Yieldmax MSFT Option Is ETFMSFOETF

13F holders, Q1 2026 (March 31)
22holders +1
3new positions
3sold out
1famous investor
$11.55avg. 13F price*

At the end of Q1 2026, 22 institutions reported holding Yieldmax MSFT Option Is ETF (MSFO) in their 13F filings, up 1 from Q4 2025. 3 opened new positions and 3 sold out. The largest holders were Tidal Investments LLC ($53.4M), Jane Street Group, LLC ($469K) and Cavalier Investments, LLC ($366K). 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 (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions3$294K
Exits3$937K

All 13F filers, Q4 2025 → Q1 2026: 35,591 shares bought and 475,118 shares sold, net −439,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Tidal Investments LLC 0.17% Reduce -8.0% 4,627,476 $53.4M
Jane Street Group, LLC 0.00% Reduce -15.0% 40,573 $469K
Cavalier Investments, LLC 0.09% Add +22.4% 31,657 $366K
Visionary Wealth Advisors 0.02% Add +4.1% 31,375 $362K
Susquehanna International Group, LLP 0.00% Reduce -14.7% 25,444 $294K
Citadel Advisors 0.00% New 23,270 $269K
ZEGA Investments, LLC 0.03% Add +18.1% 15,318 $177K
UBS Group AG 0.00% Reduce -2.5% 10,174 $118K
McGuire Capital Advisors Inc. 0.02% Reduce -54.0% 2,300 $27K
NFSG Corp 0.00% New 2,050 $24K
Steward Partners Investment Advisory, LLC 0.00% Add +35.4% 2,025 $23K
IFP Advisors, Inc 0.00% Add +20.0% 600 $7K
Clark Wealth Partners 0.00% Add +6.9% 327 $4K
Geneos Wealth Management Inc. 0.00% Add +7.1% 285 $3K
Simplex Trading, LLC 0.00% Add +12.9% 193 $2K
Royal Bank of Canada 0.00% New 200 $2K
SWAN Capital LLC 0.00% No change 112 $1K
Osaic Holdings, Inc. 0.00% No change 65 $751
FMR LLC 0.00% Add +75.0% 7 $81
Harbour Investments, Inc. 0.00% Reduce -33.3% 2 $31
Allworth Financial LP 0.00% No change 1 $14
Wells Fargo & Company 0.00% Add +0.0% 1 $11

"% 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.