YIELDMAX NVDA OPTION INC ETF (NVDY) Top Institutional Shareholders
YIELDMAX NVDA OPTION INC ETF (NVDY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $94.93M in NVDY holdings during the latest filing period.
Tidal Investments Llc is currently the largest disclosed institutional shareholder of NVDY tracked by InsiderSet, reporting ownership valued at approximately $42.55M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $42.48M, representing an estimated loss of -0.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed NVDY value among the investors covered in this analysis. Major shareholders include Tidal Investments Llc, Ubs Group Ag, Polymer Capital Management (Hk) Ltd, and several other long-term asset managers with concentrated positions in YIELDMAX NVDA OPTION INC ETF (NVDY).
This page ranks the largest institutional NVDY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
79
Total Reported Value
$94.93M
Largest Holder
Tidal Investments Llc
Largest Position
$42.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tidal Investments Llc | 0.13% | 3,278,106 | $42,549,816 | $42,484,254 | -$65,562 | -0.15% | |
| Ubs Group Ag | 0.00% | 976,351 | $12,673,036 | $12,653,509 | -$19,527 | -0.15% | |
| Polymer Capital Management (Hk) Ltd | 0.80% | 441,100 | $5,725,478 | $5,716,656 | -$8,822 | -0.15% | |
| Goldman Sachs Group Inc | 0.00% | 375,000 | $4,867,500 | $4,860,000 | -$7,500 | -0.15% | |
| Avidian Wealth Enterprises, Llc | 0.15% | 368,952 | $4,789,000 | $4,781,618 | -$7,382 | -0.15% | |
| Susquehanna International Group, Llp | 0.01% | 327,376 | $4,249,340 | $4,242,793 | -$6,547 | -0.15% | |
| Sunbelt Securities, Inc. | 0.20% | 247,000 | $3,206,063 | $3,201,120 | -$4,943 | -0.15% | |
| Jane Street Group, Llc | 0.00% | 160,969 | $2,089,378 | $2,086,158 | -$3,220 | -0.15% | |
| Morgan Stanley | 0.00% | 106,305 | $1,379,846 | $1,377,713 | -$2,133 | -0.15% | |
| Apella Capital, Llc | 0.02% | 96,579 | $1,354,038 | $1,251,664 | -$102,374 | -7.56% | |
| Stirlingshire Investments, Inc. | 1.07% | 94,200 | $1,222,713 | $1,220,832 | -$1,881 | -0.15% | |
| Cetera Investment Advisers | 0.00% | 54,571 | $708,335 | $707,240 | -$1,095 | -0.15% | |
| Mcguire Capital Advisors Inc | 0.40% | 48,578 | $630,546 | $629,571 | -$975 | -0.15% | |
| Westend Capital Management, Llc | 0.19% | 47,888 | $621,586 | $620,628 | -$958 | -0.15% | |
| Visionary Wealth Advisors | 0.03% | 47,809 | $620,563 | $619,605 | -$958 | -0.15% | |
| Capital Cs Group, Llc | 1.19% | 44,442 | $576,855 | $575,968 | -$887 | -0.15% | |
| Pfg Investments, Llc | 0.02% | 36,245 | $470,462 | $469,735 | -$727 | -0.15% | |
| Dynamic Advisor Solutions Llc | 0.01% | 35,925 | $466,307 | $465,588 | -$719 | -0.15% | |
| Commonwealth Equity Services, Llc | 0.00% | 34,394 | $446,440 | $445,746 | -$694 | -0.16% | |
| Cavalier Investments, Llc | 0.11% | 32,819 | $425,991 | $425,334 | -$657 | -0.15% | |
| Mgo One Seven Llc | 0.01% | 32,751 | $425,108 | $424,453 | -$655 | -0.15% | |
| Zega Investments, Llc | 0.06% | 26,064 | $338,310 | $337,789 | -$521 | -0.15% | |
| Chung Wu Investment Group, Llc | 0.26% | 23,600 | $306,328 | $305,856 | -$472 | -0.15% | |
| Private Advisor Group, Llc | 0.00% | 22,972 | $298,170 | $297,717 | -$453 | -0.15% | |
| Mml Investors Services, Llc | 0.00% | 19,512 | $253,261 | $252,876 | -$385 | -0.15% | |
| Kovack Advisors, Inc. | 0.01% | 14,184 | $240,100 | $183,825 | -$56,275 | -23.44% | |
| Meadowbrook Wealth Management, Llc | 0.31% | 18,285 | $237,339 | $236,974 | -$365 | -0.15% | |
| Redhawk Wealth Advisors, Inc. | 0.03% | 18,030 | $234,023 | $233,669 | -$354 | -0.15% | |
| Integrity Alliance, Llc. | 0.01% | 17,412 | $226,014 | $225,660 | -$354 | -0.16% | |
| Allworth Financial Lp | 0.00% | 16,289 | $211,436 | $211,105 | -$331 | -0.16% | |
| Adams Wealth Management | 0.04% | 14,561 | $189,002 | $188,711 | -$291 | -0.15% | |
| Cachetech Inc. | 0.04% | 14,561 | $189,002 | $188,711 | -$291 | -0.15% | |
| Brookstone Capital Management | 0.00% | 14,459 | $187,681 | $187,389 | -$292 | -0.16% | |
| Stonex Group Inc. | 0.01% | 13,718 | $178,060 | $177,785 | -$275 | -0.15% | |
| Compound Planning, Inc. | 0.01% | 13,263 | $172,154 | $171,888 | -$266 | -0.15% | |
| U.S. Capital Wealth Advisors, Llc | 0.00% | 13,000 | $168,740 | $168,480 | -$260 | -0.15% | |
| J.W. Cole Advisors, Inc. | 0.01% | 12,901 | $167,459 | $167,197 | -$262 | -0.16% | |
| Xtx Topco Ltd | 0.00% | 12,529 | $162,626 | $162,376 | -$250 | -0.15% | |
| Rockefeller Capital Management L.P. | 0.00% | 12,500 | $162,250 | $162,000 | -$250 | -0.15% | |
| Prospera Financial Services Inc | 0.00% | 12,387 | $160,783 | $160,536 | -$247 | -0.15% | |
| Mercer Global Advisors Inc | 0.00% | 11,739 | $152,376 | $152,137 | -$239 | -0.16% | |
| Arkadios Wealth Advisors | 0.00% | 10,905 | $141,552 | $141,329 | -$223 | -0.16% | |
| Traynor Capital Management, Inc. | 0.01% | 11,225 | $138,960 | $145,476 | +$6,516 | +4.69% | |
| Osaic Holdings, Inc. | 0.00% | 10,293 | $133,604 | $133,397 | -$207 | -0.15% | |
| Winebrenner Capital Management Llc | 0.08% | 10,000 | $129,800 | $129,600 | -$200 | -0.15% | |
| Tower Research Capital Llc (Trc) | 0.00% | 7,588 | $98,492 | $98,340 | -$152 | -0.15% | |
| Capital Investment Advisory Services, Llc | 0.01% | 7,475 | $97,026 | $96,876 | -$150 | -0.15% | |
| Us Bancorp \De\ | 0.00% | 4,973 | $64,550 | $64,450 | -$100 | -0.15% | |
| Pnc Financial Services Group, Inc. | 0.00% | 4,887 | $63,433 | $63,336 | -$97 | -0.15% | |
| Innovative Asset Advisors Group, Llc | 0.02% | 3,294 | $43,118 | $42,690 | -$428 | -0.99% |
Frequently asked questions about NVDY
Who owns the most NVDY stock?
The largest holders of NVDY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for YIELDMAX NVDA OPTION INC ETF (NVDY).
Is NVDY widely held by superinvestors?
Many widely followed stocks like NVDY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NVDY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.