YMAX

Yieldmax Universe Fo In Etfs$7.74 3.20%
UnclassifiedUSCUSIP 88636J659· EOD Aug 4, 2026◍ Confluence graph
Tracked 13F Holders
41
-31 QoQ
13F Value (tracked)
$10.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)6 adding · 5 trimming
Insider net (180d)$0

Price & smart-money activity

$7.74 3.20%3Y -61.1%
$6.10$10.34$14.57$18.80$23.042024202520263522262105781056445
Hover for who · click for detailEnd-of-day closing prices52w $7.27 – $13.35

Who owns YMAX?

41 tracked 13F filers

41 tracked 13F filers disclose a position in YMAX as of the latest SEC 13F filings, a combined $10.9M 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
$2.3M
295K
+85%
Added · +136K sh
Q1 2026
2IHT Wealth Management, LLC
$1.9M
245K
New
+245K sh
Q1 2026
3WINNOW WEALTH LLC
$876K
108K
+1.4%
Added · +2K sh
Q2 2026
4SUSQUEHANNA INTERNATIONAL GROUP, LLP
$742K
95K
−71%
Reduced · −232K sh
Q1 2026
5ZEGA Investments, LLC
$512K
63K
−13%
Reduced · −9K sh
Q2 2026
6WINEBRENNER CAPITAL MANAGEMENT LLC
$473K
59K
+34%
Added · +15K sh
Q2 2026
7Legacy Wealth Management, LLC / MS
$390K
48K
+107%
Added · +25K sh
Q2 2026
8OLD MISSION CAPITAL LLC
$362K
46K
−80%
Reduced · −189K sh
Q1 2026
9MML INVESTORS SERVICES, LLC
$359K
46K
−17%
Reduced · −9K sh
Q1 2026
10Cetera Investment Advisers
$266K
34K
+118%
Added · +18K sh
Q1 2026
11GROUP ONE TRADING LLC
$265K
34K
−63%
Reduced · −57K sh
Q1 2026
12TWO SIGMA SECURITIES, LLC
$214K
27K
−25%
Reduced · −9K sh
Q1 2026
13KESTRA PRIVATE WEALTH SERVICES, LLC
$204K
25K
+0.8%
Added · +200 sh
Q2 2026
14Straight Path Wealth Management
$199K
25K
−16%
Reduced · −5K sh
Q2 2026
15Visionary Wealth Advisors
$176K
22K
+12%
Added · +2K sh
Q1 2026
16WORLD EQUITY GROUP, INC.
$179K
22K
+25%
Added · +4K sh
Q2 2026
17Independent Wealth Network Inc.
$153K
19K
+15%
Added · +2K sh
Q2 2026
18ENVESTNET ASSET MANAGEMENT INC
$146K
19K
+38%
Added · +5K sh
Q1 2026
19Allworth Financial LP
$113K
14K
+9.0%
Added · +1K sh
Q1 2026
20DAYMARK WEALTH PARTNERS, LLC
$115K
14K
+8.0%
Added · +1K sh
Q2 2026
21Creative Planning
$107K
14K
+5.9%
Added · +757 sh
Q1 2026
22PFG Investments, LLC
$96K
12K
−40%
Reduced · −8K sh
Q1 2026
23XTX Topco Ltd
$93K
12K
+4.7%
Added · +532 sh
Q1 2026
24Meridian Wealth Management, LLC
$87K
11K
−15%
Reduced · −2K sh
Q1 2026
25Canal Capital Management, LLC
$89K
11K
New
+11K 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, 2 funds opened a new position in YMAX and 4 added to an existing one, while 5 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)
2
funds
Added
4
funds
Reduced
5
funds
Exited
0
funds

Funds that own YMAX also own

CompanyCo-held byCombined value
VANGUARD S&P 500 ETFVOO15 funds$1.3B
NVIDIA CORPNVDA15 funds$698.0M
INVESCO QQQ TRUST SERIES 1QQQ15 funds$686.0M
APPLE INCAAPL14 funds$1.2B
SS SPDR S&P 500 ETF TRUST-USSPY14 funds$883.4M
AMAZON.COM INCAMZN14 funds$386.5M
ALPHABET INC-CL AGOOGL14 funds$358.6M
VANGUARD TOTAL STOCK MKT ETFVTI14 funds$357.8M
TESLA INCTSLA14 funds$248.2M
ALPHABET INC-CL CGOOG14 funds$218.2M
BERKSHIRE HATHAWAY INC-CL BBRK/B14 funds$169.1M
EXXON MOBIL CORPXOM14 funds$161.6M

Ranked by how many of YMAX'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

13 funds+6 since Q3 2024
02652Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $3.3M

Share classes

Class13F holdersValue held
CHATmc153 funds$182.2M
RSSTmc47 funds$191.9M
YMAXthis pagemc41 funds$10.9M
RSSBRET STCKD GL STK37 funds$280.3M
YMAGYIELDMAX MAGNIFI30 funds$17.2M
SMCOII HILT SMAL MI ETF17 funds$61.5M
QQQYDEFIANCE NASDAQ17 funds$4.6M
RSBTRTN STACKED BD16 funds$33.7M

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 YMAX

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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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/YMAX/capital-change-brief"
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Use Arkolith's capital_change_brief for YMAX.
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 YMAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.