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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcSell-60,551-54.6%50,414$736.54KQ4 2025May 15, 2026
Strategic Investment Solutions, Inc.Buy+86—86$1.25KQ4 2025Feb 27, 2026
Sunbelt Securities, Inc.Buy+242,462—242,462$3.54MQ4 2025Feb 20, 2026
Mcguire Capital Advisors IncBuy+1,012,289—1,012,289$14.79MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+27,647—27,647$403.92KQ4 2025Feb 19, 2026
Mercer Global Advisors IncBuy+25,236—25,236$368.70KQ4 2025Feb 18, 2026
Adams Wealth ManagementBuy+13,405—13,405$195.85KQ4 2025Feb 18, 2026
Cachetech Inc.Buy+13,405—13,405$195.85KQ4 2025Feb 18, 2026
Garton & Associates Financial Advisors LlcBuy+1,140—1,140$16.66KQ4 2025Feb 18, 2026
Susquehanna International Group, LlpBuy+705,875—705,875$10.31MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+278,236—278,236$4.07MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+28,793—28,793$420.67KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+22,906—22,906$334.65KQ4 2025Feb 17, 2026
Xtx Topco LtdBuy+19,868—19,868$290.27KQ4 2025Feb 17, 2026
Two Sigma Securities, LlcBuy+13,634—13,634$199.19KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+12,500—12,500$182.63KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+12,302—12,302$179.75KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+409—409$5.97KQ4 2025Feb 17, 2026
Cape Investment Advisory, Inc.Buy+140—140$2.04KQ4 2025Feb 17, 2026
Fmr LlcBuy+100—100$1.46KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+7—7$0.00Q4 2025Feb 17, 2026
Tidal Investments LlcBuy+5,381,462—5,381,462$77.85MQ4 2025Feb 13, 2026
Centaurus Financial, Inc.Buy+1,063,699—1,063,699$15.54MQ4 2025Feb 13, 2026
Visionary Wealth AdvisorsBuy+43,374—43,374$633.70KQ4 2025Feb 13, 2026
Cavalier Investments, LlcBuy+26,918—26,918$393.27KQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+21,451—21,451$313.40KQ4 2025Feb 13, 2026
Arkadios Wealth AdvisorsBuy+10,782—10,782$157.52KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+6,199—6,199$90.56KQ4 2025Feb 13, 2026
Pinney & Scofield, Inc.Buy+1,721—1,721$25.14KQ4 2025Feb 13, 2026
Morgan StanleyBuy+881—881$12.88KQ4 2025Feb 13, 2026
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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.