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PLTY

YieldMax PLTR Option Income Strategy ETF

30 hedge funds and large institutions have $39.1M invested in YieldMax PLTR Option Income Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

8% more capital invested

Capital invested by funds: $36.1M → $39.1M (+$3.02M)

3.76% more ownership

Funds ownership: 6.4%10.16% (+3.8%)

12% less funds holding

Funds holding: 3430 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

62% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $4.78M

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
4
Closed
11
Calls
$1.84M
Puts
$4.78M
Net Calls
-$2.94M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$26.4M +$12.2M +287,598 +73%
Goldman Sachs
2
Goldman Sachs
New York
$4.83M +$3.96M +93,139 +292%
UBS Group
3
UBS Group
Switzerland
$1.58M +$493K +11,580 +39%
Citadel Advisors
4
Citadel Advisors
Florida
$1.57M +$1.73M +40,714 New
SI
5
Stirlingshire Investments
New York
$863K +$37K +869 +4%
Group One Trading
6
Group One Trading
Illinois
$763K -$708K -16,635 -46%
Jane Street
7
Jane Street
New York
$734K +$99.3K +2,335 +14%
SS
8
Sunbelt Securities
Texas
$712K +$40K +939 +5%
MFG
9
Merit Financial Group
Georgia
$272K
CCC
10
Compass Capital Corp
Massachusetts
$254K
ZI
11
ZEGA Investments
Florida
$243K +$102K +2,393 +61%
PWAM
12
Private Wealth Asset Management
Iowa
$227K +$33.7K +793 +16%
OMC
13
Old Mission Capital
Illinois
$205K -$1.43M -33,712 -86%
Morgan Stanley
14
Morgan Stanley
New York
$155K +$383 +9 +0.2%
EI
15
EFG International
$133K
Osaic Holdings
16
Osaic Holdings
Arizona
$59.7K +$7.79K +183 +13%
AWM
17
AE Wealth Management
Kansas
$30.2K +$33.3K +782 New
CA
18
CoreCap Advisors
Michigan
$23.4K +$6.21K +146 +32%
SPIA
19
Steward Partners Investment Advisory
New York
$11.9K +$851 +20 +7%
SWP
20
Strategic Wealth Partners
Ohio
$10.9K +$12K +281 New
JP Morgan Chase
21
JP Morgan Chase
New York
$10.8K +$12.6K +295 New
FFA
22
Farther Finance Advisors
California
$7.77K +$8.51K +200 New
CIAS
23
Capital Investment Advisory Services
North Carolina
$7.72K
TWC
24
TD Waterhouse Canada
Ontario, Canada
$3.87K +$4.25K +100 New
SIC
25
Salem Investment Counselors
North Carolina
$3.86K +$4.25K +100 New

PLTY Hedge Fund Activity: Q1 2026 in Review

30 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in YieldMax PLTR Option Income Strategy ETF (PLTY) for Q1 2026, worth a combined $39.1M — up 8.4% from $36.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PLTY and 8 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 12 added.

The largest buyer was Tidal Investments, adding an estimated $12.2M. The largest seller was Independent Financial Group, exiting entirely with an estimated $1.5M sold.

  • 30 institutional investors held YieldMax PLTR Option Income Strategy ETF (PLTY) as of Q1 2026, down from 34 in Q4 2025.
  • Funds reported $39.1M of YieldMax PLTR Option Income Strategy ETF stock for Q1 2026, up 8.4% quarter-over-quarter.
  • 8 funds opened new YieldMax PLTR Option Income Strategy ETF positions in Q1 2026 and 11 closed out, a net change of -3 holders.
  • The largest YieldMax PLTR Option Income Strategy ETF buyer in Q1 2026 was Tidal Investments, an estimated $12.2M added.
  • The largest YieldMax PLTR Option Income Strategy ETF seller in Q1 2026 was Independent Financial Group, an estimated $1.5M sold.

Based on aggregated 13F filings for Q1 2026.