Yieldmax Universe Fo in EtfsYMAXETF
13F holders, Q1 2025 (March 31)37holders +3
13new positions
8sold out
1famous investor
$13.54avg. 13F price*
At the end of Q1 2025, 37 institutions reported holding Yieldmax Universe Fo in Etfs (YMAX) in their 13F filings, up 3 from Q4 2024. 13 opened new positions and 8 sold out. The largest holders were Old Mission Capital LLC ($5.0M), ZEGA Investments, LLC ($2.6M) and ODonnell Financial Services, LLC ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Yieldmax Universe Fo in Etfs
- Filed as
- TIDAL TR II (Q1 2025)
- CUSIP
- 88636J659
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $11.3M |
| Exits | 8 | $7.1M |
All 13F filers, Q4 2024 → Q1 2025: 980,627 shares bought and 513,845 shares sold, net +466,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Old Mission Capital LLC | 0.10% | New | 376,622 | $5.0M |
| ZEGA Investments, LLC | 0.76% | Add +0.5% | 194,719 | $2.6M |
| ODonnell Financial Services, LLC | 0.81% | Add +52.6% | 147,186 | $2.0M |
| Coppell Advisory Solutions LLC | 0.25% | New | 136,005 | $1.8M |
| Citadel Advisors | 0.00% | New | 135,188 | $1.8M |
| Claris Financial LLC | 0.92% | No change | 82,245 | $1.4M |
| Authentikos Wealth Advisory, LLC | 0.75% | Reduce -51.2% | 71,378 | $954K |
| Winnacle Wealth LLC | 0.82% | New | 66,751 | $892K |
| MML Investors Services, LLC | 0.00% | Add +86.2% | 60,534 | $809K |
| Wealth Watch Advisors, INC | 0.54% | New | 49,739 | $665K |
| Group One Trading LLC | 0.03% | Add +67.2% | 49,415 | $660K |
| HRT Financial LP | 0.00% | New | 39,458 | $527K |
| Straight Path Wealth Management | 0.18% | Add +21.5% | 32,420 | $433K |
| Nicholas Wealth, LLC. | 0.38% | Reduce -15.9% | 27,079 | $362K |
| Manchester Financial Inc. | 0.08% | New | 25,727 | $344K |
| Investment Partners Asset Management, Inc. | 0.27% | Add +127.4% | 25,410 | $339K |
| Napa Wealth Management | 0.18% | Reduce -33.8% | 23,458 | $313K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.0% | 20,014 | $267K |
| Wealth Alliance Advisory Group, LLC | 0.05% | Add +10.4% | 18,846 | $252K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.4% | 17,503 | $234K |
| Tucker Asset Management LLC | 0.07% | Reduce -1.5% | 15,681 | $210K |
| Visionary Wealth Advisors | 0.01% | Add +23.3% | 14,384 | $192K |
| Commonwealth Equity Services, LLC | 0.00% | New | 11,126 | $149K |
| Centaurus Financial, Inc. | 0.01% | Reduce -16.3% | 10,017 | $134K |
| CoreCap Advisors, LLC | 0.00% | Add +89520.0% | 4,481 | $60K |
| Morgan Stanley | 0.00% | Add +339.7% | 4,230 | $57K |
| Bank of Montreal | 0.00% | New | 4,000 | $53K |
| Ascentis Wealth Management, LLC | 0.01% | New | 1,258 | $17K |
| Harbour Investments, Inc. | 0.00% | Add +49.3% | 1,045 | $14K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.0% | 1,044 | $14K |
| AE Wealth Management LLC | 0.00% | Reduce -57.7% | 1,026 | $14K |
| Pin Oak Investment Advisors Inc. | 0.01% | Add +10.6% | 732 | $10K |
| Osaic Holdings, Inc. | 0.00% | New | 385 | $5K |
| Legacies Wealth LLC | 0.00% | New | 367 | $5K |
| Beacon Capital Management, LLC | 0.00% | New | 350 | $5K |
| Robinswood Financial LLC | 0.00% | Add +14.7% | 117 | $2K |
| Wells Fargo & Company | 0.00% | No change | 2 | $32 |
"% 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.