YIELDMAX NVDA OPTION INC ETF (NVDY) Institutional Ownership Changes & 13F Activity
YIELDMAX NVDA OPTION INC ETF (NVDY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Tidal Investments Llc, Centaurus Financial, Inc., Mcguire Capital Advisors Inc, Susquehanna International Group, Llp, and Old Mission Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -60,551 | -54.6% | 50,414 | $736.54K | Q4 2025 | May 15, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +86 | — | 86 | $1.25K | Q4 2025 | Feb 27, 2026 |
| Sunbelt Securities, Inc. | Buy | +242,462 | — | 242,462 | $3.54M | Q4 2025 | Feb 20, 2026 |
| Mcguire Capital Advisors Inc | Buy | +1,012,289 | — | 1,012,289 | $14.79M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +27,647 | — | 27,647 | $403.92K | Q4 2025 | Feb 19, 2026 |
| Mercer Global Advisors Inc | Buy | +25,236 | — | 25,236 | $368.70K | Q4 2025 | Feb 18, 2026 |
| Adams Wealth Management | Buy | +13,405 | — | 13,405 | $195.85K | Q4 2025 | Feb 18, 2026 |
| Cachetech Inc. | Buy | +13,405 | — | 13,405 | $195.85K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +1,140 | — | 1,140 | $16.66K | Q4 2025 | Feb 18, 2026 |
| Susquehanna International Group, Llp | Buy | +705,875 | — | 705,875 | $10.31M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +278,236 | — | 278,236 | $4.07M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +28,793 | — | 28,793 | $420.67K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +22,906 | — | 22,906 | $334.65K | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +19,868 | — | 19,868 | $290.27K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Securities, Llc | Buy | +13,634 | — | 13,634 | $199.19K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +12,500 | — | 12,500 | $182.63K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +12,302 | — | 12,302 | $179.75K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +409 | — | 409 | $5.97K | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | Buy | +140 | — | 140 | $2.04K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +100 | — | 100 | $1.46K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +7 | — | 7 | $0.00 | Q4 2025 | Feb 17, 2026 |
| Tidal Investments Llc | Buy | +5,381,462 | — | 5,381,462 | $77.85M | Q4 2025 | Feb 13, 2026 |
| Centaurus Financial, Inc. | Buy | +1,063,699 | — | 1,063,699 | $15.54M | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | Buy | +43,374 | — | 43,374 | $633.70K | Q4 2025 | Feb 13, 2026 |
| Cavalier Investments, Llc | Buy | +26,918 | — | 26,918 | $393.27K | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +21,451 | — | 21,451 | $313.40K | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | Buy | +10,782 | — | 10,782 | $157.52K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +6,199 | — | 6,199 | $90.56K | Q4 2025 | Feb 13, 2026 |
| Pinney & Scofield, Inc. | Buy | +1,721 | — | 1,721 | $25.14K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +881 | — | 881 | $12.88K | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about NVDY activity
Which institutional owners are buying NVDY?
Institutional owners buying NVDY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NVDY activity?
"Buy" means an investor increased their reported position in NVDY compared to the prior reporting period. This reflects growing exposure to YIELDMAX NVDA OPTION INC ETF (NVDY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NVDY increasing?
Institutional interest in NVDY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.