Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / YIELDMAX XYZ OPT
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Number of holders
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9
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Total 13F shares, excl. options
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2.25M
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Shares change
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+709K
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Total reported value, excl. options
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$23.6M
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Value change
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+$6.74M
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Number of buys
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3
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Number of sells
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-7
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Price
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$10.49
Significant Holders of TIDAL TRUST II - YIELDMAX XYZ OPT (XYZY) as of Q1 2025
12 filings reported holding XYZY - TIDAL TRUST II - YIELDMAX XYZ OPT as of Q1 2025.
TIDAL TRUST II - YIELDMAX XYZ OPT (XYZY) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.25M shares
.
Largest 10 shareholders include Tidal Investments LLC (2.16M shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (45.4K shares), Worth Asset Management, LLC (21K shares), CITADEL ADVISORS LLC (15K shares), Wilmington Savings Fund Society, FSB (3.8K shares), UBS Group AG (1.16K shares), MORGAN STANLEY (922 shares), AE Wealth Management LLC (269 shares), WELLS FARGO & COMPANY/MN (2 shares), and JANE STREET GROUP, LLC (0 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.