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YieldMax Ultra Option Income Strategy ETF (ULTY) Institutional Ownership

YieldMax Ultra Option Income Strategy ETF logo
$31.21 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$19.69M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$6.67M
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Skip Chart & View Institutional Buying and Selling Data

ULTY Institutional Buying and Selling by Quarter

YieldMax Ultra Option Income Strategy ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2026 Arax Advisory Partners700$26K0.0%N/A0.002%
2/10/2026 One Capital Management LLC23,734$886K0.0%-88.3%0.071%
11/14/2025 One Capital Management LLC202,507$1.11M0.0%N/A0.039%
11/10/2025 North 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

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.

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).

Institutional investors have bought a total of 360,156 shares in the last 24 months. This purchase volume represents approximately $19.69M in transactions.

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

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.


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This page (NYSEARCA:ULTY) was last updated on 5/25/2026 by MarketBeat.com Staff.
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