Who Owns YieldMax Magnificent 7 Fund of Option Income ETF (YMAG)?Hedge Fund & Institutional Holders

$12.66+0.04 (+0.32%)Financial ServicesNYSE_ARCA

Institutional Holders

41

as of Q4 2025

Total Institutional Value

$2.6310001210000723e+97T

% of Float Held

QoQ Change in Holders

+15 / -7

Price History

$12.44$14.42$16.39$18.37$20.35Oct 24Jun 25Mar 26

YMAG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
UBS Group AGNew Position+185K+$2.6B
RiverTree Advisors, LLCNew Position+85K+$1.2B
Claris Financial LLCNew Position+51K+$725.0M
OLD MISSION CAPITAL LLCNew Position+47K+$667.0M
WINEBRENNER CAPITAL MANAGEMENT LLCNew Position+30K+$426.0M
Synergy Asset Management, LLCNew Position+10K+$145.0M
Kovack Advisors, Inc.New Position+16K+$28.0M
EFG International AGNew Position+195K+$2.0M
MGO ONE SEVEN LLCNew Position+128K+$1.8M
Farther Finance Advisors, LLCNew Position+100+$1.0M
MCGUIRE CAPITAL ADVISORS INCNew Position+3K+$42K
Garton & Associates Financial Advisors LLCNew Position+1K+$18K
AE Wealth Management LLCNew Position+273K+$3K
IFC & Insurance Marketing, Inc.New Position+86+$1K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+48+$0

YMAG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCDecreased-167K-$3.0B
CITADEL ADVISORS LLCClosed Position-33K-$515.1M
GROUP ONE TRADING LLCDecreased-18K-$288.5M
Ausdal Financial Partners, Inc.Closed Position-17K-$262.8M
CENTAURUS FINANCIAL, INC.Decreased-770K-$12.2M
Sunbelt Securities, Inc.Decreased-311-$9.9M
Federation des caisses Desjardins du QuebecClosed Position-100K-$1.6M
New Millennium Group LLCClosed Position-16-$251K
PRINCIPAL SECURITIES, INC.Closed Position-7K-$107K
Redhawk Wealth Advisors, Inc.Decreased-58-$16K
MORGAN STANLEYClosed Position-135-$2K
FMR LLCClosed Position-27-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG184,895$2.6B0.43%Share
2RiverTree Advisors, LLC85,058$1.2B0.77%Share
3Claris Financial LLC50,953$725.0M0.39%Share
4OLD MISSION CAPITAL LLC46,921$667.0M0.02%Share
5WINEBRENNER CAPITAL MANAGEMENT LLC30,000$426.0M0.28%Share
6Synergy Asset Management, LLC10,209$145.0M0.02%Share
7Sunbelt Securities, Inc.2,927$41.0M0.00%Share
8GROUP ONE TRADING LLC2,597$36.0M0.06%Share
9Kovack Advisors, Inc.16,306$28.0M0.00%Share
10UBS Group AG334$4.0M0.00%Share
11EFG International AG195,063$2.0M0.04%Share
12MGO ONE SEVEN LLC127,895$1.8M0.04%Share
13Farther Finance Advisors, LLC100$1.0M0.01%Share
14SWAN Capital LLC134$1.0M0.00%Share
15Dynamic Advisor Solutions LLC12,000$170K0.01%Share
16Redhawk Wealth Advisors, Inc.10,508$149K0.02%Share
17MCGUIRE CAPITAL ADVISORS INC3,000$42K0.03%Share
18HARBOUR INVESTMENTS, INC.1,394$19K0.00%Share
19Garton & Associates Financial Advisors LLC1,290$18K0.01%Share
20AE Wealth Management LLC273,375$3K0.00%Share
21IFC & Insurance Marketing, Inc.86$1K0.00%Share
22SUSQUEHANNA INTERNATIONAL GROUP, LLP32,858$00.00%Share
23CoreCap Advisors, LLC5$00.00%Share
24CENTAURUS FINANCIAL, INC.8,721$00.00%Share
25HRT FINANCIAL LP23,797$00.00%Share
26MML INVESTORS SERVICES, LLC50,404$00.00%Share
27JANE STREET GROUP, LLC19,731$00.00%Share
28JANE STREET GROUP, LLC18,600$00.00%Call
29JANE STREET GROUP, LLC2,163$00.00%Share
30CITADEL ADVISORS LLC18,100$00.00%Call
31INSIGNEO ADVISORY SERVICES, LLC26,330$00.00%Share
32JOURNEY STRATEGIC WEALTH LLC12,000$00.00%Share
33MAI Capital Management2,702$00.00%Share
34BNP PARIBAS FINANCIAL MARKETS52$00.00%Share
35ENVESTNET ASSET MANAGEMENT INC42,188$00.00%Share
36Larson Financial Group LLC5,575$00.00%Share
37BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC48$00.00%Share
38OSAIC HOLDINGS, INC.3,669$00.00%Share
39OSAIC HOLDINGS, INC.3,890$00.00%Share
40WELLS FARGO & COMPANY/MN2$00.00%Share
41ROYAL BANK OF CANADA34,940$00.00%Share

YMAG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202536$5.9B+13
Q3 202523$4.8B+4
Q2 202519$7.8B-1
Q1 202520$13.4B+1
Q4 202419$9.4B+9
Q3 202410$4.8B-1
Q2 202411$3.5T+6
Q1 20245$481.7B

Similar Stocks by Institutional Ownership

As of Q4 2025, 41 institutional investors hold YMAG (YieldMax Magnificent 7 Fund of Option Income ETF). The largest holder is UBS Group AG with $2.6B in shares. This quarter, 15 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own YMAG?

As of Q4 2025, 41 institutional investors report holding YMAG (YieldMax Magnificent 7 Fund of Option Income ETF) in their 13F filings.

Who is the largest institutional holder of YMAG?

The largest institutional holder of YMAG is UBS Group AG with $2.6B in shares.

Is institutional ownership of YMAG increasing or decreasing?

This quarter, 15 institutions opened new positions in YMAG and 7 closed their positions.