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Yieldmax AMD Option Income Strategy ETF

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Tidal Investments LLC
INCREASED
Shares4,101,265 from 3,649,453
Change+451,812 (+12%)
Value$31.7M (+$2.0M)
Filed 2025-11-14
Old Mission Capital LLC
NEW
Shares102,798
Change+102,798
Value$793.6K
Filed 2025-11-14
International Assets Investment Management, LLC
UNCHANGED
Shares102,750 from 102,750
Change0 (0%)
Value$804.5K (-$30.8K)
Filed 2025-10-31
Susquehanna International Group, LLP
INCREASED
Shares95,036 from 39,781
Change+55,255 (+139%)
Value$733.7K (+$410.3K)
Filed 2025-11-14
Jane Street Group, LLC
NEW
Shares76,596
Change+76,596
Value$591.3K
Filed 2025-11-14
Group One Trading LLC
DECREASED
Shares34,823 from 35,297
Change-474 (-1%)
Value$268.8K (-$18.1K)
Filed 2025-11-12
Westend Capital Management, LLC
NEW
Shares34,214
Change+34,214
Value$264.1K
Filed 2025-10-17
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares22,137 from 23,439
Change-1,302 (-6%)
Value$171 (-$20)
Filed 2025-11-12
Simplex Trading, LLC
INCREASED
Shares14,877 from 4,490
Change+10,387 (+231%)
Value$114 (+$78)
Filed 2025-11-12
Cetera Investment Advisers
NEW
Shares14,783
Change+14,783
Value$114.1K
Filed 2025-11-14
Kestra Private Wealth Services, LLC
INCREASED
Shares13,509 from 10,963
Change+2,546 (+23%)
Value$104.3K (+$15.2K)
Filed 2025-11-17
Visionary Wealth Advisors
INCREASED
Shares13,436 from 11,961
Change+1,475 (+12%)
Value$103.7K (+$6.5K)
Filed 2025-11-13
Garden State Investment Advisory Services LLC
INCREASED
Shares13,247 from 12,206
Change+1,041 (+9%)
Value$102.3K (+$3.0K)
Filed 2025-11-14
PFG Investments, LLC
INCREASED
Shares11,606 from 11,290
Change+316 (+3%)
Value$89.6K (-$2.2K)
Filed 2025-10-31
Winebrenner Capital Management LLC
NEW
Shares10,000
Change+10,000
Value$77.2K
Filed 2025-10-31
Gladstone Institutional Advisory LLC
NEW
Shares10,000
Change+10,000
Value$77.2K
Filed 2025-10-22
Rockefeller Capital Management L.P.
NEW
Shares7,500
Change+7,500
Value$57.9K
Filed 2025-11-14
Osaic Holdings, Inc.
INCREASED
Shares7,224 from 6,140
Change+1,084 (+18%)
Value$55.7K (+$5.7K)
Filed 2025-11-14
BFC Planning, Inc.
NEW
Shares1,211
Change+1,211
Value$9.3K
Filed 2026-10-29
Federation des caisses Desjardins du Quebec
NEW
Shares1,000
Change+1,000
Value$7.7K
Filed 2025-11-14
Swan Capital LLC
NEW
Shares362
Change+362
Value$2.8K
Filed 2025-11-14
Sound Income Strategies, LLC
NEW
Shares350
Change+350
Value$3.7K
Filed 2025-10-10
Tucker Asset Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$386 (-$21)
Filed 2026-01-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$109 (-$5)
Filed 2025-10-20
Wells Fargo & Company
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$13 (-$13)
Filed 2025-11-13
Citadel Advisors LLC
CLOSED
Shares0 from 53,331
Change-53,331 (-100%)
Value$0 (-$433.6K)
Filed 2025-11-14
HRT Financial LP
CLOSED
Shares0 from 22,747
Change-22,747 (-100%)
Value$0 (-$184)
Filed 2025-11-14
Belvedere Trading LLC
CLOSED
Shares0 from 16,610
Change-16,610 (-100%)
Value$0 (-$135.0K)
Filed 2025-10-27
Morgan Stanley
CLOSED
Shares0 from 2,175
Change-2,175 (-100%)
Value$0 (-$17.7K)
Filed 2026-05-27
Raymond James Financial Inc
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$2.4K)
Filed 2025-11-14
Beaird Harris Wealth Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$2.4K)
Filed 2025-11-13
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$244)
Filed 2025-10-22
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Tidal Investments LLC
INCREASED4,101,2653,649,453+451,812+12%$29.7M$31.7M+$2.0M2025-11-14
Old Mission Capital LLC
NEW102,798—+102,798——$793.6K—2025-11-14
International Assets Investment Management, LLC
UNCHANGED102,750102,75000%$835.4K$804.5K-$30.8K2025-10-31
Susquehanna International Group, LLP
INCREASED95,03639,781+55,255+139%$323.4K$733.7K+$410.3K2025-11-14
Jane Street Group, LLC
NEW76,596—+76,596——$591.3K—2025-11-14
Group One Trading LLC
DECREASED34,82335,297-474-1%$287.0K$268.8K-$18.1K2025-11-12
Westend Capital Management, LLC
NEW34,214—+34,214——$264.1K—2025-10-17
Cambridge Investment Research Advisors, Inc.
DECREASED22,13723,439-1,302-6%$191$171-$202025-11-12
Simplex Trading, LLC
INCREASED14,8774,490+10,387+231%$36$114+$782025-11-12
Cetera Investment Advisers
NEW14,783—+14,783——$114.1K—2025-11-14
Kestra Private Wealth Services, LLC
INCREASED13,50910,963+2,546+23%$89.1K$104.3K+$15.2K2025-11-17
Visionary Wealth Advisors
INCREASED13,43611,961+1,475+12%$97.2K$103.7K+$6.5K2025-11-13
Garden State Investment Advisory Services LLC
INCREASED13,24712,206+1,041+9%$99.2K$102.3K+$3.0K2025-11-14
PFG Investments, LLC
INCREASED11,60611,290+316+3%$91.8K$89.6K-$2.2K2025-10-31
Winebrenner Capital Management LLC
NEW10,000—+10,000——$77.2K—2025-10-31
Gladstone Institutional Advisory LLC
NEW10,000—+10,000——$77.2K—2025-10-22
Rockefeller Capital Management L.P.
NEW7,500—+7,500——$57.9K—2025-11-14
Osaic Holdings, Inc.
INCREASED7,2246,140+1,084+18%$49.9K$55.7K+$5.7K2025-11-14
BFC Planning, Inc.
NEW1,211—+1,211——$9.3K—2026-10-29
Federation des caisses Desjardins du Quebec
NEW1,000—+1,000——$7.7K—2025-11-14
Swan Capital LLC
NEW362—+362——$2.8K—2025-11-14
Sound Income Strategies, LLC
NEW350—+350——$3.7K—2025-10-10
Tucker Asset Management LLC
UNCHANGED505000%$407$386-$212026-01-06
Dhjj Financial Advisors, Ltd.
UNCHANGED141400%$114$109-$52025-10-20
Wells Fargo & Company
DECREASED23-1-33%$26$13-$132025-11-13
Citadel Advisors LLC
CLOSED053,331-53,331-100%$433.6K$0-$433.6K2025-11-14
HRT Financial LP
CLOSED022,747-22,747-100%$184$0-$1842025-11-14
Belvedere Trading LLC
CLOSED016,610-16,610-100%$135.0K$0-$135.0K2025-10-27
Morgan Stanley
CLOSED02,175-2,175-100%$17.7K$0-$17.7K2026-05-27
Raymond James Financial Inc
CLOSED0300-300-100%$2.4K$0-$2.4K2025-11-14
Beaird Harris Wealth Management, LLC
CLOSED0300-300-100%$2.4K$0-$2.4K2025-11-13
Blue Bell Private Wealth Management, LLC
CLOSED030-30-100%$244$0-$2442025-10-22
Proequities, Inc.
N/A—00—$0———
Showing 33 of 33 institutions