Who Owns YieldMax Dorsey Wright Hybrid 5 Income ETF (FIVY)?Hedge Fund & Institutional Holders
Institutional Holders
2
as of Q4 2025
Total Institutional Value
$30.0M
% of Float Held
—
QoQ Change in Holders
+1 / -2
Price History
FIVY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| UBS Group AG | Increased | +99 | +$2.4M |
| OSAIC HOLDINGS, INC. | New Position | +1 | +$0 |
FIVY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | Closed Position | -24K | -$959.7M |
| CITADEL ADVISORS LLC | Closed Position | -5K | -$206.2M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBS Group AG | 113 | $3.0M | 0.00% | Share |
| 2 | OSAIC HOLDINGS, INC. | 1 | $0 | 0.00% | Share |
FIVY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 2 | $3.0M | -1 |
| Q3 2025 | 3 | $1.2B | -1 |
| Q2 2025 | 4 | $1.1B | +0 |
| Q1 2025 | 4 | $729.8M | +0 |
| Q4 2024 | 4 | $1.1B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 2 institutional investors hold FIVY (YieldMax Dorsey Wright Hybrid 5 Income ETF). The largest holder is UBS Group AG with $3.0M in shares. This quarter, 1 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own FIVY?
As of Q4 2025, 2 institutional investors report holding FIVY (YieldMax Dorsey Wright Hybrid 5 Income ETF) in their 13F filings.
Who is the largest institutional holder of FIVY?
The largest institutional holder of FIVY is UBS Group AG with $3.0M in shares.
Is institutional ownership of FIVY increasing or decreasing?
This quarter, 1 institutions opened new positions in FIVY and 2 closed their positions.