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YieldMax Ultra Option Income Strategy ETF

42 hedge funds and large institutions have $17.2M invested in YieldMax Ultra Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
+22
Holders Change %
+110%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
6
Reduced
4
Closed
6
Calls
$1.03M
Puts
$1.66M
Net Calls
-$621K
Net Calls Change
-$409K
Name Market Value Shares Shares
Change
Shares
Change %
SPWM
26
Straight Path Wealth Management
Michigan
$64.3K 10,200
Bank of America
27
Bank of America
North Carolina
$63K 10,000 +10,000 New
UBS Group
28
UBS Group
Switzerland
$34K 5,390 +5,390 New
AWM
29
AE Wealth Management
Kansas
$27.9K 4,429 +2,498 +129%
VCM
30
Versant Capital Management
Arizona
$22.7K 3,604 +3,604 New
KWM
31
Kiker Wealth Management
Georgia
$20.6K 3,268 +3,268 New
SPIA
32
Steward Partners Investment Advisory
New York
$12.6K 2,000 +2,000 New
TFG
33
Team Financial Group
California
$10.1K 1,600 +1,600 New
AAS
34
Ameritas Advisory Services
Nebraska
$9.45K 1,500 +1,500 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$5K 810 +810 New
KG
36
Kilter Group
New York
$3.15K 500 +500 New
Osaic Holdings
37
Osaic Holdings
Arizona
$2.17K 344 -6,711 -95%
Raymond James Financial
38
Raymond James Financial
Florida
$1.26K 200 +200 New
OWP
39
ORG Wealth Partners
Texas
$246 40
FRA
40
Front Row Advisors
California
$63 10 +10 New
Wells Fargo
41
Wells Fargo
California
$13 2 +2 New
Morgan Stanley
42
Morgan Stanley
New York
$10 1 -1 -50%
OMC
43
Old Mission Capital
Illinois
-193,401 Closed
HF
44
HRT Financial
New York
-31,989 Closed
Jane Street
45
Jane Street
New York
-31,178 Closed
ZI
46
ZEGA Investments
Florida
-14,947 Closed
CA
47
CoreCap Advisors
Michigan
-331 Closed
FFA
48
Farther Finance Advisors
California
-57 Closed
Citadel Advisors
49
Citadel Advisors
Florida