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YieldMax Ultra Option Income Strategy ETF (ULTY) Institutional Ownership

YieldMax Ultra Option Income Strategy ETF logo
$31.95 +0.22 (+0.69%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$28.74M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$6.67M
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ULTY Institutional Buying and Selling by Quarter

YieldMax Ultra Option Income Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2026Arax Advisory Partners700$26K0.0%N/A0.002%
2/10/2026One Capital Management LLC23,734$886K0.0%-88.3%0.071%
11/14/2025One Capital Management LLC202,507$1.11M0.0%N/A0.039%
11/10/2025North Star Asset Management Inc.24,882$136K0.0%N/A0.005%
10/28/2025 Nations Financial Group Inc. IA ADV12,067$66K0.0%N/A0.002%
10/23/2025 SG Americas Securities LLC120,000$656K0.0%N/A0.019%
5/15/2025OLD Mission Capital LLC193,401$1.17M0.0%+341.7%0.483%
2/14/2025Coppell Advisory Solutions LLC5,515$50K0.0%+34.5%0.113%
2/12/2025OLD Mission Capital LLC43,782$393K0.0%N/A0.894%
1/8/2025Worth Asset Management LLC10,819$97K0.1%N/A0.221%


ULTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ULTY shares?

During the previous two years, the following institutional investors and hedge funds held shares of YieldMax Ultra Option Income Strategy ETF shares: OLD Mission Capital LLC ($1.17M), One Capital Management LLC ($886K), SG Americas Securities LLC ($656K), North Star Asset Management Inc. ($136K), Worth Asset Management LLC ($97K), Nations Financial Group Inc. IA ADV ($66K), and Coppell Advisory Solutions LLC ($50K).Learn more on YieldMax Ultra Option Income Strategy ETF's institutional investors.

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

The following institutional investors have purchased YieldMax Ultra Option Income Strategy ETF's stock in the last 24 months: One Capital Management LLC ($202.51K), OLD Mission Capital LLC ($193.40K), SG Americas Securities LLC ($120K), North Star Asset Management Inc. ($24.88K), Nations Financial Group Inc. IA ADV ($12.07K), Worth Asset Management LLC ($10.82K), and Coppell Advisory Solutions LLC ($1.42K).

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

Institutional investors have bought a total of 509,775 shares in the last 24 months. This purchase volume represents approximately $28.74M in transactions.

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

The following institutional investors have sold YieldMax Ultra Option Income Strategy ETF stock in the last 24 months: One Capital Management LLC ($178.77K).

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

Institutional investors have sold a total of 178,773 shares in the last 24 months. This volume of shares sold represents approximately $6.67M in transactions.



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