MSFO

Yieldmax MSFT Option Is ETFETF$12.10 1.68%
UnclassifiedUSCUSIP 88634T428· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
18
-17 QoQ
13F Value (tracked)
$55.6M
13F Moves · latest Q
3 added
1 trimmed
Recent Filings
0

Price & smart-money activity

$12.10 1.68%3Y -40.0%
$9.32$13.05$16.77$20.50$24.23202320242025202622222243232322
Hover for who · click for detailEnd-of-day closing prices52w $9.98 – $18.53

Who owns MSFO?

18 tracked 13F filers

18 tracked 13F filers disclose a position in MSFO as of the latest SEC 13F filings, a combined $55.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Tidal Investments LLC
$53.4M
4.6M
−8.0%
Reduced · −400K sh
Q1 2026
2JANE STREET GROUP, LLC
$469K
41K
−15%
Reduced · −7K sh
Q1 2026
3Cavalier Investments, LLC
$366K
32K
+22%
Added · +6K sh
Q1 2026
4Visionary Wealth Advisors
$362K
31K
+4.1%
Added · +1K sh
Q1 2026
5SUSQUEHANNA INTERNATIONAL GROUP, LLP
$294K
25K
−15%
Reduced · −4K sh
Q1 2026
6CITADEL ADVISORS LLC
$269K
23K
New
+23K sh
Q1 2026
7ZEGA Investments, LLC
$200K
19K
+25%
Added · +4K sh
Q2 2026
8UBS Group AG
$118K
10K
−2.5%
Reduced · −262 sh
Q1 2026
9Steward Partners Investment Advisory, LLC
$23K
2K
+35%
Added · +529 sh
Q1 2026
10IFP Advisors, Inc
$7K
700
+17%
Added · +100 sh
Q2 2026
11Geneos Wealth Management Inc.
$3K
285
+7.1%
Added · +19 sh
Q1 2026
12ROYAL BANK OF CANADA
$2K
200
New
+200 sh
Q1 2026
13SIMPLEX TRADING, LLC
$2K
193
+13%
Added · +22 sh
Q1 2026
14OSAIC HOLDINGS, INC.
$751
65
Held
Q1 2026
15FMR LLC
$81
7
+75%
Added · +3 sh
Q1 2026
16HARBOUR INVESTMENTS, INC.
$31
2
−33%
Reduced · −1 sh
Q1 2026
17Allworth Financial LP
$14
1
Held
Q1 2026
18WELLS FARGO & COMPANY/MN
$11
1
Added
Added · +1 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MSFO being bought or sold by institutions?

Last quarter, 1 fund opened a new position in MSFO and 2 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
2
funds
Reduced
1
funds
Exited
0
funds

Funds that own MSFO also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA4 funds$3.5B
ISHARES CORE S&P 500 ETFIVV4 funds$2.8B
AMAZON.COM INCAMZN4 funds$1.8B
APPLE INCAAPL4 funds$1.7B
MICRON TECHNOLOGY INCMU4 funds$1.6B
TAIWAN SEMICONDUCTOR-SP ADRTSM4 funds$1.4B
MICROSOFT CORPMSFT4 funds$1.1B
META PLATFORMS INC-CLASS AMETA4 funds$1.1B
BROADCOM INCAVGO4 funds$1.1B
ALPHABET INC-CL AGOOGL4 funds$905.6M
TESLA INCTSLA4 funds$825.1M
ALPHABET INC-CL CGOOG4 funds$777.7M

Ranked by how many of MSFO's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

2 funds-7 since Q3 2024
01019Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $207K

Share classes

Class13F holdersValue held
NVDYmc64 funds$100.1M
AMZYmc29 funds$64.2M
GOOYYIELDMAX GOOGL24 funds$47.4M
GDXYYIELDMAX GOLD MI23 funds$11.8M
FBYYIELDMAX META22 funds$40.3M
MSFOthis pagemc18 funds$55.6M
APLYYIELDMAX AAPL18 funds$45.0M
FCUSPINNACLE FOCUSED14 funds$48.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for MSFO

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Ask your agent what changed in MSFO

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MSFO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MSFO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MSFO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.