Who Owns YMAG?

YieldMax Magnificent 7 Fund of Option Income ETF — Institutional Ownership & 13F Holdings

$12.76

-0.10 (-0.78%)

Market Cap

$320.6M

Shares Outstanding

21,756,150

Institutional Holders

20

Total Inst. Value

$28.3M

% of Float Held

QoQ Holder Change

+15

Institutional data as of Q1 2025

New Positions

10

Closed Positions

9

Increased

7

Decreased

2

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1CENTAURUS FINANCIAL, INC.$20.2M1,354,987
2AE Wealth Management LLC$3.0M199,380
3Wealth Watch Advisors, INCNew$1.2M62,924
4Claris Financial LLCNew$1.1M59,152
5JANE STREET GROUP, LLCNew$485K32,518
6OLD MISSION CAPITAL LLCNew$471K31,527
7JPMORGAN CHASE & CO$460K30,872
8Investment Partners Asset Management, Inc.New$401K26,883
9RiverTree Advisors, LLCNew$361K24,198
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew$358K24

Biggest Buyers & Sellers This Quarter

Top Buyers

Top Sellers

FundShares RemovedValue
Sunbelt Securities, Inc.-434$70K
WELLS FARGO & COMPANY/MN-1$22

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Frequently Asked Questions

How many institutional investors hold YMAG?

As of Q1 2025, 20 institutional investors report holding YMAG (YieldMax Magnificent 7 Fund of Option Income ETF) in their 13F filings.

Which hedge fund owns the most YMAG?

The largest institutional holder of YMAG is CENTAURUS FINANCIAL, INC. with $20.2M in shares.

Are institutions buying or selling YMAG?

This quarter, 10 institutions opened new positions in YMAG and 9 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.