Who owns YieldMax Magnificent 7 Fund of Option Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of YMAG from SEC Form 13F filings across 34 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, 34 institutions disclosed 2.1M shares of YieldMax Magnificent 7 Fund of Option Income ETF worth $23.6M — about 7.9% of shares outstanding; the largest disclosed holder is MML INVESTORS SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
34
13F holders
$23.6M
value, 2026 filers
7.9%
of shares outstanding (2.1M sh)
9
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 YMAG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MML INVESTORS SERVICES, LLC | 585,877 | $6.7M | 0.0% | 2.2% | +83.5% |
| 2 | AE Wealth Management LLC | 337,810 | $3.9M | 0.0% | 1.3% | +10.6% |
| 3 | ROYAL BANK OF CANADA | 185,547 | $2.1M | 0.0% | 0.7% | +25.9% |
| 4 | EFG International AG | 156,263 | $1.8M | 0.0% | 0.6% | +0.4% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 137,937 | $1.6M | 0.0% | 0.5% | +65.5% |
| 6 | OLD MISSION CAPITAL LLC | 135,017 | $1.6M | 0.0% | 0.5% | +1085.3% |
| 7 | Ausdal Financial Partners, Inc. | 113,208 | $1.3M | 0.1% | 0.4% | +7.3% |
| 8 | UBS Group AG | 74,517 | $856,200 | 0.0% | 0.3% | +1006.1% |
| 9 | JANE STREET GROUP, LLC | 73,669 | $846,457 | 0.0% | 0.3% | -34.6% |
| 10 | CITADEL ADVISORS LLC | 64,010 | $735,475 | 0.0% | 0.2% | +43.7% |
| 11 | WINEBRENNER CAPITAL MANAGEMENT LLC | 35,000 | $402,150 | 0.2% | 0.1% | 0.0% |
| 12 | Cetera Investment Advisers | 34,479 | $396,161 | 0.0% | 0.1% | +80.6% |
| 13 | JPMORGAN CHASE & CONEW | 22,440 | $255,143 | 0.0% | 0.1% | new |
| 14 | INSIGNEO ADVISORY SERVICES, LLC | 19,698 | $226,330 | 0.0% | 0.1% | +23.0% |
| 15 | HRT FINANCIAL LPNEW | 17,673 | $203 | 0.0% | 0.1% | new |
| 16 | Synergy Asset Management, LLC | 16,311 | $187,413 | 0.0% | 0.1% | +26.4% |
| 17 | ZEGA Investments, LLCNEW | 13,084 | $150,333 | 0.0% | 0.1% | new |
| 18 | Dynamic Advisor Solutions LLC | 12,600 | $144,774 | 0.0% | 0% | +9.6% |
| 19 | SENTINEL PENSION ADVISORS, LLCNEW | 10,831 | $125,752 | 0.0% | 0% | new |
| 20 | MGO ONE SEVEN LLC | 10,713 | $123,092 | 0.0% | 0% | -71.0% |
| 21 | OSAIC HOLDINGS, INC. | 9,111 | $104,722 | 0.0% | 0% | +11.4% |
| 22 | TUCKER ASSET MANAGEMENT LLCNEW | 1,807 | $20,762 | 0.0% | 0% | new |
| 23 | LANARK FINANCIAL, INC. | 873 | $10,030 | 0.0% | 0% | -47.8% |
| 24 | Steward Partners Investment Advisory, LLCNEW | 834 | $9,577 | 0.0% | 0% | new |
| 25 | Tower Research Capital LLC (TRC)NEW | 499 | $5,734 | 0.0% | 0% | new |
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.