Who Owns YIELDMAX PLTR OPTN INCM STRGY ETF (PLTY)?Hedge Fund & Institutional Holders

$41.69+0.65 (+1.58%)NYSE_ARCA

Institutional Holders

47

as of Q4 2025

Total Institutional Value

$2.0110002000000185e+141T

% of Float Held

QoQ Change in Holders

+11 / -7

Price History

$36.50$51.09$65.69$80.28$94.87Oct 24Jun 25Mar 26

PLTY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
GROUP ONE TRADING LLCIncreased+28K+$1.3B
GOLDMAN SACHS GROUP INCNew Position+32K+$1.0B
Private Wealth Asset Management, LLCNew Position+5K+$261.0M
ZEGA Investments, LLCNew Position+4K+$201.0M
Wealth Watch Advisors, INCIncreased+1K+$58.5M
CoreCap Advisors, LLCNew Position+461+$23.0M
COMPASS CAPITAL CORP /MA/ /ADVIncreased+1K+$22.0M
Sunbelt Securities, Inc.Increased+4K+$16.1M
Capital Investment Advisory Services, LLCNew Position+200+$10.0M
Stirlingshire Investments, Inc.New Position+21K+$1.1M
MCGUIRE CAPITAL ADVISORS INCNew Position+10K+$530K
Merit Financial Group, LLCNew Position+7K+$363K
FNY Investment Advisers, LLCNew Position+2K+$123K
Garton & Associates Financial Advisors LLCNew Position+295+$15K
SIMPLEX TRADING, LLCNew Position+38+$0

PLTY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Tidal Investments LLCDecreased-90K-$31.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-6K-$1.4B
OLD MISSION CAPITAL LLCDecreased-7K-$999.8M
XTX Topco LtdClosed Position-3K-$217.7M
CAPTRUST FINANCIAL ADVISORSClosed Position-3K-$209.2M
Elequin Capital, LPDecreased-1K-$98.1M
Tower Research Capital LLC (TRC)Closed Position-1K-$83.5M
Team Financial Group, LLCClosed Position-373-$24.3M
SALEM INVESTMENT COUNSELORS INCClosed Position-100-$6.5M
Allworth Financial LPClosed Position-60-$3.9M
HRT FINANCIAL LPDecreased-1K-$665K
Federation des caisses Desjardins du QuebecClosed Position-10K-$651K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OLD MISSION CAPITAL LLC39,026$2.0B0.05%Share
2SUSQUEHANNA INTERNATIONAL GROUP, LLP46,400$2.0B0.23%Put
3GROUP ONE TRADING LLC36,409$1.9B3.28%Share
4UBS Group AG29,220$1.5B0.24%Share
5SUSQUEHANNA INTERNATIONAL GROUP, LLP28,800$1.0B0.12%Call
6GOLDMAN SACHS GROUP INC31,861$1.0B0.12%Share
7SUSQUEHANNA INTERNATIONAL GROUP, LLP25,077$1.0B0.12%Share
8Sunbelt Securities, Inc.17,515$902.0M0.06%Share
9Private Wealth Asset Management, LLC5,082$261.0M0.03%Share
10COMPASS CAPITAL CORP /MA/ /ADV9,496$239.0M0.09%Share
11ZEGA Investments, LLC3,914$201.0M0.02%Share
12Wealth Watch Advisors, INC1,491$76.0M0.03%Share
13Elequin Capital, LP591$30.0M0.00%Share
14CoreCap Advisors, LLC461$23.0M0.00%Share
15Tidal Investments LLC396,323$20.0M0.05%Share
16Capital Investment Advisory Services, LLC200$10.0M0.00%Share
17UBS Group AG157$8.0M0.00%Share
18Stirlingshire Investments, Inc.21,476$1.1M0.98%Share
19SWAN Capital LLC30$1.0M0.00%Share
20JANE STREET GROUP, LLC24,100$1.0M0.00%Call
21JANE STREET GROUP, LLC31,300$1.0M0.00%Put
22MCGUIRE CAPITAL ADVISORS INC10,300$530K0.34%Share
23Merit Financial Group, LLC7,057$363K0.00%Share
24FNY Investment Advisers, LLC2,400$123K0.03%Share
25Garton & Associates Financial Advisors LLC295$15K0.01%Share
26NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO44$9K0.00%Share
27OSAIC HOLDINGS, INC.1,152$00.00%Share
28HRT FINANCIAL LP8,870$00.00%Share
29JANE STREET GROUP, LLC16,570$00.00%Share
30JANE STREET GROUP, LLC116$00.00%Share
31CITADEL ADVISORS LLC19,300$00.00%Call
32CITADEL ADVISORS LLC18,000$00.00%Put
33Steward Partners Investment Advisory, LLC289$00.00%Share
34SIMPLEX TRADING, LLC38$00.00%Share
35EFG International AG3,455$00.00%Share
36Belvedere Trading LLC3,100$00.00%Call
37Belvedere Trading LLC4,900$00.00%Put
38MORGAN STANLEY1$00.00%Share
39MORGAN STANLEY2,000$00.00%Share
40MORGAN STANLEY2,000$00.00%Share
41Atlantic Union Bankshares Corp5$00.00%Share
42OSAIC HOLDINGS, INC.205$00.00%Share
43WELLS FARGO & COMPANY/MN2$00.00%Share
44PNC FINANCIAL SERVICES GROUP, INC.70$00.00%Share
45REAP Financial Group, LLC2$00.00%Share
46SUSQUEHANNA INTERNATIONAL GROUP, LLP6,438$00.00%Share
47FMR LLC32$00.00%Share

PLTY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202533$9.2B+9
Q3 202524$41.8B+11
Q2 202513$31.4B-1
Q1 202514$23.9B+2
Q4 202412$29.2B

As of Q4 2025, 47 institutional investors hold PLTY (YIELDMAX PLTR OPTN INCM STRGY ETF). The largest holder is OLD MISSION CAPITAL LLC with $2.0B in shares. This quarter, 11 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own PLTY?

As of Q4 2025, 47 institutional investors report holding PLTY (YIELDMAX PLTR OPTN INCM STRGY ETF) in their 13F filings.

Who is the largest institutional holder of PLTY?

The largest institutional holder of PLTY is OLD MISSION CAPITAL LLC with $2.0B in shares.

Is institutional ownership of PLTY increasing or decreasing?

This quarter, 11 institutions opened new positions in PLTY and 7 closed their positions.