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YieldMax NVDA Option Income Strategy ETF (NVDY) Institutional Ownership

YieldMax NVDA Option Income Strategy ETF logo
$13.32 -0.12 (-0.89%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for YieldMax NVDA Option Income Strategy ETF (NYSEARCA:NVDY)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$8.17M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$576.23K
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NVDY Institutional Buying and Selling by Quarter

YieldMax NVDA Option Income Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2026Sunbelt Securities Inc.242,462$3.54M0.2%+4.7%0.228%
2/11/2026 J.Safra Asset Management Corp14,944$218K0.0%-5.0%0.014%
1/16/2026 FNY Investment Advisers LLC81,300$1.19M0.3%+3,287.5%0.074%
1/15/2026 Westend Capital Management LLC38,736$566K0.2%-2.6%0.035%
1/12/2026 Meadowbrook Wealth Management LLC21,505$314K0.4%-3.5%0.020%
12/15/2025 FNY Investment Advisers LLC2,400$40K0.0%N/A0.002%
11/19/2025Sunbelt Securities Inc.231,611$3.89M0.3%-8.6%0.209%
11/10/2025Colonial Trust Advisors21,450$360K0.0%+559.8%0.019%
10/29/2025Arkadios Wealth Advisors10,070$169K0.0%N/A0.009%
10/29/2025 J.Safra Asset Management Corp15,726$264K0.0%N/A0.014%
10/22/2025 CoreCap Advisors LLC2,695$45K0.0%-67.9%0.002%
10/9/2025 Meadowbrook Wealth Management LLC22,295$375K0.4%N/A0.020%
8/13/2025Jump Financial LLC46,118$773K0.0%N/A0.042%
8/13/2025Colonial Trust Advisors3,251$55K0.0%-58.4%0.003%
7/16/2025 ST Germain D J Co. Inc.1,461$25K0.0%N/A0.001%
7/14/2025 Westend Capital Management LLC39,305$659K0.2%+2.1%0.038%
5/15/2025OLD Mission Capital LLC308,289$4.74M0.1%N/A0.353%
5/14/2025Colonial Trust Advisors7,813$120K0.0%N/A0.009%
5/8/2025Arkadios Wealth Advisors12,243$188K0.0%+23.4%0.014%
4/24/2025Westend Capital Management LLC38,505$592K0.2%+18.2%0.044%
4/24/2025Sunbelt Securities Inc.230,839$3.55M0.3%-8.9%0.264%
2/18/2025Sunbelt Securities Inc.253,374$6.02M0.5%+42.5%1.492%
2/17/2025Cary Street Partners Financial LLC8,999$210K0.0%N/A0.053%
2/12/2025Brown Brothers Harriman & Co.2,000$47K0.0%N/A0.012%
1/16/2025MassMutual Private Wealth & Trust FSB2,500$58K0.0%N/A0.015%
1/15/2025Westend Capital Management LLC32,584$761K0.2%+131.6%0.192%
1/15/2025Arkadios Wealth Advisors9,925$232K0.0%-42.9%0.058%
1/13/2025FNY Investment Advisers LLC3,000$70K0.0%N/A0.018%
11/18/2024Sunbelt Securities Inc.177,744$4.26M0.4%+39.9%1.047%
10/24/2024Arkadios Wealth Advisors17,390$417K0.0%N/A0.102%
10/10/2024Westend Capital Management LLC14,072$337K0.1%N/A0.083%
8/16/2024Sunbelt Securities Inc.127,010$3.72M0.4%N/A0.748%
7/17/2024AlphaMark Advisors LLC8,685$255K0.1%+387.1%0.051%
4/18/2024AlphaMark Advisors LLC1,783$52K0.0%N/A0.011%
10/31/2023AlphaMark Advisors LLC3,636$80K0.0%N/A0.189%


NVDY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NVDY shares?

During the previous two years, 15 institutional investors and hedge funds held shares of YieldMax NVDA Option Income Strategy ETF. The most heavily invested institutionals were OLD Mission Capital LLC ($4.74M), Sunbelt Securities Inc. ($3.54M), FNY Investment Advisers LLC ($1.19M), Jump Financial LLC ($773K), Westend Capital Management LLC ($566K), Colonial Trust Advisors ($360K), and Meadowbrook Wealth Management LLC ($314K).Learn more on YieldMax NVDA Option Income Strategy ETF's institutional investors.

Which institutional investors have been buying YieldMax NVDA Option Income Strategy ETF's stock?

Of the 14 institutional investors that purchased YieldMax NVDA Option Income Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($308.29K), Sunbelt Securities Inc. ($264.23K), FNY Investment Advisers LLC ($84.30K), Jump Financial LLC ($46.12K), Westend Capital Management LLC ($39.31K), Arkadios Wealth Advisors ($29.78K), and Colonial Trust Advisors ($26.01K).

How much institutional buying is happening at YieldMax NVDA Option Income Strategy ETF?

Institutional investors have bought a total of 525,240 shares in the last 24 months. This purchase volume represents approximately $8.17M in transactions.

Which of YieldMax NVDA Option Income Strategy ETF's major shareholders have been selling company stock?

The following institutional investors have sold YieldMax NVDA Option Income Strategy ETF stock in the last 24 months: Sunbelt Securities Inc. ($21.76K), CoreCap Advisors LLC ($5.71K), Colonial Trust Advisors ($4.56K), Westend Capital Management LLC ($1.05K), Meadowbrook Wealth Management LLC ($790.00), and J.Safra Asset Management Corp ($782.00).

How much institutional selling is happening at YieldMax NVDA Option Income Strategy ETF?

Institutional investors have sold a total of 34,649 shares in the last 24 months. This volume of shares sold represents approximately $576.23K in transactions.



This page (NYSEARCA:NVDY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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