Who owns MSFO?
YieldMax MSFT Option Income Strategy ETF · YieldMax
18 institutions reported holding MSFO, worth $42.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MSFO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Tidal Investments LLC | Milwaukee, WI | $40.7M | 3,891,468 | −736,008 shares |
| Citadel Advisors LLC | Miami, FL | $532K | 50,768 | +27,498 shares |
| Cavalier Investments, LLC | Alpharetta, GA | $446K | 42,584 | +10,927 shares |
| Visionary Wealth Advisors | O'Fallon, IL | $327K | 31,204 | −171 shares |
| ZEGA Investments, LLC | Palm Beach Gardens, FL | $200K | 19,075 | +3,757 shares |
| Jane Street Group, LLC | New York, NY | $124K | 11,875 | −28,698 shares |
| UBS Group AG | Zurich, Switzerland | $107K | 10,174 | No change |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $21K | 2,025 | No change |
| NFSG Corp | Boca Raton, FL | $15K | 1,480 | −570 shares |
| IFP Advisors, Inc | Tampa, FL | $7K | 700 | +100 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MSFO?
18 institutional managers reported holding MSFO in Form 13F filings for June 30, 2026, worth $42.5M in total. The largest reported position was held by Tidal Investments LLC, at $40.7M.
Did institutions buy or sell MSFO last quarter?
Reported 13F value fell 23.5% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MSFO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.