Yields for You Income StrateYFYAETF
13F holders, Q4 2025 (December 31)5holders +1
2new positions
1sold out
$9.90avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Yields for You Income Strate (YFYA) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were Coppell Advisory Solutions LLC ($23.4M), Triad Wealth Partners, LLC ($672K) and Old Mission Capital LLC ($488K).
- Company
- Yields for You Income Strate
- Filed as
- LISTED FDS TR (Q4 2025)
- CUSIP
- 53656G357
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $673K |
| Exits | 1 | $10 |
All 13F filers, Q3 2025 → Q4 2025: 220,712 shares bought and 1 shares sold, net +220,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Coppell Advisory Solutions LLC | 2.30% | Add +6.7% | 2,359,234 | $23.4M |
| Triad Wealth Partners, LLC | 0.06% | New | 67,855 | $672K |
| Old Mission Capital LLC | 0.02% | Add +9.9% | 49,270 | $488K |
| Beacon Investment Advisors LLC | 0.09% | No change | 23,055 | $228K |
| UBS Group AG | 0.00% | New | 155 | $2K |
"% 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.