Yieldmax Xom Option IncomeXOMOETF
13F holders, Q4 2024 (December 31)7holders −3
1new positions
4sold out
$14.63avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding Yieldmax Xom Option Income (XOMO) in their 13F filings, down 3 from Q3 2024. 1 opened new positions and 4 sold out. The largest holders were Tidal Investments LLC ($24.7M), Keebeck Wealth Management ($207K) and Avantax Advisory Services, Inc. ($181K).
- Company
- Yieldmax Xom Option Income
- Filed as
- TIDAL TR II (Q4 2024)
- CUSIP
- 88634T410
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $181K |
| Exits | 4 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,053,458 shares bought and 70,987 shares sold, net +982,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Tidal Investments LLC | 0.20% | Add +158.5% | 1,688,958 | $24.7M |
| Keebeck Wealth Management | 0.03% | No change | 14,180 | $207K |
| Avantax Advisory Services, Inc. | 0.00% | New | 12,369 | $181K |
| Manchester Financial Inc. | 0.04% | Add +15.8% | 11,809 | $173K |
| Coppell Advisory Solutions LLC | 0.01% | Add +140.3% | 6,519 | $94K |
| Tucker Asset Management LLC | 0.00% | No change | 427 | $6K |
| Morgan Stanley | 0.00% | Reduce -66.5% | 300 | $4K |
"% of holder's portfolio" is XOMO's weight in each manager's 13F, not the share of Yieldmax Xom Option Income the manager owns.