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YieldMax Universe Fund of Option Income ETFs
YMAX

64 hedge funds and large institutions have $21.4M invested in YieldMax Universe Fund of Option Income ETFs in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

8% more funds holding

Funds holding: 59 → 64 (+5)

0.42% more ownership

Funds ownership: 2.75% → 3.17% (+0.42%)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

26% less capital invested

Capital invested by funds: $28.9M → $21.4M (-$7.51M)

84% less call options, than puts

Call options by funds: $297K | Put options by funds: $1.88M

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
19
Reduced
19
Closed
13
Calls
$297K
Puts
$1.88M
Net Calls
-$1.59M
Net Calls Change
-$1.94M

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$2.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.55M
3
WWA
Wealth Watch Advisors
Colorado
+$1.53M
4
TSS
Two Sigma Securities
New York
+$257K
5
PI
PFG Investments
New York
+$231K

Top Sellers

Rank Fund Capital Flow
1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$2.63M
2
ODFS
O'Donnell Financial Services
California
-$2M
3
SG Americas Securities
SG Americas Securities
New York
-$1.28M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.18M
5
Citadel Advisors
Citadel Advisors
Florida
-$763K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$135K -$33K -2,905 -18%
KPWS
27
Kestra Private Wealth Services
Texas
$132K – – –
AF
28
Allworth Financial
California
$132K +$30.9K +2,718 +26%
TI
29
Tidal Investments
Wisconsin
$130K +$23.6K +2,077 +19%
MWM
30
Meridian Wealth Management
Kentucky
$129K +$147K +12,946 New
Creative Planning
31
Creative Planning
Kansas
$129K +$147K +12,886 New
Belvedere Trading
32
Belvedere Trading
Illinois
$126K +$135K +11,873 +1,512%
DWP
33
Daymark Wealth Partners
Ohio
$118K +$135K +11,852 New
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$116K +$129K +11,336 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$106K -$15.1K -1,327 -11%
SFGP
36
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$99.8K +$114K +10,000 New
JWCA
37
J.W. Cole Advisors
Florida
$99.1K +$114K +10,046 New
KAS
38
Kestra Advisory Services
Texas
$71.7K +$81.7K +7,183 New
HI
39
Harbour Investments
Wisconsin
$61.6K +$21.6K +1,902 +45%
AWM
40
AE Wealth Management
Kansas
$37.1K +$37.1K +3,265 +726%
LFG
41
Larson Financial Group
Missouri
$33.6K +$5.53K +486 +17%
Simplex Trading
42
Simplex Trading
Illinois
$31.7K -$62.9K -5,531 -63%
Osaic Holdings
43
Osaic Holdings
Arizona
$23.5K -$14.6K -1,281 -35%
UBS Group
44
UBS Group
Switzerland
$20K -$91K -8,000 -80%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$11.5K – – –
WOSD
46
WFA of San Diego
California
$11.3K -$1.19K -105 -8%
M
47
MOTCO
Texas
$7.24K – – –
SS
48
Sunbelt Securities
Texas
$5.81K +$6.62K +582 New
Morgan Stanley
49
Morgan Stanley
New York
$5.69K +$4.76K +419 +277%
QWM
50
Quaker Wealth Management
New Jersey
$5.2K +$853 +75 +17%
1
2
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YMAX Hedge Fund Activity: Q4 2025 in Review

64 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in YieldMax Universe Fund of Option Income ETFs (YMAX) for Q4 2025, worth a combined $21.4M — down 26% from $28.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new YMAX positions and 13 closed out — a net gain of 5 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $2.1M. The largest seller was Federation des caisses Desjardins du Quebec, exiting entirely with an estimated $2.63M sold.

  • 64 institutional investors held YieldMax Universe Fund of Option Income ETFs (YMAX) as of Q4 2025, up from 59 in Q3 2025.
  • Funds reported $21.4M of YieldMax Universe Fund of Option Income ETFs stock for Q4 2025, down 26% quarter-over-quarter.
  • 18 funds opened new YieldMax Universe Fund of Option Income ETFs positions in Q4 2025 and 13 closed out, a net change of +5 holders.
  • The largest YieldMax Universe Fund of Option Income ETFs buyer in Q4 2025 was Old Mission Capital, an estimated $2.1M added.
  • The largest YieldMax Universe Fund of Option Income ETFs seller in Q4 2025 was Federation des caisses Desjardins du Quebec, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2025.