YMAX

Yieldmax Universe Fo In EtfsETF$7.39 1.07%
UnclassifiedCUSIP 88636J659· EOD Sep 15, 2026

Among active 13F managers last quarter, 6 opened and 5 added, while 5 reduced; the largest holder to move was ZEGA Investments, LLC (−13%).

Tracked 13F holders
48
25 in Q2 2026 filings
13F value (tracked)
$10.7M
13F moves · latest Q
11 added
5 reduced

Price & smart-money activity

$7.39 1.07%3Y -62.9%
$6.21$10.40$14.59$18.78$22.9720242025202635222621157810876711
Hover for who · click for detailEnd-of-day closing prices52w $7.27 – $13.14

Who owns YMAX?

48 tracked 13F filers · ranked by shares held

48 tracked 13F filers disclose a position in YMAX as of the latest SEC 13F filings, a combined $10.7M 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
1Jane Street Group, LLC295K
$2.3M
+85%
Added · +136K sh
Q1 2026
2IHT Wealth Management, LLC153K
$1.2M
−37%
Reduced · −91K sh
Q2 2026
3Winnacle Wealth LLC108K
$876K
+1.4%
Added · +2K sh
Q2 2026
4Susquehanna International Group, LLP95K
$742K
−71%
Reduced · −232K sh
Q1 2026
5ZEGA Investments, LLC63K
$512K
−13%
Reduced · −9K sh
Q2 2026
6MML Investors Services, LLC62K
$504K
+36%
Added · +17K sh
Q2 2026
7Winebrenner Capital Management LLC59K
$473K
+34%
Added · +15K sh
Q2 2026
8Group One Trading LLC52K
$421K
+54%
Added · +18K sh
Q2 2026
9Legacy Wealth Management, LLC / MS48K
$390K
+107%
Added · +25K sh
Q2 2026
10Old Mission Capital LLC46K
$362K
−80%
Reduced · −189K sh
Q1 2026
11Cetera Investment Advisers34K
$266K
+118%
Added · +18K sh
Q1 2026
12Kestra Private Wealth Services, LLC25K
$204K
+0.8%
Added · +200 sh
Q2 2026
13Authentikos Wealth Advisory, LLC25K
$202K
−77%
Reduced · −85K sh
Q2 2026
14Straight Path Wealth Management25K
$199K
−16%
Reduced · −5K sh
Q2 2026
15Visionary Wealth Advisors23K
$186K
+2.5%
Added · +575 sh
Q2 2026
16World Equity Group, Inc.22K
$179K
+25%
Added · +4K sh
Q2 2026
17Independent Wealth Network Inc.19K
$153K
+15%
Added · +2K sh
Q2 2026
18Envestnet Asset Management Inc19K
$146K
+38%
Added · +5K sh
Q1 2026
19Citadel Advisors LLC17K
$136K
Added
Added · +17K sh
Q2 2026
20Allworth Financial LP14K
$113K
+9.0%
Added · +1K sh
Q1 2026
21Daymark Wealth Partners, LLC14K
$115K
+8.0%
Added · +1K sh
Q2 2026
22Creative Planning14K
$107K
+5.9%
Added · +757 sh
Q1 2026
23PFG Investments, LLC12K
$96K
−40%
Reduced · −8K sh
Q1 2026
24XTX Topco Ltd12K
$93K
+4.7%
Added · +532 sh
Q1 2026
25Tucker Asset Management LLC11K
$92K
−19%
Reduced · −3K sh
Q2 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 YMAX being bought or sold by institutions?

Last quarter, 6 funds opened a new position in YMAX and 5 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
5
added to an existing position
Reduced
5
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own YMAX also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA21 funds$3.8B
SS SPDR S&P 500 ETF Trust-USSPY21 funds$1.9B
Vanguard S&P 500 ETFVOO21 funds$1.5B
Apple IncAAPL20 funds$4.2B
Amazon.com IncAMZN20 funds$3.3B
Microsoft CorpMSFT20 funds$2.3B
Alphabet Inc-CL AGOOGL20 funds$1.6B
Alphabet Inc-CL CGOOG20 funds$1.5B
Eli Lilly & CoLLY20 funds$1.4B
Advanced Micro DevicesAMD20 funds$1.2B
Invesco QQQ Trust Series 1QQQ20 funds$1.1B
Meta Platforms Inc-Class AMETA20 funds$940.5M

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

Institutional ownership over time

25 tracked filers in Q2 2026 filingsstill filing
02855Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $5.6M
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
CHATmc192 funds$314.6M
RSSTmc62 funds$230.2M
YMAXthis pagemc48 funds$10.7M
RSSBRET STCKD GL STK42 funds$293.0M
YMAGYIELDMAX MAGNIFI34 funds$20.6M
QQQYDEFIANCE NASDAQ23 funds$6.8M
SMCOII HILT SMAL MI ETF19 funds$64.7M
RSBTRTN STACKED BD18 funds$37.4M

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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Ask your agent what changed in YMAX

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/YMAX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for YMAX.
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 YMAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.