ETF Holders

Who owns XYZY?

Leveraged, inverse or options

YieldMax XYZ Option Income Strategy ETF · YieldMax

10 institutions reported holding XYZY, worth $23.6M, in Form 13F filings for June 30, 2026.

13F holders
10
Institutional value
$23.6M
Change from prior quarter
+7.2%
+$1.6M, with price moves
New and sold-out firms
5 / 0
1 added, 2 trimmed

Top 10 institutional holders of XYZY

FirmLocationValueSharesChange
Tidal Investments LLCMilwaukee, WI$21.1M819,645−14,236 shares
Susquehanna International Group, LLPBala Cynwyd, PA$1.1M41,831New position
Old Mission Capital LLCChicago, IL$458K17,771New position
Jane Street Group, LLCNew York, NY$438K16,996New position
Stirlingshire Investments, Inc.New York, NY$415K16,102+1,717 shares
Wilmington Savings Fund Society, FSBWilmington, DE$20K760No change
Group One Trading LLCChicago, IL$5K209−240 shares
SWAN Capital LLCPensacola, FL$3K124No change
Simplex Trading, LLCChicago, IL$95437New position
FMR LLCBoston, MA$261New position

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 XYZY?

10 institutional managers reported holding XYZY in Form 13F filings for June 30, 2026, worth $23.6M in total. The largest reported position was held by Tidal Investments LLC, at $21.1M.

Did institutions buy or sell XYZY last quarter?

Reported 13F value rose 7.2% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 0 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 XYZY 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.