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YieldMax MSTR Option Income Strategy ETF (MSTY) Institutional Ownership

YieldMax MSTR Option Income Strategy ETF logo
$15.52 -0.02 (-0.13%)
Closing price 04:10 PM Eastern
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$15.64 +0.12 (+0.75%)
As of 06:55 PM Eastern
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Institutional Ownership Changes (13F Filings) for YieldMax MSTR Option Income Strategy ETF (NYSEARCA:MSTY)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$10.15M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$9.53M
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MSTY Institutional Buying and Selling by Quarter

YieldMax MSTR Option Income Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026FNY Investment Advisers LLC10,080$123K0.0%-49.8%0.017%
2/20/2026Sunbelt Securities Inc.1,858$55K0.0%-88.0%0.004%
2/18/2026Toronto Dominion Bank1,000$30K0.0%-80.0%0.002%
2/13/2026Arkadios Wealth Advisors7,092$210K0.0%-79.3%0.015%
2/2/2026Cornerstone Planning Group LLC3,040$89K0.0%+16,788.9%0.006%
1/23/2026Farther Finance Advisors LLC1,010$30K0.0%+2,785.7%0.002%
1/16/2026FNY Investment Advisers LLC19,980$591K0.2%-12.4%0.044%
1/13/2026CoreCap Advisors LLC1,825$54K0.0%-74.8%0.004%
12/15/2025FNY Investment Advisers LLC22,800$318K0.1%+178.0%0.040%
11/26/2025Strategic Advocates LLC2,972$41K0.0%N/A0.005%
11/19/2025Sunbelt Securities Inc.15,491$216K0.0%N/A0.005%
11/17/2025NewEdge Advisors LLC12,908$180K0.0%N/A0.005%
11/13/2025Jump Financial LLC342,727$4.78M0.0%-19.4%0.121%
11/3/2025Argent Advisors Inc.20,000$279K0.1%-60.0%0.007%
11/3/2025Valeo Financial Advisors LLC15,258$213K0.0%N/A0.005%
10/29/2025Arkadios Wealth Advisors34,205$477K0.0%N/A0.012%
10/29/2025J.Safra Asset Management Corp12,206$170K0.0%N/A0.004%
10/27/2025 Versant Capital Management Inc2,218$31K0.0%+92.0%0.001%
10/24/2025ORG Partners LLC20,904$292K0.1%+135.6%0.007%
10/23/2025Kingswood Wealth Advisors LLC20,598$288K0.0%N/A0.007%
10/22/2025CoreCap Advisors LLC7,251$101K0.0%+49.9%0.002%
10/9/2025AdvisorNet Financial Inc4,898$68K0.0%+29.8%0.002%
10/8/2025Fiduciary Alliance LLC102,622$1.43M0.1%+35.4%0.035%
8/15/2025Captrust Financial Advisors15,382$341K0.0%N/A0.005%
8/13/2025Jump Financial LLC425,060$9.42M0.1%N/A0.149%
8/12/2025Maripau Wealth Management LLC45,852$1.02M0.5%N/A0.016%
7/30/2025FNY Investment Advisers LLC8,200$181K0.1%+355.6%0.003%
7/17/2025Sound Income Strategies LLC1,500$33K0.0%N/A0.001%
7/16/2025ORG Partners LLC8,872$191K0.0%N/A0.003%
7/14/2025AdvisorNet Financial Inc3,774$84K0.0%-41.1%0.001%
7/9/2025Fiduciary Alliance LLC75,767$1.68M0.1%+99.4%0.030%
4/25/2025Argent Advisors Inc.20,000$407K0.1%+100.0%0.017%
4/22/2025Cambridge Investment Research Advisors Inc.18,423$375K0.0%N/A0.015%
4/17/2025FNY Investment Advisers LLC1,800$36K0.0%-64.0%0.001%
4/9/2025Fiduciary Alliance LLC37,994$772K0.1%+27.2%0.035%
4/7/2025AdvisorNet Financial Inc6,408$130K0.0%+126.8%0.006%
2/12/2025OLD Mission Capital LLC40,853$1.08M0.0%+302.1%0.989%
2/10/2025Argent Advisors Inc.10,000$263K0.1%N/A0.242%
1/13/2025FNY Investment Advisers LLC5,000$131K0.1%N/A0.121%
1/13/2025AdvisorNet Financial Inc2,825$74K0.0%N/A0.068%
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1/13/2025Fiduciary Alliance LLC29,858$786K0.1%N/A0.723%
1/8/2025Worth Asset Management LLC7,873$207K0.1%N/A0.191%
7/17/2024AlphaMark Advisors LLC2,989$86K0.0%+27.2%0.072%


MSTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 institutional investors and hedge funds held shares of YieldMax MSTR Option Income Strategy ETF. The most heavily invested institutionals were Jump Financial LLC ($4.78M), Fiduciary Alliance LLC ($1.43M), OLD Mission Capital LLC ($1.08M), Maripau Wealth Management LLC ($1.02M), Cambridge Investment Research Advisors Inc. ($375K), Captrust Financial Advisors ($341K), and ORG Partners LLC ($292K).Learn more on YieldMax MSTR Option Income Strategy ETF's institutional investors.

Of the 23 institutional investors that purchased YieldMax MSTR Option Income Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jump Financial LLC ($425.06K), Fiduciary Alliance LLC ($102.62K), Maripau Wealth Management LLC ($45.85K), Arkadios Wealth Advisors ($34.21K), OLD Mission Capital LLC ($30.69K), FNY Investment Advisers LLC ($26K), and ORG Partners LLC ($20.90K).

Institutional investors have bought a total of 147,743 shares in the last 24 months. This purchase volume represents approximately $10.15M in transactions.

The following institutional investors have sold YieldMax MSTR Option Income Strategy ETF stock in the last 24 months: Jump Financial LLC ($82.33K), Argent Advisors Inc. ($30K), Arkadios Wealth Advisors ($27.11K), Sunbelt Securities Inc. ($13.63K), FNY Investment Advisers LLC ($12.82K), CoreCap Advisors LLC ($5.43K), and Toronto Dominion Bank ($4K).

Institutional investors have sold a total of 175,325 shares in the last 24 months. This volume of shares sold represents approximately $9.53M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:MSTY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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