Yields for You Income StrateYFYAETF

13F holders, Q1 2025 (March 31)
4holders
$23.04avg. 13F price*

At the end of Q1 2025, 4 institutions reported holding Yields for You Income Strate (YFYA) in their 13F filings. The largest holders were Coppell Advisory Solutions LLC ($59.9M), Old Mission Capital LLC ($481K) and ZEGA Investments, LLC ($257K).

Company
Yields for You Income Strate
Filed as
LISTED FD TR (Q1 2025)
CUSIP
53656G357
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2025: 4Q1 2025Q2 2025: 5Q2 2025Q3 2025: 4Q3 2025Q4 2025: 5Q4 2025Q1 2026: 3Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q1 2025

InstitutionsTotal Value
New Positions4$60.7M
Exits0$0

Ownership 4 holders

Coppell Advisory Solutions LLC 8.30% New 2,550,806 $59.9M
Old Mission Capital LLC 0.01% New 48,312 $481K
ZEGA Investments, LLC 0.08% New 25,790 $257K
Goldman Sachs Group Inc. 0.00% New 10,836 $108K

"% of holder's portfolio" is YFYA's weight in each manager's 13F, not the share of Yields for You Income Strate the manager owns.