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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Shp Wealth Management | Buy | +113 | — | 113 | $4.22K | Q4 2025 | Mar 04, 2026 |
| Mcguire Capital Advisors Inc | Buy | +74 | — | 74 | $2.77K | Q4 2025 | Feb 19, 2026 |
| Susquehanna International Group, Llp | Buy | +197,716 | — | 197,716 | $7.38M | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | Buy | +101,906 | — | 101,906 | $3.80M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +78,394 | — | 78,394 | $2.93M | Q4 2025 | Feb 17, 2026 |
| Elequin Capital, Lp | Buy | +15,413 | — | 15,413 | $575.37K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +7,320 | — | 7,320 | $273.27K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +5,568 | — | 5,568 | $207.85K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +1,084 | — | 1,084 | $40.53K | Q4 2025 | Feb 17, 2026 |
| Wealth Watch Advisors, Inc | Buy | +623 | — | 623 | $23.26K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +436 | — | 436 | $16.29K | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +200 | — | 200 | $7.47K | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | Buy | +94 | — | 94 | $3.51K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +2,980 | — | 2,980 | $111.23K | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +700 | — | 700 | $26.13K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +196 | — | 196 | $7.32K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +3 | — | 3 | $113.00 | Q4 2025 | Feb 13, 2026 |
| Jane Street Group, Llc | Buy | +537,462 | — | 537,462 | $20.06M | Q4 2025 | Feb 12, 2026 |
| Commonwealth Equity Services, Llc | Buy | +51,756 | — | 51,756 | $1.93M | Q4 2025 | Feb 12, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +50,890 | — | 50,890 | $1.90M | Q4 2025 | Feb 12, 2026 |
| Bank Of Montreal | Buy | +170 | — | 170 | $6.50K | Q4 2025 | Feb 12, 2026 |
| Ifc & Insurance Marketing, Inc. | Buy | +44 | — | 44 | $2.00K | Q4 2025 | Feb 12, 2026 |
| Hollencrest Capital Management | Buy | +5 | — | 5 | $187.00 | Q4 2025 | Feb 12, 2026 |
| Simplex Trading, Llc | Buy | +32,294 | — | 32,294 | $1.21M | Q4 2025 | Feb 11, 2026 |
| Straight Path Wealth Management | Buy | +7,580 | — | 7,580 | $282.96K | Q4 2025 | Feb 11, 2026 |
| Goldman Sachs Group Inc | Buy | +90,003 | — | 90,003 | $3.36M | Q4 2025 | Feb 10, 2026 |
| One Capital Management, Llc | Buy | +23,734 | — | 23,734 | $886.01K | Q4 2025 | Feb 10, 2026 |
| Keyes, Stange & Wooten Wealth Management, Llc | Buy | +6,236 | — | 6,236 | $232.79K | Q4 2025 | Feb 10, 2026 |
| Rothschild Investment Llc | Buy | +257 | — | 257 | $9.59K | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, Llc | Buy | +137 | — | 137 | $5.11K | Q4 2025 | Feb 10, 2026 |
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.