NVDY institutional holders

YieldMax NVDA Option Income Strategy ETF · 89 reporting institutions · $89M reported value

Institutional holdings

Institutions reporting NVDY, largest first
InstitutionReported positionAdvisors at firmReport period
Tidal Investments LLC$41.1M02026-06-30
UBS Group AG$12.3M02026-06-30
Avidian Wealth Enterprises, LLC$5.8M432026-06-30
Jane Street Group, LLC$4.9M02026-06-30
Lfg Wealth Partners, LLC$3.5M112026-06-30
Sunbelt Securities, Inc.$3.2M632026-03-31
Susquehanna International Group, LLP$1.9M02026-06-30
Old Mission Capital LLC$1.7M02026-06-30
Stirlingshire Investments, Inc.$1.2M282026-06-30
Commonwealth Equity Services, LLC$1.1M2,8632026-06-30
Cetera Investment Advisers$1M10,3702026-06-30
Group One Trading LLC$926.9K02026-06-30
Chung Wu Investment Group, LLC$836.5K22026-06-30
McGuire Capital Advisors Inc$645.8K42026-06-30
Capital Cs Group, LLC$602.9K42026-06-30
Visionary Wealth Advisors$576.1K462026-06-30
Pfg Investments, LLC$548.6K02026-06-30
Adaptive Investments$547K02026-06-30
Westend Capital Management, Llc.$494.1K32026-06-30
Adams Wealth Management$443K102026-06-30
Cachetech Inc.$443K32026-06-30
Mgo One Seven LLC$405.2K1182026-06-30
Zega Investments, LLC$319.9K62026-06-30
Renaissance Technologies LLC$302.3K02026-06-30
Jpmorgan Chase & Co$287K02026-06-30
Lpl Financial LLC$248.9K23,4582026-06-30
J.W. Cole Advisors, Inc.$248.2K4992026-06-30
Redhawk Wealth Advisors, Inc.$245.5K432026-06-30
Integrity Alliance, Llc.$241.8K3532026-06-30
Allworth Financial, LP$228K3172026-06-30
Meadowbrook Wealth Management, LLC$226.4K22026-06-30
Dynamic$204.9K752026-06-30
U.S. Capital Wealth Advisors, LLC$168.7K02026-03-31
Arax Advisory Partners$161.7K2322026-06-30
Prospera Financial Services, Inc.$150.4K2702026-06-30
Focus Partners Wealth$149.1K1,0482026-06-30
Mercer Global Advisors Inc /adv$148.5K02026-06-30
Traynor Capital Management, Inc.$139.6K72026-06-30
Y-Intercept (hong Kong) Ltd$134.6K02026-06-30
Stonex Group Inc.$132.3K02026-06-30
Winebrenner Capital Management LLC$124.4K62026-06-30
Osaic Holdings, Inc.$123.7K02026-06-30
Belvedere Trading LLC$115.3K02026-06-30
Capital Investment Advisory Services, LLC$94.2K1032026-06-30
Bogart Wealth, LLC$64.4K242026-06-30
PNC Financial Services Group, Inc.$60.8K02026-06-30
Larson Financial Group LLC$41.1K672026-06-30
Corecap Advisors, LLC$40.8K1182026-06-30
Versant Capital Management, Inc.$40K112026-06-30
Nfsg Corp$37.3K752026-06-30
Hfm Investment Advisors, LLC$36.1K72026-06-30
Steward Partners Investment Advisory, LLC$33K4812026-06-30
Wilmington Savings Fund Society, Fsb$28.1K02026-06-30
Morgan Stanley$21.8K23,1852026-06-30
US Bancorp$21.4K02026-06-30
Ameritas Advisory Services, LLC$20.9K5502026-06-30
Centaurus Financial, Inc.$13.2K4312026-06-30
Kings Path Partners LLC$12.4K42026-06-30
Ifp Advisors, Inc$10.9K3182026-06-30
Global Retirement Partners LLC$10K4912026-06-30
Harbour Investments, Inc.$8.7K2472026-06-30
Farther Finance Advisors, LLC$7.5K3342026-06-30
Signaturefd, LLC$7.5K492026-06-30
Lanark Financial, Inc.$7.2K692026-06-30
Ae Wealth Management LLC$6.6K4712026-06-30
Highland Investment Advisors LLC$6.5K102026-06-30
Federation Des Caisses Desjardins Du Quebec$6.2K02026-06-30
International Assets Investment Management, LLC$6.2K1222026-06-30
Evolution Wealth Management Inc.$3.7K32026-06-30
Tower Research Capital LLC (trc)$3.6K02026-06-30
Royal Bank of Canada$3K02026-06-30
Cwm, LLC$2.7K6672026-03-31
Vision Financial Markets LLC$2.5K02026-06-30
Bank of Montreal /can$2.1K02026-06-30
Integrated Wealth Concepts LLC$1.4K4802026-06-30
Ares Financial Consulting, LLC$1.4K42026-06-30
Strategic Investment Solutions, Inc. /il$1.3K102026-06-30
Private Wealth Asset Management$1.2K222026-06-30
Fmr LLC$1.2K02026-06-30
Hrt Financial LP$73402026-06-30
Jfs Wealth Advisors, LLC$622332026-06-30
Cambridge Investment Research Advisors, Inc.$5243,9402026-03-31
Wedbush Securities Inc$3382202026-06-30
Guerra Advisors Inc$302172025-09-30
Blue Bell Private Wealth Management, LLC$199112026-06-30
Dhjj Financial Advisors, Ltd.$16272026-06-30
Wells Fargo & Company/mn$7502026-06-30
St Germain D J Co Inc$702026-06-30
Fny Investment Advisers, LLC$102026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30