MSFO

Yieldmax MSFT Option Is ETFETF$12.00 0.58%
UnclassifiedCUSIP 88634T428· EOD Sep 18, 2026

Among active 13F managers last quarter, 1 opened and 3 added, while 2 reduced; the largest holder to move was Citadel Advisors LLC (+118%).

Tracked 13F holders
20
10 in Q2 2026 filings
13F value (tracked)
$43.1M
13F moves · latest Q
4 added
2 reduced

Price & smart-money activity

$12.00 0.58%3Y -40.5%
$9.32$13.05$16.77$20.50$24.232023202420252026222222442324232
Hover for who · click for detailEnd-of-day closing prices52w $9.98 – $17.87

Who owns MSFO?

20 tracked 13F filers · ranked by shares held

20 tracked 13F filers disclose a position in MSFO as of the latest SEC 13F filings, a combined $43.1M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Tidal Investments LLC3.9M
$40.7M
−16%
Reduced · −736K sh
Q2 2026
2Citadel Advisors LLC51K
$532K
+118%
Added · +27K sh
Q2 2026
3Jane Street Group, LLC41K
$469K
−15%
Reduced · −7K sh
Q1 2026
4Cavalier Investments, LLC32K
$366K
+22%
Added · +6K sh
Q1 2026
5Visionary Wealth Advisors31K
$327K
−0.5%
Reduced · −171 sh
Q2 2026
6Susquehanna International Group, LLP25K
$294K
−15%
Reduced · −4K sh
Q1 2026
7ZEGA Investments, LLC19K
$200K
+25%
Added · +4K sh
Q2 2026
8UBS Group AG10K
$118K
−2.5%
Reduced · −262 sh
Q1 2026
9Steward Partners Investment Advisory, LLC2K
$21K
Held
Q2 2026
10NFSG Corp1K
$15K
−28%
Reduced · −570 sh
Q2 2026
11IFP Advisors, Inc700
$7K
+17%
Added · +100 sh
Q2 2026
12Geneos Wealth Management Inc.317
$3K
+11%
Added · +32 sh
Q2 2026
13Ameritas Advisory Services, LLC246
$3K
New
+246 sh
Q2 2026
14Royal Bank Of Canada200
$2K
New
+200 sh
Q1 2026
15Simplex Trading, LLC193
$2K
+13%
Added · +22 sh
Q1 2026
16SWAN Capital LLC112
$1K
Held
Q2 2026
17Osaic Holdings, Inc.65
$751
Held
Q1 2026
18Harbour Investments, Inc.2
$31
−33%
Reduced · −1 sh
Q1 2026
19Allworth Financial LP1
$14
Held
Q1 2026
20Wells Fargo & Company1
$11
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 3 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Added
3
added to an existing position
Reduced
2
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MSFO also own

CompanyCo-held byTheir position there
Ishares Core S&P 500 ETFIVV7 funds$13.5B
Amazon.com IncAMZN7 funds$2.8B
Nvidia CorpNVDA7 funds$2.7B
Apple IncAAPL7 funds$2.6B
Microsoft CorpMSFT7 funds$1.6B
Eli Lilly & CoLLY7 funds$1.2B
Broadcom IncAVGO7 funds$1.2B
Alphabet Inc-CL AGOOGL7 funds$1.2B
Alphabet Inc-CL CGOOG7 funds$1.0B
Advanced Micro DevicesAMD7 funds$1.0B
Abbvie IncABBV7 funds$877.5M
Abbott LaboratoriesABT7 funds$825.0M

Ranked by how many of MSFO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MSFO.

Institutional ownership over time

10 tracked filers in Q2 2026 filingsstill filing
01121Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $41.3M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
NVDYmc77 funds$101.3M
AMZYmc36 funds$46.1M
GOOYYIELDMAX GOOGL30 funds$47.1M
GDXYYIELDMAX GOLD MI30 funds$12.2M
FBYYIELDMAX META23 funds$44.4M
APLYYIELDMAX AAPL21 funds$67.9M
MSFOthis pagemc20 funds$43.1M
FCUSPINNACLE FOCUSED16 funds$57.4M

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

Recent filings

0 most recent

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.