ULTY

Yieldmax Ultra Option Inc$26.77 1.62%
UnclassifiedUSCUSIP 88636X708· EOD Aug 5, 2026◍ Confluence graph
Tracked 13F Holders
31
-30 QoQ
13F Value (tracked)
$17.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)6 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$26.77 1.62%2Y -86.2%
$11.34$62.19$113.03$163.88$214.73202420252026168422
Hover for who · click for detailEnd-of-day closing prices52w $25.37 – $61.10

Who owns ULTY?

31 tracked 13F filers

31 tracked 13F filers disclose a position in ULTY as of the latest SEC 13F filings, a combined $17.6M 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
1JANE STREET GROUP, LLC
$4.0M
129K
−76%
Reduced · −408K sh
Q1 2026
2GOLDMAN SACHS GROUP INC
$2.8M
90K
Held
Q1 2026
3SUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.4M
80K
−60%
Reduced · −118K sh
Q1 2026
4OLD MISSION CAPITAL LLC
$1.8M
58K
−26%
Reduced · −21K sh
Q1 2026
5IHT Wealth Management, LLC
$1.7M
54K
New
+54K sh
Q1 2026
6COMMONWEALTH EQUITY SERVICES, LLC
$1.4M
45K
−13%
Reduced · −7K sh
Q1 2026
7CITADEL ADVISORS LLC
$1.3M
43K
Added
Added · +43K sh
Q1 2026
8One Capital Management, LLC
$855K
28K
+17%
Added · +4K sh
Q1 2026
9IMC-Chicago, LLC
$402K
13K
−93%
Reduced · −162K sh
Q1 2026
10UBS Group AG
$354K
12K
−80%
Reduced · −45K sh
Q1 2026
11SIMPLEX TRADING, LLC
$324K
11K
−67%
Reduced · −22K sh
Q1 2026
12Cetera Investment Advisers
$241K
8K
+7.4%
Added · +544 sh
Q1 2026
13SALEM INVESTMENT COUNSELORS INC
$21K
700
Held
Q2 2026
14Federation des caisses Desjardins du Quebec
$16K
530
−99%
Reduced · −50K sh
Q1 2026
15Versant Capital Management, Inc
$13K
450
+5.1%
Added · +22 sh
Q2 2026
16NATIONAL BANK OF CANADA /FI/
$13K
436
Held
Q1 2026
17ROTHSCHILD INVESTMENT LLC
$8K
257
Held
Q2 2026
18Tower Research Capital LLC (TRC)
$7K
240
+20%
Added · +40 sh
Q1 2026
19Farther Finance Advisors, LLC
$6K
203
Held
Q1 2026
20FIFTH THIRD BANCORP
$5K
170
New
+170 sh
Q1 2026
21OSAIC HOLDINGS, INC.
$5K
169
−84%
Reduced · −915 sh
Q1 2026
22Cornerstone Planning Group LLC
$4K
160
+14%
Added · +20 sh
Q2 2026
23WELLS FARGO & COMPANY/MN
$3K
112
37×
Added · +109 sh
Q1 2026
24CWM, LLC
$3K
95
−12%
Reduced · −13 sh
Q1 2026
25HARBOUR INVESTMENTS, INC.
$2K
70
18×
Added · +66 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 ULTY being bought or sold by institutions?

Last quarter, 0 funds opened a new position in ULTY and 6 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)
0
funds
Added
6
funds
Reduced
1
funds
Exited
0
funds

Funds that own ULTY also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA14 funds$4.3B
TAIWAN SEMICONDUCTOR-SP ADRTSM14 funds$1.5B
SS SPDR S&P 500 ETF TRUST-USSPY14 funds$1.2B
TESLA INCTSLA14 funds$1.0B
ISHARES CORE MSCI EMERGINGIEMG14 funds$878.6M
INVESCO QQQ TRUST SERIES 1QQQ14 funds$776.4M
LOCKHEED MARTIN CORPLMT14 funds$500.4M
VANGUARD FTSE DEVELOPED ETFVEA14 funds$457.7M
YUM! BRANDS INCYUM14 funds$451.3M
ASML HOLDING NV-NY REG SHSASML14 funds$382.0M
RTX CORPRTX14 funds$338.6M
GENERAL DYNAMICS CORPGD14 funds$189.7M

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

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

4 funds-36 since Q4 2025
02040Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $39K

Share classes

Class13F holdersValue held
MSTYYIELDMAX MSTR OP61 funds$31.7M
TSLYYIELDMAX TSLA OP40 funds$54.3M
ULTYthis pageYIELDMAX ULTRA O31 funds$17.6M
CONYYIELDMAX COIN OP21 funds$22.1M
AMDYYIELDMAX AMD OPT13 funds$2.0M
MRNYYIELDMAX MRNA OP10 funds$37.3M
YBITYIELDMAX BITCOIN9 funds$16.4M
OARKYIELDMAX INNOVAT7 funds$20.6M

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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Ask your agent what changed in ULTY

This stock 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.

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  "https://arkolith.com/api/v1/stocks/ULTY/capital-change-brief"
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Use Arkolith's capital_change_brief for ULTY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ULTY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.