Yieldmax Universe Fo in EtfsYMAXETF
13F holders, Q4 2024 (December 31)34holders +17
18new positions
1sold out
1famous investor
$16.92avg. 13F price*
At the end of Q4 2024, 34 institutions reported holding Yieldmax Universe Fo in Etfs (YMAX) in their 13F filings, up 17 from Q3 2024. 18 opened new positions and 1 sold out. The largest holders were Renaissance Technologies ($4.3M), ZEGA Investments, LLC ($3.3M) and Authentikos Wealth Advisory, LLC ($2.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Yieldmax Universe Fo in Etfs
- Filed as
- TIDAL TR II (Q4 2024)
- CUSIP
- 88636J659
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $9.0M |
| Exits | 1 | $434K |
All 13F filers, Q3 2024 → Q4 2024: 590,110 shares bought and 653,023 shares sold, net −62,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Renaissance Technologies | 0.01% | New | 255,309 | $4.3M |
| ZEGA Investments, LLC | 0.97% | — | 193,780 | $3.3M |
| Authentikos Wealth Advisory, LLC | 2.45% | Add +12.7% | 146,247 | $2.5M |
| ODonnell Financial Services, LLC | 0.68% | Add +0.6% | 96,472 | $1.6M |
| Falcon Wealth Planning | 0.16% | New | 82,460 | $1.4M |
| Claris Financial LLC | 0.92% | — | 82,245 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 45,250 | $767K |
| Napa Wealth Management | 0.26% | Add +41.7% | 35,413 | $600K |
| MML Investors Services, LLC | 0.00% | New | 32,504 | $551K |
| Nicholas Wealth, LLC. | 0.28% | Add +32.5% | 32,205 | $523K |
| Group One Trading LLC | 0.02% | New | 29,560 | $501K |
| Straight Path Wealth Management | 0.18% | Add +27.8% | 26,691 | $452K |
| Motiv8 Investments LLC | 0.30% | New | 25,604 | $434K |
| Executive Wealth Management, LLC | 0.03% | Add +75.6% | 24,696 | $419K |
| Kestra Advisory Services, LLC | 0.00% | New | 19,433 | $329K |
| Wealth Alliance Advisory Group, LLC | 0.06% | New | 17,071 | $289K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.0% | 16,606 | $281K |
| Tucker Asset Management LLC | 0.06% | Add +19.7% | 15,923 | $270K |
| Centaurus Financial, Inc. | 0.01% | Reduce -98.1% | 11,969 | $203K |
| Visionary Wealth Advisors | 0.01% | Add +4.5% | 11,662 | $198K |
| Investment Partners Asset Management, Inc. | 0.15% | New | 11,175 | $189K |
| Simplex Trading, LLC | 0.00% | New | 7,650 | $129K |
| AE Wealth Management LLC | 0.00% | New | 2,427 | $41K |
| JPMorgan Chase & Co. | 0.00% | New | 1,088 | $18K |
| ORG Partners LLC | 0.00% | New | 1,010 | $17K |
| Belvedere Trading LLC | 0.00% | New | 972 | $16K |
| Morgan Stanley | 0.00% | Add +11925.0% | 962 | $16K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 662 | $12K |
| Harbour Investments, Inc. | 0.00% | New | 700 | $12K |
| Robinswood Financial LLC | 0.00% | New | 102 | $2K |
| WR Wealth Planners, LLC | 0.00% | New | 69 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 5 | $85 |
| Wells Fargo & Company | 0.00% | No change | 2 | $32 |
| FMR LLC | 0.00% | New | 1 | $17 |
"% 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.