ULTY Institutional Ownership & Shareholders
YIELDMAX ULTRA OPTION INC (ULTY) is currently held by 33 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $29.02M 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 ULTY tracked by InsiderSet, reporting ownership valued at approximately $21.32M 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 $15.56M, representing an estimated loss of -27.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed ULTY value among the investors covered in this analysis. Major shareholders include Tidal Investments Llc, Iht Wealth Management, Llc, Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in YIELDMAX ULTRA OPTION INC (ULTY).
This page ranks the largest institutional ULTY 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
33
Total Reported Value
$29.02M
Largest Holder
Tidal Investments Llc
Largest Position
$21.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tidal Investments Llc | 0.05% | 729,398 | $21,319,501 | $15,558,059 | -$5,761,442 | -27.02% | |
| Iht Wealth Management, Llc | 0.04% | 64,431 | $1,905,216 | $1,374,313 | -$530,903 | -27.87% | |
| Jane Street Group, Llc | 0.00% | 50,834 | $1,503,161 | $1,084,289 | -$418,872 | -27.87% | |
| Susquehanna International Group, Llp | 0.00% | 48,626 | $1,437,871 | $1,037,193 | -$400,678 | -27.87% | |
| One Capital Management, Llc | 0.02% | 27,883 | $855,171 | $594,744 | -$260,427 | -30.45% | |
| Citadel Advisors Llc | 0.00% | 20,907 | $618,220 | $445,946 | -$172,274 | -27.87% | |
| Quadrature Capital Ltd | 0.00% | 9,878 | $292,092 | $210,698 | -$81,394 | -27.87% | |
| Stonex Group Inc. | 0.01% | 10,833 | $274,164 | $231,068 | -$43,096 | -15.72% | |
| Straight Path Wealth Management | 0.05% | 8,240 | $208,390 | $175,759 | -$32,631 | -15.66% | |
| Group One Trading Llc | 0.00% | 5,671 | $167,691 | $120,962 | -$46,729 | -27.87% | |
| Simplex Trading, Llc | 0.00% | 5,361 | $158,524 | $114,350 | -$44,174 | -27.87% | |
| Halbert Hargrove Global Advisors, Llc | 0.00% | 3,550 | $89,780 | $75,722 | -$14,059 | -15.66% | |
| Osaic Holdings, Inc. | 0.00% | 1,213 | $35,882 | $25,873 | -$10,009 | -27.89% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 884 | $26,150 | $18,856 | -$7,294 | -27.89% | |
| Arax Advisory Partners | 0.00% | 846 | $25,017 | $18,045 | -$6,972 | -27.87% | |
| Ameritas Advisory Services, Llc | 0.00% | 810 | $23,960 | $17,277 | -$6,683 | -27.89% | |
| National Bank Of Canada | 0.00% | 436 | $12,888 | $9,300 | -$3,588 | -27.84% | |
| Ubs Group Ag | 0.00% | 428 | $12,656 | $9,129 | -$3,527 | -27.87% | |
| Versant Capital Management, Inc | 0.00% | 450 | $11,381 | $9,599 | -$1,783 | -15.66% | |
| Parallel Advisors, Llc | 0.00% | 400 | $10,116 | $8,532 | -$1,584 | -15.66% | |
| Morgan Stanley | 0.00% | 290 | $8,575 | $6,186 | -$2,389 | -27.86% | |
| Rothschild Investment Llc | 0.00% | 257 | $7,599 | $5,482 | -$2,117 | -27.86% | |
| Farther Finance Advisors, Llc | 0.00% | 203 | $5,134 | $4,330 | -$804 | -15.66% | |
| Fifth Third Bancorp | 0.00% | 170 | $5,027 | $3,626 | -$1,401 | -27.87% | |
| Cwm, Llc | 0.00% | 95 | $2,914 | $2,026 | -$888 | -30.46% | |
| Elequin Capital, Lp | 0.00% | 82 | $2,425 | $1,749 | -$676 | -27.87% | |
| Harbour Investments, Inc. | 0.00% | 76 | $2,250 | $1,621 | -$629 | -27.95% | |
| Mcguire Capital Advisors Inc | 0.00% | 72 | $2,129 | $1,536 | -$593 | -27.86% | |
| Clearstead Advisors, Llc | 0.00% | 10 | $296 | $213 | -$83 | -27.94% | |
| Corecap Advisors, Llc | 0.00% | 10 | $253 | $213 | -$40 | -15.69% | |
| Huntington National Bank | 0.00% | 1 | $40 | $21 | -$19 | -46.68% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $38 | $21 | -$17 | -43.87% | |
| Carolina Wealth Advisors, Llc | 0.00% | 1 | $25 | $21 | -$4 | -14.68% |
Frequently asked questions about ULTY
Who are the largest institutional holders of ULTY?
The largest institutional holders of ULTY reported in the latest SEC Form 13F filings include Tidal Investments Llc, Iht Wealth Management, Llc, Jane Street Group, Llc, Susquehanna International Group, Llp, and One Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported ULTY position.
What is ULTY institutional ownership?
This page tracks ULTY positions reported by institutional investment managers through SEC Form 13F. YIELDMAX ULTRA OPTION INC (ULTY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ULTY?
InsiderSet currently tracks 33 institutional managers reporting ULTY 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 ULTY shareholders.
How much ULTY stock do institutions own?
Institutional investment managers disclosed approximately $29.02M in ULTY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ULTY institutional ownership last updated?
The latest ULTY 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 ULTY 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 ULTY position after the reporting date.
Are institutions buying or selling ULTY?
Institutional buying and selling can be analyzed by comparing ULTY positions across consecutive 13F reporting periods. InsiderSet's ULTY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ULTY ownership changes.
How has ULTY institutional ownership changed over time?
InsiderSet tracks ULTY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.