YieldMax Universe Fund of Option Income ETFs Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 05/12/2026 | 295.42 K | $2.31 M | 85.49% | 0.51% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 244.68 K | $1.92 M | 100.00% | 0.42% |
| AUTHENTIKOS WEALTH ADVISORY, LLC | 05/07/2026 | 109.93 K | $860.72 K | 24.28% | 0.19% |
| MANCHESTER FINANCIAL INC | 04/23/2026 | 109.55 K | $857.81 K | 27.88% | 0.19% |
| WINNOW WEALTH LLC | 05/19/2026 | 106.82 K | $836.39 K | -3.71% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 94.76 K | $741.99 K | -71.03% | 0.16% |
| HRT FINANCIAL LP | 05/14/2026 | 91.95 K | $719.00 K | 55.12% | 0.16% |
| CITADEL ADVISORS LLC | 05/15/2026 | 81.90 K | $641.28 K | 100.74% | 0.14% |
| ZEGA INVESTMENTS, LLC | 05/11/2026 | 72.76 K | $569.69 K | -57.61% | 0.13% |
| JANE STREET GROUP, LLC | 05/12/2026 | 71.20 K | $557.50 K | 100.00% | 0.12% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 46.28 K | $362.38 K | -80.36% | 0.08% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 45.79 K | $358.53 K | -16.79% | 0.08% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 04/10/2026 | 43.50 K | $340.61 K | 82.24% | 0.08% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 33.96 K | $265.93 K | 117.83% | 0.06% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 33.88 K | $265.30 K | -62.52% | 0.06% |
| STRAIGHT PATH WEALTH MANAGEMENT | 04/23/2026 | 29.31 K | $229.48 K | -1.18% | 0.05% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 27.37 K | $214.28 K | -24.55% | 0.05% |
| BELVEDERE TRADING LLC | 05/12/2026 | 26.00 K | $203.58 K | -14.19% | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 25.05 K | $196.15 K | 89.21% | 0.04% |
| BELVEDERE TRADING LLC | 05/12/2026 | 24.33 K | $190.47 K | 92.18% | 0.04% |
| LEGACY WEALTH MANAGEMENT, LLC / MS | 04/10/2026 | 23.29 K | $182.32 K | -3.56% | 0.04% |
| VISIONARY WEALTH ADVISORS | 05/13/2026 | 22.49 K | $176.09 K | 11.87% | 0.04% |
| JANE STREET GROUP, LLC | 05/12/2026 | 18.70 K | $146.42 K | 100.00% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 18.60 K | $145.62 K | 37.81% | 0.03% |
| WORLD EQUITY GROUP, INC. | 05/06/2026 | 17.80 K | $139.38 K | 27.14% | 0.03% |
| INDEPENDENT WEALTH NETWORK INC. | 04/21/2026 | 16.47 K | $128.94 K | 15.07% | 0.03% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 15.75 K | $123.00 K | 100.00% | 0.03% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 14.43 K | $112.95 K | 9.00% | 0.03% |
| CREATIVE PLANNING | 05/12/2026 | 13.64 K | $106.82 K | 5.87% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 13.53 K | $106.00 K | -12.88% | 0.02% |
| DAYMARK WEALTH PARTNERS, LLC | 05/11/2026 | 13.15 K | $102.93 K | 10.92% | 0.02% |
| L & S ADVISORS INC | 05/11/2026 | 13.10 K | $102.55 K | 100.00% | 0.02% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 12.20 K | $95.53 K | -39.95% | 0.02% |
| XTX TOPCO LTD | 05/15/2026 | 11.93 K | $93.40 K | 100.00% | 0.02% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 05/06/2026 | 11.05 K | $86.55 K | -14.62% | 0.02% |
| STONEX GROUP INC. | 05/14/2026 | 10.51 K | $82.33 K | 100.00% | 0.02% |
| J.W. COLE ADVISORS, INC. | 04/23/2026 | 10.45 K | $81.83 K | 4.03% | 0.02% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 04/08/2026 | 10.00 K | $78.30 K | 0.00% | 0.02% |
| UBS GROUP AG | 05/05/2026 | 9.40 K | $73.60 K | 370.00% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 7.50 K | $58.75 K | 21.60% | 0.01% |
| 05/14/2026 | 5.33 K | $41.70 K | -91.32% | 0.01% | |
| STANCE CAPITAL LLC | 05/14/2026 | 5.09 K | $39.86 K | 100.00% | 0.01% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 4.85 K | $37.99 K | 52.53% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.35 K | $18.40 K | 0.00% | 0.00% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 1.15 K | $9.01 K | 0.00% | 0.00% |
| WFA OF SAN DIEGO, LLC | 05/11/2026 | 1.03 K | $8.03 K | -9.69% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 739 | $5.79 K | 100.00% | 0.00% |
| MOTCO | 04/22/2026 | 725 | $5.68 K | 0.00% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 670 | $5.25 K | -81.97% | 0.00% |
| QUAKER WEALTH MANAGEMENT, LLC | 04/10/2026 | 583 | $4.57 K | 12.12% | 0.00% |
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YieldMax Universe Fund of Option Income ETFs institutional Ownership - FAQ's
During the previous two years, 73 institutional investors and hedge funds held shares of YieldMax Universe Fund of Option Income ETFs. The most heavily invested institutionals were:
JANE STREET GROUP, LLC: 295,415
IHT Wealth Management, LLC: 244,679
Authentikos Wealth Advisory, LLC: 109,926
MANCHESTER FINANCIAL INC: 109,554
WINNOW WEALTH LLC: 106,818
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 94,762
2.98% of YieldMax Universe Fund of Option Income ETFs stock is owned by institutional investors.
Institutional investors have bought a total of 1.96 M shares in the last 24 months. This purchase volume represents approximately $16.86 M in transactions.