Yieldmax MSFT Option Is ETFMSFOETF
13F holders, Q2 2025 (June 30)18holders +6
8new positions
2sold out
$17.83avg. 13F price*
At the end of Q2 2025, 18 institutions reported holding Yieldmax MSFT Option Is ETF (MSFO) in their 13F filings, up 6 from Q1 2025. 8 opened new positions and 2 sold out. The largest holders were Tidal Investments LLC ($79.2M), Visionary Wealth Advisors ($477K) and Jane Street Group, LLC ($272K).
- Company
- Yieldmax MSFT Option Is ETF
- Filed as
- TIDAL TR II (Q2 2025)
- CUSIP
- 88634T428
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $314K |
| Exits | 2 | $881K |
All 13F filers, Q1 2025 → Q2 2025: 153,813 shares bought and 82,503 shares sold, net +71,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Tidal Investments LLC | 0.52% | Add +3.1% | 4,440,018 | $79.2M |
| Visionary Wealth Advisors | 0.02% | Add +10.0% | 26,737 | $477K |
| Jane Street Group, LLC | 0.00% | New | 15,264 | $272K |
| Cavalier Investments, LLC | 0.08% | Reduce -56.6% | 15,126 | $270K |
| Sunbelt Securities, Inc. | 0.02% | Add +3.4% | 13,896 | $253K |
| UBS Group AG | 0.00% | Reduce -76.6% | 1,655 | $30K |
| Investment Research & Advisory Group, Inc. | 0.01% | Add +2.7% | 1,286 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,187 | $21K |
| Morgan Stanley | 0.00% | Reduce -58.1% | 868 | $15K |
| IFP Advisors, Inc | 0.00% | New | 500 | $9K |
| Ameritas Advisory Services, LLC | 0.00% | New | 246 | $4K |
| Geneos Wealth Management Inc. | 0.00% | Add +11.5% | 232 | $4K |
| Simplex Trading, LLC | 0.00% | New | 232 | $4K |
| Raymond James Financial Inc. | 0.00% | New | 100 | $2K |
| Osaic Holdings, Inc. | 0.00% | New | 65 | $1K |
| Harbour Investments, Inc. | 0.00% | New | 2 | $39 |
| Wells Fargo & Company | 0.00% | No change | 1 | $25 |
| Allworth Financial LP | 0.00% | No change | 1 | $18 |
"% 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.