Who owns YieldMax MSTR Opt Inc?

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Analyze quarterly positions in YieldMax MSTR Opt with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of YieldMax MSTR Opt stock

Who bought or sold YieldMax MSTR Opt Inc this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Citadel Advisors 1.2M $17M 9% Sep 2025
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Springbok Capital Management 152k $2.1M 52% Sep 2025
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Wolverine Trading 58k $814k 100% Sep 2025
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Royal Bank of Canada 34k $452k 220% Sep 2025
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FMR 5.4k $75k 100% Sep 2025
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Toronto-Dominion Bank 5.0k $70k 0% Sep 2025
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Premier Financial Group 67.00 $2.0k -80% Dec 2025
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Roble, Belko & Company 3.00 $0 -80% Dec 2025
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Who sold out of YieldMax MSTR Opt?

Fund or Company Name Date Sold Shares Held Valued At
Toroso Investments Sep 2025 2.0M $28M
Susquehanna International Sep 2025 1.6M $22M
IMC-Chicago Sep 2025 1.3M $18M
Old Mission Capital Sep 2025 775k $11M
Jane Street Sep 2025 750k $11M
Private Advisor Sep 2025 640k $8.9M
Jump Financial Sep 2025 343k $4.8M
Pnc Financial Services Sep 2025 301k $4.2M
Group One Trading Sep 2025 285k $4.0M
Aspiring Ventures Sep 2025 241k $3.4M
Federation des caisses Desjardins du Quebec Sep 2025 203k $2.8M
Keebeck Wealth Management Sep 2025 186k $2.6M
Simplex Trading Sep 2025 184k $2.6M
Renaissance Technologies Sep 2025 169k $2.4M
Mercer Global Advisors Sep 2025 126k $1.8M
Concurrent Investment Advisors Sep 2025 112k $1.6M
Fiduciary Alliance Sep 2025 103k $1.4M
Merit Financial Group Sep 2025 96k $1.3M
Intl Fcstone Sep 2025 91k $1.3M
Envestnet Asset Management Sep 2025 87k $1.2M
Secure Asset Management Sep 2025 84k $1.2M
Instrumental Wealth Sep 2025 71k $728k
Natixis Sep 2025 69k $961k
Commonwealth Equity Services Sep 2025 69k $966k
Signal Advisors Wealth Sep 2025 67k $939k
Maripau Wealth Management Sep 2025 67k $934k
Evexia Wealth Sep 2025 62k $839k
BluePath Capital Management Sep 2025 48k $671k
CLS Investments Sep 2025 46k $644k
Regatta Capital Group Sep 2025 45k $628k
J.w. Cole Advisors Sep 2025 42k $588k
Prospera Financial Services Sep 2025 41k $574k
Wealth Enhancement Advisory Services Sep 2025 40k $548k
Lifeworks Advisors Sep 2025 39k $550k
Truvestments Capital Sep 2025 37k $513k
Dynamic Advisors Solutions Sep 2025 37k $513k
Arkadios Wealth Advisors Sep 2025 34k $478k
Lauer Wealth Sep 2025 33k $425k
Visionary Wealth Advisors Sep 2025 32k $443k
Kapstone Financial Advisors Sep 2025 31k $433k
Financial Partners Group Sep 2025 29k $410k
Hrt Financial Sep 2025 27k $373k
Creative Planning Sep 2025 27k $372k
Meridian Wealth Management Sep 2025 26k $368k
Kestra Advisory Services Sep 2025 26k $368k
Belvedere Trading Sep 2025 26k $363k
Mariner Wealth Advisors Sep 2025 26k $359k
UBS Group Sep 2025 25k $354k
Redhawk Wealth Advisors Sep 2025 25k $350k
United Advisor Group Sep 2025 25k $344k
HighTower Advisors Sep 2025 23k $324k
Insigneo Advisory Services Sep 2025 23k $318k
FNY Investment Advisers Sep 2025 23k $318k
SIH Partners, L Sep 2025 23k $315k
Kiley Juergens Wealth Management Sep 2025 22k $310k
CFO4Life Sep 2025 22k $302k
ZEGA Investments Sep 2025 21k $296k
ORG Partners Sep 2025 21k $292k
Kingswood Wealth Advisors Sep 2025 21k $288k
Ausdal Financial Partners Sep 2025 21k $287k
Change Path Sep 2025 20k $284k
Rockefeller Capital Management Sep 2025 20k $283k
Argent Advisors Sep 2025 20k $279k
Foundations Investment Advisors Sep 2025 20k $277k
Mml Investors Services Sep 2025 20k $277k
Cetera Investment Advisers Sep 2025 19k $259k
Almanack Investment Partners Sep 2025 18k $245k
AE Wealth Management Sep 2025 17k $243k
Finer Wealth Management Sep 2025 17k $233k
Wedbush Morgan Securities Sep 2025 16k $221k
Captrust Financial Advisors Sep 2025 16k $220k
TCG Advisory Services Sep 2025 16k $218k
Sunbelt Securities Sep 2025 16k $216k
Sowell Financial Services Sep 2025 15k $215k
Valeo Financial Advisors Sep 2025 15k $213k
Capital Wealth Alliance Sep 2025 15k $211k
Uniting Wealth Partners Sep 2025 14k $195k
Precision Wealth Strategies Sep 2025 14k $194k
Stonehearth Capital Management Sep 2025 14k $188k
Two Sigma Securities Sep 2025 13k $184k
HPM Partners Sep 2025 13k $184k
Goss Wealth Management Sep 2025 13k $180k
Legacy Financial Group Sep 2025 13k $179k
Berger Financial Group Sep 2025 13k $177k
Huntington National Bank Sep 2025 12k $172k
BCJ Capital Management Sep 2025 12k $171k
J.Safra Asset Management Sep 2025 12k $170k
Arete Wealth Advisors Sep 2025 12k $170k
Private Wealth Advisors Sep 2025 12k $169k
Scotia Capital Sep 2025 12k $162k
Cambridge Investment Research Advisors Sep 2025 12k $162k
Wealthcare Advisory Partners Sep 2025 11k $160k
Tactive Advisors Sep 2025 11k $157k
Ingalls & Snyder Sep 2025 11k $153k
Lido Advisors Sep 2025 11k $151k
Everett Harris & Co Sep 2025 11k $150k
Winebrenner Capital Management Sep 2025 11k $147k
Avestar Capital Sep 2025 10k $142k
Advisor Group Holdings Sep 2025 9.6k $134k
Lavaca Capital Sep 2025 9.5k $133k
Principal Securities Sep 2025 8.4k $117k
Bryn Mawr Trust Sep 2025 8.4k $117k
CoreCap Advisors Sep 2025 7.3k $101k
Newbridge Financial Services Group Sep 2025 7.1k $99k
Tucker Asset Management Sep 2025 6.9k $96k
Beaird Harris Wealth Management Sep 2025 6.2k $87k
Us Bancorp Sep 2025 5.9k $82k
Steward Partners Investment Advisory Sep 2025 5.7k $80k
White Bay PT Sep 2025 5.2k $73k
AdvisorNet Financial Sep 2025 4.9k $68k
Ssa Swiss Advisors Sep 2025 4.8k $67k
McIlrath & Eck Sep 2025 4.5k $63k
Hemington Wealth Management Jun 2025 4.2k $92k
Legacy Wealth Managment Sep 2025 3.9k $55k
Strategic Advocates Sep 2025 3.0k $42k
Atlantic Trust Sep 2025 3.0k $41k
MAI Wealth Advisors Sep 2025 2.7k $38k
Versant Capital Management Sep 2025 2.2k $31k
Wealth Watch Advisors Sep 2025 2.1k $30k
Vision Financial Markets Sep 2025 1.5k $22k
Sound Income Strategies Sep 2025 1.5k $20k
Hanson McClain Advisors Sep 2025 1.5k $20k
Root Financial Partners Sep 2025 1.3k $18k
Brown Brothers Harriman & Co. Sep 2025 1.3k $18k
Advisory Services Network Sep 2025 1.2k $17k
Spire Wealth Management Sep 2025 1.0k $14k
Salem Investment Counselors Sep 2025 1.0k $14k
Larson Financial Group Sep 2025 976.00 $14k
BlackRock Sep 2025 970.00 $14k
Future Financial Wealth Managment Sep 2025 958.00 $13k
Pittenger & Anderson Sep 2025 680.00 $9.5k
Ulland Investment Advisors Sep 2025 657.00 $9.0k
Geneos Wealth Management Sep 2025 656.00 $9.2k
Team Financial Group Sep 2025 632.00 $8.8k
Global Retirement Partners Sep 2025 576.00 $8.0k
Central Trust & Investment Sep 2025 500.00 $7.0k
SRS Capital Advisors Sep 2025 381.00 $10k
Signature Sep 2025 370.00 $5.2k
SWAN Capital Sep 2025 283.00 $4.0k
MCF Advisors Sep 2025 266.00 $3.7k
Tower Research Capital Sep 2025 253.00 $3.5k
HighMark Wealth Management Sep 2025 243.00 $3.4k
Harbour Investments Sep 2025 204.00 $2.8k
Efficient Wealth Management Sep 2025 200.00 $2.0k
Strategic Investment Solutions Sep 2025 139.00 $1.9k
CWM Sep 2025 111.00 $2.0k
WealthTrust DunckerStreett Sep 2025 100.00 $1.4k
Hantz Financial Services Sep 2025 85.00 $999.999500
Parallel Advisors Sep 2025 73.00 $1.0k
Hollencrest Securities Sep 2025 65.00 $906.997000
Operose Advisors Sep 2025 50.00 $698.000000
Northwestern Mutual Wealth Management Company Sep 2025 49.00 $684.000800
Harwood Advisory Sep 2025 40.00 $558.000000
Tradewinds Capital Management Sep 2025 38.00 $531.000600
Farther Finance Advisors Sep 2025 35.00 $487.000500
Wells Fargo & Company Sep 2025 28.00 $383.000800
Frazier Financial Advisors Sep 2025 25.00 $349.000000
Cornerstone Planning Group Sep 2025 18.00 $556.000200
New Millennium Group Sep 2025 8.00 $112.000000