Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / YIELDMAX UNIVERS
-
Total 13F shares
-
470,900
-
Share change
-
-254,861
-
Total reported value
-
$4,702,855
-
Price per share
-
$9.98
-
Number of holders
-
25
-
Value change
-
-$3,415,742
-
Number of buys
-
14
-
Number of sells
-
12
Institutional Holders of TIDAL TRUST II - YIELDMAX UNIVERS (YMAX) as of Q4 2025
As of 31 Dec 2025,
TIDAL TRUST II - YIELDMAX UNIVERS (YMAX) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
470,900 shares.
The largest 10 holders included
ZEGA Investments, LLC, Authentikos Wealth Advisory, LLC, Legacy Wealth Management, LLC / MS, WINEBRENNER CAPITAL MANAGEMENT LLC, PFG Investments, LLC, Cambridge Investment Research Advisors, Inc., Independent Wealth Network Inc., TUCKER ASSET MANAGEMENT LLC, WORLD EQUITY GROUP, INC., and KESTRA PRIVATE WEALTH SERVICES, LLC.
This page lists
25
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.