IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Yieldmax Mstr Option IS ETF (MSTY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
FNY Investment Advisers, LLC
INCREASED
Shares24,980 from 10,080
Change+14,900 (+148%)
Value$400 (+$277)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares20,538 from 12,762
Change+7,776 (+61%)
Value$329.6K (+$173.6K)
Filed 2026-10-13
Instrumental Wealth, LLC
UNCHANGED
Shares19,779 from 19,779
Change0 (0%)
Value$317.5K (+$75.6K)
Filed 2026-10-20
Merit Financial Group, LLC
UNCHANGED
Shares18,204 from 18,204
Change0 (0%)
Value$292.2K (+$69.5K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares13,039 from 12,896
Change+143 (+1%)
Value$209.3K (+$51.6K)
Filed 2026-11-06
180 Wealth Advisors, LLC
UNCHANGED
Shares12,100 from 12,100
Change0 (0%)
Value$194.2K (+$46.2K)
Filed 2026-11-03
Belvedere Trading LLC
DECREASED
Shares11,927 from 14,191
Change-2,264 (-16%)
Value$191.4K (+$17.9K)
Filed 2026-11-05
Winebrenner Capital Management LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$160.5K (+$38.2K)
Filed 2026-10-07
Vision Financial Markets LLC
INCREASED
Shares7,865 from 2,598
Change+5,267 (+203%)
Value$126.4K (+$94.4K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares7,100 from 7,133
Change-33 (0%)
Value$114.0K (+$26.7K)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares4,809 from 5,209
Change-400 (-8%)
Value$77.2K (+$13.5K)
Filed 2026-11-09
CoreCap Advisors, LLC
DECREASED
Shares2,003 from 2,004
Change-1 (0%)
Value$32.2K (+$7.7K)
Filed 2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,671 from 1,671
Change0 (0%)
Value$26.8K (+$6.4K)
Filed 2026-10-23
US Bancorp \de\
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$18.1K (+$4.3K)
Filed 2026-11-05
Strategic Advocates LLC
INCREASED
Shares1,047 from 968
Change+79 (+8%)
Value$16.8K (+$5.0K)
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$10.0K (+$2.4K)
Filed 2026-10-02
Nfsg Corp
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$9.9K (+$2.4K)
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$5.3K ($0)
Filed 2026-11-06
Harbour Investments, Inc.
INCREASED
Shares239 from 221
Change+18 (+8%)
Value$3.8K (+$1.1K)
Filed 2026-11-09
Farther Finance Advisors, LLC
DECREASED
Shares216 from 711
Change-495 (-70%)
Value$3.5K (-$5.2K)
Filed 2026-10-08
TD Waterhouse Canada Inc.
INCREASED
Shares180 from 108
Change+72 (+67%)
Value$3.0K (+$1.6K)
Filed 2026-10-16
GHP Investment Advisors, Inc.
INCREASED
Shares175 from 142
Change+33 (+23%)
Value$2.8K (+$1.1K)
Filed 2026-10-15
Larson Financial Group LLC
DECREASED
Shares126 from 131
Change-5 (-4%)
Value$2.0K (+$419)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares72
Change+72
Value$1.2K
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$963 (+$229)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares36
Change+36
Value$582
Filed 2026-10-27
Compass Financial Management LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$289 (+$58)
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$177 (+$42)
Filed 2026-11-03
Darwin Wealth Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$128 (+$31)
Filed 2026-11-09
Roble, Belko & Company, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$0 ($0)
Filed 2026-11-09
Assetmark, Inc
NEW
Shares2
Change+2
Value$32
Filed 2026-10-21
Jefferies Financial Group Inc.
CLOSED
Shares0 from 33,000
Change-33,000 (-100%)
Value$0 (-$403.6K)
Filed 2026-11-05
Imc-Chicago, LLC
CLOSED
Shares0 from 13,240
Change-13,240 (-100%)
Value$0 (-$161.9K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 3,826
Change-3,826 (-100%)
Value$0 (-$51.0K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,102
Change-1,102 (-100%)
Value$0 (-$14.3K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 492
Change-492 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-27
Bessemer Group Inc
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$2)
Filed 2026-11-09
MCF Advisors LLC
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$649)
Filed 2026-10-28
Signaturefd, LLC
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$588)
Filed 2026-10-23
Avion Wealth
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 ($0)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$244)
Filed 2026-10-14
Susquehanna International Group, LLP
N/A
Shares— from 242,197
Change-242,197 (-100%)
Value—
UBS Group AG
N/A
Shares— from 183,482
Change-183,482 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 119,787
Change-119,787 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 69,426
Change-69,426 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 22,155
Change-22,155 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 17,172
Change-17,172 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,202
Change-15,202 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,018
Change-10,018 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 7,945
Change-7,945 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
FMR LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 963
Change-963 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 960
Change-960 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 944
Change-944 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 250
Change-250 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 193
Change-193 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8
Change-8 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 8
Change-8 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
FNY Investment Advisers, LLC
INCREASED24,98010,080+14,900+148%$123$400+$2772026-10-16
Dynamic Advisor Solutions LLC
INCREASED20,53812,762+7,776+61%$156.1K$329.6K+$173.6K2026-10-13
Instrumental Wealth, LLC
UNCHANGED19,77919,77900%$241.9K$317.5K+$75.6K2026-10-20
Merit Financial Group, LLC
UNCHANGED18,20418,20400%$222.6K$292.2K+$69.5K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED13,03912,896+143+1%$157.7K$209.3K+$51.6K2026-11-06
180 Wealth Advisors, LLC
UNCHANGED12,10012,10000%$148.0K$194.2K+$46.2K2026-11-03
Belvedere Trading LLC
DECREASED11,92714,191-2,264-16%$173.6K$191.4K+$17.9K2026-11-05
Winebrenner Capital Management LLC
UNCHANGED10,00010,00000%$122.3K$160.5K+$38.2K2026-10-07
Vision Financial Markets LLC
INCREASED7,8652,598+5,267+203%$32.1K$126.4K+$94.4K2026-10-22
PNC Financial Services Group, Inc.
DECREASED7,1007,133-330%$87.2K$114.0K+$26.7K2026-11-06
Bank of Montreal
DECREASED4,8095,209-400-8%$63.7K$77.2K+$13.5K2026-11-09
CoreCap Advisors, LLC
DECREASED2,0032,004-10%$24.5K$32.2K+$7.7K2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED1,6711,67100%$20.4K$26.8K+$6.4K2026-10-23
US Bancorp \de\
UNCHANGED1,1301,13000%$13.8K$18.1K+$4.3K2026-11-05
Strategic Advocates LLC
INCREASED1,047968+79+8%$11.8K$16.8K+$5.0K2026-11-03
Versant Capital Management, Inc
UNCHANGED62562500%$7.6K$10.0K+$2.4K2026-10-02
Nfsg Corp
UNCHANGED61861800%$7.6K$9.9K+$2.4K2026-10-15
Allworth Financial LP
UNCHANGED43743700%$5.3K$5.3K$02026-11-06
Harbour Investments, Inc.
INCREASED239221+18+8%$2.7K$3.8K+$1.1K2026-11-09
Farther Finance Advisors, LLC
DECREASED216711-495-70%$8.7K$3.5K-$5.2K2026-10-08
TD Waterhouse Canada Inc.
INCREASED180108+72+67%$1.4K$3.0K+$1.6K2026-10-16
GHP Investment Advisors, Inc.
INCREASED175142+33+23%$1.7K$2.8K+$1.1K2026-10-15
Larson Financial Group LLC
DECREASED126131-5-4%$1.6K$2.0K+$4192026-11-05
Provenance Wealth Advisors, LLC
NEW72—+72——$1.2K—2026-10-30
Triumph Capital Management
UNCHANGED606000%$734$963+$2292026-10-14
Latitude Advisors, LLC
NEW36—+36——$582—2026-10-27
Compass Financial Management LLC
UNCHANGED181800%$231$289+$582026-10-30
Parallel Advisors, LLC
UNCHANGED111100%$135$177+$422026-11-03
Darwin Wealth Management, LLC
UNCHANGED8800%$97$128+$312026-11-09
Roble, Belko & Company, Inc
UNCHANGED3300%$0$0$02026-11-09
Assetmark, Inc
NEW2—+2——$32—2026-10-21
Jefferies Financial Group Inc.
CLOSED033,000-33,000-100%$403.6K$0-$403.6K2026-11-05
Imc-Chicago, LLC
CLOSED013,240-13,240-100%$161.9K$0-$161.9K2026-11-05
Cornerstone Planning Group LLC
CLOSED03,826-3,826-100%$51.0K$0-$51.0K2026-10-16
International Assets Investment Management, LLC
CLOSED01,102-1,102-100%$14.3K$0-$14.3K2026-11-02
AdvisorNet Financial, Inc
CLOSED0492-492-100%$6.0K$0-$6.0K2026-10-15
Cassaday & Co Wealth Management LLC
CLOSED0200-200-100%$2.4K$0-$2.4K2026-10-27
Bessemer Group Inc
CLOSED0140-140-100%$2$0-$22026-11-09
MCF Advisors LLC
CLOSED053-53-100%$649$0-$6492026-10-28
Signaturefd, LLC
CLOSED048-48-100%$588$0-$5882026-10-23
Avion Wealth
CLOSED040-40-100%$0$0$02026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED020-20-100%$244$0-$2442026-10-14
Susquehanna International Group, LLP
N/A—242,197-242,197-100%$3.0M———
UBS Group AG
N/A—183,482-183,482-100%$2.2M———
Citadel Advisors LLC
N/A—119,787-119,787-100%$1.5M———
Group One Trading LLC
N/A—69,426-69,426-100%$849.1K———
Elevation Advisory Partners LLC
N/A—22,155-22,155-100%$290.7K———
Morgan Stanley
N/A—17,172-17,172-100%$210.0K———
Focus Partners Wealth
N/A—15,202-15,202-100%$185.9K———
JPMorgan Chase & Co
N/A—12,600-12,600-100%$162.4K———
Mariner, LLC
N/A—10,018-10,018-100%$122.5K———
Truvestments Capital LLC
N/A—7,945-7,945-100%$97.2K———
Toronto Dominion Bank
N/A—5,000-5,000-100%$61.0K———
EFG International AG
N/A—2,493-2,493-100%$30.5K———
Osaic Holdings, Inc.
N/A—2,106-2,106-100%$25.8K———
MidFirst Bank
N/A—2,000-2,000-100%$24.5K———
Northwestern Mutual Wealth Management Co
N/A—1,323-1,323-100%$16.2K———
FMR LLC
N/A—987-987-100%$12.1K———
Arax Advisory Partners
N/A—963-963-100%$11.8K———
SSA Swiss Advisors AG
N/A—960-960-100%$11.7K———
Investment Counsel Co of Nevada
N/A—944-944-100%$11.5K———
Brown Brothers Harriman & Co
N/A—250-250-100%$3.1K———
Ameritas Advisory Services, LLC
N/A—217-217-100%$2.7K———
Wells Fargo & Company
N/A—193-193-100%$2.4K———
Purpose Unlimited Inc.
N/A—180-180-100%$2.2K———
BFC Planning, Inc.
N/A—100-100-100%$1.2K———
Swan Capital LLC
N/A—56-56-100%$685———
Strategic Investment Solutions, Inc.
N/A—27-27-100%$330———
O'shaughnessy Asset Management, LLC
N/A—23-23-100%$281———
Royal Bank of Canada
N/A—8-8-100%$0———
Atlantic Union Bankshares Corp
N/A—8-8-100%$98———
Steward Partners Investment Advisory, LLC
N/A—2-2-100%$24———
Showing 72 of 72 institutions