Tidal Trust II (YMAX) Hedge Fund Ownership (Q1 2026)

Tidal Trust II (YMAX)

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

Smart Money Signals — YMAX

Based on 56 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 YMAX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 89% of 2.2Y peak

89% of all-time peak

56 funds currently hold this stock — 89% of the 2.2-year high of 63 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +60% more funds vs a year ago

fund count last 6Q

+21 new funds entered over the past year (+60% 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 sellers than buyers — 46% buying

29 buying34 selling

Last quarter: 34 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 21 → 18 → 18 → 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.

🔄

Mostly new holders — 41% entered in last year

■ 5% conviction (2yr+) ■ 54% medium ■ 41% new

Only 3 funds (5%) 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.

💎

Buying through price weakness — shares -21%, value -37%

Value

-37%

-21%

Last quarter: funds added -21% more shares while total portfolio value only changed -37%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

13 → 21 → 18 → 18 → 8 new funds/Q

New funds entering each quarter: 21 → 18 → 18 → 8. YMAX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 61% of holders entered in last year

■ 0% veterans ■ 39% 1-2yr ■ 61% new

Of 59 current holders: 36 (61%) entered in the past year, only 0 (0%) 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 — 26% AUM from major funds

26% from top-100 AUM funds

10 of 55 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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 Q1)	Prior (2025 Q4)	Change
Funds Holding	56	63	-11.11%
13F Shares	2M	2M	-21.24%
Total Value	$15M	$24M	-37.13%
New Positions	8	18	-10
Increased Positions	21	20	+1
Closed Positions	15	12	+3
Reduced Positions	17	17	-
Total Calls	1	1	-
Total Puts	3	4	-25.0%
PUT/CALL Ratio	3.0	4.0	Bearish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-11.11%

13F Shares

-21.24%

Total Value

$15M

$24M

-37.13%

New Positions

-10

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

-25.0%

PUT/CALL Ratio

3.0

4.0

Bearish

Institutional Holders (2026 Q2)

56 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YMAX. 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.

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

Top 25 YMAX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Winnacle Wealth LLC	0.60%	108,356	$876K
2	Winebrenner Capital Management LLC	0.29%	58,500	$473K
3	Manchester Financial Inc	0.17%	119,631	$967K
4	Legacy Wealth Management, LLC / MS	0.10%	48,315	$390K
5	ZEGA Investments, LLC	0.05%	63,368	$512K
6	Straight Path Wealth Management	0.05%	24,668	$199K
7	World Equity Group, INC.	0.04%	22,163	$179K
8	Independent Wealth Network Inc.	0.04%	18,929	$153K
9	IHT Wealth Management, LLC	0.03%	153,259	$1.2M
10	Canal Capital Management, LLC	0.01%	11,001	$89K
11	Visionary Wealth Advisors	0.01%	23,063	$186K
12	Stonebridge Financial Group, LLC	0.01%	10,000	$81K
13	PFG Investments, LLC	0.00%	11,200	$90K
14	Daymark Wealth Partners, LLC	0.00%	14,193	$115K
15	Kestra Private Wealth Services, LLC	0.00%	25,251	$204K
16	Quaker Wealth Management, LLC	0.00%	670	$5K
17	SWAN Capital LLC	0.00%	450	$4K
18	Mml Investors Services, LLC	0.00%	62,338	$504K
19	IFP Advisors, Inc	0.00%	6,087	$49K
20	Harbour Investments, INC.	0.00%	7,564	$61K
21	Group One Trading LLC	0.00%	52,124	$421K
22	Robinswood Financial LLC	0.00%	117	$2K
23	Allworth Financial LP	0.00%	16,088	$130K
24	Compass Financial Management LLC	0.00%	324	$3K
25	Cetera Investment Advisers	0.00%	42,276	$342K

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 (YMAX)

What does the Smart Money Trend signal show for YMAX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their YMAX 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 YMAX?

More sellers than buyers — 46% buying: Last quarter: 34 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for YMAX holders?

Strong quality — 26% AUM from major funds: 10 of 55 holders rank in the top 100 by AUM, accounting for 26% 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 YMAX?

Mostly new holders — 41% entered in last year: Only 3 funds (5%) 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.

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Tidal Trust II (YMAX)

Smart Money Signals — YMAX

Selling streak — 1 quarter in a row

High ownership — 89% of 2.2Y peak

Fast accumulation — +60% more funds vs a year ago

More sellers than buyers — 46% buying

Fewer new buyers each quarter (-10 vs last Q)

Mostly new holders — 41% entered in last year

Buying through price weakness — shares -21%, value -37%

Peak discovery — momentum slowing

Early stage — 61% of holders entered in last year

Strong quality — 26% AUM from major funds

Institutional Sentiment Summary — YMAX

Hedge Fund Ownership: YMAX

Market Analysis: YMAX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: YMAX

Hedge Fund Positioning: YMAX

Statistics: YMAX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Tidal Trust II (YMAX)

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