Yieldmax Amazn Option IncomeAMZYETF

13F holders, Q4 2024 (December 31)
26holders +12
14new positions
2sold out
1famous investor
$18.81avg. 13F price*

At the end of Q4 2024, 26 institutions reported holding Yieldmax Amazn Option Income (AMZY) in their 13F filings, up 12 from Q3 2024. 14 opened new positions and 2 sold out. The largest holders were Tidal Investments LLC ($71.2M), Citadel Advisors ($628K) and Old Mission Capital LLC ($414K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Yieldmax Amazn Option Income
Filed as
TIDAL TR II (Q4 2024)
CUSIP
88634T840
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 11Q1 2024Q2 2024: 14Q2 2024Q3 2024: 14Q3 2024Q4 2024: 26Q4 2024Q1 2025: 24Q1 2025Q2 2025: 22Q2 2025Q3 2025: 33Q3 2025Q4 2025: 39Q4 2025Q1 2026: 34Q1 2026Q2 2026: 40Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions14$1.4M
Exits2$749K

All 13F filers, Q3 2024 → Q4 2024: 2,308,536 shares bought and 38,636 shares sold, net +2,269,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

Tidal Investments LLC 0.58% Add +142.7% 3,783,623 $71.2M
Citadel Advisors 0.00% New 33,411 $628K
Old Mission Capital LLC 0.01% New 21,994 $414K
Visionary Wealth Advisors 0.02% Add +16.2% 20,903 $393K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.4% 20,911 $393K
Capital CS Group, LLC 0.47% Add +32.9% 18,793 $354K
Cavalier Investments, LLC 0.10% New 15,976 $301K
EPG Wealth Management LLC 0.02% Add +15.7% 4,244 $80K
Sunbelt Securities, Inc. 0.01% No change 3,274 $62K
Larson Financial Group LLC 0.00% No change 2,000 $38K
Simplex Trading, LLC 0.00% New 1,653 $31K
Colonial Trust Advisors 0.00% Add +233.3% 1,000 $19K
Morgan Stanley 0.00% No change 844 $16K
AE Wealth Management LLC 0.00% New 638 $12K
Principal Securities, Inc. 0.00% New 209 $4K
Providence First Trust Co 0.00% New 200 $4K
Oarsman Capital, Inc. 0.00% New 184 $3K
AlphaMark Advisors, LLC 0.00% New 155 $3K
Albion Financial Group 0.00% New 142 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 90 $2K
Archer Investment Corp 0.00% New 56 $1K
Pin Oak Investment Advisors Inc. 0.00% No change 45 $1K
Blue Bell Private Wealth Management, LLC 0.00% New 50 $941
Farther Finance Advisors, LLC 0.00% New 6 $113
FMR LLC 0.00% New 1 $19
Wells Fargo & Company 0.00% Reduce -50.0% 1 $16

"% of holder's portfolio" is AMZY's weight in each manager's 13F, not the share of Yieldmax Amazn Option Income the manager owns.