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ULTY · Yieldmax Ultra Option Income Strategy ETF ETF

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$26.26 +0.23 (+0.88%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $3,022,851
Total Shares: 102,227

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Mar 2024 → Jun 2026 · range 21.4% – 100.0%
0.0 pts
Top 5
100.0%
Mar 2024 → Jun 2026 · range 59.9% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2024 → Jun 2026 · range 88.4% – 100.0%
0.0 pts
HHI
10,000
Mar 2024 → Jun 2026 · range 1,032 – 10,000
Highly concentrated0

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: 0
Institutional value: +10566.8%
Shares held: +10963.5%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 102,227 $3,022,851

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
TUCKER ASSET MANAGEMENT LLC 924 $28,339
Filter: New 1 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC ULTY $2,005,437 66.34% 67,820
CITADEL ADVISORS LLC ULTY $618,219 20.45% 20,907
CITADEL ADVISORS LLC ULTY $399,195 13.21% 13,500