Yieldmax Universe Fo in EtfsYMAXETF
13F holders, Q4 2025 (December 31)64holders +5
15new positions
13sold out
$9.99avg. 13F price*
At the end of Q4 2025, 64 institutions reported holding Yieldmax Universe Fo in Etfs (YMAX) in their 13F filings, up 5 from Q3 2025. 15 opened new positions and 13 sold out. The largest holders were Susquehanna International Group, LLP ($3.3M), Old Mission Capital LLC ($2.4M) and Wealth Watch Advisors, INC ($1.8M).
- Company
- Yieldmax Universe Fo in Etfs
- Filed as
- TIDAL TRUST II (Q4 2025)
- CUSIP
- 88636J659
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $1.2M |
| Exits | 13 | $8.7M |
All 13F filers, Q3 2025 → Q4 2025: 672,746 shares bought and 851,905 shares sold, net −179,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Susquehanna International Group, LLP | 0.00% | Add +71.4% | 327,070 | $3.3M |
| Old Mission Capital LLC | 0.09% | Add +365.8% | 235,667 | $2.4M |
| Wealth Watch Advisors, INC | 0.65% | Add +320.4% | 176,462 | $1.8M |
| ZEGA Investments, LLC | 0.33% | Reduce -16.3% | 171,644 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -15.9% | 159,264 | $1.6M |
| Winnacle Wealth LLC | 0.82% | Add +21.1% | 110,928 | $1.1M |
| Coppell Advisory Solutions LLC | 0.10% | Add +13.3% | 98,833 | $1.0M |
| Group One Trading LLC | 0.03% | Reduce -11.7% | 90,395 | $902K |
| Authentikos Wealth Advisory, LLC | 0.58% | Add +17.3% | 88,451 | $883K |
| Manchester Financial Inc. | 0.16% | Reduce -12.8% | 85,672 | $855K |
| McGuire Capital Advisors Inc. | 0.39% | — | 61,326 | $612K |
| HRT Financial LP | 0.00% | Reduce -32.2% | 59,276 | $591K |
| MML Investors Services, LLC | 0.00% | Reduce -25.1% | 55,027 | $549K |
| Two Sigma Securities, LLC | 0.05% | Add +165.6% | 36,268 | $362K |
| Straight Path Wealth Management | 0.08% | Reduce -22.3% | 29,657 | $296K |
| Legacy Wealth Management, LLC / MS | 0.06% | Add +5.2% | 24,145 | $241K |
| Winebrenner Capital Management LLC | 0.16% | Reduce -7.7% | 23,869 | $238K |
| PFG Investments, LLC | 0.01% | New | 20,317 | $203K |
| Visionary Wealth Advisors | 0.01% | Add +10.3% | 20,102 | $201K |
| Cetera Investment Advisers | 0.00% | Reduce -13.9% | 15,591 | $156K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.6% | 15,533 | $155K |
| EP Wealth Advisors, LLC | 0.00% | — | 15,323 | $153K |
| Independent Wealth Network Inc. | 0.04% | Add +13.2% | 14,311 | $143K |
| Tucker Asset Management LLC | 0.04% | Reduce -5.3% | 14,113 | $141K |
| World Equity Group, Inc. | 0.04% | New | 14,000 | $140K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.7% | 13,495 | $135K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 13,240 | $132K |
| Allworth Financial LP | 0.00% | Add +25.9% | 13,234 | $132K |
| Tidal Investments LLC | 0.00% | Add +18.9% | 13,067 | $130K |
| Meridian Wealth Management, LLC | 0.00% | New | 12,946 | $129K |
| Creative Planning | 0.00% | New | 12,886 | $129K |
| Belvedere Trading LLC | 0.02% | Add +1512.5% | 12,658 | $126K |
| Daymark Wealth Partners, LLC | 0.00% | New | 11,852 | $118K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,336 | $116K |
| Motiv8 Investments LLC | 0.06% | New | 10,953 | $109K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.1% | 10,656 | $106K |
| Stonebridge Financial Group, LLC | 0.01% | New | 10,000 | $100K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 10,046 | $99K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,183 | $72K |
| Harbour Investments, Inc. | 0.00% | Add +44.6% | 6,170 | $62K |
| AE Wealth Management LLC | 0.00% | Add +725.6% | 3,715 | $37K |
| Larson Financial Group LLC | 0.00% | Add +16.9% | 3,370 | $34K |
| Simplex Trading, LLC | 0.00% | Reduce -63.5% | 3,181 | $32K |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.3% | 2,350 | $23K |
| UBS Group AG | 0.00% | Reduce -80.0% | 2,000 | $20K |
| Bank of Montreal | 0.00% | No change | 1,150 | $11K |
| WFA of San Diego, LLC | 0.01% | Reduce -8.5% | 1,135 | $11K |
| Motco | 0.00% | No change | 725 | $7K |
| Sunbelt Securities, Inc. | 0.00% | New | 582 | $6K |
| Morgan Stanley | 0.00% | Add +277.5% | 570 | $6K |
| Quaker Wealth Management, LLC | 0.00% | Add +16.9% | 520 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -46.5% | 500 | $5K |
| SWAN Capital LLC | 0.00% | No change | 450 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | New | 377 | $4K |
| Legacies Wealth LLC | 0.00% | No change | 367 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 330 | $3K |
| Bank of America Corp. | 0.00% | New | 306 | $3K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 62 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -55.3% | 34 | $339 |
| Root Financial Partners, LLC | 0.00% | New | 28 | $279 |
| Hollencrest Capital Management | 0.00% | No change | 20 | $200 |
| CoreCap Advisors, LLC | 0.00% | No change | 5 | $50 |
| Wells Fargo & Company | 0.00% | Add +300.0% | 4 | $37 |
| Scarborough Advisors, LLC | 0.00% | New | 2 | $20 |
"% 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.