ULTY

Yieldmax Ultra Option Inc Cross-source read$25.25 0.51%
UnclassifiedCUSIP 88636X708· EOD Sep 15, 2026

Among active 13F managers last quarter, 2 opened and 5 added, while 2 reduced; the largest holder to move was Old Mission Capital LLC (−26%). No recent Form 4 insider filings for ULTY.

Tracked 13F holders
37
14 in Q2 2026 filings
13F value (tracked)
$39.0M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
7 adding · 2 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$25.25 0.51%3Y -87.0%
$11.21$62.09$112.97$163.86$214.74202420252026178545
Hover for who · click for detailEnd-of-day closing prices52w $25.25 – $56.70

Who owns ULTY?

37 tracked 13F filers · ranked by shares held

37 tracked 13F filers disclose a position in ULTY as of the latest SEC 13F filings, a combined $39.0M 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 LLC729K
$21.3M
New
+729K sh
Q2 2026
2Jane Street Group, LLC129K
$4.0M
−76%
Reduced · −408K sh
Q1 2026
3Goldman Sachs Group Inc90K
$2.8M
Held
Q1 2026
4Susquehanna International Group, LLP80K
$2.4M
−60%
Reduced · −118K sh
Q1 2026
5IHT Wealth Management, LLC64K
$1.9M
+19%
Added · +10K sh
Q2 2026
6Old Mission Capital LLC58K
$1.8M
−26%
Reduced · −21K sh
Q1 2026
7Commonwealth Equity Services, LLC45K
$1.4M
−13%
Reduced · −7K sh
Q1 2026
8One Capital Management, LLC28K
$855K
Held
Q2 2026
9Citadel Advisors LLC21K
$618K
−51%
Reduced · −22K sh
Q2 2026
10IMC-Chicago, LLC13K
$402K
−93%
Reduced · −162K sh
Q1 2026
11UBS Group AG12K
$354K
−80%
Reduced · −45K sh
Q1 2026
12Simplex Trading, LLC11K
$324K
−67%
Reduced · −22K sh
Q1 2026
13Quadrature Capital Ltd10K
$292K
New
+10K sh
Q2 2026
14Cetera Investment Advisers8K
$241K
+7.4%
Added · +544 sh
Q1 2026
15Group One Trading LLC6K
$168K
New
+6K sh
Q2 2026
16Steward Partners Investment Advisory, LLC884
$26K
New
+884 sh
Q2 2026
17Arax Advisory Partners846
$25K
Added
Added · +846 sh
Q2 2026
18Ameritas Advisory Services, LLC810
$24K
New
+810 sh
Q2 2026
19Salem Investment Counselors Inc700
$21K
Held
Q2 2026
20Versant Capital Management, Inc450
$13K
+5.1%
Added · +22 sh
Q2 2026
21National Bank Of Canada436
$13K
Held
Q1 2026
22Rothschild Investment LLC257
$8K
Held
Q2 2026
23Tower Research Capital LLC (TRC)240
$7K
+20%
Added · +40 sh
Q1 2026
24Farther Finance Advisors, LLC203
$6K
Held
Q1 2026
25Fifth Third Bancorp170
$5K
New
+170 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, 2 funds opened a new position in ULTY and 5 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
2
funds took a first position
Added
5
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 ULTY also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA18 funds$3.9B
ASML Holding NV-NY Reg SHSASML18 funds$876.5M
Taiwan Semiconductor-SP ADRTSM18 funds$554.4M
Lockheed Martin CorpLMT18 funds$423.8M
General Dynamics CorpGD18 funds$250.0M
L3harris Technologies IncLHX18 funds$122.2M
Ishares Core S&P 500 ETFIVV17 funds$14.7B
Microsoft CorpMSFT17 funds$2.5B
Vanguard S&P 500 ETFVOO17 funds$2.4B
SS SPDR S&P 500 ETF Trust-USSPY17 funds$1.8B
Eli Lilly & CoLLY17 funds$1.6B
Alphabet Inc-CL CGOOG17 funds$1.6B

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

Insider activity (Form 4)

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

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
911
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

14 tracked filers in Q2 2026 filingsstill filing
02142Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $24.5M
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
MSTYYIELDMAX MSTR OP65 funds$21.1M
TSLYYIELDMAX TSLA OP46 funds$59.9M
ULTYthis pageYIELDMAX ULTRA O37 funds$39.0M
CONYYIELDMAX COIN OP25 funds$5.6M
AMDYYIELDMAX AMD OPT15 funds$34.2M
MRNYYIELDMAX MRNA OP12 funds$29.5M
OARKYIELDMAX INNOVAT8 funds$23.1M
YBITYIELDMAX BITCOIN8 funds$422K

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 ULTY

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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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ULTY/capital-change-brief"
Ask your agent
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.