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Yieldmax Universe FO in Etfs (YMAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Manchester Financial Inc
INCREASED
Shares133,655 from 119,631
Change+14,024 (+12%)
Value$1.0M (+$42.5K)
Filed 2026-10-15
Winnacle Wealth LLC
DECREASED
Shares87,158 from 108,356
Change-21,198 (-20%)
Value$658.0K (-$217.5K)
Filed 2026-10-15
Virtue Capital Management, LLC
NEW
Shares62,253
Change+62,253
Value$470.0K
Filed 2026-10-29
Winebrenner Capital Management LLC
INCREASED
Shares59,500 from 58,500
Change+1,000 (+2%)
Value$449.2K (-$23.5K)
Filed 2026-10-07
Kestra Private Wealth Services, LLC
UNCHANGED
Shares25,251 from 25,251
Change0 (0%)
Value$190.6K (-$13.4K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
NEW
Shares24,000
Change+24,000
Value$181.2K
Filed 2026-10-13
Zega Investments, LLC
DECREASED
Shares22,494 from 63,368
Change-40,874 (-64%)
Value$169.8K (-$342.2K)
Filed 2026-11-04
World Equity Group, Inc.
UNCHANGED
Shares22,163 from 22,163
Change0 (0%)
Value$167.3K (-$11.7K)
Filed 2026-10-14
Independent Wealth Network Inc.
INCREASED
Shares21,061 from 18,929
Change+2,132 (+11%)
Value$159.0K (+$6.1K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
INCREASED
Shares19,131 from 14,193
Change+4,938 (+35%)
Value$144.4K (+$29.8K)
Filed 2026-11-04
Visionary Wealth Advisors
DECREASED
Shares18,936 from 23,063
Change-4,127 (-18%)
Value$143.0K (-$43.4K)
Filed 2026-11-04
Straight Path Wealth Management
DECREASED
Shares18,801 from 24,668
Change-5,867 (-24%)
Value$141.9K (-$57.4K)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares16,088 from 16,088
Change0 (0%)
Value$130.0K ($0)
Filed 2026-11-06
Creative Planning
INCREASED
Shares15,171 from 14,490
Change+681 (+5%)
Value$114.5K (-$2.5K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares13,526
Change+13,526
Value$103.2K
Filed 2026-11-03
Harbour Investments, Inc.
DECREASED
Shares7,200 from 7,564
Change-364 (-5%)
Value$54.4K (-$6.8K)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares7,087 from 6,087
Change+1,000 (+16%)
Value$53.5K (+$4.3K)
Filed 2026-10-16
Simplex Trading, LLC
INCREASED
Shares4,381 from 1,842
Change+2,539 (+138%)
Value$33.1K (+$18.2K)
Filed 2026-11-04
Parallel Advisors, LLC
NEW
Shares2,750
Change+2,750
Value$20.8K
Filed 2026-11-03
Bank of Montreal
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$8.7K (-$609)
Filed 2026-11-09
Quaker Wealth Management, LLC
INCREASED
Shares745 from 670
Change+75 (+11%)
Value$5.6K (+$215)
Filed 2026-10-22
Motco
NEW
Shares725
Change+725
Value$5.5K
Filed 2026-11-09
Compass Financial Management LLC
INCREASED
Shares332 from 324
Change+8 (+2%)
Value$2.5K (-$114)
Filed 2026-10-30
Farther Finance Advisors, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$2.5K (-$175)
Filed 2026-10-08
Canton Hathaway, LLC
NEW
Shares134
Change+134
Value$1.0K
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares120
Change+120
Value$906
Filed 2026-10-30
Carolina Wealth Advisors, LLC
NEW
Shares7
Change+7
Value$53
Filed 2026-10-23
CoreCap Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$38 (-$2)
Filed 2026-10-08
TD Waterhouse Canada Inc.
NEW
Shares1
Change+1
Value$8
Filed 2026-10-16
Legacy Wealth Management, LLC / MS
CLOSED
Shares0 from 48,315
Change-48,315 (-100%)
Value$0 (-$390.4K)
Filed 2026-10-30
Belvedere Trading LLC
CLOSED
Shares0 from 18,029
Change-18,029 (-100%)
Value$0 (-$145.7K)
Filed 2026-11-05
Tucker Asset Management LLC
CLOSED
Shares0 from 11,393
Change-11,393 (-100%)
Value$0 (-$92.1K)
Filed 2026-10-29
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$80.8K)
Filed 2026-10-01
IHT Wealth Management, LLC
N/A
Shares— from 153,259
Change-153,259 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 81,013
Change-81,013 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 62,338
Change-62,338 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 54,422
Change-54,422 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 52,124
Change-52,124 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 42,276
Change-42,276 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,471
Change-31,471 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 29,324
Change-29,324 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 24,970
Change-24,970 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 20,350
Change-20,350 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 17,842
Change-17,842 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,813
Change-16,813 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 11,001
Change-11,001 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 896
Change-896 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 326
Change-326 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 81
Change-81 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Manchester Financial Inc
INCREASED133,655119,631+14,024+12%$966.6K$1.0M+$42.5K2026-10-15
Winnacle Wealth LLC
DECREASED87,158108,356-21,198-20%$875.5K$658.0K-$217.5K2026-10-15
Virtue Capital Management, LLC
NEW62,253—+62,253——$470.0K—2026-10-29
Winebrenner Capital Management LLC
INCREASED59,50058,500+1,000+2%$472.7K$449.2K-$23.5K2026-10-07
Kestra Private Wealth Services, LLC
UNCHANGED25,25125,25100%$204.0K$190.6K-$13.4K2026-11-06
Dynamic Advisor Solutions LLC
NEW24,000—+24,000——$181.2K—2026-10-13
Zega Investments, LLC
DECREASED22,49463,368-40,874-64%$512.0K$169.8K-$342.2K2026-11-04
World Equity Group, Inc.
UNCHANGED22,16322,16300%$179.1K$167.3K-$11.7K2026-10-14
Independent Wealth Network Inc.
INCREASED21,06118,929+2,132+11%$152.9K$159.0K+$6.1K2026-10-19
Daymark Wealth Partners, LLC
INCREASED19,13114,193+4,938+35%$114.7K$144.4K+$29.8K2026-11-04
Visionary Wealth Advisors
DECREASED18,93623,063-4,127-18%$186.4K$143.0K-$43.4K2026-11-04
Straight Path Wealth Management
DECREASED18,80124,668-5,867-24%$199.3K$141.9K-$57.4K2026-10-23
Allworth Financial LP
UNCHANGED16,08816,08800%$130.0K$130.0K$02026-11-06
Creative Planning
INCREASED15,17114,490+681+5%$117.1K$114.5K-$2.5K2026-11-02
StoneX Group Inc.
NEW13,526—+13,526——$103.2K—2026-11-03
Harbour Investments, Inc.
DECREASED7,2007,564-364-5%$61.1K$54.4K-$6.8K2026-11-09
IFP Advisors, Inc
INCREASED7,0876,087+1,000+16%$49.2K$53.5K+$4.3K2026-10-16
Simplex Trading, LLC
INCREASED4,3811,842+2,539+138%$14.9K$33.1K+$18.2K2026-11-04
Parallel Advisors, LLC
NEW2,750—+2,750——$20.8K—2026-11-03
Bank of Montreal
UNCHANGED1,1501,15000%$9.3K$8.7K-$6092026-11-09
Quaker Wealth Management, LLC
INCREASED745670+75+11%$5.4K$5.6K+$2152026-10-22
Motco
NEW725—+725——$5.5K—2026-11-09
Compass Financial Management LLC
INCREASED332324+8+2%$2.6K$2.5K-$1142026-10-30
Farther Finance Advisors, LLC
UNCHANGED33033000%$2.7K$2.5K-$1752026-10-08
Canton Hathaway, LLC
NEW134—+134——$1.0K—2026-10-23
Provenance Wealth Advisors, LLC
NEW120—+120——$906—2026-10-30
Carolina Wealth Advisors, LLC
NEW7—+7——$53—2026-10-23
CoreCap Advisors, LLC
UNCHANGED5500%$40$38-$22026-10-08
TD Waterhouse Canada Inc.
NEW1—+1——$8—2026-10-16
Legacy Wealth Management, LLC / MS
CLOSED048,315-48,315-100%$390.4K$0-$390.4K2026-10-30
Belvedere Trading LLC
CLOSED018,029-18,029-100%$145.7K$0-$145.7K2026-11-05
Tucker Asset Management LLC
CLOSED011,393-11,393-100%$92.1K$0-$92.1K2026-10-29
Stonebridge Financial Group, LLC
CLOSED010,000-10,000-100%$80.8K$0-$80.8K2026-10-01
IHT Wealth Management, LLC
N/A—153,259-153,259-100%$1.2M———
Susquehanna International Group, LLP
N/A—81,013-81,013-100%$654.6K———
MML Investors Services, LLC
N/A—62,338-62,338-100%$503.7K———
HRT Financial LP
N/A—54,422-54,422-100%$439.0K———
Group One Trading LLC
N/A—52,124-52,124-100%$421.2K———
Cetera Investment Advisers
N/A—42,276-42,276-100%$341.6K———
Jane Street Group, LLC
N/A—31,471-31,471-100%$254.3K———
Envestnet Asset Management Inc
N/A—29,324-29,324-100%$236.9K———
Authentikos Wealth Advisory, LLC
N/A—24,970-24,970-100%$201.8K———
Janney Montgomery Scott LLC
N/A—20,350-20,350-100%$164.0K———
Coppell Advisory Solutions LLC
N/A—17,842-17,842-100%$141.8K———
Citadel Advisors LLC
N/A—16,813-16,813-100%$135.8K———
PFG Investments, LLC
N/A—11,200-11,200-100%$90.5K———
Canal Capital Management, LLC
N/A—11,001-11,001-100%$88.9K———
Osaic Holdings, Inc.
N/A—2,158-2,158-100%$17.4K———
Arax Advisory Partners
N/A—896-896-100%$7.2K———
Swan Capital LLC
N/A—450-450-100%$3.6K———
AE Wealth Management LLC
N/A—450-450-100%$3.6K———
Mcguire Capital Advisors Inc
N/A—326-326-100%$2.6K———
Ameritas Advisory Services, LLC
N/A—287-287-100%$2.3K———
Wells Fargo & Company
N/A—81-81-100%$654———
Aptus Capital Advisors, LLC
N/A—10-10-100%$81———
Morgan Stanley
N/A—9-9-100%$78———
Showing 56 of 56 institutions