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YieldMax COIN Option Income Strategy ETF

50 hedge funds and large institutions have $43M invested in YieldMax COIN Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+17
Holders Change %
+51.52%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
15
Reduced
7
Closed
6
Calls
$3.45M
Puts
$3.47M
Net Calls
-$23K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$99.4K +$7.11K +778 +8%
DAS
27
Dynamic Advisor Solutions
Arizona
$93.6K +$93.6K +10,254 New
Bank of America
28
Bank of America
North Carolina
$91.3K +$91.3K +10,000 New
HFS
29
Hantz Financial Services
Michigan
$91K +$91K +10,000 New
AWM
30
AE Wealth Management
Kansas
$86.9K +$27.9K +3,053 +47%
SSG
31
Summit Securities Group
New York
$74K +$74K +8,100 New
FIA
32
FNY Investment Advisers
New York
$73K +$66.7K +7,400 +1,057%
Simplex Trading
33
Simplex Trading
Illinois
$61K +$61K +6,717 New
HWM
34
Hemington Wealth Management
Virginia
$37K
SIS
35
Sound Income Strategies
Florida
$36.5K +$36.5K +4,000 New
VCM
36
Versant Capital Management
Arizona
$31.7K +$31.7K +3,473 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$15K +$15K +1,615 New
LFA
38
Legend Financial Advisors
Pennsylvania
$9.13K +$9.13K +1,000 New
HCM
39
Hollencrest Capital Management
California
$9.13K +$9.13K +1,000 New
OWP
40
ORG Wealth Partners
Texas
$5.96K +$4.64K +529 +353%
GRP
41
Global Retirement Partners
California
$4.51K +$4.51K +494 New
SPIA
42
Steward Partners Investment Advisory
New York
$4.34K +$4.34K +475 New
AAS
43
Ameritas Advisory Services
Nebraska
$4.1K +$4.1K +449 New
Wells Fargo
44
Wells Fargo
California
$3.43K +$3.43K +376 New
Raymond James Financial
45
Raymond James Financial
Florida
$3.26K +$3.26K +357 New
BHWM
46
Beaird Harris Wealth Management
Texas
$1.92K
PA
47
Parallel Advisors
California
$1.8K +$858 +94 +91%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.37K +$1.37K +150 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1K -$10.9K -619 -92%
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$183