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
Toroso Investments 2.0M $28M 39% Sep 2025
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Susquehanna International 1.6M $22M 32% Sep 2025
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Citadel Advisors 1.2M $17M 9% Sep 2025
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Old Mission Capital 775k $11M 186% Sep 2025
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Jane Street 750k $11M -4% Sep 2025
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Private Advisor 640k $8.9M 27% Sep 2025
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Jump Financial 343k $4.8M -19% Sep 2025
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Group One Trading 285k $4.0M 64% Sep 2025
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Federation des caisses Desjardins du Quebec 203k $2.8M -2% Sep 2025
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Keebeck Wealth Management 186k $2.6M 209% Sep 2025
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Simplex Trading 184k $2.6M -11% Sep 2025
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Renaissance Technologies 169k $2.4M -7% Sep 2025
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Springbok Capital Management 152k $2.1M 52% Sep 2025
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Mercer Global Advisors 126k $1.8M 40% Sep 2025
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Intl Fcstone 91k $1.3M -11% Sep 2025
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Envestnet Asset Management 87k $1.2M -6% Sep 2025
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Secure Asset Management 84k $1.2M 18% Sep 2025
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BluePath Capital Management 83k $1.2M 52% Sep 2025
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Instrumental Wealth 71k $728k 0% Sep 2025
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Natixis 69k $961k 31% Sep 2025
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Commonwealth Equity Services 69k $966k -25% Sep 2025
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Maripau Wealth Management 67k $934k 46% Sep 2025
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Wolverine Trading 58k $814k 100% Sep 2025
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CLS Investments 46k $644k -30% Sep 2025
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J.w. Cole Advisors 42k $588k 100% Sep 2025
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Prospera Financial Services 41k $574k -8% Sep 2025
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Lifeworks Advisors 39k $550k 4% Sep 2025
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Truvestments Capital 37k $513k 100% Sep 2025
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Royal Bank of Canada 34k $452k 220% Sep 2025
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Visionary Wealth Advisors 32k $443k 27% Sep 2025
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Kapstone Financial Advisors 31k $433k 72% Sep 2025
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Hrt Financial 27k $373k 100% Sep 2025
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Creative Planning 27k $372k -13% Sep 2025
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Belvedere Trading 26k $363k -33% Sep 2025
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Mariner Wealth Advisors 26k $359k 2% Sep 2025
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HighTower Advisors 23k $324k 63% Sep 2025
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Insigneo Advisory Services 23k $318k 100% Sep 2025
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SIH Partners, L 23k $315k -79% Sep 2025
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Ausdal Financial Partners 21k $287k 26% Sep 2025
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Change Path 20k $284k 24% Sep 2025
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Rockefeller Capital Management 20k $283k 103% Sep 2025
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Argent Advisors 20k $279k -60% Sep 2025
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Foundations Investment Advisors 20k $277k 118% Sep 2025
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Mml Investors Services 20k $277k 9% Sep 2025
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Cetera Investment Advisers 19k $259k 100% Sep 2025
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Wedbush Morgan Securities 16k $221k 24% Sep 2025
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Captrust Financial Advisors 16k $220k 2% Sep 2025
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TCG Advisory Services 16k $218k 14% Sep 2025
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Sunbelt Securities 16k $216k 100% Sep 2025
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Sowell Financial Services 15k $215k 30% Sep 2025
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Capital Wealth Alliance 15k $211k 0% Sep 2025
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Uniting Wealth Partners 14k $195k 100% Sep 2025
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Two Sigma Securities 13k $184k 100% Sep 2025
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HPM Partners 13k $184k 100% Sep 2025
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Goss Wealth Management 13k $180k 100% Sep 2025
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J.Safra Asset Management 12k $170k 100% Sep 2025
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Arete Wealth Advisors 12k $170k 11% Sep 2025
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Scotia Capital 12k $162k 100% Sep 2025
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Ingalls & Snyder 11k $153k 100% Sep 2025
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Everett Harris & Co 11k $150k 2% Sep 2025
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Advisor Group Holdings 9.6k $134k -32% Sep 2025
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Lavaca Capital 9.5k $133k 100% Sep 2025
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Principal Securities 8.4k $117k 29% Sep 2025
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Bryn Mawr Trust 8.4k $117k 21% Sep 2025
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Newbridge Financial Services Group 7.1k $99k 0% Sep 2025
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Beaird Harris Wealth Management 6.2k $87k 54% Sep 2025
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Steward Partners Investment Advisory 5.7k $80k 97% Sep 2025
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FMR 5.4k $75k 100% Sep 2025
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White Bay PT 5.2k $73k 37% Sep 2025
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Toronto-Dominion Bank 5.0k $70k 0% Sep 2025
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AdvisorNet Financial 4.9k $68k 30% Sep 2025
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Ssa Swiss Advisors 4.8k $67k 0% Sep 2025
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McIlrath & Eck 4.5k $63k -19% Sep 2025
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Strategic Advocates 3.0k $42k 100% Sep 2025
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Atlantic Trust 3.0k $41k 68% Sep 2025
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MAI Wealth Advisors 2.7k $38k 170% Sep 2025
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Wealth Watch Advisors 2.1k $30k 100% Sep 2025
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Sound Income Strategies 1.5k $20k 0% Sep 2025
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Hanson McClain Advisors 1.5k $20k 18% Sep 2025
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Brown Brothers Harriman & Co. 1.3k $18k 100% Sep 2025
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Advisory Services Network 1.2k $17k 100% Sep 2025
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BlackRock 970.00 $14k 100% Sep 2025
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Future Financial Wealth Managment 958.00 $13k 100% Sep 2025
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SRS Capital Advisors 381.00 $10k 100% Sep 2025
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SWAN Capital 283.00 $4.0k 0% Sep 2025
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MCF Advisors 266.00 $3.7k 100% Sep 2025
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Tower Research Capital 253.00 $3.5k 100% Sep 2025
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HighMark Wealth Management 243.00 $3.4k 98% Sep 2025
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Harbour Investments 204.00 $2.8k -33% Sep 2025
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Strategic Investment Solutions 139.00 $1.9k 0% Sep 2025
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Hantz Financial Services 85.00 $999.999500 0% Sep 2025
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Parallel Advisors 73.00 $1.0k -89% Sep 2025
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Premier Financial Group 67.00 $2.0k -80% Dec 2025
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Hollencrest Securities 65.00 $906.997000 -87% Sep 2025
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Operose Advisors 50.00 $698.000000 100% Sep 2025
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Northwestern Mutual Wealth Management Company 49.00 $684.000800 7% Sep 2025
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Wells Fargo & Company 28.00 $383.000800 600% Sep 2025
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Frazier Financial Advisors 25.00 $349.000000 0% Sep 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
IMC-Chicago Sep 2025 1.3M $18M
Pnc Financial Services Sep 2025 301k $4.2M
Aspiring Ventures Sep 2025 241k $3.4M
Concurrent Investment Advisors Sep 2025 112k $1.6M
Fiduciary Alliance Sep 2025 103k $1.4M
Merit Financial Group Sep 2025 96k $1.3M
Signal Advisors Wealth Sep 2025 67k $939k
Evexia Wealth Sep 2025 62k $839k
Regatta Capital Group Sep 2025 45k $628k
Wealth Enhancement Advisory Services Sep 2025 40k $548k
Dynamic Advisors Solutions Sep 2025 37k $513k
Arkadios Wealth Advisors Sep 2025 34k $478k
Lauer Wealth Sep 2025 33k $425k
Beacon Pointe Advisors Jun 2025 31k $689k
Financial Partners Group Sep 2025 29k $410k
Meridian Wealth Management Sep 2025 26k $368k
Kestra Advisory Services Sep 2025 26k $368k
UBS Group Sep 2025 25k $354k
Redhawk Wealth Advisors Sep 2025 25k $350k
United Advisor Group Sep 2025 25k $344k
FNY Investment Advisers Sep 2025 23k $318k
CI Private Wealth Jun 2025 22k $494k
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
Almanack Investment Partners Sep 2025 18k $245k
AE Wealth Management Sep 2025 17k $243k
Finer Wealth Management Sep 2025 17k $233k
Valeo Financial Advisors Sep 2025 15k $213k
Precision Wealth Strategies Sep 2025 14k $194k
Stonehearth Capital Management Sep 2025 14k $188k
Legacy Financial Group Sep 2025 13k $179k
Berger Financial Group Sep 2025 13k $177k
Frank. Day Jun 2025 12k $268k
Huntington National Bank Sep 2025 12k $172k
BCJ Capital Management Sep 2025 12k $171k
Private Wealth Advisors Sep 2025 12k $169k
Cambridge Investment Research Advisors Sep 2025 12k $162k
Wealthcare Advisory Partners Sep 2025 11k $160k
Tactive Advisors Sep 2025 11k $157k
Lido Advisors Sep 2025 11k $151k
Winebrenner Capital Management Sep 2025 11k $147k
Avestar Capital Sep 2025 10k $142k
Schonfeld Strategic Advisors Jun 2025 9.7k $215k
CoreCap Advisors Sep 2025 7.3k $101k
Tucker Asset Management Sep 2025 6.9k $96k
Us Bancorp Sep 2025 5.9k $82k
Hemington Wealth Management Jun 2025 4.2k $92k
Legacy Wealth Managment Sep 2025 3.9k $55k
Versant Capital Management Sep 2025 2.2k $31k
Raymond James Financial Jun 2025 1.6k $36k
Vision Financial Markets Sep 2025 1.5k $22k
Root Financial Partners Sep 2025 1.3k $18k
Spire Wealth Management Sep 2025 1.0k $14k
Salem Investment Counselors Sep 2025 1.0k $14k
Larson Financial Group Sep 2025 976.00 $14k
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
Signature Sep 2025 370.00 $5.2k
Beacon Capital Management Jun 2025 336.00 $7.5k
Efficient Wealth Management Sep 2025 200.00 $2.0k
CWM Sep 2025 111.00 $2.0k
WealthTrust DunckerStreett Sep 2025 100.00 $1.4k
Investment Research & Advisory Group Jun 2025 50.00 $1.1k
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
Cornerstone Planning Group Sep 2025 18.00 $556.000200
New Millennium Group Sep 2025 8.00 $112.000000