YMAX Institutional Ownership
YieldMax Universe Fund of Option Income ETFs
1W: -1.4%
1M: +3.5%
3M: -4.3%
YTD: -18.4%
1Y: -35.3%
$7.60
+0.05 (+0.66%)
Weekly Expected Move ±3.1%
$7
$7
$8
$8
$8
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — YMAX
66
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
10M
Total Invested
10
New Positions
20
Increased
31
Reduced
17
Closed
3.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (78 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | IHT Wealth Management, LLC | 153,259 | $1M | -91,420 | -37.4% | 2Q | SEC ↗ |
| 2 | MANCHESTER FINANCIAL INC | 119,631 | $909K | +10,077 | +9.2% | 6Q | SEC ↗ |
| 3 | WINNACLE WEALTH LLC | 108,356 | $824K | +1,538 | +1.4% | 4Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 81,013 | $616K | -13,749 | -14.5% | 4Q | SEC ↗ |
| 5 | ZEGA Investments, LLC | 63,368 | $482K | -9,389 | -12.9% | 7Q | SEC ↗ |
| 6 | MML INVESTORS SERVICES, LLC | 62,338 | $474K | +16,548 | +36.1% | 7Q | SEC ↗ |
| 7 | WINEBRENNER CAPITAL MANAGEMENT LLC | 58,500 | $445K | +15,000 | +34.5% | 5Q | SEC ↗ |
| 8 | HRT FINANCIAL LP | 54,422 | $414K | -37,528 | -40.8% | 4Q | SEC ↗ |
| 9 | GROUP ONE TRADING LLC | 52,124 | $396K | +18,242 | +53.8% | 7Q | SEC ↗ |
| 10 | Legacy Wealth Management, LLC / MS | 48,315 | $367K | +25,030 | +107.5% | 4Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 42,276 | $321K | +8,314 | +24.5% | 5Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 31,471 | $239K | -263,944 | -89.3% | 4Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 29,324 | $223K | +10,726 | +57.7% | 5Q | SEC ↗ |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | 25,251 | $192K | +200 | +0.8% | 4Q | SEC ↗ |
| 15 | Authentikos Wealth Advisory, LLC | 24,970 | $190K | -84,956 | -77.3% | 8Q | SEC ↗ |
| 16 | Straight Path Wealth Management | 24,668 | $187K | -4,640 | -15.8% | 10Q | SEC ↗ |
| 17 | Visionary Wealth Advisors | 23,063 | $175K | +575 | +2.6% | 8Q | SEC ↗ |
| 18 | WORLD EQUITY GROUP, INC. | 22,163 | $168K | +4,363 | +24.5% | 3Q | SEC ↗ |
| 19 | Janney Montgomery Scott LLC | 20,350 | $155K | +4,600 | +29.2% | 2Q | SEC ↗ |
| 20 | Independent Wealth Network Inc. | 18,929 | $144K | +2,461 | +14.9% | 4Q | SEC ↗ |
| 21 | Belvedere Trading LLC | 18,029 | $137K | -6,297 | -25.9% | 5Q | SEC ↗ |
| 22 | Coppell Advisory Solutions LLC NEW | 17,842 | $136K | — | +0.0% | 1Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC NEW | 16,813 | $128K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Allworth Financial LP | 16,088 | $122K | +1,663 | +11.5% | 5Q | SEC ↗ |
| 25 | Creative Planning | 14,490 | $110K | +847 | +6.2% | 3Q | SEC ↗ |
| 26 | DAYMARK WEALTH PARTNERS, LLC | 14,193 | $108K | +1,047 | +8.0% | 3Q | SEC ↗ |
| 27 | TUCKER ASSET MANAGEMENT LLC | 11,393 | $87K | -2,640 | -18.8% | 10Q | SEC ↗ |
| 28 | PFG Investments, LLC | 11,200 | $85K | -1,000 | -8.2% | 3Q | SEC ↗ |
| 29 | Canal Capital Management, LLC NEW | 11,001 | $84K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Stonebridge Financial Group, LLC | 10,000 | $76K | — | +0.0% | 3Q | SEC ↗ |
| 31 | HARBOUR INVESTMENTS, INC. | 7,564 | $57K | +61 | +0.8% | 7Q | SEC ↗ |
| 32 | IFP Advisors, Inc NEW | 6,087 | $46K | — | +0.0% | 1Q | SEC ↗ |
| 33 | OSAIC HOLDINGS, INC. | 2,158 | $16K | -192 | -8.2% | 6Q | SEC ↗ |
| 34 | SIMPLEX TRADING, LLC | 1,842 | $14K | -3,010 | -62.0% | 5Q | SEC ↗ |
| 35 | BANK OF MONTREAL /CAN | 1,150 | $9K | — | +0.0% | 4Q | SEC ↗ |
| 36 | Arax Advisory Partners NEW | 896 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Quaker Wealth Management, LLC | 670 | $5K | +87 | +14.9% | 5Q | SEC ↗ |
| 38 | SWAN Capital LLC | 450 | $3K | — | +0.0% | 5Q | SEC ↗ |
| 39 | AE Wealth Management LLC | 450 | $3K | -220 | -32.8% | 7Q | SEC ↗ |
| 40 | Farther Finance Advisors, LLC | 330 | $3K | — | +0.0% | 5Q | SEC ↗ |
| 41 | MCGUIRE CAPITAL ADVISORS INC | 326 | $2K | -5,000 | -93.9% | 3Q | SEC ↗ |
| 42 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 324 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Ameritas Advisory Services, LLC NEW | 287 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Integrated Wealth Concepts LLC NEW | 170 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 45 | MERCER GLOBAL ADVISORS INC /ADV NEW | 110 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 46 | WELLS FARGO & COMPANY/MN | 81 | $1K | +80 | +8000.0% | 9Q | SEC ↗ |
| 47 | Aptus Capital Advisors, LLC NEW | 10 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 48 | MORGAN STANLEY | 9 | $0K | +4 | +80.0% | 8Q | SEC ↗ |
| 49 | CoreCap Advisors, LLC | 5 | $0K | — | +0.0% | 9Q | SEC ↗ |
| 50 | StoneX Group Inc. | 0 | $0K | -10,514 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Coppell Advisory Solutions LLC | 17,842 | $136K |
| CITADEL ADVISORS LLC | 16,813 | $128K |
| Canal Capital Management, LLC | 11,001 | $84K |
| IFP Advisors, Inc | 6,087 | $46K |
| Arax Advisory Partners | 896 | $7K |
| COMPASS FINANCIAL MANAGEMENT LLC | 324 | $2K |
| Ameritas Advisory Services, LLC | 287 | $2K |
| Integrated Wealth Concepts LLC | 170 | $1K |
| MERCER GLOBAL ADVISORS INC /ADV | 110 | $1K |
| Aptus Capital Advisors, LLC | 10 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Wealth Watch Advisors, INC | 176,462 | $1M |
| OLD MISSION CAPITAL LLC | 46,281 | $352K |
| TWO SIGMA SECURITIES, LLC | 27,366 | $208K |
| EP Wealth Advisors, LLC | 15,323 | $116K |
| Cambridge Investment Research Advis | 13,532 | $103K |
| L & S Advisors Inc | 13,097 | $100K |
| Tidal Investments LLC | 13,067 | $99K |
| XTX Topco Ltd | 11,928 | $91K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 11,336 | $86K |
| Meridian Wealth Management, LLC | 11,053 | $84K |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,656 | $81K |
| StoneX Group Inc. | 10,514 | $80K |
| J.W. COLE ADVISORS, INC. | 10,451 | $79K |
| UBS Group AG | 9,400 | $71K |
| Kestra Advisory Services, LLC | 7,183 | $55K |
| STANCE CAPITAL LLC | 5,091 | $39K |
| Larson Financial Group LLC | 3,370 | $26K |
| WFA of San Diego, LLC | 1,025 | $8K |
| PNC FINANCIAL SERVICES GROUP, INC. | 739 | $6K |
| MOTCO | 725 | $6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Legacy Wealth Management, LLC / MS | +25,030 | +107.5% | 48,315 |
| GROUP ONE TRADING LLC | +18,242 | +53.8% | 52,124 |
| MML INVESTORS SERVICES, LLC | +16,548 | +36.1% | 62,338 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | +15,000 | +34.5% | 58,500 |
| ENVESTNET ASSET MANAGEMENT INC | +10,726 | +57.7% | 29,324 |
| MANCHESTER FINANCIAL INC | +10,077 | +9.2% | 119,631 |
| Cetera Investment Advisers | +8,314 | +24.5% | 42,276 |
| Janney Montgomery Scott LLC | +4,600 | +29.2% | 20,350 |
| WORLD EQUITY GROUP, INC. | +4,363 | +24.5% | 22,163 |
| Independent Wealth Network Inc. | +2,461 | +14.9% | 18,929 |
| Allworth Financial LP | +1,663 | +11.5% | 16,088 |
| WINNACLE WEALTH LLC | +1,538 | +1.4% | 108,356 |
| DAYMARK WEALTH PARTNERS, LLC | +1,047 | +8.0% | 14,193 |
| Creative Planning | +847 | +6.2% | 14,490 |
| Visionary Wealth Advisors | +575 | +2.6% | 23,063 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +200 | +0.8% | 25,251 |
| Quaker Wealth Management, LLC | +87 | +14.9% | 670 |
| WELLS FARGO & COMPANY/MN | +80 | +8000.0% | 81 |
| HARBOUR INVESTMENTS, INC. | +61 | +0.8% | 7,564 |
| MORGAN STANLEY | +4 | +80.0% | 9 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -263,944 | -89.3% | 31,471 |
| IHT Wealth Management, LLC | -91,420 | -37.4% | 153,259 |
| Authentikos Wealth Advisory, LLC | -84,956 | -77.3% | 24,970 |
| HRT FINANCIAL LP | -37,528 | -40.8% | 54,422 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -13,749 | -14.5% | 81,013 |
| ZEGA Investments, LLC | -9,389 | -12.9% | 63,368 |
| Belvedere Trading LLC | -6,297 | -25.9% | 18,029 |
| MCGUIRE CAPITAL ADVISORS INC | -5,000 | -93.9% | 326 |
| Straight Path Wealth Management | -4,640 | -15.8% | 24,668 |
| SIMPLEX TRADING, LLC | -3,010 | -62.0% | 1,842 |
| TUCKER ASSET MANAGEMENT LLC | -2,640 | -18.8% | 11,393 |
| PFG Investments, LLC | -1,000 | -8.2% | 11,200 |
| AE Wealth Management LLC | -220 | -32.8% | 450 |
| OSAIC HOLDINGS, INC. | -192 | -8.2% | 2,158 |