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YieldMax Ultra Option Income Strategy ETF

99 hedge funds and large institutions have $39.2M invested in YieldMax Ultra Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.02M
Puts
$12.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
76
Salem Investment Counselors
North Carolina
$38.3K
CFO
77
CVA Family Office
Colorado
$30.9K
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$28K
AF
79
Allworth Financial
California
$27.4K
AAS
80
Ameritas Advisory Services
Nebraska
$26.7K
CPG
81
Cornerstone Planning Group
New Jersey
$23.5K
VCM
82
Versant Capital Management
Arizona
$20.2K
WWA
83
Wealth Watch Advisors
Colorado
$16K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$15K
RIL
85
Rothschild Investment LLC
Illinois
$14.1K
SPIA
86
Steward Partners Investment Advisory
New York
$12.9K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$12.6K
SS
88
Sunbelt Securities
Texas
$10.9K
TFG
89
Team Financial Group
California
$10.8K
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$7.56K
ACM
91
Anfield Capital Management
California
$6.41K
HWM
92
HighMark Wealth Management
Minnesota
$4.48K
TC
93
Truvestments Capital
Florida
$1.86K
DSC
94
Duncker Streett & Co
Missouri
$1.09K
TRCT
95
Tower Research Capital (TRC)
New York
$870
CA
96
CoreCap Advisors
Michigan
$596
NMG
97
New Millennium Group
Utah
$334
HCM
98
Hollencrest Capital Management
California
$274
HI
99
Harbour Investments
Wisconsin
$143
LFG
100
Larson Financial Group
Missouri
$33