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Yieldmax Meta Option Yield (FBY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Venture Visionary Partners LLC
NEW
Shares185,649
Change+185,649
Value$1.8M
Filed 2026-10-07
Kestra Advisory Services, LLC
INCREASED
Shares51,951 from 36,456
Change+15,495 (+43%)
Value$499.8K (+$172.9K)
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares32,128 from 36,723
Change-4,595 (-13%)
Value$309.1K (-$20.2K)
Filed 2026-11-04
Zega Investments, LLC
INCREASED
Shares27,455 from 22,489
Change+4,966 (+22%)
Value$264.1K (+$62.5K)
Filed 2026-11-04
Virtue Capital Management, LLC
NEW
Shares25,577
Change+25,577
Value$246.0K
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares17,770 from 17,370
Change+400 (+2%)
Value$140.4K (-$15.3K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
INCREASED
Shares15,518 from 14,912
Change+606 (+4%)
Value$149.3K (+$15.6K)
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares10,399 from 10,664
Change-265 (-2%)
Value$100.0K (+$4.4K)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares5,930 from 5,930
Change0 (0%)
Value$53.2K ($0)
Filed 2026-11-06
Harbour Investments, Inc.
INCREASED
Shares7 from 6
Change+1 (+17%)
Value$69 (+$11)
Filed 2026-11-09
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 19,124
Change-19,124 (-100%)
Value$0 (-$171.4K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 426
Change-426 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-04
Geneos Wealth Management Inc.
CLOSED
Shares0 from 365
Change-365 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-02
Tidal Investments LLC
N/A
Shares— from 4,542,070
Change-4,542,070 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 138,256
Change-138,256 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 44,638
Change-44,638 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 12,083
Change-12,083 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 387
Change-387 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 387
Change-387 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 100
Change-100 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Venture Visionary Partners LLC
NEW185,649—+185,649——$1.8M—2026-10-07
Kestra Advisory Services, LLC
INCREASED51,95136,456+15,495+43%$326.8K$499.8K+$172.9K2026-11-02
Visionary Wealth Advisors
DECREASED32,12836,723-4,595-13%$329.2K$309.1K-$20.2K2026-11-04
Zega Investments, LLC
INCREASED27,45522,489+4,966+22%$201.6K$264.1K+$62.5K2026-11-04
Virtue Capital Management, LLC
NEW25,577—+25,577——$246.0K—2026-10-29
Prospera Financial Services Inc
INCREASED17,77017,370+400+2%$155.7K$140.4K-$15.3K2026-11-04
Dynamic Advisor Solutions LLC
INCREASED15,51814,912+606+4%$133.7K$149.3K+$15.6K2026-10-13
World Equity Group, Inc.
DECREASED10,39910,664-265-2%$95.6K$100.0K+$4.4K2026-10-14
Allworth Financial LP
UNCHANGED5,9305,93000%$53.2K$53.2K$02026-11-06
Harbour Investments, Inc.
INCREASED76+1+17%$58$69+$112026-11-09
Commonwealth Equity Services, LLC
CLOSED019,124-19,124-100%$171.4K$0-$171.4K2026-11-02
Simplex Trading, LLC
CLOSED0426-426-100%$3.8K$0-$3.8K2026-11-04
Geneos Wealth Management Inc.
CLOSED0365-365-100%$3.3K$0-$3.3K2026-11-09
International Assets Investment Management, LLC
CLOSED0200-200-100%$1.9K$0-$1.9K2026-11-02
Tidal Investments LLC
N/A—4,542,070-4,542,070-100%$40.7M———
Jane Street Group, LLC
N/A—138,256-138,256-100%$1.2M———
Mcguire Capital Advisors Inc
N/A—100,000-100,000-100%$896.5K———
Cavalier Investments, LLC
N/A—44,638-44,638-100%$400.2K———
HRT Financial LP
N/A—12,083-12,083-100%$108———
Steward Partners Investment Advisory, LLC
N/A—2,842-2,842-100%$25.5K———
Group One Trading LLC
N/A—1,394-1,394-100%$12.5K———
BFC Planning, Inc.
N/A—387-387-100%$3.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—387-387-100%$3.5K———
Swan Capital LLC
N/A—120-120-100%$1.1K———
Morgan Stanley
N/A—100-100-100%$897———
Wells Fargo & Company
N/A—1-1-100%$10———
FMR LLC
N/A—1-1-100%$9———
Showing 27 of 27 institutions