Who owns YFYA?
Yields for You Strategy A ETF
6 institutions reported holding YFYA, worth $750K, in Form 13F filings for June 30, 2026.
Top 6 institutional holders of YFYA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Triad Wealth Partners, LLC | Lawrence, KS | $408K | 41,830 | −15,848 shares |
| Beacon Investment Advisors LLC | Gaithersburg, MD | $226K | 23,055 | No change |
| Old Mission Capital LLC | Chicago, IL | $113K | 11,545 | New position |
| UBS Group AG | Zurich, Switzerland | $3K | 278 | +69 shares |
| Coppell Advisory Solutions LLC | Coppell, TX | $1K | 1,953,667 | New position |
| FMR LLC | Boston, MA | $10 | 1 | New 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 YFYA?
6 institutional managers reported holding YFYA in Form 13F filings for June 30, 2026, worth $750K in total. The largest reported position was held by Triad Wealth Partners, LLC, at $408K.
Did institutions buy or sell YFYA last quarter?
Reported 13F value fell 5.1% from March 31, 2026, which includes price moves as well as buying and selling. 3 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 YFYA 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.