YieldMax Universe Fund of Option Income ETFs Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 327.07 K | $3.26 M | 71.39% | 0.50% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 235.67 K | $2.35 M | 365.81% | 0.36% |
| WEALTH WATCH ADVISORS, INC | 02/17/2026 | 176.46 K | $1.76 M | 320.35% | 0.27% |
| ZEGA INVESTMENTS, LLC | 01/27/2026 | 171.64 K | $1.71 M | -16.32% | 0.24% |
| JANE STREET GROUP, LLC | 02/12/2026 | 159.26 K | $1.59 M | -15.94% | 0.22% |
| WINNOW WEALTH LLC | 02/11/2026 | 110.93 K | $1.11 M | 21.07% | 0.17% |
| WEALTH WATCH ADVISORS, INC | 02/17/2026 | 99.40 K | $182.89 K | 100.00% | 0.15% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/17/2026 | 98.83 K | $1.01 M | 13.35% | 0.15% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 90.40 K | $902.14 K | -11.69% | 0.14% |
| AUTHENTIKOS WEALTH ADVISORY, LLC | 02/06/2026 | 88.45 K | $882.74 K | 17.28% | 0.14% |
| ZEGA INVESTMENTS, LLC | 01/27/2026 | 99.40 K | $992.01 K | 100.00% | 0.14% |
| MANCHESTER FINANCIAL INC | 02/12/2026 | 85.67 K | $855.01 K | -12.83% | 0.13% |
| HRT FINANCIAL LP | 02/12/2026 | 59.28 K | $591.00 K | -32.19% | 0.09% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 55.03 K | $549.17 K | -25.11% | 0.09% |
| 02/19/2026 | 61.33 K | $612.03 K | 100.00% | 0.08% | |
| CITADEL ADVISORS LLC | 02/17/2026 | 40.80 K | $407.18 K | -60.00% | 0.06% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 36.27 K | $361.96 K | 165.62% | 0.06% |
| BELVEDERE TRADING LLC | 02/10/2026 | 30.30 K | $302.39 K | 185.85% | 0.05% |
| STRAIGHT PATH WEALTH MANAGEMENT | 02/11/2026 | 29.66 K | $295.98 K | -22.29% | 0.05% |
| CITADEL ADVISORS LLC | 02/17/2026 | 29.80 K | $297.40 K | -78.73% | 0.05% |
| LEGACY WEALTH MANAGEMENT, LLC / MS | 01/05/2026 | 24.15 K | $240.97 K | 5.15% | 0.03% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 01/07/2026 | 23.87 K | $238.21 K | -7.73% | 0.03% |
| VISIONARY WEALTH ADVISORS | 02/13/2026 | 20.10 K | $200.62 K | 10.27% | 0.03% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 20.32 K | $202.77 K | 100.00% | 0.03% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 15.59 K | $155.60 K | -13.90% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 15.53 K | $155.00 K | -20.65% | 0.02% |
| EP WEALTH ADVISORS, LLC | 02/18/2026 | 15.32 K | $152.93 K | 100.00% | 0.02% |
| TUCKER ASSET MANAGEMENT LLC | 02/05/2026 | 14.11 K | $140.85 K | -5.34% | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 13.50 K | $134.68 K | -17.71% | 0.02% |
| CREATIVE PLANNING | 02/17/2026 | 12.89 K | $128.60 K | 100.00% | 0.02% |
| TOROSO INVESTMENTS, LLC | 02/13/2026 | 13.07 K | $130.41 K | 18.90% | 0.02% |
| INDEPENDENT WEALTH NETWORK INC. | 01/26/2026 | 14.31 K | $142.83 K | 13.19% | 0.02% |
| BELVEDERE TRADING LLC | 02/10/2026 | 12.66 K | $126.33 K | 1,512.48% | 0.02% |
| WORLD EQUITY GROUP, INC. | 01/12/2026 | 14.00 K | $139.72 K | 100.00% | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 13.24 K | $132.14 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 13.23 K | $132.08 K | 25.85% | 0.02% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 02/04/2026 | 12.95 K | $129.20 K | 100.00% | 0.02% |
| MOTIV8 INVESTMENTS LLC | 02/13/2026 | 10.95 K | $109.00 K | 100.00% | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 10.66 K | $106.35 K | -11.07% | 0.02% |
| DAYMARK WEALTH PARTNERS, LLC | 01/12/2026 | 11.85 K | $118.28 K | 100.00% | 0.02% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 10.05 K | $99.12 K | 100.00% | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 11.34 K | $116.42 K | 100.00% | 0.02% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 01/21/2026 | 10.00 K | $99.80 K | 100.00% | 0.01% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 7.18 K | $71.69 K | 100.00% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 6.17 K | $61.57 K | 44.56% | 0.01% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 3.72 K | $37.08 K | 725.56% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 3.37 K | $33.64 K | 16.85% | 0.01% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 3.18 K | $31.75 K | -63.49% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.35 K | $23.45 K | -35.28% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 2.00 K | $19.96 K | -80.00% | 0.00% |
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YieldMax Universe Fund of Option Income ETFs institutional Ownership - FAQ's
During the previous two years, 75 institutional investors and hedge funds held shares of YieldMax Universe Fund of Option Income ETFs. The most heavily invested institutionals were:
MANCHESTER FINANCIAL INC: 109,554
MML INVESTORS SERVICES, LLC: 45,790
WINEBRENNER CAPITAL MANAGEMENT LLC: 43,500
Straight Path Wealth Management: 29,308
KESTRA PRIVATE WEALTH SERVICES, LLC: 25,051
Legacy Wealth Management, LLC / MS: 23,285
2.95% of YieldMax Universe Fund of Option Income ETFs stock is owned by institutional investors.
Institutional investors have bought a total of 2.35 M shares in the last 24 months. This purchase volume represents approximately $20.17 M in transactions.