YMAX · Yieldmax Universe Fund Of Option Income Etfs ETF
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.
Institutional Ownership Trend
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Quarterly Activity
Top Buyers
vs Mar 31, 2026Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −36,687 | 45,213 | |
| Small TUCKER ASSET MANAGEMENT LLC | −2,640 | 11,393 |
Top New Positions
vs Mar 31, 2026Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | 385,315 | $3,017,016 | |
| Mid IHT Wealth Management, LLC | 244,679 | $1,915,836 | |
| Micro Authentikos Wealth Advisory, LLC | 109,926 | $860,720 | |
| Small MANCHESTER FINANCIAL INC | 109,554 | $857,807 | |
| Micro WINNOW WEALTH LLC | 106,818 | $836,384 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC YMAX | $229,472 | 50.17% | 28,400 | — |
-53,500
-65.3%
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Put | 2026-09-02 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega CITADEL ADVISORS LLC YMAX | $135,849 | 29.70% | 16,813 | — | New | Shares | 2026-09-02 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small TUCKER ASSET MANAGEMENT LLC YMAX | $92,055 | 20.13% | 11,393 | — |
-2,640
-18.8%
|
Shares | 2026-08-27 | ||||||||||||||||
| Mega JANE STREET GROUP, LLC YMAX | $2,313,099 | 505.73% | 295,415 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid IHT Wealth Management, LLC YMAX | $1,915,836 | 418.88% | 244,679 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Micro Authentikos Wealth Advisory, LLC YMAX | $860,720 | 188.19% | 109,926 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||
| Small MANCHESTER FINANCIAL INC YMAX | $857,807 | 187.55% | 109,554 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||
| Micro WINNOW WEALTH LLC YMAX | $836,384 | 182.87% | 106,818 | — | Sold Out | Shares | 2026-05-19 | ||||||||||||||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP YMAX | $741,986 | 162.23% | 94,762 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large HRT FINANCIAL LP YMAX | $719,968 | 157.41% | 91,950 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
| Small ZEGA Investments, LLC YMAX | $569,687 | 124.56% | 72,757 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||
| Mega JANE STREET GROUP, LLC YMAX | $557,496 | 121.89% | 71,200 | — | Sold Out | Call | 2026-05-12 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid OLD MISSION CAPITAL LLC YMAX | $362,380 | 79.23% | 46,281 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Large MML INVESTORS SERVICES, LLC YMAX | $358,535 | 78.39% | 45,790 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Micro WINEBRENNER CAPITAL MANAGEMENT LLC YMAX | $340,605 | 74.47% | 43,500 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||
| Large Cetera Investment Advisers YMAX | $265,922 | 58.14% | 33,962 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
| Mid GROUP ONE TRADING LLC YMAX | $265,296 | 58.00% | 33,882 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
| Micro Straight Path Wealth Management YMAX | $229,481 | 50.17% | 29,308 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||
| Small TWO SIGMA SECURITIES, LLC Broker-Dealer YMAX | $214,275 | 46.85% | 27,366 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Large Belvedere Trading LLC YMAX | $203,580 | 44.51% | 26,000 | — | Sold Out | Put | 2026-05-12 | ||||||||||||||||
| Mid KESTRA PRIVATE WEALTH SERVICES, LLC YMAX | $196,149 | 42.89% | 25,051 | — | Sold Out | Shares | 2026-04-20 | ||||||||||||||||
| Large Belvedere Trading LLC YMAX | $190,472 | 41.64% | 24,326 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||
| Small Legacy Wealth Management, LLC / MS YMAX | $182,321 | 39.86% | 23,285 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||
| Mid Visionary Wealth Advisors YMAX | $176,081 | 38.50% | 22,488 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
| Mega JANE STREET GROUP, LLC YMAX | $146,421 | 32.01% | 18,700 | — | Sold Out | Put | 2026-05-12 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega ENVESTNET ASSET MANAGEMENT INC YMAX | $145,622 | 31.84% | 18,598 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Small WORLD EQUITY GROUP, INC. YMAX | $139,374 | 30.47% | 17,800 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||
| Small Independent Wealth Network Inc. YMAX | $128,944 | 28.19% | 16,468 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||
| Large Janney Montgomery Scott LLC YMAX | $123,322 | 26.96% | 15,750 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||
| Mid Allworth Financial LP YMAX | $112,947 | 24.69% | 14,425 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Large Creative Planning YMAX | $106,824 | 23.36% | 13,643 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||
| Large Cambridge Investment Research Advisors, Inc. YMAX | $105,955 | 23.17% | 13,532 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||
| Mid DAYMARK WEALTH PARTNERS, LLC YMAX | $102,933 | 22.51% | 13,146 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||
| Small L & S Advisors Inc YMAX | $102,549 | 22.42% | 13,097 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||
| Mid PFG Investments, LLC YMAX | $95,526 | 20.89% | 12,200 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||
| Mid XTX Topco Ltd YMAX | $93,396 | 20.42% | 11,928 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Meridian Wealth Management, LLC YMAX | $86,544 | 18.92% | 11,053 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||
| Small StoneX Group Inc. YMAX | $82,324 | 18.00% | 10,514 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid J.W. COLE ADVISORS, INC. YMAX | $81,831 | 17.89% | 10,451 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||
| Small Stonebridge Financial Group, LLC YMAX | $78,300 | 17.12% | 10,000 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||
| Mega UBS Group AG YMAX | $73,602 | 16.09% | 9,400 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid HARBOUR INVESTMENTS, INC. YMAX | $58,748 | 12.84% | 7,503 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Small MCGUIRE CAPITAL ADVISORS INC YMAX | $41,702 | 9.12% | 5,326 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
| Small STANCE CAPITAL LLC YMAX | $39,862 | 8.72% | 5,091 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
| Mid SIMPLEX TRADING, LLC YMAX | $37,991 | 8.31% | 4,852 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
| Large OSAIC HOLDINGS, INC. YMAX | $18,400 | 4.02% | 2,350 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega BANK OF MONTREAL /CAN/ Bank YMAX | $9,004 | 1.97% | 1,150 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro WFA of San Diego, LLC YMAX | $8,025 | 1.75% | 1,025 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. YMAX | $5,786 | 1.27% | 739 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid MOTCO YMAX | $5,676 | 1.24% | 725 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||
| Large AE Wealth Management LLC YMAX | $5,246 | 1.15% | 670 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
| Micro Quaker Wealth Management, LLC YMAX | $4,564 | 1.00% | 583 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||
| Micro SWAN Capital LLC YMAX | $3,523 | 0.77% | 450 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
| Micro Dougherty Wealth Advisers LLC YMAX | $2,873 | 0.63% | 367 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||
| Mid Farther Finance Advisors, LLC YMAX | $2,583 | 0.56% | 330 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||
| Small Root Financial Partners, LLC YMAX | $219 | 0.05% | 28 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||
| Small HOLLENCREST CAPITAL MANAGEMENT YMAX | $156 | 0.03% | 20 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||
| Mega MORGAN STANLEY YMAX | $39 | 0.01% | 5 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid CoreCap Advisors, LLC YMAX | $39 | 0.01% | 5 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||
| Micro Scarborough Advisors, LLC YMAX | $15 | 0.00% | 2 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||
| Mega WELLS FARGO & COMPANY/MN YMAX | $7 | 0.00% | 1 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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