Rockefeller Capital Management
NVDY icon

Rockefeller Capital Management’s YieldMax NVDA Option Income Strategy ETF NVDY Stock Holding History

Rockefeller Capital Management’s Portfolio NVDY Stock Details NVDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$162K Hold
12,500
– – ﹤0.01% 2618
2025
Q4 		$183K Buy
12,500
+2,496
+25% +$38.4K ﹤0.01% 2424
2025
Q3 		$168K Buy
+10,004
New +$169K ﹤0.01% 2319

Other funds holding NVDY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCMH
Polymer Capital Management (HK) Hong Kong $1.16B AUM 135.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management's NVDY Position: Q1 2026 in Review

Rockefeller Capital Management held its YieldMax NVDA Option Income Strategy ETF (NVDY) position steady in Q1 2026 at 12,500 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

Rockefeller Capital Management first reported a position in NVDY in Q3 2025 and has held it in 3 quarters since. The position peaked at $183K in Q4 2025. 81 funds tracked by Wall St. Rank hold NVDY as of Q1 2026.

  • Rockefeller Capital Management held 12,500 shares of YieldMax NVDA Option Income Strategy ETF worth $162K as of Q1 2026.
  • Rockefeller Capital Management left its YieldMax NVDA Option Income Strategy ETF share count unchanged in Q1 2026.
  • YieldMax NVDA Option Income Strategy ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2618 holding.
  • Rockefeller Capital Management first reported a position in YieldMax NVDA Option Income Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's YieldMax NVDA Option Income Strategy ETF position peaked at $183K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held YieldMax NVDA Option Income Strategy ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.