Yieldmax XYZ Option IncomeXYZYETF

13F holders, Q1 2026 (March 31)
6holders −5
1new positions
6sold out
$25.89avg. 13F price*

At the end of Q1 2026, 6 institutions reported holding Yieldmax XYZ Option Income (XYZY) in their 13F filings, down 5 from Q4 2025. 1 opened new positions and 6 sold out. The largest holders were Tidal Investments LLC ($21.6M), Stirlingshire Investments, Inc. ($372K) and Wilmington Savings Fund Society, FSB ($20K).

Company
Yieldmax XYZ Option Income
Filed as
TIDAL TRUST II (Q1 2026)
CUSIP
88636X872
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q4 2025: 11Q4 2025Q1 2026: 6Q1 2026Q2 2026: 10Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$12K
Exits6$1.8M

All 13F filers, Q4 2025 → Q1 2026: 312,446 shares bought and 54,235 shares sold, net +258,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Tidal Investments LLC 0.07% Add +58.1% 833,881 $21.6M
Stirlingshire Investments, Inc. 0.33% Add +65.0% 14,385 $372K
Wilmington Savings Fund Society, FSB 0.00% No change 760 $20K
Tucker Asset Management LLC 0.00% Reduce -3.4% 545 $14K
Group One Trading LLC 0.00% New 449 $12K
SWAN Capital LLC 0.00% No change 124 $3K

"% of holder's portfolio" is XYZY's weight in each manager's 13F, not the share of Yieldmax XYZ Option Income the manager owns.