YIELDMAX UNIVERSE FO IN ETFS (YMAX) Institutional Shareholders
YIELDMAX UNIVERSE FO IN ETFS (YMAX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $13.04M in YMAX holdings during the latest filing period.
Jane Street Group, Llc is currently the largest disclosed institutional shareholder of YMAX tracked by InsiderSet, reporting ownership valued at approximately $2.31M in its March 31, 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 $2.18M, representing an estimated loss of -5.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed YMAX value among the investors covered in this analysis. Major shareholders include Jane Street Group, Llc, Iht Wealth Management, Llc, Manchester Financial Inc, and several other long-term asset managers with concentrated positions in YIELDMAX UNIVERSE FO IN ETFS (YMAX).
This page ranks the largest institutional YMAX 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
53
Total Reported Value
$13.04M
Largest Holder
Jane Street Group, Llc
Largest Position
$2.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jane Street Group, Llc | 0.00% | 295,415 | $2,313,099 | $2,177,209 | -$135,890 | -5.87% | |
| Iht Wealth Management, Llc | 0.04% | 244,679 | $1,915,837 | $1,803,284 | -$112,553 | -5.87% | |
| Manchester Financial Inc | 0.17% | 119,631 | $966,619 | $881,680 | -$84,939 | -8.79% | |
| Winnow Wealth Llc | 0.60% | 108,356 | $875,519 | $798,584 | -$76,935 | -8.79% | |
| Authentikos Wealth Advisory, Llc | 0.58% | 109,926 | $860,723 | $810,155 | -$50,568 | -5.88% | |
| Susquehanna International Group, Llp | 0.00% | 94,762 | $741,986 | $698,396 | -$43,590 | -5.87% | |
| Zega Investments, Llc | 0.11% | 72,757 | $569,688 | $536,219 | -$33,469 | -5.87% | |
| Winebrenner Capital Management Llc | 0.29% | 58,500 | $472,680 | $431,145 | -$41,535 | -8.79% | |
| Legacy Wealth Management, Llc / Ms | 0.10% | 48,315 | $390,385 | $356,082 | -$34,303 | -8.79% | |
| Old Mission Capital Llc | 0.01% | 46,281 | $362,380 | $341,091 | -$21,289 | -5.87% | |
| Mml Investors Services, Llc | 0.00% | 45,790 | $358,532 | $337,472 | -$21,060 | -5.87% | |
| Cetera Investment Advisers | 0.00% | 33,962 | $265,926 | $250,300 | -$15,626 | -5.88% | |
| Group One Trading Llc | 0.01% | 33,882 | $265,296 | $249,710 | -$15,586 | -5.87% | |
| Two Sigma Securities, Llc | 0.02% | 27,366 | $214,276 | $201,687 | -$12,589 | -5.87% | |
| Straight Path Wealth Management | 0.05% | 24,668 | $199,320 | $181,803 | -$17,517 | -8.79% | |
| Kestra Private Wealth Services, Llc | 0.00% | 25,051 | $196,149 | $184,626 | -$11,523 | -5.87% | |
| Belvedere Trading Llc | 0.03% | 24,326 | $190,473 | $179,283 | -$11,190 | -5.88% | |
| World Equity Group, Inc. | 0.04% | 22,163 | $179,076 | $163,341 | -$15,735 | -8.79% | |
| Visionary Wealth Advisors | 0.01% | 22,488 | $176,085 | $165,737 | -$10,348 | -5.88% | |
| Independent Wealth Network Inc. | 0.04% | 18,929 | $152,949 | $139,507 | -$13,442 | -8.79% | |
| Envestnet Asset Management Inc | 0.00% | 18,598 | $145,622 | $137,067 | -$8,555 | -5.87% | |
| Allworth Financial Lp | 0.00% | 14,425 | $112,949 | $106,312 | -$6,637 | -5.88% | |
| Creative Planning | 0.00% | 13,643 | $106,821 | $100,549 | -$6,272 | -5.87% | |
| Daymark Wealth Partners, Llc | 0.00% | 13,146 | $102,933 | $96,886 | -$6,047 | -5.87% | |
| L & S Advisors Inc | 0.01% | 13,097 | $102,550 | $96,525 | -$6,025 | -5.88% | |
| Xtx Topco Ltd | 0.00% | 11,928 | $93,396 | $87,909 | -$5,487 | -5.87% | |
| Pfg Investments, Llc | 0.00% | 11,200 | $90,496 | $82,544 | -$7,952 | -8.79% | |
| Meridian Wealth Management, Llc | 0.00% | 11,053 | $86,545 | $81,461 | -$5,084 | -5.87% | |
| Stonex Group Inc. | 0.00% | 10,514 | $82,325 | $77,488 | -$4,837 | -5.88% | |
| Stonebridge Financial Group, Llc | 0.01% | 10,000 | $80,800 | $73,700 | -$7,100 | -8.79% | |
| Ubs Group Ag | 0.00% | 9,400 | $73,602 | $69,278 | -$4,324 | -5.87% | |
| Harbour Investments, Inc. | 0.00% | 7,503 | $58,751 | $55,297 | -$3,454 | -5.88% | |
| Ifp Advisors, Inc | 0.00% | 6,087 | $49,183 | $44,861 | -$4,322 | -8.79% | |
| Mcguire Capital Advisors Inc | 0.03% | 5,326 | $41,703 | $39,253 | -$2,450 | -5.88% | |
| Stance Capital Llc | 0.02% | 5,091 | $39,863 | $37,521 | -$2,342 | -5.88% | |
| Simplex Trading, Llc | 0.00% | 4,852 | $37,991 | $35,759 | -$2,232 | -5.87% | |
| Osaic Holdings, Inc. | 0.00% | 2,350 | $18,400 | $17,320 | -$1,081 | -5.87% | |
| Bank Of Montreal | 0.00% | 1,150 | $9,005 | $8,476 | -$530 | -5.88% | |
| Wfa Of San Diego, Llc | 0.01% | 1,025 | $8,026 | $7,554 | -$472 | -5.88% | |
| Pnc Financial Services Group, Inc. | 0.00% | 739 | $5,786 | $5,446 | -$340 | -5.87% | |
| Motco | 0.00% | 725 | $5,677 | $5,343 | -$334 | -5.88% | |
| Quaker Wealth Management, Llc | 0.00% | 670 | $5,414 | $4,938 | -$476 | -8.79% | |
| Ae Wealth Management Llc | 0.00% | 670 | $5,246 | $4,938 | -$308 | -5.87% | |
| Swan Capital Llc | 0.00% | 450 | $3,524 | $3,317 | -$208 | -5.89% | |
| Farther Finance Advisors, Llc | 0.00% | 330 | $2,665 | $2,432 | -$233 | -8.74% | |
| Robinswood Financial Llc | 0.00% | 102 | $1,745 | $752 | -$993 | -56.92% | |
| Hrt Financial Lp | 0.00% | 91,950 | $719 | $677,672 | +$676,953 | +94151.95% | |
| Root Financial Partners, Llc | 0.00% | 28 | $219 | $206 | -$13 | -5.77% | |
| Hollencrest Capital Management | 0.00% | 20 | $157 | $147 | -$10 | -6.11% | |
| Janney Montgomery Scott Llc | 0.00% | 15,750 | $123 | $116,078 | +$115,955 | +94271.95% |
Frequently asked questions about YMAX
Who owns the most YMAX stock?
The largest holders of YMAX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for YIELDMAX UNIVERSE FO IN ETFS (YMAX).
Is YMAX widely held by superinvestors?
Many widely followed stocks like YMAX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly YMAX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.