Yieldmax Universe Fo in EtfsYMAXETF
13F holders, Q1 2026 (March 31)56holders −8
7new positions
14sold out
$7.83avg. 13F price*
At the end of Q1 2026, 56 institutions reported holding Yieldmax Universe Fo in Etfs (YMAX) in their 13F filings, down 8 from Q4 2025. 7 opened new positions and 14 sold out. The largest holders were Jane Street Group, LLC ($2.3M), IHT Wealth Management, LLC ($1.9M) and Authentikos Wealth Advisory, LLC ($861K).
- Company
- Yieldmax Universe Fo in Etfs
- Filed as
- TIDAL TRUST II (Q1 2026)
- CUSIP
- 88636J659
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.4M |
| Exits | 14 | $3.4M |
All 13F filers, Q4 2025 → Q1 2026: 605,021 shares bought and 1,010,457 shares sold, net −405,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Jane Street Group, LLC | 0.00% | Add +85.5% | 295,415 | $2.3M |
| IHT Wealth Management, LLC | 0.04% | New | 244,679 | $1.9M |
| Authentikos Wealth Advisory, LLC | 0.58% | Add +24.3% | 109,926 | $861K |
| Manchester Financial Inc. | 0.16% | Add +27.9% | 109,554 | $858K |
| Winnacle Wealth LLC | 0.65% | Reduce -3.7% | 106,818 | $836K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.0% | 94,762 | $742K |
| HRT Financial LP | 0.00% | Add +55.1% | 91,950 | $719K |
| ZEGA Investments, LLC | 0.11% | Reduce -57.6% | 72,757 | $570K |
| Old Mission Capital LLC | 0.01% | Reduce -80.4% | 46,281 | $362K |
| MML Investors Services, LLC | 0.00% | Reduce -16.8% | 45,790 | $359K |
| Winebrenner Capital Management LLC | 0.22% | Add +82.2% | 43,500 | $341K |
| Cetera Investment Advisers | 0.00% | Add +117.8% | 33,962 | $266K |
| Group One Trading LLC | 0.01% | Reduce -62.5% | 33,882 | $265K |
| Straight Path Wealth Management | 0.06% | Reduce -1.2% | 29,308 | $229K |
| Two Sigma Securities, LLC | 0.02% | Reduce -24.6% | 27,366 | $214K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +89.2% | 25,051 | $196K |
| Belvedere Trading LLC | 0.03% | Add +92.2% | 24,326 | $190K |
| Legacy Wealth Management, LLC / MS | 0.05% | Reduce -3.6% | 23,285 | $182K |
| Visionary Wealth Advisors | 0.01% | Add +11.9% | 22,488 | $176K |
| Envestnet Asset Management Inc. | 0.00% | Add +37.8% | 18,598 | $146K |
| World Equity Group, Inc. | 0.04% | Add +27.1% | 17,800 | $139K |
| Independent Wealth Network Inc. | 0.04% | Add +15.1% | 16,468 | $129K |
| Janney Montgomery Scott LLC | 0.00% | New | 15,750 | $123K |
| Allworth Financial LP | 0.00% | Add +9.0% | 14,425 | $113K |
| Tucker Asset Management LLC | 0.03% | Reduce -0.6% | 14,033 | $110K |
| Creative Planning | 0.00% | Add +5.9% | 13,643 | $107K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.9% | 13,532 | $106K |
| Daymark Wealth Partners, LLC | 0.00% | Add +10.9% | 13,146 | $103K |
| L & S Advisors Inc | 0.01% | New | 13,097 | $103K |
| PFG Investments, LLC | 0.00% | Reduce -40.0% | 12,200 | $96K |
| XTX Topco Ltd | 0.00% | New | 11,928 | $93K |
| Meridian Wealth Management, LLC | 0.00% | Reduce -14.6% | 11,053 | $87K |
| StoneX Group Inc. | 0.00% | New | 10,514 | $82K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +4.0% | 10,451 | $82K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 10,000 | $78K |
| UBS Group AG | 0.00% | Add +370.0% | 9,400 | $74K |
| Harbour Investments, Inc. | 0.00% | Add +21.6% | 7,503 | $59K |
| McGuire Capital Advisors Inc. | 0.03% | Reduce -91.3% | 5,326 | $42K |
| Stance Capital LLC | 0.02% | New | 5,091 | $40K |
| Simplex Trading, LLC | 0.00% | Add +52.5% | 4,852 | $38K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,350 | $18K |
| Bank of Montreal | 0.00% | No change | 1,150 | $9K |
| WFA of San Diego, LLC | 0.01% | Reduce -9.7% | 1,025 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | New | 739 | $6K |
| Motco | 0.00% | No change | 725 | $6K |
| AE Wealth Management LLC | 0.00% | Reduce -82.0% | 670 | $5K |
| Quaker Wealth Management, LLC | 0.00% | Add +12.1% | 583 | $5K |
| SWAN Capital LLC | 0.00% | No change | 450 | $4K |
| Legacies Wealth LLC | 0.00% | No change | 367 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 330 | $3K |
| Root Financial Partners, LLC | 0.00% | No change | 28 | $219 |
| Hollencrest Capital Management | 0.00% | No change | 20 | $157 |
| Morgan Stanley | 0.00% | Reduce -99.1% | 5 | $42 |
| CoreCap Advisors, LLC | 0.00% | No change | 5 | $39 |
| Scarborough Advisors, LLC | 0.00% | No change | 2 | $18 |
| Wells Fargo & Company | 0.00% | Reduce -75.0% | 1 | $11 |
"% 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.