Who Owns YIELDMAX MSFT OPTN INC STRG ETF (MSFO)?Hedge Fund & Institutional Holders

$12.52+0.09 (+0.72%)NYSE_ARCA

Institutional Holders

25

as of Q4 2025

Total Institutional Value

$6.850004650002e+52T

% of Float Held

—

QoQ Change in Holders

+9 / -2

Price History

$12.33$14.30$16.28$18.25$20.23Sep 24Jun 25Mar 26

MSFO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ZEGA Investments, LLCNew Position+13K+$200.0M
UBS Group AGNew Position+10K+$161.0M
OLD MISSION CAPITAL LLCIncreased+12K+$122.7M
Geneos Wealth Management Inc.New Position+266+$4.0M
MCGUIRE CAPITAL ADVISORS INCNew Position+5K+$77K
Cavalier Investments, LLCIncreased+5K+$29K
Garton & Associates Financial Advisors LLCNew Position+1K+$17K
Clark Wealth PartnersNew Position+306+$4K
CORE WEALTH ADVISORS, LLCNew Position+306+$4K
Gladstone Institutional Advisory LLCNew Position+15K+$0
FMR LLCNew Position+4+$0
HARBOUR INVESTMENTS, INC.Increased+1+$-40K
Steward Partners Investment Advisory, LLCIncreased+30+$-25.5M
Visionary Wealth AdvisorsIncreased+1K+$-34.0M
JANE STREET GROUP, LLCIncreased+6K+$-734.6M

MSFO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Tidal Investments LLCDecreased-414K-$94.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-7K-$634.6M
CITADEL ADVISORS LLCClosed Position-19K-$332.7M
WELLS FARGO & COMPANY/MNDecreased-1-$16K
MORGAN STANLEYClosed Position-518-$9K
SIMPLEX TRADING, LLCDecreased-2K-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OLD MISSION CAPITAL LLC44,368$685.0M0.02%Share
2Visionary Wealth Advisors30,127$465.0M0.02%Share
3ZEGA Investments, LLC12,972$200.0M0.02%Share
4UBS Group AG10,174$157.0M0.03%Share
5Tidal Investments LLC5,027,428$77.0M0.18%Share
6UBS Group AG262$4.0M0.00%Share
7Geneos Wealth Management Inc.266$4.0M0.00%Share
8SWAN Capital LLC112$1.0M0.00%Share
9Cavalier Investments, LLC25,875$399K0.02%Share
10MCGUIRE CAPITAL ADVISORS INC5,000$77K0.05%Share
11Garton & Associates Financial Advisors LLC1,130$17K0.01%Share
12Clark Wealth Partners306$4K0.00%Share
13CORE WEALTH ADVISORS, LLC306$4K0.00%Share
14WELLS FARGO & COMPANY/MN0$00.00%Share
15IFP Advisors, Inc500$00.00%Share
16SIMPLEX TRADING, LLC171$00.00%Share
17Steward Partners Investment Advisory, LLC1,496$00.00%Share
18Gladstone Institutional Advisory LLC15,150$00.00%Share
19JANE STREET GROUP, LLC47,750$00.00%Share
20SUSQUEHANNA INTERNATIONAL GROUP, LLP29,822$00.00%Share
21SUSQUEHANNA INTERNATIONAL GROUP, LLP22,500$00.00%Call
22Allworth Financial LP1$00.00%Share
23FMR LLC4$00.00%Share
24HARBOUR INVESTMENTS, INC.3$00.00%Share
25OSAIC HOLDINGS, INC.65$00.00%Share

MSFO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202523$1.6B+7
Q3 202516$97.6B-1
Q2 202517$80.3B+5
Q1 202512$69.3B+3
Q4 20249$71.6B-2
Q3 202411$292.7B+2
Q2 20249$273.5B+1
Q1 20248$9.6B—

As of Q4 2025, 25 institutional investors hold MSFO (YIELDMAX MSFT OPTN INC STRG ETF). The largest holder is OLD MISSION CAPITAL LLC with $685.0M in shares. This quarter, 9 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own MSFO?

As of Q4 2025, 25 institutional investors report holding MSFO (YIELDMAX MSFT OPTN INC STRG ETF) in their 13F filings.

Who is the largest institutional holder of MSFO?

The largest institutional holder of MSFO is OLD MISSION CAPITAL LLC with $685.0M in shares.

Is institutional ownership of MSFO increasing or decreasing?

This quarter, 9 institutions opened new positions in MSFO and 2 closed their positions.