Skip to content

YMAX TIDAL TRUST II

Follow

YIELD UNIVE ETFS (fund)

35 managers (35 13F filers) reported a position in YMAX shares at 2024-12-31, 1,227,925 shares in all. 18 filers opened a position and 1 filer sold out during the quarter.

Managers
35
13F filers
35
New
18
Added
10
Reduced
1
Sold out
1
Shares held by filers
1,227,925

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RENAISSANCE TECHNOLOGIES LLC255,309$4.33M0.01%new13F-HRTimeline
ZEGA Investments, LLC193,780$3.27M0.97%13F-HRTimeline
Authentikos Wealth Advisory, LLC146,247$2.48M2.45%+16,44813F-HRTimeline
ODonnell Financial Services, LLC96,472$1.63M0.68%+55313F-HRTimeline
Falcon Wealth Planning82,460$1.4M0.16%new13F-HRTimeline
Claris Financial LLC82,245$1.39M0.92%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,250$767K<0.01%new13F-HRTimelineGroup
NAPA WEALTH MANAGEMENT35,413$600K0.26%+10,41813F-HRTimeline
MML INVESTORS SERVICES, LLC32,504$551K<0.01%new13F-HRTimeline
Nicholas Wealth, LLC.32,205$523K0.28%+7,89313F-HRTimeline
GROUP ONE TRADING LLC29,560$501K0.02%new13F-HR/ATimeline
Straight Path Wealth Management26,691$452K0.18%+5,80013F-HRTimeline
Motiv8 Investments LLC25,604$434K0.3%new13F-HRTimeline
Executive Wealth Management, LLC24,696$419K0.03%+10,63013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,433$329K<0.01%new13F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC17,071$289K0.06%new13F-HRTimeline
Cambridge Investment Research Advisors,…16,606$281K<0.01%+1,90813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC15,923$270K0.03%+2,62013F-HRTimeline
CENTAURUS FINANCIAL, INC.11,969$203K0.01%-628,67613F-HRTimeline
Visionary Wealth Advisors11,662$198K0.01%+50113F-HRTimeline
Investment Partners Asset Management, I…11,175$189K0.15%new13F-HRTimeline
SIMPLEX TRADING, LLC7,650$129K<0.01%new13F-HRTimeline
AE Wealth Management LLC2,427$41.1K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,088$18.4K<0.01%new13F-HRTimelineGroup
ORG Partners LLC1,010$17.1K<0.01%new13F-HRTimeline
Belvedere Trading LLC972$16.5K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY962$16.3K<0.01%+95413F-HR/ATimelineGroup
PIN OAK INVESTMENT ADVISORS INC662$12K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.700$11.9K<0.01%new13F-HRTimeline
Robinswood Financial LLC102$1.75K<0.01%new13F-HRTimeline
WR Wealth Planners, LLC69$1.17K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC5$85<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$32<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1$17<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.