YMAX

YieldMax Universe Fund of Option Income ETFs
$8.39-0.12 (-1.41%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

3.1224223566717644e+217B

Total Value

$3.0002351176117127e+112T

% of Float

—

Price History

$8.37$10.94$13.51$16.08$18.65Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SUSQUEHANNA INTERNATIONAL GROUP, LLP312,242$3.0M0.00%Share
2OLD MISSION CAPITAL LLC235,667$2.4M0.05%Share
3Wealth Watch Advisors, INC176,462$1.8M0.65%Share
4ZEGA Investments, LLC171,644$1.7M0.20%Share
5WINNOW WEALTH LLC110,928$1.1M0.82%Share
6Coppell Advisory Solutions LLC98,833$1.0M0.10%Share
7JANE STREET GROUP, LLC156,494$1.0M0.00%Share
8ZEGA Investments, LLC99,400$992K0.12%Put
9GROUP ONE TRADING LLC90,395$902K0.00%Share
10Authentikos Wealth Advisory, LLC88,451$882K0.58%Share
11MANCHESTER FINANCIAL INC85,672$855K0.16%Share
12MCGUIRE CAPITAL ADVISORS INC61,326$612K0.39%Share
13Straight Path Wealth Management29,657$295K0.08%Share
14Legacy Wealth Management, LLC / MS24,145$240K0.06%Share
15WINEBRENNER CAPITAL MANAGEMENT LLC23,869$238K0.16%Share
16TUCKER ASSET MANAGEMENT LLC15,324$210K0.07%Share
17TUCKER ASSET MANAGEMENT LLC15,681$209K0.07%Share
18PFG Investments, LLC20,317$202K0.01%Share
19Visionary Wealth Advisors20,102$200K0.01%Share
20TUCKER ASSET MANAGEMENT LLC14,909$190K0.06%Share
21Wealth Watch Advisors, INC99,400$182K0.07%Put
22Independent Wealth Network Inc.14,311$142K0.04%Share
23TUCKER ASSET MANAGEMENT LLC14,113$140K0.04%Share
24WORLD EQUITY GROUP, INC.14,000$139K0.04%Share
25KESTRA PRIVATE WEALTH SERVICES, LLC13,240$132K0.00%Share
26Allworth Financial LP13,234$132K0.00%Share
27Meridian Wealth Management, LLC12,946$129K0.00%Share
28DAYMARK WEALTH PARTNERS, LLC11,852$118K0.00%Share
29WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11,336$116K0.00%Share
30Stonebridge Financial Group, LLC10,000$99K0.01%Share
31J.W. COLE ADVISORS, INC.10,046$99K0.00%Share
32HARBOUR INVESTMENTS, INC.6,170$61K0.00%Share
33AE Wealth Management LLC3,715$37K0.00%Share
34UBS Group AG2,000$19K0.00%Share
35WFA of San Diego, LLC1,240$15K0.01%Share
36WFA of San Diego, LLC1,135$11K0.01%Share
37Sunbelt Securities, Inc.582$5K0.00%Share
38Quaker Wealth Management, LLC520$5K0.00%Share
39SWAN Capital LLC450$4K0.00%Share
40Atlantic Union Bankshares Corp377$3K0.00%Share
41Dougherty Wealth Advisers LLC367$3K0.00%Share
42Farther Finance Advisors, LLC330$3K0.00%Share
43IFC & Insurance Marketing, Inc.62$1K0.00%Share
44Creative Planning12,886$00.00%Share
45Kestra Advisory Services, LLC7,183$00.00%Share
46BANK OF MONTREAL /CAN/1,150$00.00%Share
47BNP PARIBAS FINANCIAL MARKETS34$00.00%Share
48ENVESTNET ASSET MANAGEMENT INC13,495$00.00%Share
49OSAIC HOLDINGS, INC.500$00.00%Share
50MORGAN STANLEY516$00.00%Share