Who Owns MSFO?
YIELDMAX MSFT OPTN INC STRG ETF — Institutional Ownership & 13F Holdings
$12.84
+0.07 (+0.55%)
Market Cap
—
Shares Outstanding
7,017,121
Institutional Holders
12
Total Inst. Value
$69.8M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
5
Closed Positions
2
Increased
4
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Tidal Investments LLC | $67.6M | 4,306,735 |
| 2 | Cavalier Investments, LLC | $547K | 34,888 |
| 3 | OLD MISSION CAPITAL LLCNew | $546K | 34,790 |
| 4 | Visionary Wealth Advisors | $382K | 24,315 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $335K | 21,337 |
| 6 | Sunbelt Securities, Inc. | $211K | 13,442 |
| 7 | UBS Group AGNew | $111K | 7,063 |
| 8 | MORGAN STANLEY | $32K | 2,074 |
| 9 | Investment Research & Advisory Group, Inc.New | $20K | 1,252 |
| 10 | Geneos Wealth Management Inc.New | $7K | 416 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Tidal Investments LLC | +404K | $67.6M |
| Cavalier Investments, LLC | +18K | $547K |
| OLD MISSION CAPITAL LLCNew | +35K | $546K |
| Visionary Wealth Advisors | +3K | $382K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | +21K | $335K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Sunbelt Securities, Inc. | -454 | $211K |
Frequently Asked Questions
How many institutional investors hold MSFO?
As of Q1 2025, 12 institutional investors report holding MSFO (YIELDMAX MSFT OPTN INC STRG ETF) in their 13F filings.
Which hedge fund owns the most MSFO?
The largest institutional holder of MSFO is Tidal Investments LLC with $67.6M in shares.
Are institutions buying or selling MSFO?
This quarter, 5 institutions opened new positions in MSFO and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.