YieldMax Magnificent 7 Fund of Option Income ETFs Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 319.23 K | $3.81 M | 533.33% | 1.39% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 305.41 K | $3.65 M | 11.72% | 1.33% |
| 05/15/2026 | 155.58 K | $1.86 M | -20.24% | 0.68% | |
| ROYAL BANK OF CANADA | 05/15/2026 | 147.38 K | $1.76 M | 321.81% | 0.64% |
| JANE STREET GROUP, LLC | 05/12/2026 | 112.61 K | $1.35 M | 414.34% | 0.49% |
| AUSDAL FINANCIAL PARTNERS, INC. | 05/12/2026 | 105.55 K | $1.26 M | 100.00% | 0.46% |
| RIVERTREE ADVISORS, LLC | 04/20/2026 | 100.33 K | $1.20 M | 17.95% | 0.44% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 83.34 K | $995.91 K | 97.54% | 0.36% |
| CITADEL ADVISORS LLC | 05/15/2026 | 44.56 K | $532.48 K | 100.00% | 0.19% |
| MGO ONE SEVEN LLC | 05/14/2026 | 36.96 K | $441.66 K | -71.10% | 0.16% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 04/10/2026 | 35.00 K | $418.25 K | 16.67% | 0.15% |
| JANE STREET GROUP, LLC | 05/12/2026 | 30.90 K | $369.26 K | 66.13% | 0.13% |
| CITADEL ADVISORS LLC | 05/15/2026 | 26.60 K | $317.87 K | 46.96% | 0.12% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 19.09 K | $228.17 K | 100.00% | 0.08% |
| INSIGNEO ADVISORY SERVICES, LLC | 05/12/2026 | 16.02 K | $191.42 K | -39.16% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 14.11 K | $168.64 K | 100.00% | 0.06% |
| SYNERGY ASSET MANAGEMENT, LLC | 05/13/2026 | 12.90 K | $154.19 K | 26.39% | 0.06% |
| JOURNEY STRATEGIC WEALTH LLC | 04/15/2026 | 12.00 K | $143.40 K | 0.00% | 0.05% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 11.50 K | $137.43 K | -4.17% | 0.05% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 11.39 K | $136.12 K | -75.72% | 0.05% |
| REDHAWK WEALTH ADVISORS, INC. | 04/15/2026 | 11.36 K | $135.79 K | 8.14% | 0.05% |
| JPMORGAN CHASE & CO | 05/13/2026 | 8.27 K | $95.17 K | 100.00% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 8.18 K | $97.78 K | 8.20% | 0.04% |
| UBS GROUP AG | 05/05/2026 | 6.74 K | $80.51 K | -96.36% | 0.03% |
| 05/14/2026 | 3.00 K | $35.85 K | 0.00% | 0.01% | |
| NBC SECURITIES, INC. | 04/14/2026 | 1.67 K | $19.99 K | 100.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 1.00 K | $11.95 K | -62.99% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 401 | $4.80 K | 100.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 200 | $2.39 K | 100.00% | 0.00% |
| MATHER GROUP, LLC. | 04/13/2026 | 128 | $1.53 K | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 100 | $1.20 K | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 72 | $860 | 38.46% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 60 | $692 | 100.00% | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 48 | $574 | 0.00% | 0.00% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 5 | $60 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $15 | -50.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| SWAN CAPITAL LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CLARIS FINANCIAL LLC | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| 04/17/2026 | 0 | $0 | -100.00% | 0.00% | |
| 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
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YieldMax Magnificent 7 Fund of Option Income ETFs institutional Ownership - FAQ's
During the previous two years, 46 institutional investors and hedge funds held shares of YieldMax Magnificent 7 Fund of Option Income ETFs. The most heavily invested institutionals were:
MML INVESTORS SERVICES, LLC: 319,226
AE Wealth Management LLC: 305,413
ROYAL BANK OF CANADA: 147,379
JANE STREET GROUP, LLC: 112,609
Ausdal Financial Partners, Inc.: 105,548
RiverTree Advisors, LLC: 100,330
6.92% of YieldMax Magnificent 7 Fund of Option Income ETFs stock is owned by institutional investors.
Institutional investors have bought a total of 1.45 M shares in the last 24 months. This purchase volume represents approximately $18.64 M in transactions.