Yieldmax Universe Fo in EtfsYMAXETF
13F holders, Q2 2026 (June 30)47holders −9
7new positions
17sold out
1famous investor
$8.08avg. 13F price*
At the end of Q2 2026, 47 institutions reported holding Yieldmax Universe Fo in Etfs (YMAX) in their 13F filings, down 9 from Q1 2026. 7 opened new positions and 17 sold out. The largest holders were IHT Wealth Management, LLC ($1.2M), Manchester Financial Inc. ($967K) and Winnacle Wealth LLC ($876K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Yieldmax Universe Fo in Etfs
- Filed as
- TIDAL TRUST II (Q2 2026)
- CUSIP
- 88636J659
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $425K |
| Exits | 17 | $1.3M |
All 13F filers, Q1 2026 → Q2 2026: 174,399 shares bought and 685,604 shares sold, net −511,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| IHT Wealth Management, LLC | 0.03% | Reduce -37.4% | 153,259 | $1.2M |
| Manchester Financial Inc. | 0.17% | Add +9.2% | 119,631 | $967K |
| Winnacle Wealth LLC | 0.60% | Add +1.4% | 108,356 | $876K |
| Susquehanna International Group, LLP | 0.00% | Reduce -14.5% | 81,013 | $655K |
| ZEGA Investments, LLC | 0.09% | Reduce -12.9% | 63,368 | $512K |
| MML Investors Services, LLC | 0.00% | Add +36.1% | 62,338 | $504K |
| Winebrenner Capital Management LLC | 0.29% | Add +34.5% | 58,500 | $473K |
| HRT Financial LP | 0.00% | Reduce -40.8% | 54,422 | $439K |
| Group One Trading LLC | 0.01% | Add +53.8% | 52,124 | $421K |
| Legacy Wealth Management, LLC / MS | 0.10% | Add +107.5% | 48,315 | $390K |
| Cetera Investment Advisers | 0.00% | Add +24.5% | 42,276 | $342K |
| Jane Street Group, LLC | 0.00% | Reduce -89.3% | 31,471 | $254K |
| Envestnet Asset Management Inc. | 0.00% | Add +57.7% | 29,324 | $237K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.8% | 25,251 | $204K |
| Authentikos Wealth Advisory, LLC | 0.13% | Reduce -77.3% | 24,970 | $202K |
| Straight Path Wealth Management | 0.05% | Reduce -15.8% | 24,668 | $199K |
| Visionary Wealth Advisors | 0.01% | Add +2.6% | 23,063 | $186K |
| World Equity Group, Inc. | 0.04% | Add +24.5% | 22,163 | $179K |
| Janney Montgomery Scott LLC | 0.00% | Add +29.2% | 20,350 | $164K |
| Independent Wealth Network Inc. | 0.04% | Add +14.9% | 18,929 | $153K |
| Belvedere Trading LLC | 0.01% | Reduce -25.9% | 18,029 | $146K |
| Coppell Advisory Solutions LLC | 0.01% | New | 17,842 | $142K |
| Citadel Advisors | 0.00% | New | 16,813 | $136K |
| Allworth Financial LP | 0.00% | Add +11.5% | 16,088 | $130K |
| Creative Planning | 0.00% | Add +6.2% | 14,490 | $117K |
| Daymark Wealth Partners, LLC | 0.00% | Add +8.0% | 14,193 | $115K |
| Tucker Asset Management LLC | 0.02% | Reduce -18.8% | 11,393 | $92K |
| PFG Investments, LLC | 0.00% | Reduce -8.2% | 11,200 | $90K |
| Canal Capital Management, LLC | 0.01% | New | 11,001 | $89K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 10,000 | $81K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 7,564 | $61K |
| IFP Advisors, Inc | 0.00% | New | 6,087 | $49K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.2% | 2,158 | $17K |
| Simplex Trading, LLC | 0.00% | Reduce -62.0% | 1,842 | $15K |
| Bank of Montreal | 0.00% | No change | 1,150 | $9K |
| Arax Advisory Partners | 0.00% | New | 896 | $7K |
| Quaker Wealth Management, LLC | 0.00% | Add +14.9% | 670 | $5K |
| SWAN Capital LLC | 0.00% | No change | 450 | $4K |
| AE Wealth Management LLC | 0.00% | Reduce -32.8% | 450 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 330 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -93.9% | 326 | $3K |
| Compass Financial Management LLC | 0.00% | — | 324 | $3K |
| Ameritas Advisory Services, LLC | 0.00% | New | 287 | $2K |
| Wells Fargo & Company | 0.00% | Add +8000.0% | 81 | $654 |
| Aptus Capital Advisors, LLC | 0.00% | New | 10 | $81 |
| Morgan Stanley | 0.00% | Add +80.0% | 9 | $78 |
| CoreCap Advisors, LLC | 0.00% | No change | 5 | $40 |
"% of holder's portfolio" is YMAX's weight in each manager's 13F, not the share of Yieldmax Universe Fo in Etfs the manager owns.