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YieldMax Ultra Option Income Strategy ETF
ULTY

37 hedge funds and large institutions have $18.1M invested in YieldMax Ultra Option Income Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% less ownership

Funds ownership: 4.75% → 2.07% (-2.7%)

21% less funds holding

Funds holding: 47 → 37 (-10)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

67% less capital invested

Capital invested by funds: $55.2M → $18.1M (-$37.1M)

95% less call options, than puts

Call options by funds: $1.44M | Put options by funds: $27.6M

Holders
37
Holders Change
-10
Holders Change %
-21.28%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
14
Closed
14
Calls
$1.44M
Puts
$27.6M
Net Calls
-$26.2M
Net Calls Change
+$11.8M

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$1.89M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.48M
3
OCM
One Capital Management
California
+$144K
4
SIC
Salem Investment Counselors
North Carolina
+$24.3K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$18.9K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$14.2M
2
IMC Chicago
IMC Chicago
Illinois
-$5.64M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.11M
4
QC
Quadrature Capital
United Kingdom
-$3.8M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SHP Wealth Management
Massachusetts
$3.47K – – –
Wells Fargo
27
Wells Fargo
California
$3.43K +$3.79K +109 +3,633%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$2.91K -$452 -13 -12%
MCA
29
McGuire Capital Advisors
Oklahoma
$2.21K -$70 -2 -3%
HI
30
Harbour Investments
Wisconsin
$2.15K +$2.29K +66 +1,650%
SIS
31
Sound Income Strategies
Florida
$2.14K +$2.43K +70 New
Morgan Stanley
32
Morgan Stanley
New York
$955 -$5.74K -165 -84%
DSC
33
Duncker Streett & Co
Missouri
$613 – – –
Jones Financial Companies
34
Jones Financial Companies
Missouri
$450 +$521 +15 New
CA
35
CoreCap Advisors
Michigan
$307 – – –
CA
36
Clearstead Advisors
Ohio
$307 +$348 +10 New
HCM
37
Hollencrest Capital Management
California
$153 – – –
HNB
38
Huntington National Bank
Ohio
$40 – – –
QC
39
Quadrature Capital
United Kingdom
– -$3.8M -101,906 Closed
TCBWMS
40
Texas Capital Bank Wealth Management Services
Texas
– -$656K -17,583 Closed
KPWS
41
Kestra Private Wealth Services
Texas
– -$265K -7,109 Closed
KSWWM
42
Keyes Stange & Wooten Wealth Management
Florida
– -$233K -6,236 Closed
Creative Planning
43
Creative Planning
Kansas
– -$208K -5,568 Closed
KAS
44
Kestra Advisory Services
Texas
– -$111K -2,980 Closed
AAP
45
Arax Advisory Partners
Colorado
– -$26.1K -700 Closed
WWA
46
Wealth Watch Advisors
Colorado
– -$23.3K -623 Closed
AWM
47
AE Wealth Management
Kansas
– -$22.2K -594 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
– -$6.5K -170 Closed
CIA
49
Cape Investment Advisory
Georgia
– -$3.51K -94 Closed
IIM
50
IFC & Insurance Marketing
California
– -$2K -44 Closed
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ULTY Hedge Fund Activity: Q1 2026 in Review

37 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in YieldMax Ultra Option Income Strategy ETF (ULTY) for Q1 2026, worth a combined $18.1M — down 67% from $55.2M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ULTY and 7 opened new positions — a net loss of 7 holders — while 14 trimmed existing stakes and 6 added.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $1.89M. The largest seller was Jane Street, cutting an estimated $14.2M.

  • 37 institutional investors held YieldMax Ultra Option Income Strategy ETF (ULTY) as of Q1 2026, down from 47 in Q4 2025.
  • Funds reported $18.1M of YieldMax Ultra Option Income Strategy ETF stock for Q1 2026, down 67% quarter-over-quarter.
  • 7 funds opened new YieldMax Ultra Option Income Strategy ETF positions in Q1 2026 and 14 closed out, a net change of -7 holders.
  • The largest YieldMax Ultra Option Income Strategy ETF buyer in Q1 2026 was IHT Wealth Management, an estimated $1.89M added.
  • The largest YieldMax Ultra Option Income Strategy ETF seller in Q1 2026 was Jane Street, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2026.