Yieldmax Msft Option IS ETF (MSFO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Visionary Wealth Advisors

DECREASED

Shares28,348 from 31,204

Change-2,856 (-9%)

Value$349.2K (+$22.5K)

Filed 2026-11-04

Zega Investments, LLC

INCREASED

Shares21,137 from 19,075

Change+2,062 (+11%)

Value$260.4K (+$60.7K)

Filed 2026-11-04

Virtue Capital Management, LLC

NEW

Shares19,854

Change+19,854

Value$244.6K

Filed 2026-10-29

UNCHANGED

Shares1,480 from 1,480

Change0 (0%)

Value$18.2K (+$2.7K)

Filed 2026-10-15

IFP Advisors, Inc

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$8.6K (+$1.3K)

Filed 2026-10-16

Allworth Financial LP

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$14 ($0)

Filed 2026-11-06

Tidal Investments LLC

N/A

Shares— from 3,891,468

Change-3,891,468 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 50,768

Change-50,768 (-100%)

Value—

Cavalier Investments, LLC

N/A

Shares— from 42,584

Change-42,584 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 11,875

Change-11,875 (-100%)

Value—

N/A

Shares— from 10,174

Change-10,174 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,025

Change-2,025 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 317

Change-317 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 246

Change-246 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 112

Change-112 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 65

Change-65 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3

Change-3 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Visionary Wealth Advisors	DECREASED	28,348	31,204	-2,856	-9%	$326.7K	$349.2K	+$22.5K	2026-11-04
Zega Investments, LLC	INCREASED	21,137	19,075	+2,062	+11%	$199.7K	$260.4K	+$60.7K	2026-11-04
Virtue Capital Management, LLC	NEW	19,854	—	+19,854	—	—	$244.6K	—	2026-10-29
Nfsg Corp	UNCHANGED	1,480	1,480	0	0%	$15.5K	$18.2K	+$2.7K	2026-10-15
IFP Advisors, Inc	UNCHANGED	700	700	0	0%	$7.3K	$8.6K	+$1.3K	2026-10-16
Allworth Financial LP	UNCHANGED	1	1	0	0%	$14	$14	$0	2026-11-06
Tidal Investments LLC	N/A	—	3,891,468	-3,891,468	-100%	$40.7M	—	—	—
Citadel Advisors LLC	N/A	—	50,768	-50,768	-100%	$531.5K	—	—	—
Cavalier Investments, LLC	N/A	—	42,584	-42,584	-100%	$445.9K	—	—	—
Jane Street Group, LLC	N/A	—	11,875	-11,875	-100%	$124.3K	—	—	—
UBS Group AG	N/A	—	10,174	-10,174	-100%	$106.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,025	-2,025	-100%	$21.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	317	-317	-100%	$3.3K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	246	-246	-100%	$2.6K	—	—	—
Swan Capital LLC	N/A	—	112	-112	-100%	$1.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	65	-65	-100%	$681	—	—	—
Harbour Investments, Inc.	N/A	—	3	-3	-100%	$31	—	—	—
Wells Fargo & Company	N/A	—	2	-2	-100%	$18	—	—	—

Showing 18 of 18 institutions