Who Owns YieldMax Ultra Option Income Strategy ETF (ULTY)?Hedge Fund & Institutional Holders

$32.36+0.45 (+1.41%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.500000065420005e+165T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$31.91$52.16$72.41$92.65$112.90Sep 24Jun 25Mar 26

ULTY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+198K+$7.0B
IMC-Chicago, LLCNew Position+175K+$6.5B
GOLDMAN SACHS GROUP INCNew Position+90K+$3.0B
OLD MISSION CAPITAL LLCNew Position+78K+$2.9B
UBS Group AGNew Position+57K+$2.1B
SIMPLEX TRADING, LLCNew Position+32K+$1.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+52K+$1.0B
Texas Capital Bank Wealth Management Services IncNew Position+18K+$656.0M
Elequin Capital, LPNew Position+15K+$575.0M
Straight Path Wealth ManagementNew Position+8K+$282.0M
Keyes, Stange & Wooten Wealth Management, LLCNew Position+6K+$232.0M
Main Street Financial Solutions, LLCNew Position+6K+$208.0M
Wealth Watch Advisors, INCNew Position+623+$23.0M
JANE STREET GROUP, LLCNew Position+537K+$19.0M
Farther Finance Advisors, LLCNew Position+203+$7.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SUSQUEHANNA INTERNATIONAL GROUP, LLP946,900$35.0B4.03%Put
2IMC-Chicago, LLC175,271$6.5B2.38%Share
3SUSQUEHANNA INTERNATIONAL GROUP, LLP138,505$5.0B0.58%Share
4GOLDMAN SACHS GROUP INC90,003$3.0B0.37%Share
5OLD MISSION CAPITAL LLC78,394$2.9B0.07%Share
6UBS Group AG56,260$2.1B0.34%Share
7SUSQUEHANNA INTERNATIONAL GROUP, LLP59,211$2.0B0.23%Share
8CITADEL ADVISORS LLC68,540$2.0B0.30%Put
9SIMPLEX TRADING, LLC32,294$1.0B0.56%Share
10COMMONWEALTH EQUITY SERVICES, LLC51,756$1.0B1.33%Share
11Texas Capital Bank Wealth Management Services Inc17,583$656.0M0.04%Share
12Elequin Capital, LP15,413$575.0M0.04%Share
13Straight Path Wealth Management7,580$282.0M0.08%Share
14Keyes, Stange & Wooten Wealth Management, LLC6,236$232.0M0.11%Share
15Main Street Financial Solutions, LLC5,585$208.0M0.02%Share
16UBS Group AG720$26.0M0.00%Share
17Wealth Watch Advisors, INC623$23.0M0.01%Share
18JANE STREET GROUP, LLC518,182$19.0M0.00%Share
19Farther Finance Advisors, LLC203$7.0M0.07%Share
20Root Financial Partners, LLC137$5.0M0.00%Share
21Cornerstone Planning Group LLC116$4.0M0.00%Share
22HighMark Wealth Management LLC0$3.0M0.00%Share
23Quadrature Capital Ltd101,906$3.0M0.03%Share
24Federation des caisses Desjardins du Quebec50,890$1.0M0.00%Share
25JANE STREET GROUP, LLC52,620$1.0M0.00%Put
26JANE STREET GROUP, LLC38,940$1.0M0.00%Call
27One Capital Management, LLC23,734$886K0.03%Share
28Versant Capital Management, Inc428$15K0.00%Share
29CWM, LLC108$4K0.00%Share
30MCGUIRE CAPITAL ADVISORS INC74$2K0.00%Share
31IFC & Insurance Marketing, Inc.44$2K0.00%Share
32Atlantic Union Bankshares Corp28$1K0.00%Share
33UBS Group AG20$00.00%Share
34CoreCap Advisors, LLC10$00.00%Share
35Cetera Investment Advisers7,320$00.00%Share
36JANE STREET GROUP, LLC19,280$00.00%Share
37ROTHSCHILD INVESTMENT LLC257$00.00%Share
38CITADEL ADVISORS LLC15,750$00.00%Call
39Creative Planning5,568$00.00%Share
40AE Wealth Management LLC594$00.00%Share
41NATIONAL BANK OF CANADA /FI/436$00.00%Share
42Arax Advisory Partners700$00.00%Share
43Kestra Advisory Services, LLC2,980$00.00%Share
44Belvedere Trading LLC41$00.00%Share
45Belvedere Trading LLC37,700$00.00%Put
46MORGAN STANLEY187$00.00%Share
47MORGAN STANLEY9$00.00%Share
48HARBOUR INVESTMENTS, INC.4$00.00%Share
49OSAIC HOLDINGS, INC.34$00.00%Share
50OSAIC HOLDINGS, INC.1,050$00.00%Share

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As of Q4 2025, 50 institutional investors hold ULTY (YieldMax Ultra Option Income Strategy ETF). The largest holder is SUSQUEHANNA INTERNATIONAL GROUP, LLP with $35.0B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own ULTY?

As of Q4 2025, 50 institutional investors report holding ULTY (YieldMax Ultra Option Income Strategy ETF) in their 13F filings.

Who is the largest institutional holder of ULTY?

The largest institutional holder of ULTY is SUSQUEHANNA INTERNATIONAL GROUP, LLP with $35.0B in shares.

Is institutional ownership of ULTY increasing or decreasing?

This quarter, 15 institutions opened new positions in ULTY and 0 closed their positions.