Yieldmax Amazn Option IncomeAMZYETF

13F holders, Q1 2025 (March 31)
24holders −2
5new positions
6sold out
1famous investor
$16.04avg. 13F price*

At the end of Q1 2025, 24 institutions reported holding Yieldmax Amazn Option Income (AMZY) in their 13F filings, down 2 from Q4 2024. 5 opened new positions and 6 sold out. The largest holders were Tidal Investments LLC ($67.5M), Citadel Advisors ($804K) and Old Mission Capital LLC ($755K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Yieldmax Amazn Option Income
Filed as
TIDAL TR II (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$840K
Exits6$364K

All 13F filers, Q4 2024 → Q1 2025: 540,940 shares bought and 20,845 shares sold, net +520,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

Tidal Investments LLC 0.57% Add +11.2% 4,207,665 $67.5M
Citadel Advisors 0.00% Add +50.0% 50,120 $804K
Old Mission Capital LLC 0.01% Add +114.1% 47,080 $755K
Susquehanna International Group, LLP 0.00% New 45,755 $734K
Cavalier Investments, LLC 0.18% Add +106.6% 33,002 $529K
Visionary Wealth Advisors 0.02% Add +16.7% 24,391 $391K
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.1% 22,803 $366K
EPG Wealth Management LLC 0.02% Add +7.8% 4,574 $73K
Westend Capital Management, LLC 0.03% New 4,289 $69K
Sunbelt Securities, Inc. 0.00% Reduce -12.4% 2,867 $46K
Larson Financial Group LLC 0.00% No change 2,000 $32K
Simplex Trading, LLC 0.00% Reduce -26.3% 1,219 $19K
Group One Trading LLC 0.00% New 1,028 $16K
Colonial Trust Advisors 0.00% No change 1,000 $16K
Osaic Holdings, Inc. 0.00% New 1,000 $16K
Morgan Stanley 0.00% No change 844 $14K
Beaird Harris Wealth Management, LLC 0.00% New 275 $4K
Principal Securities, Inc. 0.00% No change 209 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 90 $1K
Blue Bell Private Wealth Management, LLC 0.00% Add +40.0% 70 $1K
Pin Oak Investment Advisors Inc. 0.00% No change 45 $1K
AE Wealth Management LLC 0.00% Reduce -98.4% 10 $160
Farther Finance Advisors, LLC 0.00% No change 6 $97
Wells Fargo & Company 0.00% No change 1 $21

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