Who owns YieldMax NVDA Option Income Strategy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NVDY from SEC Form 13F filings across 84 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.
As of the 2026-06-30 reporting period, 84 institutions disclosed 8.1M shares of YieldMax NVDA Option Income Strategy ETF worth $100.4M — about 7.1% of shares outstanding; the largest disclosed holder is Tidal Investments LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
84
13F holders
$100.4M
value, 2026 filers
7.1%
of shares outstanding (8.1M sh)
21
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 | CENTAURUS FINANCIAL, INC. | 1.1M | $13.2M | 0.5% | 0.9% | -0.3% |
| 3 | UBS Group AG | 990,009 | $12.3M | 0.0% | 0.9% | +1.4% |
| 4 | Avidian Wealth Enterprises, LLC | 464,773 | $5.8M | 0.2% | 0.4% | +26.0% |
| 5 | JANE STREET GROUP, LLC | 397,081 | $4.9M | 0.0% | 0.3% | +146.7% |
| 6 | LFG Wealth Partners, LLCNEW | 283,793 | $3.5M | 1.7% | 0.2% | new |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 151,107 | $1.9M | 0.0% | 0.1% | -53.8% |
| 8 | OLD MISSION CAPITAL LLCNEW | 139,696 | $1.7M | 0.0% | 0.1% | new |
| 9 | Stirlingshire Investments, Inc. | 97,849 | $1.2M | 0.9% | 0.1% | +3.9% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 86,845 | $1.1M | 0.0% | 0.1% | +152.5% |
| 11 | Cetera Investment Advisers | 82,107 | $1.0M | 0.0% | 0.1% | +50.5% |
| 12 | GROUP ONE TRADING LLCNEW | 74,511 | $926,917 | 0.0% | 0.1% | new |
| 13 | Chung Wu Investment Group, LLC | 67,240 | $836,466 | 0.5% | 0.1% | +184.9% |
| 14 | HRT FINANCIAL LPNEW | 59,042 | $734,000 | 0.0% | 0.1% | new |
| 15 | MCGUIRE CAPITAL ADVISORS INC | 51,915 | $645,824 | 0.4% | 0% | +6.9% |
| 16 | Capital CS Group, LLC | 48,463 | $602,876 | 0.5% | 0% | +9.0% |
| 17 | Visionary Wealth Advisors | 46,308 | $576,078 | 0.0% | 0% | -3.1% |
| 18 | Cambridge Investment Research Advisors, Inc. | 45,127 | $561,000 | 0.0% | 0% | +11.8% |
| 19 | PFG Investments, LLC | 44,097 | $548,568 | 0.0% | 0% | +21.7% |
| 20 | Cavalier Investments, LLC | 43,969 | $546,974 | 0.0% | 0% | +34.0% |
| 21 | Westend Capital Management, LLC | 39,717 | $494,079 | 0.1% | 0% | -17.1% |
| 22 | Adams Wealth Management | 35,613 | $443,026 | 0.1% | 0% | +144.6% |
| 23 | CacheTech Inc. | 35,613 | $443,026 | 0.1% | 0% | +144.6% |
| 24 | MGO ONE SEVEN LLC | 32,571 | $405,183 | 0.0% | 0% | -0.5% |
| 25 | WEDBUSH SECURITIES INC | 27,157 | $338,000 | 0.0% | 0% | -10.1% |
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.