Who Owns YMAX?
YieldMax Universe Fund of Option Income ETFs — Institutional Ownership & 13F Holdings
$8.52
-0.06 (-0.64%)
Market Cap
$545.9M
Shares Outstanding
57,814,579
Institutional Holders
33
Total Inst. Value
$12.8M
% of Float Held
—
QoQ Holder Change
+27
Institutional data as of Q1 2025
New Positions
17
Closed Positions
11
Increased
11
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ZEGA Investments, LLC | $2.6M | 194,719 |
| 2 | ODonnell Financial Services, LLCNew | $2.0M | 147,186 |
| 3 | Coppell Advisory Solutions LLCNew | $1.8M | 136,005 |
| 4 | Claris Financial LLCNew | $1.4M | 82,245 |
| 5 | MML INVESTORS SERVICES, LLC | $809K | 60,534 |
| 6 | GROUP ONE TRADING LLCNew | $660K | 49,415 |
| 7 | Authentikos Wealth Advisory, LLCNew | $582K | 43,596 |
| 8 | Nicholas Wealth, LLC.New | $550K | 41,158 |
| 9 | Straight Path Wealth Management | $433K | 32,420 |
| 10 | MANCHESTER FINANCIAL INCNew | $344K | 25,727 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ZEGA Investments, LLC | +939 | $2.6M |
| ODonnell Financial Services, LLCNew | +147K | $2.0M |
| Coppell Advisory Solutions LLCNew | +136K | $1.8M |
| Claris Financial LLCNew | +82K | $1.4M |
| MML INVESTORS SERVICES, LLC | +28K | $809K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NAPA WEALTH MANAGEMENT | -12K | $313K |
| CENTAURUS FINANCIAL, INC. | -2K | $134K |
| AE Wealth Management LLC | -1K | $14K |
| JPMORGAN CHASE & CO | -44 | $13K |
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Frequently Asked Questions
How many institutional investors hold YMAX?
As of Q1 2025, 33 institutional investors report holding YMAX (YieldMax Universe Fund of Option Income ETFs) in their 13F filings.
Which hedge fund owns the most YMAX?
The largest institutional holder of YMAX is ZEGA Investments, LLC with $2.6M in shares.
Are institutions buying or selling YMAX?
This quarter, 17 institutions opened new positions in YMAX and 11 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.