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 | 08/07/2026 | 585.88 K | $6.73 M | 83.53% | 2.24% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 337.81 K | $3.88 M | 10.61% | 1.29% |
| ROYAL BANK OF CANADA | 08/14/2026 | 185.55 K | $2.13 M | 25.90% | 0.71% |
| EFG INTERNATIONAL AG | 08/14/2026 | 156.26 K | $1.80 M | 0.44% | 0.60% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 137.94 K | $1.58 M | 65.51% | 0.53% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 135.02 K | $1.55 M | 1,085.30% | 0.52% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 113.21 K | $1.30 M | 7.26% | 0.43% |
| UBS GROUP AG | 08/13/2026 | 74.52 K | $856.20 K | 1,006.09% | 0.29% |
| JANE STREET GROUP, LLC | 08/14/2026 | 73.67 K | $846.46 K | -34.58% | 0.28% |
| CITADEL ADVISORS LLC | 09/02/2026 | 64.01 K | $735.48 K | 43.65% | 0.25% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 07/15/2026 | 35.00 K | $402.15 K | 0.00% | 0.13% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 34.48 K | $396.16 K | 80.58% | 0.13% |
| JANE STREET GROUP, LLC | 08/14/2026 | 30.20 K | $347.00 K | -2.27% | 0.12% |
| JPMORGAN CHASE & CO | 08/12/2026 | 22.44 K | $255.14 K | 171.41% | 0.09% |
| CITADEL ADVISORS LLC | 09/02/2026 | 20.90 K | $240.14 K | -21.43% | 0.08% |
| INSIGNEO ADVISORY SERVICES, LLC | 08/14/2026 | 19.70 K | $226.33 K | 22.97% | 0.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 19.10 K | $219.46 K | 100.00% | 0.07% |
| HRT FINANCIAL LP | 08/14/2026 | 17.67 K | $203.00 K | 100.00% | 0.07% |
| SYNERGY ASSET MANAGEMENT, LLC | 07/22/2026 | 16.31 K | $187.41 K | 26.41% | 0.06% |
| ZEGA INVESTMENTS, LLC | 07/31/2026 | 13.08 K | $150.33 K | 100.00% | 0.05% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 12.60 K | $144.77 K | 9.57% | 0.05% |
| SENTINEL PENSION ADVISORS INC | 07/23/2026 | 10.83 K | $125.75 K | 100.00% | 0.04% |
| MGO ONE SEVEN LLC | 07/31/2026 | 10.71 K | $123.09 K | -71.01% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 9.11 K | $104.72 K | 11.40% | 0.03% |
| TUCKER ASSET MANAGEMENT LLC | 08/27/2026 | 1.81 K | $20.76 K | -16.88% | 0.01% |
| NBC SECURITIES, INC. | 07/21/2026 | 873 | $10.03 K | -47.82% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 834 | $9.58 K | 100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 499 | $5.73 K | 100.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 200 | $2.30 K | 0.00% | 0.00% |
| MATHER GROUP, LLC. | 07/27/2026 | 128 | $1.47 K | 0.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 100 | $1.15 K | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 100 | $1.15 K | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 57 | $655 | -20.83% | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 48 | $552 | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 12 | $142 | 100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 5 | $57 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $12 | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 0 | $0 | -100.00% | 0.00% |
| REDHAWK WEALTH ADVISORS, INC. | 07/09/2026 | 0 | $0 | -100.00% | 0.00% |
| RIVERTREE ADVISORS, LLC | 07/22/2026 | 0 | $0 | -100.00% | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 08/14/2026 | 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: 585,877
AE Wealth Management LLC: 337,810
ROYAL BANK OF CANADA: 185,547
EFG International AG: 156,263
ENVESTNET ASSET MANAGEMENT INC: 137,937
OLD MISSION CAPITAL LLC: 135,017
7.93% of YieldMax Magnificent 7 Fund of Option Income ETFs stock is owned by institutional investors.
Institutional investors have bought a total of 2.11 M shares in the last 24 months. This purchase volume represents approximately $27.03 M in transactions.