Who Owns FIVY?

YieldMax Dorsey Wright Hybrid 5 Income ETF — Institutional Ownership & 13F Holdings

$22.81

-0.55 (-2.36%)

Market Cap

$6.9M

Shares Outstanding

279,909

Institutional Holders

4

Total Inst. Value

$730K

% of Float Held

QoQ Holder Change

Institutional data as of Q1 2025

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1CITADEL ADVISORS LLC$276K7,547
2JANE STREET GROUP, LLC$228K6,221
3OLD MISSION CAPITAL LLC$217K5,934
4UBS Group AG$9K244

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
UBS Group AG+186$9K

Top Sellers

FundShares RemovedValue
CITADEL ADVISORS LLC-7K$276K
JANE STREET GROUP, LLC-4K$228K

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Frequently Asked Questions

How many institutional investors hold FIVY?

As of Q1 2025, 4 institutional investors report holding FIVY (YieldMax Dorsey Wright Hybrid 5 Income ETF) in their 13F filings.

Which hedge fund owns the most FIVY?

The largest institutional holder of FIVY is CITADEL ADVISORS LLC with $276K in shares.

Are institutions buying or selling FIVY?

This quarter, 1 institutions opened new positions in FIVY and 1 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.