Who owns YieldMax PLTR 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 PLTY from SEC Form 13F filings across 25 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, 25 institutions disclosed 1.3M shares of YieldMax PLTR Option Income Strategy ETF worth $35.8M — about 11.8% of shares outstanding; the largest disclosed holder is Tidal Investments LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
25
13F holders
$35.8M
value, 2026 filers
11.8%
of shares outstanding (1.3M sh)
4
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 PLTY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 1.0M | $29.2M | 0.1% | 9.6% | +50.4% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 66,787 | $1.9M | 0.0% | 0.6% | new |
| 3 | JANE STREET GROUP, LLC | 54,170 | $1.5M | 0.0% | 0.5% | +184.8% |
| 4 | UBS Group AG | 28,739 | $815,038 | 0.0% | 0.3% | -29.8% |
| 5 | Stirlingshire Investments, Inc. | 24,184 | $685,862 | 0.5% | 0.2% | +8.2% |
| 6 | CITADEL ADVISORS LLC | 11,638 | $330,054 | 0.0% | 0.1% | -71.4% |
| 7 | GROUP ONE TRADING LLC | 11,565 | $327,983 | 0.0% | 0.1% | -41.5% |
| 8 | Kestra Advisory Services, LLCNEW | 10,386 | $294,556 | 0.0% | 0.1% | new |
| 9 | COMPASS CAPITAL CORP /MA/ /ADV | 7,280 | $203,986 | 0.1% | 0.1% | -23.3% |
| 10 | Belvedere Trading LLC | 5,799 | $164,460 | 0.0% | 0.1% | — |
| 11 | MORGAN STANLEY | 4,450 | $126,202 | 0.0% | 0% | +11.0% |
| 12 | EFG International AG | 3,455 | $97,984 | 0.0% | 0% | 0.0% |
| 13 | OSAIC HOLDINGS, INC. | 1,742 | $49,507 | 0.0% | 0% | +13.1% |
| 14 | CoreCap Advisors, LLC | 781 | $22,158 | 0.0% | 0% | +28.7% |
| 15 | Ameritas Advisory Services, LLCNEW | 643 | $18,233 | 0.0% | 0% | new |
| 16 | Steward Partners Investment Advisory, LLC | 309 | $8,772 | 0.0% | 0% | 0.0% |
| 17 | JPMORGAN CHASE & CO | 305 | $8,561 | 0.0% | 0% | +3.4% |
| 18 | AE Wealth Management LLC | 246 | $6,977 | 0.0% | 0% | -68.5% |
| 19 | EVOLUTION WEALTH MANAGEMENT INC.NEW | 185 | $5,247 | 0.0% | 0% | new |
| 20 | SALEM INVESTMENT COUNSELORS INC | 100 | $2,836 | 0.0% | 0% | 0.0% |
| 21 | TD Waterhouse Canada Inc. | 100 | $3,001 | 0.0% | 0% | 0.0% |
| 22 | SWAN Capital LLC | 30 | $851 | 0.0% | 0% | 0.0% |
| 23 | PNC Financial Services Group, Inc. | 22 | $624 | 0.0% | 0% | -63.9% |
| 24 | FMR LLC | 13 | $369 | 0.0% | 0% | +550.0% |
| 25 | WELLS FARGO & COMPANY/MN | 4 | $109 | 0.0% | 0% | +100.0% |
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.