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 |
|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 273.38 K | $3.89 M | 8.49% | 0.95% |
| 02/17/2026 | 195.06 K | $2.78 M | 100.00% | 0.68% | |
| UBS GROUP AG | 01/29/2026 | 185.23 K | $2.64 M | 100.00% | 0.65% |
| MGO ONE SEVEN LLC | 02/03/2026 | 127.90 K | $1.82 M | 2.22% | 0.43% |
| RIVERTREE ADVISORS, LLC | 01/15/2026 | 85.06 K | $1.21 M | 6.93% | 0.28% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 50.40 K | $717.25 K | 380.31% | 0.18% |
| CLARIS FINANCIAL LLC | 02/19/2026 | 50.95 K | $725.06 K | 100.00% | 0.18% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 46.92 K | $667.69 K | 100.00% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 42.19 K | $600.33 K | 140.54% | 0.15% |
| ROYAL BANK OF CANADA | 02/17/2026 | 34.94 K | $497.00 K | 100.00% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 32.86 K | $467.57 K | 100.00% | 0.11% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 01/07/2026 | 30.00 K | $426.90 K | 0.00% | 0.10% |
| INSIGNEO ADVISORY SERVICES, LLC | 02/12/2026 | 26.33 K | $374.68 K | 16.35% | 0.10% |
| HRT FINANCIAL LP | 02/12/2026 | 23.80 K | $338.00 K | 100.00% | 0.08% |
| JANE STREET GROUP, LLC | 02/12/2026 | 21.89 K | $311.55 K | -88.39% | 0.07% |
| CITADEL ADVISORS LLC | 02/17/2026 | 18.10 K | $257.56 K | -66.61% | 0.06% |
| JANE STREET GROUP, LLC | 02/12/2026 | 18.60 K | $264.68 K | 69.09% | 0.06% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 16.31 K | $232.04 K | 100.00% | 0.05% |
| JOURNEY STRATEGIC WEALTH LLC | 02/13/2026 | 12.00 K | $170.76 K | 0.00% | 0.04% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 12.00 K | $170.76 K | 4.35% | 0.04% |
| REDHAWK WEALTH ADVISORS, INC. | 01/14/2026 | 10.51 K | $149.52 K | -0.55% | 0.04% |
| SYNERGY ASSET MANAGEMENT, LLC | 01/13/2026 | 10.21 K | $145.27 K | 100.00% | 0.03% |
| MOTIV8 INVESTMENTS LLC | 02/13/2026 | 9.58 K | $136.00 K | 100.00% | 0.03% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 8.72 K | $124.00 K | -98.88% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 7.56 K | $107.63 K | 15.44% | 0.03% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 5.58 K | $79.34 K | 330.50% | 0.02% |
| 02/19/2026 | 3.00 K | $42.69 K | 100.00% | 0.01% | |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 2.70 K | $38.44 K | 170.20% | 0.01% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 2.93 K | $41.66 K | -9.60% | 0.01% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 2.60 K | $36.96 K | -87.43% | 0.01% |
| TUCKER ASSET MANAGEMENT LLC | 02/05/2026 | 2.17 K | $30.89 K | -4.66% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 1.39 K | $19.84 K | 0.00% | 0.01% |
| 02/18/2026 | 1.29 K | $18.36 K | 100.00% | 0.00% | |
| SWAN CAPITAL LLC | 02/12/2026 | 134 | $1.91 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 100 | $1.42 K | 100.00% | 0.00% |
| 02/12/2026 | 86 | $1.00 K | 100.00% | 0.00% | |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 52 | $740 | 0.00% | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 48 | $683 | 0.00% | 0.00% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 5 | $71 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2 | $24 | 100.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 01/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| BELVEDERE TRADING LLC | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| TREK FINANCIAL, LLC | 02/04/2026 | 0 | $0 | -100.00% | 0.00% |
| NEW MILLENNIUM GROUP LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 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, 47 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
RiverTree Advisors, LLC: 100,330
ENVESTNET ASSET MANAGEMENT INC: 83,340
WINEBRENNER CAPITAL MANAGEMENT LLC: 35,000
HighTower Advisors, LLC: 14,112
JOURNEY STRATEGIC WEALTH LLC: 12,000
4.46% of YieldMax Magnificent 7 Fund of Option Income ETFs stock is owned by institutional investors.
Institutional investors have bought a total of 1.32 M shares in the last 24 months. This purchase volume represents approximately $16.93 M in transactions.