Who owns YieldMax NVDA Option Income Strategy ETF?
Institutional ownership of NVDY from SEC Form 13F filings across 68 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
68
13F holders
$80.3M
value, 2026 filers
5.8%
of shares outstanding (6.6M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of NVDY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 3.3M | $41.1M | 0.1% | 2.9% | +0.7% |
| 2 | UBS Group AG | 990,009 | $12.3M | 0.0% | 0.9% | +1.4% |
| 3 | Avidian Wealth Enterprises, LLC | 464,773 | $5.8M | 0.2% | 0.4% | +26.0% |
| 4 | JANE STREET GROUP, LLC | 397,081 | $4.9M | 0.0% | 0.3% | +146.7% |
| 5 | LFG Wealth Partners, LLCNEW | 283,793 | $3.5M | 1.7% | 0.2% | new |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 151,107 | $1.9M | 0.0% | 0.1% | -53.8% |
| 7 | OLD MISSION CAPITAL LLCNEW | 139,696 | $1.7M | 0.0% | 0.1% | new |
| 8 | Cambridge Investment Research Advisors, Inc. | 90,254 | $1,122 | 0.0% | 0.1% | +123.6% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 86,845 | $1.1M | 0.0% | 0.1% | +152.5% |
| 10 | Cetera Investment Advisers | 82,107 | $1.0M | 0.0% | 0.1% | +50.5% |
| 11 | Chung Wu Investment Group, LLC | 67,240 | $836,466 | 0.5% | 0.1% | +184.9% |
| 12 | HRT FINANCIAL LPNEW | 59,042 | $734 | 0.0% | 0.1% | new |
| 13 | MCGUIRE CAPITAL ADVISORS INC | 51,915 | $645,824 | 0.4% | 0% | +6.9% |
| 14 | Capital CS Group, LLC | 48,463 | $602,876 | 0.5% | 0% | +9.0% |
| 15 | PFG Investments, LLC | 44,097 | $548,568 | 0.0% | 0% | +21.7% |
| 16 | MGO ONE SEVEN LLC | 32,571 | $405,183 | 0.0% | 0% | -0.5% |
| 17 | Arete Wealth Advisors, LLCNEW | 32,203 | $400,605 | 0.0% | 0% | new |
| 18 | WEDBUSH SECURITIES INC | 27,157 | $338 | 0.0% | 0% | -10.1% |
| 19 | JPMORGAN CHASE & CO | 23,526 | $287,017 | 0.0% | 0% | +379.2% |
| 20 | LPL Financial LLCNEW | 20,004 | $248,850 | 0.0% | 0% | new |
| 21 | J.W. COLE ADVISORS, INC. | 19,955 | $248,238 | 0.0% | 0% | +54.7% |
| 22 | Redhawk Wealth Advisors, Inc. | 19,736 | $245,512 | 0.0% | 0% | +9.5% |
| 23 | INTEGRITY ALLIANCE, LLC. | 19,439 | $241,829 | 0.0% | 0% | +11.6% |
| 24 | Allworth Financial LP | 18,325 | $227,964 | 0.0% | 0% | +12.5% |
| 25 | Dynamic Advisor Solutions LLC | 16,475 | $204,949 | 0.0% | 0% | -54.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.