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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IMC-Chicago 1.3M $18M 100% 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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Pnc Financial Services 301k $4.2M 0% Sep 2025
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Group One Trading 285k $4.0M 64% Sep 2025
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Aspiring Ventures 241k $3.4M 56% 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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Concurrent Investment Advisors 112k $1.6M 100% Sep 2025
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Fiduciary Alliance 103k $1.4M 35% Sep 2025
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Merit Financial Group 96k $1.3M 46% 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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Morgan Stanley 71k $1.6M 100% Jun 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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Signal Advisors Wealth 67k $939k -2% Sep 2025
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Maripau Wealth Management 67k $934k 46% Sep 2025
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Evexia Wealth 62k $839k 16% 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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Regatta Capital Group 45k $628k 32% 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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Wealth Enhancement Advisory Services 40k $548k -43% 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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Dynamic Advisors Solutions 37k $513k 22% Sep 2025
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Arkadios Wealth Advisors 34k $478k 100% Sep 2025
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Royal Bank of Canada 34k $452k 220% Sep 2025
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Lauer Wealth 33k $425k 12% 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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Financial Partners Group 29k $410k 8% 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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Meridian Wealth Management 26k $368k 29% Sep 2025
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Kestra Advisory Services 26k $368k 36% 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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UBS Group 25k $354k 561% Sep 2025
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Redhawk Wealth Advisors 25k $350k 52% Sep 2025
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United Advisor Group 25k $344k 19% 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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Kiley Juergens Wealth Management 22k $310k 106% Sep 2025
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CFO4Life 22k $302k 23% Sep 2025
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H D Vest Advisory Services 21k $471k -3% Jun 2025
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ZEGA Investments 21k $296k 22% Sep 2025
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ORG Partners 21k $292k 136% Sep 2025
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Kingswood Wealth Advisors 21k $288k 100% 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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Almanack Investment Partners 18k $245k 8% Sep 2025
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AE Wealth Management 17k $243k 131% Sep 2025
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Finer Wealth Management 17k $233k 12% 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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Valeo Financial Advisors 15k $213k 100% 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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Precision Wealth Strategies 14k $194k 48% Sep 2025
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Stonehearth Capital Management 14k $188k 30% 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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Legacy Financial Group 13k $179k 0% Sep 2025
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Berger Financial Group 13k $177k -2% Sep 2025
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Huntington National Bank 12k $172k 7% Sep 2025
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BCJ Capital Management 12k $171k 28% 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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Private Wealth Advisors 12k $169k 0% Sep 2025
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Legacy Investment Solutions 12k $267k 100% Jun 2025
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Scotia Capital 12k $162k 100% Sep 2025
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Cambridge Investment Research Advisors 12k $162k -27% Sep 2025
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Wealthcare Advisory Partners 11k $160k 4% Sep 2025
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Tactive Advisors 11k $157k 100% Sep 2025
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Ingalls & Snyder 11k $153k 100% Sep 2025
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Lido Advisors 11k $151k 100% Sep 2025
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Everett Harris & Co 11k $150k 2% Sep 2025
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Winebrenner Capital Management 11k $147k 0% Sep 2025
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Avestar Capital 10k $142k -32% 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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FNY Investment Advisers 8.2k $181k 356% Jun 2025
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CoreCap Advisors 7.3k $101k 50% 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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Us Bancorp 5.9k $82k 4% 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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Legacy Wealth Managment 3.9k $55k -67% 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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Versant Capital Management 2.2k $31k 92% Sep 2025
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Wealth Watch Advisors 2.1k $30k 100% Sep 2025
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Vision Financial Markets 1.5k $22k 51% 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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Root Financial Partners 1.3k $18k 100% 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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Spire Wealth Management 1.0k $14k 9% Sep 2025
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Salem Investment Counselors 1.0k $14k 100% Sep 2025
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Larson Financial Group 976.00 $14k 30% 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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Triumph Capital Management 950.00 $13k 100% Sep 2025
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Pittenger & Anderson 680.00 $9.5k 0% Sep 2025
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Bank Of Montreal 670.00 $15k 100% Jun 2025
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Ulland Investment Advisors 657.00 $9.0k 86% Sep 2025
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Geneos Wealth Management 656.00 $9.2k 5% Sep 2025
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Team Financial Group 632.00 $8.8k 30% Sep 2025
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Global Retirement Partners 576.00 $8.0k -90% Sep 2025
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Central Trust & Investment 500.00 $7.0k 0% Sep 2025
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PrairieView Partners 412.00 $9.0k 100% Jun 2025
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SRS Capital Advisors 381.00 $10k 100% Sep 2025
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Signature 370.00 $5.2k -90% Sep 2025
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Premier Financial Group 338.00 $4.7k 100% Sep 2025
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SWAN Capital 283.00 $4.0k 0% Sep 2025
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Harbour Investments 204.00 $2.8k -33% Sep 2025
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Parallel Advisors 73.00 $1.0k -89% Sep 2025
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Hollencrest Securities 65.00 $906.997000 -87% Sep 2025
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Cornerstone Planning Group 18.00 $556.000200 -100% Sep 2025
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Jpmorgan Chase & Co 0 $0 -100% Sep 2025
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Who sold out of YieldMax MSTR Opt?

Fund or Company Name Date Sold Shares Held Valued At
Texas Capital Bank Wealth Management Services Jun 2025 43k $952k
Beacon Pointe Advisors Jun 2025 31k $689k
CI Private Wealth Jun 2025 22k $494k
Walleye Trading Advisors Jun 2025 20k $446k
PDS Planning Jun 2025 13k $294k
Frank. Day Jun 2025 12k $268k
Kestra Private Wealth Services Jun 2025 12k $256k
Wealth Management Associates Jun 2025 11k $234k
Schonfeld Strategic Advisors Jun 2025 9.7k $215k
Nelson, Van Denburg & Campbell Wealth Management Jun 2025 9.1k $202k
Hemington Wealth Management Jun 2025 4.2k $92k
Ameritas Advisory Services Jun 2025 1.7k $38k
Raymond James Financial Jun 2025 1.6k $36k
Headlands Technologies Jun 2025 709.00 $16k
Legend Financial Advisors Jun 2025 500.00 $11k
Park Square Financial Group Jun 2025 464.00 $10k
Kiker Wealth Management Jun 2025 355.00 $7.9k
Beacon Capital Management Jun 2025 336.00 $7.5k
Creative Financial Designs Jun 2025 316.00 $7.0k