IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Yieldmax Nvda Option Inc ETF (NVDY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Avidian Wealth Enterprises, LLC
DECREASED
Shares459,791 from 464,773
Change-4,982 (-1%)
Value$5.9M (+$76.0K)
Filed 2026-10-08
LFG Wealth Partners, LLC
INCREASED
Shares325,027 from 283,793
Change+41,234 (+15%)
Value$4.1M (+$610.5K)
Filed 2026-10-28
Stirlingshire Investments, Inc.
INCREASED
Shares101,261 from 97,849
Change+3,412 (+3%)
Value$1.3M (+$72.8K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares81,321 from 86,845
Change-5,524 (-6%)
Value$1.0M (-$44.3K)
Filed 2026-11-02
Chung Wu Investment Group, LLC
INCREASED
Shares72,140 from 67,240
Change+4,900 (+7%)
Value$919.1K (+$82.6K)
Filed 2026-11-03
Capital CS Group, LLC
INCREASED
Shares50,576 from 48,463
Change+2,113 (+4%)
Value$644.3K (+$41.5K)
Filed 2026-10-29
Visionary Wealth Advisors
DECREASED
Shares41,069 from 46,308
Change-5,239 (-11%)
Value$523.2K (-$52.9K)
Filed 2026-11-04
Zega Investments, LLC
INCREASED
Shares27,667 from 25,719
Change+1,948 (+8%)
Value$352.5K (+$32.5K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares27,121 from 27,157
Change-36 (0%)
Value$346 (-$337.7K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares24,874 from 32,571
Change-7,697 (-24%)
Value$316.9K (-$88.3K)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares23,146 from 20,004
Change+3,142 (+16%)
Value$294.9K (+$46.0K)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares20,353 from 19,439
Change+914 (+5%)
Value$259.3K (+$17.5K)
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED
Shares20,333 from 19,736
Change+597 (+3%)
Value$259.0K (+$13.5K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares20,275 from 16,475
Change+3,800 (+23%)
Value$258.3K (+$53.4K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares20,004 from 19,955
Change+49 (+0%)
Value$254.9K (+$6.6K)
Filed 2026-11-05
Virtue Capital Management, LLC
NEW
Shares19,334
Change+19,334
Value$246.3K
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares18,348 from 18,325
Change+23 (+0%)
Value$228.2K (+$285)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,902 from 45,127
Change-28,225 (-63%)
Value$215 (-$560.8K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares12,014 from 10,063
Change+1,951 (+19%)
Value$145.2K (+$12.9K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares11,987 from 12,087
Change-100 (-1%)
Value$134.3K (-$16.1K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED
Shares4,887 from 4,887
Change0 (0%)
Value$62.3K (+$1.5K)
Filed 2026-11-06
Versant Capital Management, Inc
INCREASED
Shares3,218 from 3,213
Change+5 (+0%)
Value$41.0K (+$1.0K)
Filed 2026-10-02
CoreCap Advisors, LLC
DECREASED
Shares3,043 from 3,276
Change-233 (-7%)
Value$38.8K (-$2.0K)
Filed 2026-10-08
Nfsg Corp
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$38.2K (+$900)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,256 from 2,256
Change0 (0%)
Value$28.7K (+$676)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares1,981 from 3,306
Change-1,325 (-40%)
Value$25.2K (-$15.9K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares1,724 from 1,724
Change0 (0%)
Value$22.0K (+$517)
Filed 2026-11-05
Kings Path Partners LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$12.7K (+$300)
Filed 2026-10-21
IFP Advisors, Inc
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$11.1K (+$263)
Filed 2026-10-16
Signaturefd, LLC
INCREASED
Shares700 from 600
Change+100 (+17%)
Value$8.9K (+$1.5K)
Filed 2026-10-23
Farther Finance Advisors, LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$7.7K (+$182)
Filed 2026-10-08
Parallel Advisors, LLC
NEW
Shares500
Change+500
Value$6.4K
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$3.8K (+$90)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares277 from 577
Change-300 (-52%)
Value$3.5K (-$3.6K)
Filed 2026-10-26
Ares Financial Consulting, LLC
INCREASED
Shares118 from 109
Change+9 (+8%)
Value$1.5K (+$149)
Filed 2026-10-19
TD Waterhouse Canada Inc.
NEW
Shares85
Change+85
Value$1.1K
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$637 (+$15)
Filed 2026-11-03
Rosenberg Matthew Hamilton
NEW
Shares42
Change+42
Value$534
Filed 2026-10-05
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$204 (+$5)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$166 (+$4)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
NEW
Shares0
Change0
Value$1
Filed 2026-11-04
Meadowbrook Wealth Management, LLC
CLOSED
Shares0 from 18,285
Change-18,285 (-100%)
Value$0 (-$226.4K)
Filed 2026-10-08
Traynor Capital Management, Inc.
CLOSED
Shares0 from 11,225
Change-11,225 (-100%)
Value$0 (-$139.6K)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 10,817
Change-10,817 (-100%)
Value$0 (-$134.6K)
Filed 2026-10-16
Winebrenner Capital Management LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$124.4K)
Filed 2026-10-07
Belvedere Trading LLC
CLOSED
Shares0 from 9,265
Change-9,265 (-100%)
Value$0 (-$115.3K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 7,575
Change-7,575 (-100%)
Value$0 (-$94.2K)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$6.2K)
Filed 2026-11-02
Vision Financial Markets LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-22
FNY Investment Advisers, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1)
Filed 2026-10-16
Tidal Investments LLC
N/A
Shares— from 3,301,441
Change-3,301,441 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,057,834
Change-1,057,834 (-100%)
Value—
UBS Group AG
N/A
Shares— from 990,009
Change-990,009 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 397,081
Change-397,081 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 151,107
Change-151,107 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 139,696
Change-139,696 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 82,107
Change-82,107 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 74,511
Change-74,511 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 59,042
Change-59,042 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 51,915
Change-51,915 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 44,097
Change-44,097 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 43,969
Change-43,969 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 39,717
Change-39,717 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 35,613
Change-35,613 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 35,613
Change-35,613 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 29,489
Change-29,489 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 24,300
Change-24,300 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 23,526
Change-23,526 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,984
Change-11,984 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,935
Change-11,935 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,945
Change-9,945 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 703
Change-703 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 500
Change-500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 291
Change-291 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 225
Change-225 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 170
Change-170 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 108
Change-108 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
FMR LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6
Change-6 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Avidian Wealth Enterprises, LLC
DECREASED459,791464,773-4,982-1%$5.8M$5.9M+$76.0K2026-10-08
LFG Wealth Partners, LLC
INCREASED325,027283,793+41,234+15%$3.5M$4.1M+$610.5K2026-10-28
Stirlingshire Investments, Inc.
INCREASED101,26197,849+3,412+3%$1.2M$1.3M+$72.8K2026-11-05
Commonwealth Equity Services, LLC
DECREASED81,32186,845-5,524-6%$1.1M$1.0M-$44.3K2026-11-02
Chung Wu Investment Group, LLC
INCREASED72,14067,240+4,900+7%$836.5K$919.1K+$82.6K2026-11-03
Capital CS Group, LLC
INCREASED50,57648,463+2,113+4%$602.9K$644.3K+$41.5K2026-10-29
Visionary Wealth Advisors
DECREASED41,06946,308-5,239-11%$576.1K$523.2K-$52.9K2026-11-04
Zega Investments, LLC
INCREASED27,66725,719+1,948+8%$319.9K$352.5K+$32.5K2026-11-04
Wedbush Securities Inc
DECREASED27,12127,157-360%$338.0K$346-$337.7K2026-10-22
MGO One Seven LLC
DECREASED24,87432,571-7,697-24%$405.2K$316.9K-$88.3K2026-10-28
LPL Financial LLC
INCREASED23,14620,004+3,142+16%$248.9K$294.9K+$46.0K2026-11-06
Integrity Alliance, Llc.
INCREASED20,35319,439+914+5%$241.8K$259.3K+$17.5K2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED20,33319,736+597+3%$245.5K$259.0K+$13.5K2026-10-14
Dynamic Advisor Solutions LLC
INCREASED20,27516,475+3,800+23%$204.9K$258.3K+$53.4K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED20,00419,955+49+0%$248.2K$254.9K+$6.6K2026-11-05
Virtue Capital Management, LLC
NEW19,334—+19,334——$246.3K—2026-10-29
Allworth Financial LP
INCREASED18,34818,325+23+0%$228.0K$228.2K+$2852026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED16,90245,127-28,225-63%$561.0K$215-$560.8K2026-11-02
StoneX Group Inc.
INCREASED12,01410,063+1,951+19%$132.3K$145.2K+$12.9K2026-11-03
Prospera Financial Services Inc
DECREASED11,98712,087-100-1%$150.4K$134.3K-$16.1K2026-11-04
PNC Financial Services Group, Inc.
UNCHANGED4,8874,88700%$60.8K$62.3K+$1.5K2026-11-06
Versant Capital Management, Inc
INCREASED3,2183,213+5+0%$40.0K$41.0K+$1.0K2026-10-02
CoreCap Advisors, LLC
DECREASED3,0433,276-233-7%$40.8K$38.8K-$2.0K2026-10-08
Nfsg Corp
UNCHANGED3,0003,00000%$37.3K$38.2K+$9002026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED2,2562,25600%$28.1K$28.7K+$6762026-10-23
Larson Financial Group LLC
DECREASED1,9813,306-1,325-40%$41.1K$25.2K-$15.9K2026-11-05
US Bancorp \de\
UNCHANGED1,7241,72400%$21.4K$22.0K+$5172026-11-05
Kings Path Partners LLC
UNCHANGED1,0001,00000%$12.4K$12.7K+$3002026-10-21
IFP Advisors, Inc
UNCHANGED87587500%$10.9K$11.1K+$2632026-10-16
Signaturefd, LLC
INCREASED700600+100+17%$7.5K$8.9K+$1.5K2026-10-23
Farther Finance Advisors, LLC
UNCHANGED60560500%$7.5K$7.7K+$1822026-10-08
Parallel Advisors, LLC
NEW500—+500——$6.4K—2026-11-03
Evolution Wealth Management Inc.
UNCHANGED30030000%$3.7K$3.8K+$902026-10-28
Lanark Financial, Inc.
DECREASED277577-300-52%$7.2K$3.5K-$3.6K2026-10-26
Ares Financial Consulting, LLC
INCREASED118109+9+8%$1.4K$1.5K+$1492026-10-19
TD Waterhouse Canada Inc.
NEW85—+85——$1.1K—2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED505000%$622$637+$152026-11-03
Rosenberg Matthew Hamilton
NEW42—+42——$534—2026-10-05
Blue Bell Private Wealth Management, LLC
UNCHANGED161600%$199$204+$52026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED131300%$162$166+$42026-10-23
EverSource Wealth Advisors, LLC
NEW0—0——$1—2026-11-04
Meadowbrook Wealth Management, LLC
CLOSED018,285-18,285-100%$226.4K$0-$226.4K2026-10-08
Traynor Capital Management, Inc.
CLOSED011,225-11,225-100%$139.6K$0-$139.6K2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED010,817-10,817-100%$134.6K$0-$134.6K2026-10-16
Winebrenner Capital Management LLC
CLOSED010,000-10,000-100%$124.4K$0-$124.4K2026-10-07
Belvedere Trading LLC
CLOSED09,265-9,265-100%$115.3K$0-$115.3K2026-11-05
Capital Investment Advisory Services, LLC
CLOSED07,575-7,575-100%$94.2K$0-$94.2K2026-10-30
International Assets Investment Management, LLC
CLOSED0500-500-100%$6.2K$0-$6.2K2026-11-02
Vision Financial Markets LLC
CLOSED0200-200-100%$2.5K$0-$2.5K2026-10-22
FNY Investment Advisers, LLC
CLOSED0100-100-100%$1$0-$12026-10-16
Tidal Investments LLC
N/A—3,301,441-3,301,441-100%$41.1M———
Centaurus Financial, Inc.
N/A—1,057,834-1,057,834-100%$13.2M———
UBS Group AG
N/A—990,009-990,009-100%$12.3M———
Jane Street Group, LLC
N/A—397,081-397,081-100%$4.9M———
Susquehanna International Group, LLP
N/A—151,107-151,107-100%$1.9M———
Old Mission Capital LLC
N/A—139,696-139,696-100%$1.7M———
Cetera Investment Advisers
N/A—82,107-82,107-100%$1.0M———
Group One Trading LLC
N/A—74,511-74,511-100%$926.9K———
HRT Financial LP
N/A—59,042-59,042-100%$734.0K———
Mcguire Capital Advisors Inc
N/A—51,915-51,915-100%$645.8K———
PFG Investments, LLC
N/A—44,097-44,097-100%$548.6K———
Cavalier Investments, LLC
N/A—43,969-43,969-100%$547.0K———
Westend Capital Management, LLC
N/A—39,717-39,717-100%$494.1K———
CacheTech Inc.
N/A—35,613-35,613-100%$443.0K———
Adams Wealth Management
N/A—35,613-35,613-100%$443.0K———
BFC Planning, Inc.
N/A—29,489-29,489-100%$366.8K———
Renaissance Technologies LLC
N/A—24,300-24,300-100%$302.3K———
JPMorgan Chase & Co
N/A—23,526-23,526-100%$287.0K———
Arax Advisory Partners
N/A—13,000-13,000-100%$161.7K———
Focus Partners Wealth
N/A—11,984-11,984-100%$149.1K———
Mercer Global Advisors Inc
N/A—11,935-11,935-100%$148.5K———
Osaic Holdings, Inc.
N/A—9,945-9,945-100%$123.7K———
Bogart Wealth, LLC
N/A—5,177-5,177-100%$64.4K———
HFM Investment Advisors, LLC
N/A—2,898-2,898-100%$36.1K———
Steward Partners Investment Advisory, LLC
N/A—2,649-2,649-100%$33.0K———
Morgan Stanley
N/A—1,756-1,756-100%$21.8K———
Ameritas Advisory Services, LLC
N/A—1,680-1,680-100%$20.9K———
Global Retirement Partners, LLC
N/A—803-803-100%$10.0K———
Harbour Investments, Inc.
N/A—703-703-100%$8.7K———
AE Wealth Management LLC
N/A—528-528-100%$6.6K———
Highland Investment Advisors LLC
N/A—524-524-100%$6.5K———
Federation des caisses Desjardins du Quebec
N/A—500-500-100%$6.2K———
Tower Research Capital LLC (TRC)
N/A—291-291-100%$3.6K———
Royal Bank of Canada
N/A—225-225-100%$3.0K———
Bank of Montreal
N/A—170-170-100%$2.1K———
Strategic Investment Solutions, Inc.
N/A—108-108-100%$1.3K———
Private Wealth Asset Management, LLC
N/A—100-100-100%$1.2K———
FMR LLC
N/A—99-99-100%$1.2K———
Wells Fargo & Company
N/A—6-6-100%$75———
ST Germain D J Co Inc
N/A—1-1-100%$7———
Showing 90 of 90 institutions