Yieldmax Universe Fo in EtfsYMAXETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 50 institutions reported holding Yieldmax Universe Fo in Etfs (YMAX) in their 13F filings, up 13 from Q1 2025. 20 opened new positions and 9 sold out. The largest holders were Renaissance Technologies ($4.3M), ZEGA Investments, LLC ($3.1M) and ODonnell Financial Services, LLC ($2.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Yieldmax Universe Fo in Etfs
- Filed as
- TIDAL TR II (Q2 2025)
- CUSIP
- 88636J659
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $7.4M |
| Exits | 9 | $4.1M |
All 13F filers, Q1 2025 → Q2 2025: 644,103 shares bought and 703,089 shares sold, net −58,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Renaissance Technologies | 0.01% | New | 315,500 | $4.3M |
| ZEGA Investments, LLC | 0.78% | Add +16.7% | 227,247 | $3.1M |
| ODonnell Financial Services, LLC | 0.80% | Add +3.2% | 151,834 | $2.1M |
| Old Mission Capital LLC | 0.04% | Reduce -68.0% | 120,598 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | New | 102,550 | $1.4M |
| Coppell Advisory Solutions LLC | 0.14% | Reduce -36.9% | 85,852 | $1.2M |
| Group One Trading LLC | 0.04% | Add +61.0% | 79,547 | $1.1M |
| Authentikos Wealth Advisory, LLC | 0.69% | Add +0.8% | 71,926 | $990K |
| MML Investors Services, LLC | 0.00% | Add +7.1% | 64,857 | $892K |
| Wealth Watch Advisors, INC | 0.35% | Reduce -11.6% | 43,992 | $605K |
| Manchester Financial Inc. | 0.11% | Add +47.1% | 37,855 | $521K |
| Investment Partners Asset Management, Inc. | 0.35% | Add +43.6% | 36,479 | $502K |
| Citadel Advisors | 0.00% | Reduce -73.2% | 36,274 | $499K |
| Straight Path Wealth Management | 0.16% | Add +7.6% | 34,891 | $480K |
| Visionary Wealth Advisors | 0.01% | Add +20.7% | 17,365 | $239K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.5% | 15,843 | $218K |
| Winebrenner Capital Management LLC | 0.17% | New | 15,434 | $212K |
| Tucker Asset Management LLC | 0.07% | Reduce -2.3% | 15,324 | $211K |
| Simplex Trading, LLC | 0.00% | New | 12,667 | $174K |
| Cetera Investment Advisers | 0.00% | New | 12,502 | $172K |
| Virtue Capital Management, LLC | 0.03% | New | 11,930 | $164K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.4% | 11,501 | $158K |
| XTX Topco Ltd | 0.01% | New | 11,122 | $153K |
| Tidal Investments LLC | 0.00% | New | 11,060 | $152K |
| Envestnet Asset Management Inc. | 0.00% | New | 11,035 | $152K |
| Integrity Alliance, Llc. | 0.01% | New | 10,620 | $146K |
| Brookwood Investment Group LLC | 0.02% | New | 10,131 | $139K |
| Centaurus Financial, Inc. | 0.01% | Reduce -21.4% | 7,874 | $108K |
| Allworth Financial LP | 0.00% | New | 7,451 | $103K |
| Morgan Stanley | 0.00% | Reduce -6.9% | 3,938 | $54K |
| Beacon Capital Management, LLC | 0.01% | Add +852.9% | 3,335 | $46K |
| Harbour Investments, Inc. | 0.00% | Add +189.9% | 3,029 | $42K |
| Osaic Holdings, Inc. | 0.00% | Add +510.4% | 2,350 | $32K |
| Ascentis Wealth Management, LLC | 0.01% | Add +21.5% | 1,529 | $21K |
| Belvedere Trading LLC | 0.00% | New | 1,521 | $21K |
| WFA of San Diego, LLC | 0.01% | — | 1,240 | $17K |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.5% | 788 | $11K |
| Motco | 0.00% | New | 725 | $10K |
| AE Wealth Management LLC | 0.00% | Reduce -47.2% | 542 | $7K |
| SWAN Capital LLC | 0.00% | New | 450 | $6K |
| Quaker Wealth Management, LLC | 0.00% | — | 390 | $5K |
| Legacies Wealth LLC | 0.00% | No change | 367 | $5K |
| Farther Finance Advisors, LLC | 0.00% | New | 330 | $5K |
| Ameritas Advisory Services, LLC | 0.00% | New | 292 | $4K |
| BNP Paribas Financial Markets | 0.00% | New | 184 | $3K |
| Robinswood Financial LLC | 0.00% | Add +17.1% | 137 | $2K |
| Raymond James Financial Inc. | 0.00% | New | 100 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | New | 70 | $964 |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.9% | 5 | $69 |
| Wells Fargo & Company | 0.00% | Add +50.0% | 3 | $36 |
"% 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.