YieldMax XYZ Option Income Strategy ETF Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TOROSO INVESTMENTS, LLC | 11/14/2025 | 3.26 M | $28.53 M | 6.22% | 34.96% |
| JANE STREET GROUP, LLC | 11/14/2025 | 69.19 K | $604.74 K | 100.00% | 0.74% |
| CITADEL ADVISORS LLC | 11/14/2025 | 24.10 K | $210.63 K | 100.00% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 21.14 K | $184.72 K | 100.00% | 0.23% |
| FIRETHORN WEALTH PARTNERS, LLC | 10/08/2025 | 14.32 K | $125.15 M | 100.00% | 0.15% |
| BELVEDERE TRADING LLC | 10/27/2025 | 11.10 K | $97.01 K | 100.00% | 0.12% |
| BRYN MAWR TRUST CO | 11/20/2025 | 3.80 K | $33.21 K | 0.00% | 0.04% |
| MORGAN STANLEY | 11/14/2025 | 927 | $8.11 K | 0.54% | 0.01% |
| SWAN CAPITAL LLC | 11/14/2025 | 624 | $5.45 K | 0.00% | 0.01% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 269 | $2.35 K | 0.00% | 0.00% |
| FMR LLC | 11/13/2025 | 116 | $1.01 K | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 2 | $14 | 100.00% | 0.00% |
YieldMax XYZ Option Income Strategy ETF institutional Ownership - FAQ's
During the previous two years, 10 institutional investors and hedge funds held shares of YieldMax XYZ Option Income Strategy ETF. The most heavily invested institutionals were:
Toroso Investments, LLC: 3.26 M
JANE STREET GROUP, LLC: 69,192
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 21,135
FIRETHORN WEALTH PARTNERS, LLC: 14,319
BRYN MAWR TRUST Co: 3,800
MORGAN STANLEY: 927
36.15% of YieldMax XYZ Option Income Strategy ETF stock is owned by institutional investors.
Institutional investors have bought a total of 3.37 M shares in the last 24 months. This purchase volume represents approximately $112.21 M in transactions.