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Yieldmax Ultra Option Inc (ULTY)

CUSIP: 88636X708 | NYSE | 65 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

StoneX Group Inc.10,833
0.0% of portfolio›$274.2K
Straight Path Wealth Management8,240
0.0% of portfolio›$208.4K
UBS Group AG5,852
0.0% of portfolio›$148.0K
Simplex Trading, LLC3,814
0.0% of portfolio›$96.5K
Halbert Hargrove Global Advisors, LLC3,550
0.0% of portfolio›$89.8K
FMR LLC2,500
0.0% of portfolio›$63.2K
Versant Capital Management, Inc450
0.0% of portfolio›$11.4K
Parallel Advisors, LLC400
0.0% of portfolio›$10.1K
Bogart Wealth, LLC365
0.0% of portfolio›$9.2K
Fifth Third Bancorp300
0.0% of portfolio›$7.6K
Rothschild Investment LLC257
0.0% of portfolio›$6.5K
Farther Finance Advisors, LLC203
0.0% of portfolio›$5.1K
CoreCap Advisors, LLC10
0.0% of portfolio›$253
Harbour Investments, Inc.4
0.0% of portfolio›$101
Carolina Wealth Advisors, LLC1
0.0% of portfolio›$25
StyleTurnoverLocationFiled
StoneX Group Inc.
10,833$274.2K0.0%ETFMediumNew York, NY2026-11-03
Straight Path Wealth Management
8,240$208.4K0.0%ETFLowJenison, MI2026-10-23
UBS Group AG
5,852$148.0K0.0%CoreMediumZurich, Switzerland2026-11-10
Simplex Trading, LLC
3,814$96.5K0.0%GARPVery HighChicago, IL2026-11-04
Halbert Hargrove Global Advisors, LLC
3,550$89.8K0.0%ETFLowLong Beach, CA2026-10-16
FMR LLC
2,500$63.2K0.0%GrowthMediumBoston, MA2026-11-10
Versant Capital Management, Inc
450$11.4K0.0%CoreLowPhoenix, AZ2026-10-02
Parallel Advisors, LLC
400$10.1K0.0%GrowthLowSan Francisco, CA2026-11-03
Bogart Wealth, LLC
365$9.2K0.0%GARPMediumMclean, VA2026-11-10
Fifth Third Bancorp
300$7.6K0.0%GrowthLowCincinnati, OH2026-11-05
Rothschild Investment LLC
257$6.5K0.0%IndexLowChicago, IL2026-11-10
Farther Finance Advisors, LLC
203$5.1K0.0%IndexLowSan Francisco, CA2026-10-08
CoreCap Advisors, LLC
10$2530.0%ETFMediumSouthfield, MI2026-10-08
Harbour Investments, Inc.
4$1010.0%ETFLowMadison, WI2026-11-09
Carolina Wealth Advisors, LLC
1$250.0%YieldHighMyrtle Beach, SC2026-10-23