Yieldmax Ultra Option Inc (ULTY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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StoneX Group Inc.

NEW

Shares10,833

Change+10,833

Value$274.2K

Filed 2026-11-03

Straight Path Wealth Management

NEW

Shares8,240

Change+8,240

Value$208.4K

Filed 2026-10-23

UBS Group AG

INCREASED

Shares5,852 from 428

Change+5,424 (+1267%)

Value$148.0K (+$135.3K)

Filed 2026-11-10

Simplex Trading, LLC

DECREASED

Shares3,814 from 5,361

Change-1,547 (-29%)

Value$96.5K (-$62.1K)

Filed 2026-11-04

Halbert Hargrove Global Advisors, LLC

INCREASED

Shares3,550 from 1,950

Change+1,600 (+82%)

Value$89.8K (+$32.1K)

Filed 2026-10-16

FMR LLC

NEW

Shares2,500

Change+2,500

Value$63.2K

Filed 2026-11-10

Versant Capital Management, Inc

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$11.4K (-$1.9K)

Filed 2026-10-02

Parallel Advisors, LLC

NEW

Shares400

Change+400

Value$10.1K

Filed 2026-11-03

Bogart Wealth, LLC

NEW

Shares365

Change+365

Value$9.2K

Filed 2026-11-10

Fifth Third Bancorp

INCREASED

Shares300 from 170

Change+130 (+76%)

Value$7.6K (+$2.6K)

Filed 2026-11-05

Rothschild Investment LLC

UNCHANGED

Shares257 from 257

Change0 (0%)

Value$6.5K (-$1.1K)

Filed 2026-11-10

Farther Finance Advisors, LLC

UNCHANGED

Shares203 from 203

Change0 (0%)

Value$5.1K (-$869)

Filed 2026-10-08

CoreCap Advisors, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$253 (-$43)

Filed 2026-10-08

Harbour Investments, Inc.

DECREASED

Shares4 from 76

Change-72 (-95%)

Value$101 (-$2.1K)

Filed 2026-11-09

Carolina Wealth Advisors, LLC

NEW

Shares1

Change+1

Value$25

Filed 2026-10-23

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 24,571

Change-24,571 (-100%)

Value$0 (-$726.6K)

Filed 2026-11-02

Group One Trading LLC

CLOSED

Shares0 from 5,671

Change-5,671 (-100%)

Value$0 (-$167.7K)

Filed 2026-11-10

Salem Investment Counselors Inc

CLOSED

Shares0 from 700

Change-700 (-100%)

Value$0 (-$20.7K)

Filed 2026-10-13

Cornerstone Planning Group LLC

CLOSED

Shares0 from 160

Change-160 (-100%)

Value$0 (-$4.4K)

Filed 2026-10-16

Duncker Streett & Co Inc

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 (-$591)

Filed 2026-10-27

Clearstead Advisors, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$296)

Filed 2026-11-06

Luken Investment Analytics, LLC

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-11-06

Tidal Investments LLC

N/A

Shares— from 729,398

Change-729,398 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 64,431

Change-64,431 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 50,834

Change-50,834 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 48,626

Change-48,626 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 27,883

Change-27,883 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 20,907

Change-20,907 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 9,878

Change-9,878 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,213

Change-1,213 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 884

Change-884 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 846

Change-846 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 810

Change-810 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 436

Change-436 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 290

Change-290 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 82

Change-82 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 72

Change-72 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
StoneX Group Inc.	NEW	10,833	—	+10,833	—	—	$274.2K	—	2026-11-03
Straight Path Wealth Management	NEW	8,240	—	+8,240	—	—	$208.4K	—	2026-10-23
UBS Group AG	INCREASED	5,852	428	+5,424	+1267%	$12.7K	$148.0K	+$135.3K	2026-11-10
Simplex Trading, LLC	DECREASED	3,814	5,361	-1,547	-29%	$158.5K	$96.5K	-$62.1K	2026-11-04
Halbert Hargrove Global Advisors, LLC	INCREASED	3,550	1,950	+1,600	+82%	$57.7K	$89.8K	+$32.1K	2026-10-16
FMR LLC	NEW	2,500	—	+2,500	—	—	$63.2K	—	2026-11-10
Versant Capital Management, Inc	UNCHANGED	450	450	0	0%	$13.3K	$11.4K	-$1.9K	2026-10-02
Parallel Advisors, LLC	NEW	400	—	+400	—	—	$10.1K	—	2026-11-03
Bogart Wealth, LLC	NEW	365	—	+365	—	—	$9.2K	—	2026-11-10
Fifth Third Bancorp	INCREASED	300	170	+130	+76%	$5.0K	$7.6K	+$2.6K	2026-11-05
Rothschild Investment LLC	UNCHANGED	257	257	0	0%	$7.6K	$6.5K	-$1.1K	2026-11-10
Farther Finance Advisors, LLC	UNCHANGED	203	203	0	0%	$6.0K	$5.1K	-$869	2026-10-08
CoreCap Advisors, LLC	UNCHANGED	10	10	0	0%	$296	$253	-$43	2026-10-08
Harbour Investments, Inc.	DECREASED	4	76	-72	-95%	$2.3K	$101	-$2.1K	2026-11-09
Carolina Wealth Advisors, LLC	NEW	1	—	+1	—	—	$25	—	2026-10-23
Commonwealth Equity Services, LLC	CLOSED	0	24,571	-24,571	-100%	$726.6K	$0	-$726.6K	2026-11-02
Group One Trading LLC	CLOSED	0	5,671	-5,671	-100%	$167.7K	$0	-$167.7K	2026-11-10
Salem Investment Counselors Inc	CLOSED	0	700	-700	-100%	$20.7K	$0	-$20.7K	2026-10-13
Cornerstone Planning Group LLC	CLOSED	0	160	-160	-100%	$4.4K	$0	-$4.4K	2026-10-16
Duncker Streett & Co Inc	CLOSED	0	20	-20	-100%	$591	$0	-$591	2026-10-27
Clearstead Advisors, LLC	CLOSED	0	10	-10	-100%	$296	$0	-$296	2026-11-06
Luken Investment Analytics, LLC	CLOSED	0	0	0	—	$0	$0	$0	2026-11-06
Tidal Investments LLC	N/A	—	729,398	-729,398	-100%	$21.3M	—	—	—
IHT Wealth Management, LLC	N/A	—	64,431	-64,431	-100%	$1.9M	—	—	—
Jane Street Group, LLC	N/A	—	50,834	-50,834	-100%	$1.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	48,626	-48,626	-100%	$1.4M	—	—	—
One Capital Management, LLC	N/A	—	27,883	-27,883	-100%	$855.2K	—	—	—
Citadel Advisors LLC	N/A	—	20,907	-20,907	-100%	$618.2K	—	—	—
Quadrature Capital Ltd	N/A	—	9,878	-9,878	-100%	$292.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,213	-1,213	-100%	$35.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	884	-884	-100%	$26.2K	—	—	—
Arax Advisory Partners	N/A	—	846	-846	-100%	$25.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	810	-810	-100%	$24.0K	—	—	—
National Bank of Canada	N/A	—	436	-436	-100%	$12.9K	—	—	—
Morgan Stanley	N/A	—	290	-290	-100%	$8.6K	—	—	—
Elequin Capital, LP	N/A	—	82	-82	-100%	$2.4K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	72	-72	-100%	$2.1K	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$38	—	—	—

Showing 38 of 38 institutions