MSFO Institutional Ownership
YieldMax MSFT Option Income Strategy ETF
1W: +0.9%
1M: +3.4%
3M: +17.2%
YTD: -15.2%
1Y: -26.7%
3Y: +18.4%
$12.38
+0.12 (+0.94%)
Weekly Expected Move ±2.5%
$12
$12
$12
$13
$13
Overview
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Institutional Ownership — MSFO
24
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
2
New Positions
7
Increased
10
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 3,891,468 | 48M | -736,008 | -15.9% | 10Q | SEC ↗ |
| 2 | CITADEL ADVISORS LLC | 50,768 | 629K | +27,498 | +118.2% | 2Q | SEC ↗ |
| 3 | Cavalier Investments, LLC | 42,584 | 527K | +10,927 | +34.5% | 7Q | SEC ↗ |
| 4 | Visionary Wealth Advisors | 31,204 | 386K | -171 | -0.5% | 9Q | SEC ↗ |
| 5 | ZEGA Investments, LLC | 19,075 | 236K | +3,757 | +24.5% | 3Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC | 11,875 | 147K | -28,698 | -70.7% | 5Q | SEC ↗ |
| 7 | UBS Group AG | 10,174 | 126K | — | +0.0% | 3Q | SEC ↗ |
| 8 | Steward Partners Investment Advisory, | 2,025 | 25K | — | +0.0% | 5Q | SEC ↗ |
| 9 | NFSG Corp | 1,480 | 18K | -570 | -27.8% | 2Q | SEC ↗ |
| 10 | IFP Advisors, Inc | 700 | 9K | +100 | +16.7% | 5Q | SEC ↗ |
| 11 | Geneos Wealth Management Inc. | 317 | 4K | +32 | +11.2% | 6Q | SEC ↗ |
| 12 | Ameritas Advisory Services, LLC NEW | 246 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 13 | SWAN Capital LLC | 112 | 1K | — | +0.0% | 4Q | SEC ↗ |
| 14 | Integrated Wealth Concepts LLC NEW | 105 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 65 | 1K | — | +0.0% | 5Q | SEC ↗ |
| 16 | HARBOUR INVESTMENTS, INC. | 3 | 0K | +1 | +50.0% | 5Q | SEC ↗ |
| 17 | WELLS FARGO & COMPANY/MN | 2 | 0K | +1 | +100.0% | 8Q | SEC ↗ |
| 18 | Allworth Financial LP | 1 | 0K | — | +0.0% | 7Q | SEC ↗ |
| 19 | Garton & Associates Financial Advisors | 0 | 0K | -1,130 | -100.0% | 1Q | SEC ↗ |
| 20 | Clark Wealth Partners | 0 | 0K | -327 | -100.0% | 3Q | SEC ↗ |
| 21 | Gladstone Institutional Advisory LLC | 0 | 0K | -15,150 | -100.0% | 2Q | SEC ↗ |
| 22 | MCGUIRE CAPITAL ADVISORS INC | 0 | 0K | -2,300 | -100.0% | 2Q | SEC ↗ |
| 23 | OLD MISSION CAPITAL LLC | 0 | 0K | -44,368 | -100.0% | 2Q | SEC ↗ |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -25,444 | -100.0% | 3Q | SEC ↗ |
| 25 | CORE WEALTH ADVISORS, LLC | 0 | 0K | -306 | -100.0% | 1Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 0 | 0K | -200 | -100.0% | 1Q | SEC ↗ |
| 27 | FMR LLC | 0 | 0K | -7 | -100.0% | 2Q | SEC ↗ |
| 28 | SIMPLEX TRADING, LLC | 0 | 0K | -193 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Ameritas Advisory Services, LLC | 246 | 3K |
| Integrated Wealth Concepts LLC | 105 | 1K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 44,368 | 549K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 25,444 | 315K |
| Gladstone Institutional Advisory LL | 15,150 | 188K |
| MCGUIRE CAPITAL ADVISORS INC | 2,300 | 28K |
| Garton & Associates Financial Advis | 1,130 | 14K |
| Clark Wealth Partners | 327 | 4K |
| CORE WEALTH ADVISORS, LLC | 306 | 4K |
| ROYAL BANK OF CANADA | 200 | 2K |
| SIMPLEX TRADING, LLC | 193 | 2K |
| FMR LLC | 7 | 0K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +27,498 | +118.2% | 50,768 |
| Cavalier Investments, LLC | +10,927 | +34.5% | 42,584 |
| ZEGA Investments, LLC | +3,757 | +24.5% | 19,075 |
| IFP Advisors, Inc | +100 | +16.7% | 700 |
| Geneos Wealth Management Inc. | +32 | +11.2% | 317 |
| HARBOUR INVESTMENTS, INC. | +1 | +50.0% | 3 |
| WELLS FARGO & COMPANY/MN | +1 | +100.0% | 2 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Tidal Investments LLC | -736,008 | -15.9% | 3,891,468 |
| JANE STREET GROUP, LLC | -28,698 | -70.7% | 11,875 |
| NFSG Corp | -570 | -27.8% | 1,480 |
| Visionary Wealth Advisors | -171 | -0.5% | 31,204 |