Yieldmax Universe FO in Etfs (YMAX)

CUSIP: 88636J659 | NYSE | 117 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

Sort by

Manchester Financial Inc133,655

0.2% of portfolio$1.0M

Winnacle Wealth LLC87,158

0.4% of portfolio$658.0K

Virtue Capital Management, LLC62,253

0.1% of portfolio$470.0K

Winebrenner Capital Management LLC59,500

0.3% of portfolio$449.2K

Kestra Private Wealth Services, LLC25,251

0.0% of portfolio$190.6K

Dynamic Advisor Solutions LLC24,000

0.0% of portfolio$181.2K

Zega Investments, LLC22,494

0.0% of portfolio$169.8K

World Equity Group, Inc.22,163

0.1% of portfolio$167.3K

Independent Wealth Network Inc.21,061

0.0% of portfolio$159.0K

Daymark Wealth Partners, LLC19,131

0.0% of portfolio$144.4K

Visionary Wealth Advisors18,936

0.0% of portfolio$143.0K

Straight Path Wealth Management18,801

0.0% of portfolio$141.9K

Creative Planning15,171

0.0% of portfolio$114.5K

StoneX Group Inc.13,526

0.0% of portfolio$103.2K

IFP Advisors, Inc7,087

0.0% of portfolio$53.5K

Simplex Trading, LLC4,381

0.0% of portfolio$33.1K

Parallel Advisors, LLC2,750

0.0% of portfolio$20.8K

Quaker Wealth Management, LLC745

0.0% of portfolio$5.6K

Compass Financial Management LLC332

0.0% of portfolio$2.5K

Farther Finance Advisors, LLC330

0.0% of portfolio$2.5K

Canton Hathaway, LLC134

0.0% of portfolio$1.0K

Provenance Wealth Advisors, LLC120

0.0% of portfolio$906

Carolina Wealth Advisors, LLC7

0.0% of portfolio$53

CoreCap Advisors, LLC5

0.0% of portfolio$38

TD Waterhouse Canada Inc.1

0.0% of portfolio$8

				Style	Turnover	Location	Filed
Manchester Financial Inc	133,655	$1.0M	0.2%	ETF	Medium	Westlake Village, CA	2026-10-15
Winnacle Wealth LLC	87,158	$658.0K	0.4%	Core	Medium	Waco, TX	2026-10-15
Virtue Capital Management, LLC	62,253	$470.0K	0.1%	Growth	High	Brentwood, TN	2026-10-29
Winebrenner Capital Management LLC	59,500	$449.2K	0.3%	ETF	Low	Louisville, KY	2026-10-07
Kestra Private Wealth Services, LLC	25,251	$190.6K	0.0%	Growth	Low	Austin, TX	2026-10-30
Dynamic Advisor Solutions LLC	24,000	$181.2K	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
Zega Investments, LLC	22,494	$169.8K	0.0%	Growth	Medium	Palm Beach Gardens, FL	2026-11-04
World Equity Group, Inc.	22,163	$167.3K	0.1%	Growth	Medium	Schaumburg, IL	2026-10-14
Independent Wealth Network Inc.	21,061	$159.0K	0.0%	ETF	Medium	Urbandale, IA	2026-10-19
Daymark Wealth Partners, LLC	19,131	$144.4K	0.0%	Core	Low	Cincinnati, OH	2026-11-04
Visionary Wealth Advisors	18,936	$143.0K	0.0%	ETF	Low	O'Fallon, IL	2026-11-04
Straight Path Wealth Management	18,801	$141.9K	0.0%	ETF	Low	Jenison, MI	2026-10-23
Creative Planning	15,171	$114.5K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
StoneX Group Inc.	13,526	$103.2K	0.0%	ETF	Medium	New York, NY	2026-11-03
IFP Advisors, Inc	7,087	$53.5K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Simplex Trading, LLC	4,381	$33.1K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Parallel Advisors, LLC	2,750	$20.8K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Quaker Wealth Management, LLC	745	$5.6K	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Compass Financial Management LLC	332	$2.5K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Farther Finance Advisors, LLC	330	$2.5K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Canton Hathaway, LLC	134	$1.0K	0.0%	Value	Low	Providence, RI	2026-10-23
Provenance Wealth Advisors, LLC	120	$906	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Carolina Wealth Advisors, LLC	7	$53	0.0%	Yield	High	Myrtle Beach, SC	2026-10-23
CoreCap Advisors, LLC	5	$38	0.0%	ETF	Medium	Southfield, MI	2026-10-08
TD Waterhouse Canada Inc.	1	$8	0.0%	Core	Low	Toronto, Australia	2026-10-16