Skip to content
Disclosery

YMAX TIDAL TRUST II

Follow

YIELD UNIVE ETFS (fund)

38 managers (38 13F filers) reported a position in YMAX shares at 2025-03-31, 1,669,942 shares in all. 13 filers opened a position and 8 filers sold out during the quarter.

Managers
38
13F filers
38
New
13
Added
15
Reduced
7
Sold out
8
Shares held by filers
1,669,942

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
OLD MISSION CAPITAL LLC376,622$5.03M0.1%new13F-HRTimeline
ZEGA Investments, LLC194,719$2.6M0.76%+93913F-HRTimeline
ODonnell Financial Services, LLC147,186$1.97M0.81%+50,71413F-HRTimeline
Coppell Advisory Solutions LLC136,005$1.82M0.25%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC135,188$1.81M<0.01%new13F-HRTimelineGroup
Claris Financial LLC82,245$1.39M0.92%013F-HRTimeline
Authentikos Wealth Advisory, LLC71,378$954K0.75%-74,86913F-HR/ATimeline
WINNACLE WEALTH LLC66,751$892K0.82%new13F-HRTimeline
MML INVESTORS SERVICES, LLC60,534$809K<0.01%+28,03013F-HRTimeline
Wealth Watch Advisors, INC49,739$665K0.54%new13F-HRTimeline
GROUP ONE TRADING LLC49,415$660K0.03%+19,85513F-HRTimeline
HRT FINANCIAL LP39,458$527K<0.01%new13F-HRTimeline
Straight Path Wealth Management32,420$433K0.18%+5,72913F-HRTimeline
Nicholas Wealth, LLC.27,079$362K0.38%-5,12613F-HR/ATimeline
MANCHESTER FINANCIAL INC25,727$344K0.08%new13F-HRTimeline
Investment Partners Asset Management, I…25,410$339K0.27%+14,23513F-HRTimeline
NAPA WEALTH MANAGEMENT23,458$313K0.18%-11,95513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,014$267K<0.01%+58113F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC18,846$252K0.05%+1,77513F-HRTimeline
Cambridge Investment Research Advisors,…17,503$234K<0.01%+89713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC15,681$210K0.07%-24213F-HRTimeline
Visionary Wealth Advisors14,384$192K0.01%+2,72213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,126$149K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.10,017$134K0.01%-1,95213F-HRTimeline
CoreCap Advisors, LLC4,481$59.9K<0.01%+4,47613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,230$56.5K<0.01%+3,26813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,000$53.4K<0.01%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,258$17.1K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,045$14K<0.01%+34513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,044$13.9K<0.01%-4413F-HRTimelineGroup
AE Wealth Management LLC1,026$13.7K<0.01%-1,40113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC732$10K0.01%+7013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.385$5.14K<0.01%new13F-HRTimelineGroup
Legacies Wealth LLC367$4.9K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC350$4.68K<0.01%new13F-HRTimeline
Robinswood Financial LLC117$1.56K<0.01%+1513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$32<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.