Yieldmax MSFT Option Is ETFMSFOETF

13F holders, Q2 2026 (June 30)
17holders −5
1new positions
6sold out
1famous investor
$10.47avg. 13F price*

At the end of Q2 2026, 17 institutions reported holding Yieldmax MSFT Option Is ETF (MSFO) in their 13F filings, down 5 from Q1 2026. 1 opened new positions and 6 sold out. The largest holders were Tidal Investments LLC ($40.7M), Citadel Advisors ($532K) and Cavalier Investments, LLC ($446K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Yieldmax MSFT Option Is ETF
Filed as
TIDAL TRUST II (Q2 2026)
CUSIP
88634T428
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 8Q1 2024Q2 2024: 9Q2 2024Q3 2024: 11Q3 2024Q4 2024: 8Q4 2024Q1 2025: 12Q1 2025Q2 2025: 18Q2 2025Q3 2025: 19Q3 2025Q4 2025: 21Q4 2025Q1 2026: 22Q1 2026Q2 2026: 17Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$3K
Exits6$329K

All 13F filers, Q1 2026 → Q2 2026: 42,562 shares bought and 793,918 shares sold, net −751,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

Tidal Investments LLC 0.10% Reduce -15.9% 3,891,468 $40.7M
Citadel Advisors 0.00% Add +118.2% 50,768 $532K
Cavalier Investments, LLC 0.16% Add +34.5% 42,584 $446K
Visionary Wealth Advisors 0.01% Reduce -0.6% 31,204 $327K
ZEGA Investments, LLC 0.03% Add +24.5% 19,075 $200K
Jane Street Group, LLC 0.00% Reduce -70.7% 11,875 $124K
UBS Group AG 0.00% No change 10,174 $107K
Steward Partners Investment Advisory, LLC 0.00% No change 2,025 $21K
NFSG Corp 0.00% Reduce -27.8% 1,480 $15K
IFP Advisors, Inc 0.00% Add +16.7% 700 $7K
Geneos Wealth Management Inc. 0.00% Add +11.2% 317 $3K
Ameritas Advisory Services, LLC 0.00% New 246 $3K
SWAN Capital LLC 0.00% No change 112 $1K
Osaic Holdings, Inc. 0.00% No change 65 $681
Harbour Investments, Inc. 0.00% Add +50.0% 3 $31
Wells Fargo & Company 0.00% Add +100.0% 2 $18
Allworth Financial LP 0.00% No change 1 $14

"% of holder's portfolio" is MSFO's weight in each manager's 13F, not the share of Yieldmax MSFT Option Is ETF the manager owns.