Q2 2025 13F Holders as of 30 Jun 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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7
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Total 13F shares, excl. options
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3.09M
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Shares change
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+838K
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Total reported value, excl. options
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$31.7M
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Value change
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+$8.57M
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Number of buys
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3
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Number of sells
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-5
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Price
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$10.25
Significant Holders of TIDAL TRUST II - YIELDMAX XYZ OPT (XYZY) as of Q2 2025
11 filings reported holding XYZY - TIDAL TRUST II - YIELDMAX XYZ OPT as of Q2 2025.
TIDAL TRUST II - YIELDMAX XYZ OPT (XYZY) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.09M shares
.
Largest 10 shareholders include Tidal Investments LLC (3.07M shares), FIRETHORN WEALTH PARTNERS, LLC (11.9K shares), Wilmington Savings Fund Society, FSB (3.8K shares), MORGAN STANLEY (922 shares), SWAN Capital LLC (624 shares), AE Wealth Management LLC (269 shares), WELLS FARGO & COMPANY/MN (1 shares), CITADEL ADVISORS LLC (0 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares), and UBS Group AG (0 shares).
This table shows the top 7 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.