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Yieldmax Amazn Option Income (AMZY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Stirlingshire Investments, Inc.
INCREASED
Shares77,321 from 74,763
Change+2,558 (+3%)
Value$793.3K (-$5.2K)
Filed 2026-11-05
Virtue Capital Management, LLC
NEW
Shares33,698
Change+33,698
Value$345.7K
Filed 2026-10-29
Visionary Wealth Advisors
DECREASED
Shares30,385 from 32,231
Change-1,846 (-6%)
Value$311.8K (-$32.5K)
Filed 2026-11-04
Capital CS Group, LLC
INCREASED
Shares28,744 from 27,669
Change+1,075 (+4%)
Value$294.9K (-$589)
Filed 2026-10-29
Zega Investments, LLC
DECREASED
Shares28,524 from 35,231
Change-6,707 (-19%)
Value$292.7K (-$83.6K)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares22,629
Change+22,629
Value$253.6K
Filed 2026-11-03
US Bancorp \de\
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$66.7K (-$2.7K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares5,380 from 5,030
Change+350 (+7%)
Value$55.2K (+$1.5K)
Filed 2026-10-16
Simplex Trading, LLC
INCREASED
Shares4,244 from 1,021
Change+3,223 (+316%)
Value$43.5K (+$32.6K)
Filed 2026-11-04
Nfsg Corp
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$12.3K (-$504)
Filed 2026-10-15
Kings Path Partners LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$10.3K (-$420)
Filed 2026-10-21
Spire Wealth Management
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$4.8K (-$196)
Filed 2026-10-30
Lanark Financial, Inc.
DECREASED
Shares100 from 1,062
Change-962 (-91%)
Value$1.0K (-$10.3K)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$205 (-$9)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 29,282
Change-29,282 (-100%)
Value$0 (-$313.0K)
Filed 2026-11-02
Traynor Capital Management, Inc.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$106.8K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 3,625
Change-3,625 (-100%)
Value$0 (-$38.7K)
Filed 2026-10-30
Trust Co of Vermont
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$13.4K)
Filed 2026-10-21
Vision Financial Markets LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-22
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 842
Change-842 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$962)
Filed 2026-10-23
Tidal Investments LLC
N/A
Shares— from 3,903,738
Change-3,903,738 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 154,317
Change-154,317 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 47,149
Change-47,149 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 42,277
Change-42,277 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 42,043
Change-42,043 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 19,060
Change-19,060 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 18,517
Change-18,517 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 16,917
Change-16,917 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,969
Change-14,969 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,466
Change-10,466 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 260
Change-260 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 110
Change-110 (-100%)
Value—
FMR LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Stirlingshire Investments, Inc.
INCREASED77,32174,763+2,558+3%$798.5K$793.3K-$5.2K2026-11-05
Virtue Capital Management, LLC
NEW33,698—+33,698——$345.7K—2026-10-29
Visionary Wealth Advisors
DECREASED30,38532,231-1,846-6%$344.2K$311.8K-$32.5K2026-11-04
Capital CS Group, LLC
INCREASED28,74427,669+1,075+4%$295.5K$294.9K-$5892026-10-29
Zega Investments, LLC
DECREASED28,52435,231-6,707-19%$376.3K$292.7K-$83.6K2026-11-04
StoneX Group Inc.
NEW22,629—+22,629——$253.6K—2026-11-03
US Bancorp \de\
UNCHANGED6,5006,50000%$69.4K$66.7K-$2.7K2026-11-05
IFP Advisors, Inc
INCREASED5,3805,030+350+7%$53.7K$55.2K+$1.5K2026-10-16
Simplex Trading, LLC
INCREASED4,2441,021+3,223+316%$10.9K$43.5K+$32.6K2026-11-04
Nfsg Corp
UNCHANGED1,2001,20000%$12.8K$12.3K-$5042026-10-15
Kings Path Partners LLC
UNCHANGED1,0001,00000%$10.7K$10.3K-$4202026-10-21
Spire Wealth Management
UNCHANGED46646600%$5.0K$4.8K-$1962026-10-30
Lanark Financial, Inc.
DECREASED1001,062-962-91%$11.3K$1.0K-$10.3K2026-10-26
Blue Bell Private Wealth Management, LLC
UNCHANGED202000%$214$205-$92026-10-29
Cambridge Investment Research Advisors, Inc.
CLOSED029,282-29,282-100%$313.0K$0-$313.0K2026-11-02
Traynor Capital Management, Inc.
CLOSED010,000-10,000-100%$106.8K$0-$106.8K2026-10-29
Capital Investment Advisory Services, LLC
CLOSED03,625-3,625-100%$38.7K$0-$38.7K2026-10-30
Trust Co of Vermont
CLOSED01,250-1,250-100%$13.4K$0-$13.4K2026-10-21
Vision Financial Markets LLC
CLOSED0900-900-100%$9.6K$0-$9.6K2026-10-22
TD Waterhouse Canada Inc.
CLOSED0842-842-100%$9.1K$0-$9.1K2026-10-16
Dhjj Financial Advisors, Ltd.
CLOSED090-90-100%$962$0-$9622026-10-23
Tidal Investments LLC
N/A—3,903,738-3,903,738-100%$41.7M———
Jane Street Group, LLC
N/A—154,317-154,317-100%$1.6M———
Cavalier Investments, LLC
N/A—47,149-47,149-100%$503.6K———
Cetera Investment Advisers
N/A—42,277-42,277-100%$451.5K———
Old Mission Capital LLC
N/A—42,043-42,043-100%$449.0K———
Focus Partners Wealth
N/A—19,060-19,060-100%$203.6K———
BFC Planning, Inc.
N/A—18,517-18,517-100%$197.8K———
PFG Investments, LLC
N/A—16,917-16,917-100%$180.7K———
Susquehanna International Group, LLP
N/A—14,969-14,969-100%$159.9K———
HRT Financial LP
N/A—10,466-10,466-100%$111.0K———
JPMorgan Chase & Co
N/A—7,764-7,764-100%$83.2K———
Group One Trading LLC
N/A—4,900-4,900-100%$52.3K———
Steward Partners Investment Advisory, LLC
N/A—2,762-2,762-100%$29.5K———
UBS Group AG
N/A—2,034-2,034-100%$21.7K———
Harbour Investments, Inc.
N/A—1,806-1,806-100%$19.3K———
Osaic Holdings, Inc.
N/A—1,481-1,481-100%$15.8K———
Colonial Trust Advisors
N/A—1,000-1,000-100%$10.7K———
Wells Fargo & Company
N/A—260-260-100%$2.8K———
Quent Capital, LLC
N/A—200-200-100%$2.1K———
Westend Capital Management, LLC
N/A—112-112-100%$1.2K———
Morgan Stanley
N/A—110-110-100%$1.2K———
FMR LLC
N/A—5-5-100%$53———
Showing 43 of 43 institutions