YieldMax Universe Fund of Option Income ETFs Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 153.26 K | $1.24 M | -37.36% | 0.27% |
| MANCHESTER FINANCIAL INC | 07/17/2026 | 119.63 K | $966.62 K | 9.20% | 0.21% |
| WINNOW WEALTH LLC | 07/22/2026 | 108.36 K | $875.52 K | 1.44% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 81.01 K | $654.59 K | -14.51% | 0.14% |
| JANE STREET GROUP, LLC | 08/14/2026 | 71.00 K | $573.68 K | -0.28% | 0.12% |
| ZEGA INVESTMENTS, LLC | 07/31/2026 | 63.37 K | $512.01 K | -12.90% | 0.11% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 62.34 K | $503.69 K | 36.14% | 0.11% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 07/15/2026 | 58.50 K | $472.68 K | 34.48% | 0.10% |
| HRT FINANCIAL LP | 08/14/2026 | 54.42 K | $439.00 K | -40.81% | 0.09% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 52.12 K | $421.16 K | 53.84% | 0.09% |
| LEGACY WEALTH MANAGEMENT, LLC / MS | 07/08/2026 | 48.32 K | $390.39 K | 107.49% | 0.08% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 42.28 K | $341.59 K | 24.48% | 0.07% |
| JANE STREET GROUP, LLC | 08/14/2026 | 31.47 K | $254.29 K | -89.35% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 29.32 K | $236.93 K | 57.67% | 0.05% |
| JANE STREET GROUP, LLC | 08/14/2026 | 28.50 K | $230.28 K | 52.41% | 0.05% |
| CITADEL ADVISORS LLC | 09/02/2026 | 28.40 K | $229.47 K | -65.32% | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 25.25 K | $204.03 K | 0.80% | 0.04% |
| AUTHENTIKOS WEALTH ADVISORY, LLC | 08/14/2026 | 24.97 K | $201.76 K | -77.28% | 0.04% |
| STRAIGHT PATH WEALTH MANAGEMENT | 07/27/2026 | 24.67 K | $199.32 K | -15.83% | 0.04% |
| VISIONARY WEALTH ADVISORS | 08/13/2026 | 23.06 K | $186.35 K | 2.56% | 0.04% |
| WORLD EQUITY GROUP, INC. | 07/09/2026 | 22.16 K | $179.08 K | 24.51% | 0.04% |
| BELVEDERE TRADING LLC | 07/31/2026 | 21.60 K | $174.53 K | -16.92% | 0.04% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 20.35 K | $164.00 K | 29.21% | 0.04% |
| INDEPENDENT WEALTH NETWORK INC. | 07/20/2026 | 18.93 K | $152.95 K | 14.94% | 0.03% |
| BELVEDERE TRADING LLC | 07/31/2026 | 18.03 K | $145.67 K | -25.89% | 0.03% |
| COPPELL ADVISORY SOLUTIONS LLC | 08/14/2026 | 17.84 K | $141.84 K | 100.00% | 0.03% |
| CITADEL ADVISORS LLC | 09/02/2026 | 16.81 K | $135.85 K | 100.00% | 0.03% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 16.09 K | $129.99 K | 11.53% | 0.03% |
| CREATIVE PLANNING | 08/13/2026 | 14.49 K | $117.08 K | 6.21% | 0.03% |
| DAYMARK WEALTH PARTNERS, LLC | 07/31/2026 | 14.19 K | $114.68 K | 7.96% | 0.02% |
| TUCKER ASSET MANAGEMENT LLC | 08/27/2026 | 11.39 K | $92.06 K | -18.81% | 0.02% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 11.20 K | $90.50 K | -8.20% | 0.02% |
| CANAL CAPITAL MANAGEMENT, LLC | 07/28/2026 | 11.00 K | $88.89 K | 100.00% | 0.02% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 07/06/2026 | 10.00 K | $80.80 K | 0.00% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 7.56 K | $61.11 K | 0.81% | 0.01% |
| IFP ADVISORS, INC | 07/20/2026 | 6.09 K | $49.18 K | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.16 K | $17.44 K | -8.17% | 0.00% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 1.84 K | $14.88 K | -62.04% | 0.00% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 1.15 K | $9.29 K | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 896 | $7.24 K | 100.00% | 0.00% |
| QUAKER WEALTH MANAGEMENT, LLC | 07/24/2026 | 670 | $5.41 K | 14.92% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 450 | $3.64 K | -32.84% | 0.00% |
| SWAN CAPITAL LLC | 08/13/2026 | 450 | $3.64 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 330 | $2.67 K | 0.00% | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 08/14/2026 | 326 | $2.63 K | -93.88% | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 08/12/2026 | 324 | $2.62 K | 100.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 287 | $2.32 K | 100.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 170 | $1.37 K | 100.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 110 | $889 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 81 | $654 | 8,000.00% | 0.00% |
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YieldMax Universe Fund of Option Income ETFs institutional Ownership - FAQ's
During the previous two years, 72 institutional investors and hedge funds held shares of YieldMax Universe Fund of Option Income ETFs. The most heavily invested institutionals were:
IHT Wealth Management, LLC: 153,259
MANCHESTER FINANCIAL INC: 119,631
WINNOW WEALTH LLC: 108,356
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 81,013
ZEGA Investments, LLC: 63,368
MML INVESTORS SERVICES, LLC: 62,338
2.12% of YieldMax Universe 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 $12.51 M in transactions.