YIELDMAX ULTRA OPTION INC (ULTY) Institutional Ownership Changes & 13F Activity

YIELDMAX ULTRA OPTION INC (ULTY). 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 Jane Street Group, Llc, Susquehanna International Group, Llp, Quadrature Capital Ltd, Goldman Sachs Group Inc, and Old Mission Capital Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Shp Wealth ManagementBuy+113—113$4.22KQ4 2025Mar 04, 2026
Mcguire Capital Advisors IncBuy+74—74$2.77KQ4 2025Feb 19, 2026
Susquehanna International Group, LlpBuy+197,716—197,716$7.38MQ4 2025Feb 17, 2026
Quadrature Capital LtdBuy+101,906—101,906$3.80MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+78,394—78,394$2.93MQ4 2025Feb 17, 2026
Elequin Capital, LpBuy+15,413—15,413$575.37KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+7,320—7,320$273.27KQ4 2025Feb 17, 2026
Creative PlanningBuy+5,568—5,568$207.85KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+1,084—1,084$40.53KQ4 2025Feb 17, 2026
Wealth Watch Advisors, IncBuy+623—623$23.26KQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+436—436$16.29KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+200—200$7.47KQ4 2025Feb 17, 2026
Cape Investment Advisory, Inc.Buy+94—94$3.51KQ4 2025Feb 17, 2026
Kestra Advisory Services, LlcBuy+2,980—2,980$111.23KQ4 2025Feb 13, 2026
Arax Advisory PartnersBuy+700—700$26.13KQ4 2025Feb 13, 2026
Morgan StanleyBuy+196—196$7.32KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+3—3$113.00Q4 2025Feb 13, 2026
Jane Street Group, LlcBuy+537,462—537,462$20.06MQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+51,756—51,756$1.93MQ4 2025Feb 12, 2026
Federation Des Caisses Desjardins Du QuebecBuy+50,890—50,890$1.90MQ4 2025Feb 12, 2026
Bank Of MontrealBuy+170—170$6.50KQ4 2025Feb 12, 2026
Ifc & Insurance Marketing, Inc.Buy+44—44$2.00KQ4 2025Feb 12, 2026
Hollencrest Capital ManagementBuy+5—5$187.00Q4 2025Feb 12, 2026
Simplex Trading, LlcBuy+32,294—32,294$1.21MQ4 2025Feb 11, 2026
Straight Path Wealth ManagementBuy+7,580—7,580$282.96KQ4 2025Feb 11, 2026
Goldman Sachs Group IncBuy+90,003—90,003$3.36MQ4 2025Feb 10, 2026
One Capital Management, LlcBuy+23,734—23,734$886.01KQ4 2025Feb 10, 2026
Keyes, Stange & Wooten Wealth Management, LlcBuy+6,236—6,236$232.79KQ4 2025Feb 10, 2026
Rothschild Investment LlcBuy+257—257$9.59KQ4 2025Feb 10, 2026
Root Financial Partners, LlcBuy+137—137$5.11KQ4 2025Feb 10, 2026
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Frequently asked questions about ULTY activity

  • Which institutional owners are buying ULTY?

    Institutional owners buying ULTY 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 ULTY activity?

    "Buy" means an investor increased their reported position in ULTY compared to the prior reporting period. This reflects growing exposure to YIELDMAX ULTRA OPTION INC (ULTY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ULTY increasing?

    Institutional interest in ULTY 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.