8 8 -
Increased Positions 14 12 +2
Closed Positions 8 13 -5
Reduced Positions 4 8 -4
Total Calls 2 2 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: YMAG

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

33 + investors

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

QUARTER:
Top 25 YMAG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Winebrenner Capital Management LLC 0.24% 35,000 $402K
2 Ausdal Financial Partners, Inc. 0.05% 113,208 $1.3M
3 EFG International AG 0.03% 156,263 $1.8M
4 Old Mission Capital LLC 0.02% 135,017 $1.6M
5 AE Wealth Management LLC 0.02% 337,810 $3.9M
6 Synergy Asset Management, LLC 0.02% 16,311 $187K
7 Sentinel Pension Advisors, LLC 0.02% 10,831 $126K
8 ZEGA Investments, LLC 0.02% 13,084 $150K
9 Mml Investors Services, LLC 0.01% 585,877 $6.7M
10 Insigneo Advisory Services, LLC 0.01% 19,698 $226K
11 Tucker Asset Management LLC 0.01% 2,174 $26K
12 Dynamic Advisor Solutions LLC 0.00% 12,600 $145K
13 Mgo One Seven LLC 0.00% 10,713 $123K
14 Lanark Financial, INC. 0.00% 873 $10K
15 Envestnet Asset Management Inc 0.00% 137,937 $1.6M
16 Hrt Financial LP 0.00% 17,673 $203K
17 Cetera Investment Advisers 0.00% 34,479 $396K
18 Royal Bank of Canada 0.00% 185,547 $2.1M
19 Tower Research Capital LLC (TRC) 0.00% 499 $6K
20 Osaic Holdings, INC. 0.00% 9,111 $105K
21 UBS Group AG 0.00% 74,517 $856K
22 Citadel Advisors LLC 0.00% 64,010 $735K
23 Jane Street Group, LLC 0.00% 73,669 $846K
24 Blue Bell Private Wealth Management, LLC 0.00% 48 —
25 Steward Partners Investment Advisory, LLC 0.00% 834 $10K
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 (YMAG)

What does the Smart Money Trend signal show for YMAG?

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

More buyers than sellers — 65% buying: Last quarter: 24 funds were net buyers (9 opened a brand new position + 15 added to an existing one). Only 13 were sellers (5 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for YMAG holders?

Strong quality — 23% AUM from major funds: 7 of 34 holders rank in the top 100 by AUM, accounting for 23% 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 YMAG?

Mostly new holders — 50% entered in last year: Only 5 funds (15%) 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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