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YieldMax Universe Fund of Option Income ETFs

48 hedge funds and large institutions have $21.6M invested in YieldMax Universe Fund of Option Income ETFs in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+13
Holders Change %
+37.14%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
15
Reduced
10
Closed
9
Calls
$2.36M
Puts
$1.06M
Net Calls
+$1.3M
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Shares
Change %
BIG
26
Brookwood Investment Group
Arizona
$139K +$139K +10,131 New
CF
27
Centaurus Financial
California
$108K -$29.4K -2,143 -21%
AF
28
Allworth Financial
California
$103K +$103K +7,451 New
Morgan Stanley
29
Morgan Stanley
New York
$54.2K -$4.02K -292 -7%
BCMLT
30
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.9K +$41.1K +2,985 +853%
HI
31
Harbour Investments
Wisconsin
$41.7K +$27.3K +1,984 +190%
OWP
32
ORG Wealth Partners
Texas
$20.9K +$3.71K +271 +22%
Belvedere Trading
33
Belvedere Trading
Illinois
$20.9K +$20.9K +1,521 New
WOSD
34
WFA of San Diego
California
$17.1K +$17.1K +1,240 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$10.8K -$3.52K -256 -25%
M
36
MOTCO
Texas
$9.83K +$9.83K +725 New
AWM
37
AE Wealth Management
Kansas
$7.46K -$6.66K -484 -47%
Osaic Holdings
38
Osaic Holdings
Arizona
$6.88K +$1.58K +115 +30%
SC
39
Swan Capital
Florida
$6.19K +$6.19K +450 New
QWM
40
Quaker Wealth Management
New Jersey
$5.37K +$5.37K +390 New
DWA
41
Dougherty Wealth Advisers
Minnesota
$5.05K
FFA
42
Farther Finance Advisors
California
$4.54K +$4.54K +330 New
AAS
43
Ameritas Advisory Services
Nebraska
$4.02K +$4.02K +292 New
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$2.53K +$2.53K +184 New
Raymond James Financial
45
Raymond James Financial
Florida
$1.38K +$1.38K +100 New
FFA
46
Frazier Financial Advisors
Ohio
$964 +$964 +70 New
CA
47
CoreCap Advisors
Michigan
$69 -$61.8K -4,476 -100%
Wells Fargo
48
Wells Fargo
California
$36 +$12 +1 +50%
CF
49
Claris Financial
Virginia
-$1.39M -82,245 Closed
WW
50
Winnow Wealth
Texas
-$892K -66,751 Closed