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 $9.10M in YMAX holdings during the latest filing period.
Iht Wealth Management, Llc is currently the largest disclosed institutional shareholder of YMAX tracked by InsiderSet, reporting ownership valued at approximately $1.24M 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 $1.18M, representing an estimated loss of -4.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed YMAX value among the investors covered in this analysis. Major shareholders include Iht Wealth Management, Llc, Manchester Financial Inc, Winnow Wealth Llc, 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
46
Total Reported Value
$9.10M
Largest Holder
Iht Wealth Management, Llc
Largest Position
$1.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Iht Wealth Management, Llc | 0.03% | 153,259 | $1,238,330 | $1,177,029 | -$61,301 | -4.95% | |
| Manchester Financial Inc | 0.17% | 119,631 | $966,619 | $918,766 | -$47,853 | -4.95% | |
| Winnow Wealth Llc | 0.60% | 108,356 | $875,519 | $832,174 | -$43,345 | -4.95% | |
| Susquehanna International Group, Llp | 0.00% | 81,013 | $654,585 | $622,180 | -$32,405 | -4.95% | |
| Zega Investments, Llc | 0.09% | 63,368 | $512,014 | $486,666 | -$25,348 | -4.95% | |
| Mml Investors Services, Llc | 0.00% | 62,338 | $503,688 | $478,756 | -$24,932 | -4.95% | |
| Winebrenner Capital Management Llc | 0.29% | 58,500 | $472,680 | $449,280 | -$23,400 | -4.95% | |
| Group One Trading Llc | 0.01% | 52,124 | $421,162 | $400,312 | -$20,850 | -4.95% | |
| Legacy Wealth Management, Llc / Ms | 0.10% | 48,315 | $390,385 | $371,059 | -$19,326 | -4.95% | |
| Cetera Investment Advisers | 0.00% | 42,276 | $341,587 | $324,680 | -$16,907 | -4.95% | |
| Jane Street Group, Llc | 0.00% | 31,471 | $254,286 | $241,697 | -$12,589 | -4.95% | |
| Envestnet Asset Management Inc | 0.00% | 29,324 | $236,934 | $225,208 | -$11,726 | -4.95% | |
| Kestra Private Wealth Services, Llc | 0.00% | 25,251 | $204,028 | $193,928 | -$10,100 | -4.95% | |
| Authentikos Wealth Advisory, Llc | 0.13% | 24,970 | $201,759 | $191,770 | -$9,989 | -4.95% | |
| Straight Path Wealth Management | 0.05% | 24,668 | $199,320 | $189,450 | -$9,870 | -4.95% | |
| Visionary Wealth Advisors | 0.01% | 23,063 | $186,351 | $177,124 | -$9,227 | -4.95% | |
| World Equity Group, Inc. | 0.04% | 22,163 | $179,076 | $170,212 | -$8,864 | -4.95% | |
| Independent Wealth Network Inc. | 0.04% | 18,929 | $152,949 | $145,375 | -$7,574 | -4.95% | |
| Belvedere Trading Llc | 0.01% | 18,029 | $145,674 | $138,463 | -$7,211 | -4.95% | |
| Coppell Advisory Solutions Llc | 0.01% | 17,842 | $141,844 | $137,027 | -$4,817 | -3.40% | |
| Citadel Advisors Llc | 0.00% | 16,813 | $135,849 | $129,124 | -$6,725 | -4.95% | |
| Allworth Financial Lp | 0.00% | 16,088 | $129,992 | $123,556 | -$6,436 | -4.95% | |
| Daymark Wealth Partners, Llc | 0.00% | 14,193 | $114,682 | $109,002 | -$5,680 | -4.95% | |
| Pfg Investments, Llc | 0.00% | 11,200 | $90,496 | $86,016 | -$4,480 | -4.95% | |
| Canal Capital Management, Llc | 0.01% | 11,001 | $88,889 | $84,488 | -$4,401 | -4.95% | |
| Stonebridge Financial Group, Llc | 0.01% | 10,000 | $80,800 | $76,800 | -$4,000 | -4.95% | |
| Harbour Investments, Inc. | 0.00% | 7,564 | $61,114 | $58,092 | -$3,022 | -4.95% | |
| Ifp Advisors, Inc | 0.00% | 6,087 | $49,183 | $46,748 | -$2,435 | -4.95% | |
| Osaic Holdings, Inc. | 0.00% | 2,158 | $17,437 | $16,573 | -$864 | -4.95% | |
| Simplex Trading, Llc | 0.00% | 1,842 | $14,883 | $14,147 | -$736 | -4.95% | |
| Bank Of Montreal | 0.00% | 1,150 | $9,292 | $8,832 | -$460 | -4.95% | |
| Arax Advisory Partners | 0.00% | 896 | $7,240 | $6,881 | -$359 | -4.95% | |
| Quaker Wealth Management, Llc | 0.00% | 670 | $5,414 | $5,146 | -$268 | -4.96% | |
| Swan Capital Llc | 0.00% | 450 | $3,636 | $3,456 | -$180 | -4.95% | |
| Farther Finance Advisors, Llc | 0.00% | 330 | $2,665 | $2,534 | -$131 | -4.90% | |
| Mcguire Capital Advisors Inc | 0.00% | 326 | $2,634 | $2,504 | -$130 | -4.95% | |
| Ameritas Advisory Services, Llc | 0.00% | 287 | $2,321 | $2,204 | -$117 | -5.03% | |
| Robinswood Financial Llc | 0.00% | 102 | $1,745 | $783 | -$962 | -55.11% | |
| Integrated Wealth Concepts Llc | 0.00% | 170 | $1,374 | $1,306 | -$68 | -4.98% | |
| Mercer Global Advisors Inc | 0.00% | 110 | $889 | $845 | -$44 | -4.97% | |
| Wells Fargo & Company/Mn | 0.00% | 81 | $654 | $622 | -$32 | -4.88% | |
| Hrt Financial Lp | 0.00% | 54,422 | $439 | $417,961 | +$417,522 | +95107.51% | |
| Janney Montgomery Scott Llc | 0.00% | 20,350 | $164 | $156,288 | +$156,124 | +95197.56% | |
| Aptus Capital Advisors, Llc | 0.00% | 10 | $81 | $77 | -$4 | -5.19% | |
| Morgan Stanley | 0.00% | 9 | $78 | $69 | -$9 | -11.38% | |
| Corecap Advisors, Llc | 0.00% | 5 | $40 | $38 | -$2 | -4.00% |
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.