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YieldMax MSTR Option Income Strategy ETF

159 hedge funds and large institutions have $146M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
159
Holders Change
+86
Holders Change %
+117.81%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
98
Increased
43
Reduced
13
Closed
10
Calls
$41.5M
Puts
$39.7M
Net Calls
+$1.83M
Net Calls Change
-$332K
Name Market Value Shares Shares
Change
Shares
Change %
KFA
51
Kapstone Financial Advisors
Ohio
$401K 18,077 +18,077 New
CG
52
CFO4Life Group
Texas
$390K 17,594 +17,594 New
ZI
53
ZEGA Investments
Florida
$387K 17,435 +4,650 +36%
RWA
54
Redhawk Wealth Advisors
Minnesota
$366K 16,513 +4,612 +39%
CW
55
CreativeOne Wealth
Kansas
$363K 16,359 +16,359 New
AFP
56
Ausdal Financial Partners
Iowa
$361K 16,262 +16,262 New
AIP
57
Almanack Investment Partners
Pennsylvania
$359K 16,183 +16,183 New
BSAM
58
Blue Square Asset Management
New York
$355K 16,000 +16,000 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$353K 15,906 -2,517 -14%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$341K 15,382 +15,382 New
CWA
61
Capital Wealth Alliance
Arizona
$335K 15,126 +15,126 New
AC
62
Avestar Capital
New York
$330K 14,900 +14,900 New
FWM
63
Finer Wealth Management
Massachusetts
$330K 14,874 +14,874 New
Osaic Holdings
64
Osaic Holdings
Arizona
$326K 13,969 -2,658 -16%
HighTower Advisors
65
HighTower Advisors
Illinois
$316K 14,265 +14,265 New
HIP
66
HUB Investment Partners
Texas
$304K 13,701 +13,701 New
PP
67
PDS Planning
Ohio
$294K 13,269 +13,269 New
BFG
68
Berger Financial Group
Minnesota
$287K 12,934 +12,934 New
LFGO
69
Legacy Financial Group (Oklahoma)
Oklahoma
$285K 12,850 +12,850 New
WS
70
Wedbush Securities
California
$283K 12,765 +12,765 New
PWAC
71
Private Wealth Advisors (California)
California
$269K 12,124 +12,124 New
MHS
72
M Holdings Securities
Oregon
$268K 12,343 +12,343 New
LIS
73
Legacy Investment Solutions
Idaho
$267K 12,048 +12,048 New
LWMI
74
Legacy Wealth Management (Idaho)
Idaho
$267K 12,048 +12,048 New
SFS
75
Sowell Financial Services
Arkansas
$261K 11,794 +11,794 New