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Yieldmax Nvda Option Inc ETF (NVDY)

CUSIP: 88634T774 | NYSE | 177 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Avidian Wealth Enterprises, LLC459,791
0.2% of portfolio›$5.9M
LFG Wealth Partners, LLC325,027
1.7% of portfolio›$4.1M
Stirlingshire Investments, Inc.101,261
0.9% of portfolio›$1.3M
Commonwealth Equity Services, LLC81,321
0.0% of portfolio›$1.0M
Chung Wu Investment Group, LLC72,140
0.7% of portfolio›$919.1K
Capital CS Group, LLC50,576
0.5% of portfolio›$644.3K
Visionary Wealth Advisors41,069
0.0% of portfolio›$523.2K
Zega Investments, LLC27,667
0.0% of portfolio›$352.5K
Wedbush Securities Inc27,121
0.0% of portfolio›$346
MGO One Seven LLC24,874
0.0% of portfolio›$316.9K
Integrity Alliance, Llc.20,353
0.0% of portfolio›$259.3K
Redhawk Wealth Advisors, Inc.20,333
0.0% of portfolio›$259.0K
Dynamic Advisor Solutions LLC20,275
0.0% of portfolio›$258.3K
J.W. Cole Advisors, Inc.20,004
0.0% of portfolio›$254.9K
Virtue Capital Management, LLC19,334
0.0% of portfolio›$246.3K
Cambridge Investment Research Advisors, Inc.16,902
0.0% of portfolio›$215
StoneX Group Inc.12,014
0.0% of portfolio›$145.2K
Prospera Financial Services Inc11,987
0.0% of portfolio›$134.3K
Versant Capital Management, Inc3,218
0.0% of portfolio›$41.0K
CoreCap Advisors, LLC3,043
0.0% of portfolio›$38.8K
Nfsg Corp3,000
0.0% of portfolio›$38.2K
Wilmington Savings Fund Society, FSB2,256
0.0% of portfolio›$28.7K
Larson Financial Group LLC1,981
0.0% of portfolio›$25.2K
US Bancorp \de\1,724
0.0% of portfolio›$22.0K
Kings Path Partners LLC1,000
0.0% of portfolio›$12.7K
IFP Advisors, Inc875
0.0% of portfolio›$11.1K
Signaturefd, LLC700
0.0% of portfolio›$8.9K
Farther Finance Advisors, LLC605
0.0% of portfolio›$7.7K
Parallel Advisors, LLC500
0.0% of portfolio›$6.4K
Evolution Wealth Management Inc.300
0.0% of portfolio›$3.8K
Lanark Financial, Inc.277
0.0% of portfolio›$3.5K
Ares Financial Consulting, LLC118
0.0% of portfolio›$1.5K
TD Waterhouse Canada Inc.85
0.0% of portfolio›$1.1K
JFS Wealth Advisors, LLC50
0.0% of portfolio›$637
Rosenberg Matthew Hamilton42
0.0% of portfolio›$534
Blue Bell Private Wealth Management, LLC16
0.0% of portfolio›$204
Dhjj Financial Advisors, Ltd.13
0.0% of portfolio›$166
EverSource Wealth Advisors, LLC0
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Avidian Wealth Enterprises, LLC
459,791$5.9M0.2%ETFLowHouston, TX2026-10-08
LFG Wealth Partners, LLC
325,027$4.1M1.7%CoreMediumElizabethtown, KY2026-10-28
Stirlingshire Investments, Inc.
101,261$1.3M0.9%ETFMediumNew York, NY2026-11-05
Commonwealth Equity Services, LLC
81,321$1.0M0.0%ETFLowWaltham, MA2026-11-02
Chung Wu Investment Group, LLC
72,140$919.1K0.7%GrowthMediumSugar Land, TX2026-11-03
Capital CS Group, LLC
50,576$644.3K0.5%YieldMediumIrvine, CA2026-10-29
Visionary Wealth Advisors
41,069$523.2K0.0%ETFLowO'Fallon, IL2026-11-04
Zega Investments, LLC
27,667$352.5K0.0%GrowthMediumPalm Beach Gardens, FL2026-11-04
Wedbush Securities Inc
27,121$3460.0%CoreLowPasadena, CA2026-10-22
MGO One Seven LLC
24,874$316.9K0.0%GrowthLowBeachwood, OH2026-10-28
Integrity Alliance, Llc.
20,353$259.3K0.0%ETFMediumUrbandale, IA2026-10-29
Redhawk Wealth Advisors, Inc.
20,333$259.0K0.0%ETFHighMinneapolis, MN2026-10-14
Dynamic Advisor Solutions LLC
20,275$258.3K0.0%ETFLowPhoenix, AZ2026-10-13
J.W. Cole Advisors, Inc.
20,004$254.9K0.0%IndexLowTampa, FL2026-11-05
Virtue Capital Management, LLC
19,334$246.3K0.0%GrowthHighBrentwood, TN2026-10-29
Cambridge Investment Research Advisors, Inc.
16,902$2150.0%ETFLowFairfield, IA2026-11-02
StoneX Group Inc.
12,014$145.2K0.0%ETFMediumNew York, NY2026-11-03
Prospera Financial Services Inc
11,987$134.3K0.0%CoreMediumDallas, TX2026-11-04
Versant Capital Management, Inc
3,218$41.0K0.0%GARPLowPhoenix, AZ2026-10-02
CoreCap Advisors, LLC
3,043$38.8K0.0%ETFMediumSouthfield, MI2026-10-08
Nfsg Corp
3,000$38.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Wilmington Savings Fund Society, FSB
2,256$28.7K0.0%CoreLowWilmington, DE2026-10-23
Larson Financial Group LLC
1,981$25.2K0.0%GrowthLowSt Louis, MO2026-11-05
US Bancorp \de\
1,724$22.0K0.0%IndexLowMinneapolis, MN2026-11-05
Kings Path Partners LLC
1,000$12.7K0.0%ETFVery LowSugar Land, TX2026-10-21
IFP Advisors, Inc
875$11.1K0.0%GrowthLowTampa, FL2026-10-16
Signaturefd, LLC
700$8.9K0.0%IndexLowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
605$7.7K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
500$6.4K0.0%IndexLowSan Francisco, CA2026-11-03
Evolution Wealth Management Inc.
300$3.8K0.0%ETFMediumFort Myers, FL2026-10-28
Lanark Financial, Inc.
277$3.5K0.0%CoreMediumBirmingham, AL2026-10-26
Ares Financial Consulting, LLC
118$1.5K0.0%CoreLowCalabasas, CA2026-10-19
TD Waterhouse Canada Inc.
85$1.1K0.0%CoreLowToronto, Australia2026-10-16
JFS Wealth Advisors, LLC
50$6370.0%ETFVery LowHermitage, PA2026-11-03
Rosenberg Matthew Hamilton
42$5340.0%ETFVery LowGrand Junction, CO2026-10-05
Blue Bell Private Wealth Management, LLC
16$2040.0%YieldVery LowBlue Bell, PA2026-10-29
Dhjj Financial Advisors, Ltd.
13$1660.0%ETFVery LowNaperville, IL2026-10-23
EverSource Wealth Advisors, LLC
0$10.0%CoreMediumBirmingham, AL2026-11-04