NVDY Institutional Ownership & Shareholders
YIELDMAX NVDA OPTION INC ETF (NVDY) is currently held by 78 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $103.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Tidal Investments Llc is currently the largest disclosed institutional shareholder of NVDY tracked by InsiderSet, reporting ownership valued at approximately $41.07M in its June 30, 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 $36.98M, representing an estimated loss of -9.97% 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, Centaurus Financial, Inc., Ubs Group Ag, 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
78
Total Reported Value
$103.06M
Largest Holder
Tidal Investments Llc
Largest Position
$41.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tidal Investments Llc | 0.10% | 3,301,441 | $41,069,926 | $36,976,139 | -$4,093,787 | -9.97% | |
| Centaurus Financial, Inc. | 0.51% | 1,057,834 | $13,159,000 | $11,847,741 | -$1,311,259 | -9.96% | |
| Ubs Group Ag | 0.00% | 990,009 | $12,315,712 | $11,088,101 | -$1,227,611 | -9.97% | |
| Avidian Wealth Enterprises, Llc | 0.16% | 459,791 | $5,857,740 | $5,149,659 | -$708,081 | -12.09% | |
| Jane Street Group, Llc | 0.00% | 397,081 | $4,939,687 | $4,447,307 | -$492,380 | -9.97% | |
| Lfg Wealth Partners, Llc | 1.73% | 325,027 | $4,140,843 | $3,640,302 | -$500,541 | -12.09% | |
| Sunbelt Securities, Inc. | 0.20% | 247,000 | $3,206,063 | $2,766,400 | -$439,663 | -13.71% | |
| Susquehanna International Group, Llp | 0.00% | 151,107 | $1,879,771 | $1,692,398 | -$187,373 | -9.97% | |
| Old Mission Capital Llc | 0.04% | 139,696 | $1,737,818 | $1,564,595 | -$173,223 | -9.97% | |
| Stirlingshire Investments, Inc. | 0.90% | 97,849 | $1,217,238 | $1,095,909 | -$121,329 | -9.97% | |
| Commonwealth Equity Services, Llc | 0.00% | 86,845 | $1,080,350 | $972,664 | -$107,686 | -9.97% | |
| Cetera Investment Advisers | 0.00% | 82,107 | $1,021,406 | $919,598 | -$101,808 | -9.97% | |
| Group One Trading Llc | 0.03% | 74,511 | $926,917 | $834,523 | -$92,394 | -9.97% | |
| Chung Wu Investment Group, Llc | 0.55% | 67,240 | $836,466 | $753,088 | -$83,378 | -9.97% | |
| Hrt Financial Lp | 0.00% | 59,042 | $734,000 | $661,270 | -$72,730 | -9.91% | |
| Mcguire Capital Advisors Inc | 0.35% | 51,915 | $645,824 | $581,448 | -$64,376 | -9.97% | |
| Capital Cs Group, Llc | 0.99% | 50,576 | $644,342 | $566,451 | -$77,891 | -12.09% | |
| Visionary Wealth Advisors | 0.02% | 46,308 | $576,078 | $518,650 | -$57,428 | -9.97% | |
| Pfg Investments, Llc | 0.02% | 44,097 | $548,568 | $493,886 | -$54,682 | -9.97% | |
| Cavalier Investments, Llc | 0.20% | 43,969 | $546,974 | $492,453 | -$54,521 | -9.97% | |
| Westend Capital Management, Llc | 0.11% | 39,717 | $494,079 | $444,830 | -$49,249 | -9.97% | |
| Adams Wealth Management | 0.08% | 35,613 | $443,026 | $398,866 | -$44,160 | -9.97% | |
| Cachetech Inc. | 0.07% | 35,613 | $443,026 | $398,866 | -$44,160 | -9.97% | |
| Zega Investments, Llc | 0.05% | 25,719 | $319,938 | $288,053 | -$31,885 | -9.97% | |
| Mgo One Seven Llc | 0.01% | 24,874 | $316,890 | $278,589 | -$38,301 | -12.09% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 24,300 | $302,292 | $272,160 | -$30,132 | -9.97% |
| Jpmorgan Chase & Co | 0.00% | 23,526 | $287,017 | $263,491 | -$23,526 | -8.20% | |
| Integrity Alliance, Llc. | 0.01% | 20,353 | $259,306 | $227,954 | -$31,352 | -12.09% | |
| Redhawk Wealth Advisors, Inc. | 0.03% | 20,333 | $259,041 | $227,730 | -$31,311 | -12.09% | |
| Dynamic Advisor Solutions Llc | 0.01% | 20,275 | $258,304 | $227,080 | -$31,224 | -12.09% | |
| Lpl Financial Llc | 0.00% | 20,004 | $248,850 | $224,045 | -$24,805 | -9.97% | |
| J.W. Cole Advisors, Inc. | 0.00% | 19,955 | $248,238 | $223,496 | -$24,742 | -9.97% | |
| Virtue Capital Management, Llc | 0.03% | 19,334 | $246,313 | $216,541 | -$29,772 | -12.09% | |
| Allworth Financial Lp | 0.00% | 18,325 | $227,964 | $205,240 | -$22,724 | -9.97% | |
| U.S. Capital Wealth Advisors, Llc | 0.00% | 13,000 | $168,740 | $145,600 | -$23,140 | -13.71% | |
| Arax Advisory Partners | 0.00% | 13,000 | $161,720 | $145,600 | -$16,120 | -9.97% | |
| Prospera Financial Services Inc | 0.00% | 12,087 | $150,362 | $135,374 | -$14,988 | -9.97% | |
| Focus Partners Wealth | 0.00% | 11,984 | $149,083 | $134,221 | -$14,862 | -9.97% | |
| Mercer Global Advisors Inc | 0.00% | 11,935 | $148,468 | $133,672 | -$14,796 | -9.97% | |
| Stonex Group Inc. | 0.01% | 10,063 | $132,287 | $112,706 | -$19,581 | -14.80% | |
| Osaic Holdings, Inc. | 0.00% | 9,945 | $123,721 | $111,384 | -$12,337 | -9.97% | |
| Belvedere Trading Llc | 0.01% | 9,265 | $115,257 | $103,768 | -$11,489 | -9.97% | |
| Bogart Wealth, Llc | 0.00% | 5,177 | $64,402 | $57,982 | -$6,420 | -9.97% | |
| Pnc Financial Services Group, Inc. | 0.00% | 4,887 | $60,794 | $54,734 | -$6,060 | -9.97% | |
| Larson Financial Group Llc | 0.00% | 3,306 | $41,127 | $37,027 | -$4,100 | -9.97% | |
| Versant Capital Management, Inc | 0.00% | 3,218 | $40,997 | $36,042 | -$4,955 | -12.09% | |
| Corecap Advisors, Llc | 0.00% | 3,043 | $38,776 | $34,082 | -$4,694 | -12.11% | |
| Nfsg Corp | 0.00% | 3,000 | $38,220 | $33,600 | -$4,620 | -12.09% | |
| Hfm Investment Advisors, Llc | 0.01% | 2,898 | $36,051 | $32,458 | -$3,593 | -9.97% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,649 | $32,954 | $29,669 | -$3,285 | -9.97% |
Frequently asked questions about NVDY
Who are the largest institutional holders of NVDY?
The largest institutional holders of NVDY reported in the latest SEC Form 13F filings include Tidal Investments Llc, Centaurus Financial, Inc., Ubs Group Ag, Avidian Wealth Enterprises, Llc, and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported NVDY position.
What is NVDY institutional ownership?
This page tracks NVDY positions reported by institutional investment managers through SEC Form 13F. YIELDMAX NVDA OPTION INC ETF (NVDY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NVDY?
InsiderSet currently tracks 78 institutional managers reporting NVDY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NVDY shareholders.
How much NVDY stock do institutions own?
Institutional investment managers disclosed approximately $103.06M in NVDY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NVDY institutional ownership last updated?
The latest NVDY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NVDY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NVDY position after the reporting date.
Are institutions buying or selling NVDY?
Institutional buying and selling can be analyzed by comparing NVDY positions across consecutive 13F reporting periods. InsiderSet's NVDY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NVDY ownership changes.
How has NVDY institutional ownership changed over time?
InsiderSet tracks NVDY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.