Yieldmax Amazn Option IncomeAMZYETF

13F holders, Q2 2025 (June 30)
22holders −2
6new positions
8sold out
$16.25avg. 13F price*

At the end of Q2 2025, 22 institutions reported holding Yieldmax Amazn Option Income (AMZY) in their 13F filings, down 2 from Q1 2025. 6 opened new positions and 8 sold out. The largest holders were Tidal Investments LLC ($82.5M), Visionary Wealth Advisors ($441K) and Capital CS Group, LLC ($407K).

Company
Yieldmax Amazn Option Income
Filed as
TIDAL TR II (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$910K
Exits8$2.8M

All 13F filers, Q1 2025 → Q2 2025: 938,687 shares bought and 187,805 shares sold, net +750,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Tidal Investments LLC 0.54% Add +20.7% 5,078,182 $82.5M
Visionary Wealth Advisors 0.02% Add +11.3% 27,156 $441K
Capital CS Group, LLC 0.67% New 25,054 $407K
Cavalier Investments, LLC 0.08% Reduce -49.1% 16,799 $273K
Captrust Financial Advisors 0.00% New 15,569 $253K
Belvedere Trading LLC 0.01% New 10,359 $168K
Principal Securities, Inc. 0.00% Add +4091.9% 8,761 $142K
Westend Capital Management, LLC 0.02% Add +3.4% 4,433 $72K
Sunbelt Securities, Inc. 0.01% Add +14.2% 3,274 $62K
Capital Investment Advisory Services, LLC 0.00% New 3,625 $59K
Larson Financial Group LLC 0.00% No change 2,000 $33K
Group One Trading LLC 0.00% Add +29.2% 1,328 $22K
Steward Partners Investment Advisory, LLC 0.00% New 1,270 $21K
Colonial Trust Advisors 0.00% No change 1,000 $16K
Osaic Holdings, Inc. 0.00% No change 1,000 $16K
Morgan Stanley 0.00% No change 844 $14K
Beaird Harris Wealth Management, LLC 0.00% No change 275 $4K
Raymond James Financial Inc. 0.00% New 125 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 90 $1K
Blue Bell Private Wealth Management, LLC 0.00% No change 70 $1K
AE Wealth Management LLC 0.00% No change 10 $163
Wells Fargo & Company 0.00% No change 1 $22

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