Who owns YMAX?
YieldMax Universe Fund of Option Income ETFs · YieldMax
48 institutions reported holding YMAX, worth $9.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of YMAX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| IHT Wealth Management, LLC | Chicago, IL | $1.2M | 153,259 | −91,420 shares |
| Manchester Financial Inc. | Westlake Village, CA | $967K | 119,631 | +10,077 shares |
| Winnacle Wealth LLC | Waco, TX | $876K | 108,356 | +1,538 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $655K | 81,013 | −13,749 shares |
| ZEGA Investments, LLC | Palm Beach Gardens, FL | $512K | 63,368 | −9,389 shares |
| MML Investors Services, LLC | Springfield, MA | $504K | 62,338 | +16,548 shares |
| Winebrenner Capital Management LLC | Louisville, KY | $473K | 58,500 | +15,000 shares |
| HRT Financial LP | New York, NY | $439K | 54,422 | −37,528 shares |
| Group One Trading LLC | Chicago, IL | $421K | 52,124 | +18,242 shares |
| Legacy Wealth Management, LLC | Ridgeland, MS | $390K | 48,315 | +25,030 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 YMAX?
48 institutional managers reported holding YMAX in Form 13F filings for June 30, 2026, worth $9.9M in total. The largest reported position was held by IHT Wealth Management, LLC, at $1.2M.
Did institutions buy or sell YMAX last quarter?
Reported 13F value fell 26.5% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 17 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 YMAX 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.