Who owns ULTY?
YieldMax Ultra Option Income Strategy ETF · YieldMax
32 institutions reported holding ULTY, worth $29.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ULTY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Tidal Investments LLC | Milwaukee, WI | $21.3M | 729,398 | New position |
| IHT Wealth Management, LLC | Chicago, IL | $1.9M | 64,431 | +10,120 shares |
| Jane Street Group, LLC | New York, NY | $1.5M | 50,834 | −78,302 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.4M | 48,626 | −30,975 shares |
| One Capital Management, LLC | Westlake Village, CA | $855K | 27,883 | No change |
| Commonwealth Equity Services, LLC | Waltham, MA | $727K | 24,571 | −20,504 shares |
| Citadel Advisors LLC | Miami, FL | $618K | 20,907 | −21,766 shares |
| Quadrature Capital Ltd | London, United Kingdom | $292K | 9,878 | New position |
| Group One Trading LLC | Chicago, IL | $168K | 5,671 | New position |
| Simplex Trading, LLC | Chicago, IL | $159K | 5,361 | −5,208 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 ULTY?
32 institutional managers reported holding ULTY in Form 13F filings for June 30, 2026, worth $29.3M in total. The largest reported position was held by Tidal Investments LLC, at $21.3M.
Did institutions buy or sell ULTY last quarter?
Reported 13F value rose 61.7% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 12 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 ULTY 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.