Yieldmax MSFT Option Is ETFMSFOETF
13F holders, Q1 2025 (March 31)12holders +4
5new positions
1sold out
$15.70avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding Yieldmax MSFT Option Is ETF (MSFO) in their 13F filings, up 4 from Q4 2024. 5 opened new positions and 1 sold out. The largest holders were Tidal Investments LLC ($67.6M), Cavalier Investments, LLC ($548K) and Old Mission Capital LLC ($546K).
- Company
- Yieldmax MSFT Option Is ETF
- Filed as
- TIDAL TR II (Q1 2025)
- CUSIP
- 88634T428
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.0M |
| Exits | 1 | $217K |
All 13F filers, Q4 2024 → Q1 2025: 490,407 shares bought and 12,374 shares sold, net +478,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Tidal Investments LLC | 0.57% | Add +10.3% | 4,306,735 | $67.6M |
| Cavalier Investments, LLC | 0.19% | Add +105.8% | 34,888 | $548K |
| Old Mission Capital LLC | 0.01% | New | 34,790 | $546K |
| Visionary Wealth Advisors | 0.02% | Add +11.9% | 24,315 | $382K |
| Susquehanna International Group, LLP | 0.00% | New | 21,337 | $335K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -3.3% | 13,442 | $211K |
| UBS Group AG | 0.00% | New | 7,063 | $111K |
| Morgan Stanley | 0.00% | Add +153.6% | 2,074 | $33K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 1,252 | $20K |
| Geneos Wealth Management Inc. | 0.00% | New | 208 | $3K |
| Wells Fargo & Company | 0.00% | No change | 1 | $20 |
| Allworth Financial LP | 0.00% | No change | 1 | $16 |
"% 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.