Yieldmax Universe Fo in EtfsYMAXETF
13F holders, Q3 2025 (September 30)59holders +9
18new positions
9sold out
2famous investors
$12.82avg. 13F price*
At the end of Q3 2025, 59 institutions reported holding Yieldmax Universe Fo in Etfs (YMAX) in their 13F filings, up 9 from Q2 2025. 18 opened new positions and 9 sold out. The largest holders were ZEGA Investments, LLC ($2.6M), Federation des caisses Desjardins du Quebec ($2.6M) and Susquehanna International Group, LLP ($2.4M). 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 TRUST II (Q3 2025)
- CUSIP
- 88636J659
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $9.5M |
| Exits | 9 | $625K |
All 13F filers, Q2 2025 → Q3 2025: 1,016,497 shares bought and 371,886 shares sold, net +644,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| ZEGA Investments, LLC | 0.60% | Reduce -9.7% | 205,123 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +100.0% | 205,100 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | New | 190,830 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 189,472 | $2.4M |
| ODonnell Financial Services, LLC | 0.71% | Add +2.9% | 156,232 | $2.0M |
| Group One Trading LLC | 0.04% | Add +28.7% | 102,364 | $1.3M |
| SG Americas Securities, LLC | 0.00% | New | 100,000 | $1.3M |
| Manchester Financial Inc. | 0.25% | Add +159.6% | 98,279 | $1.3M |
| Winnacle Wealth LLC | 0.93% | New | 91,620 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -70.7% | 92,400 | $1.2M |
| Coppell Advisory Solutions LLC | 0.12% | Add +1.6% | 87,193 | $1.1M |
| HRT Financial LP | 0.00% | New | 87,421 | $1.1M |
| Authentikos Wealth Advisory, LLC | 0.64% | Add +4.8% | 75,417 | $966K |
| MML Investors Services, LLC | 0.00% | Add +13.3% | 73,473 | $941K |
| Citadel Advisors | 0.00% | Add +85.0% | 67,103 | $860K |
| Old Mission Capital LLC | 0.02% | Reduce -58.0% | 50,593 | $648K |
| Wealth Watch Advisors, INC | 0.22% | Reduce -4.6% | 41,980 | $538K |
| Straight Path Wealth Management | 0.14% | Add +9.4% | 38,164 | $489K |
| Investment Partners Asset Management, Inc. | 0.31% | Add +1.4% | 36,979 | $474K |
| Winebrenner Capital Management LLC | 0.24% | Add +67.6% | 25,869 | $331K |
| Legacy Wealth Management, LLC / MS | 0.09% | New | 22,963 | $294K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +23.6% | 19,575 | $251K |
| Visionary Wealth Advisors | 0.01% | Add +5.0% | 18,230 | $234K |
| Cetera Investment Advisers | 0.00% | Add +44.8% | 18,107 | $232K |
| Envestnet Asset Management Inc. | 0.00% | Add +48.6% | 16,400 | $210K |
| Tucker Asset Management LLC | 0.06% | Reduce -2.7% | 14,909 | $191K |
| Brookwood Investment Group LLC | 0.02% | Add +42.1% | 14,395 | $184K |
| Two Sigma Securities, LLC | 0.03% | New | 13,654 | $175K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 13,240 | $170K |
| Independent Wealth Network Inc. | 0.05% | New | 12,643 | $162K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.2% | 11,983 | $154K |
| Tidal Investments LLC | 0.00% | Reduce -0.6% | 10,990 | $141K |
| Allworth Financial LP | 0.00% | Add +41.1% | 10,516 | $135K |
| UBS Group AG | 0.00% | New | 10,000 | $128K |
| Simplex Trading, LLC | 0.00% | Reduce -31.2% | 8,712 | $111K |
| Stance Capital LLC | 0.02% | New | 4,361 | $56K |
| Harbour Investments, Inc. | 0.00% | Add +40.9% | 4,268 | $55K |
| Osaic Holdings, Inc. | 0.00% | Add +54.5% | 3,631 | $47K |
| Larson Financial Group LLC | 0.00% | New | 2,884 | $37K |
| Ascentis Wealth Management, LLC | 0.01% | Add +14.1% | 1,745 | $22K |
| WFA of San Diego, LLC | 0.01% | No change | 1,240 | $16K |
| Bank of Montreal | 0.00% | New | 1,150 | $15K |
| IFP Advisors, Inc | 0.00% | New | 935 | $12K |
| JPMorgan Chase & Co. | 0.00% | No change | 788 | $10K |
| Belvedere Trading LLC | 0.00% | Reduce -48.4% | 785 | $10K |
| Motco | 0.00% | No change | 725 | $9K |
| SWAN Capital LLC | 0.00% | No change | 450 | $6K |
| AE Wealth Management LLC | 0.00% | Reduce -17.0% | 450 | $6K |
| Quaker Wealth Management, LLC | 0.00% | Add +14.1% | 445 | $6K |
| FMR LLC | 0.00% | New | 444 | $6K |
| Legacies Wealth LLC | 0.00% | No change | 367 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 330 | $4K |
| Morgan Stanley | 0.00% | Reduce -96.2% | 151 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -58.7% | 76 | $974 |
| Hollencrest Capital Management | 0.00% | New | 20 | $256 |
| New Millennium Group LLC | 0.00% | New | 14 | $179 |
| CoreCap Advisors, LLC | 0.00% | No change | 5 | $64 |
| National Bank of Canada | 0.00% | New | 3 | $38 |
| Wells Fargo & Company | 0.00% | Reduce -66.7% | 1 | $13 |
"% 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.