Yieldmax MSFT Option Is ETFMSFOETF
13F holders, Q4 2024 (December 31)8holders −3
2new positions
5sold out
$18.18avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding Yieldmax MSFT Option Is ETF (MSFO) in their 13F filings, down 3 from Q3 2024. 2 opened new positions and 5 sold out. The largest holders were Tidal Investments LLC ($71.0M), Visionary Wealth Advisors ($395K) and Cavalier Investments, LLC ($308K).
- Company
- Yieldmax MSFT Option Is ETF
- Filed as
- TIDAL TR II (Q4 2024)
- CUSIP
- 88634T428
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $308K |
| Exits | 5 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 2,384,726 shares bought and 64,888 shares sold, net +2,319,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Tidal Investments LLC | 0.58% | Add +154.0% | 3,902,762 | $71.0M |
| Visionary Wealth Advisors | 0.02% | Add +7.6% | 21,725 | $395K |
| Cavalier Investments, LLC | 0.10% | New | 16,950 | $308K |
| Sunbelt Securities, Inc. | 0.02% | No change | 13,896 | $255K |
| Keebeck Wealth Management | 0.03% | No change | 11,920 | $217K |
| Morgan Stanley | 0.00% | Reduce -37.9% | 818 | $15K |
| Wells Fargo & Company | 0.00% | No change | 1 | $20 |
| Allworth Financial LP | 0.00% | New | 1 | $19 |
"% 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.