Who owns YieldMax Universe Fund of Option Income ETFs?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of YMAX from SEC Form 13F filings across 49 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, 49 institutions disclosed 1.2M shares of YieldMax Universe Fund of Option Income ETFs worth $9.3M — about 2.1% of shares outstanding; the largest disclosed holder is IHT Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
49
13F holders
$9.3M
value, 2026 filers
2.1%
of shares outstanding (1.2M sh)
11
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 YMAX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | IHT Wealth Management, LLC | 153,259 | $1.2M | 0.0% | 0.3% | -37.4% |
| 2 | MANCHESTER FINANCIAL INC | 119,631 | $966,619 | 0.2% | 0.2% | +9.2% |
| 3 | WINNACLE WEALTH LLC | 108,356 | $875,519 | 0.6% | 0.2% | +1.4% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 81,013 | $654,585 | 0.0% | 0.1% | -14.5% |
| 5 | ZEGA Investments, LLC | 63,368 | $512,014 | 0.1% | 0.1% | -12.9% |
| 6 | MML INVESTORS SERVICES, LLC | 62,338 | $503,688 | 0.0% | 0.1% | +36.1% |
| 7 | WINEBRENNER CAPITAL MANAGEMENT LLC | 58,500 | $472,680 | 0.3% | 0.1% | +34.5% |
| 8 | HRT FINANCIAL LP | 54,422 | $439 | 0.0% | 0.1% | -40.8% |
| 9 | GROUP ONE TRADING LLC | 52,124 | $421,162 | 0.0% | 0.1% | +53.8% |
| 10 | Legacy Wealth Management, LLC / MS | 48,315 | $390,385 | 0.1% | 0.1% | +107.5% |
| 11 | Cetera Investment Advisers | 42,276 | $341,587 | 0.0% | 0.1% | +24.5% |
| 12 | JANE STREET GROUP, LLC | 31,471 | $254,286 | 0.0% | 0.1% | -89.3% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 29,324 | $236,934 | 0.0% | 0.1% | +57.7% |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | 25,251 | $204,028 | 0.0% | 0% | +0.8% |
| 15 | Authentikos Wealth Advisory, LLC | 24,970 | $201,759 | 0.1% | 0% | -77.3% |
| 16 | Straight Path Wealth Management | 24,668 | $199,320 | 0.0% | 0% | -15.8% |
| 17 | Visionary Wealth Advisors | 23,063 | $186,351 | 0.0% | 0% | +2.6% |
| 18 | WORLD EQUITY GROUP, INC. | 22,163 | $179,076 | 0.0% | 0% | +24.5% |
| 19 | Janney Montgomery Scott LLC | 20,350 | $164 | 0.0% | 0% | +29.2% |
| 20 | Independent Wealth Network Inc. | 18,929 | $152,949 | 0.0% | 0% | +14.9% |
| 21 | Belvedere Trading LLC | 18,029 | $145,674 | 0.0% | 0% | -25.9% |
| 22 | Coppell Advisory Solutions LLCNEW | 17,842 | $141,844 | 0.0% | 0% | new |
| 23 | CITADEL ADVISORS LLCNEW | 16,813 | $135,849 | 0.0% | 0% | new |
| 24 | Allworth Financial LP | 16,088 | $129,992 | 0.0% | 0% | +11.5% |
| 25 | Creative Planning | 14,490 | $117,080 | 0.0% | 0% | +6.2% |
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.