13FBOX
YIELDMAX UNIVERSE FUND OF OPTION INCOME ETFS · 13F 机构持仓分析
期权收益计算器 机构排行
Y

YIELDMAX UNIVERSE FUND OF OPTION INCOME ETFS

YMAX
持有机构数
49
机构合计市值 (Q2 2026)
$1,114.4万
机构合计股数 (Q2 2026)
138.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+17.2万股
29 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-71.5万股
32 · 17 清仓 · ≈
⚖️ 净额
-54.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,114.4万
持有机构数
49
新买入
10
加仓
19
减仓
15
清仓
17
持股不变
5
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IHT 财富管理IHT Wealth Management, LLC
0.03%0.04%#11$123.8万15.3万股$191.6万24.5万股-9.1万股-37.36%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#32$105.8万13.1万股$301.7万38.5万股-25.4万股-66.01%减仓
MANCHESTER FINANCIAL INC
0.17%0.16%#3$96.7万12.0万股$85.8万11.0万股+1.0万股+9.20%加仓
WINNACLE WEALTH LLC
0.6%0.65%#1$87.6万10.8万股$83.6万10.7万股+1,538股+1.44%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#35$65.5万8.1万股$74.2万9.5万股-1.4万股-14.51%减仓
ZEGA Investments, LLC
0.05%0.06%#6$51.2万6.3万股$57.0万7.3万股-9,389股-12.90%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#22$50.4万6.2万股$35.9万4.6万股+1.7万股+36.14%加仓
WINEBRENNER CAPITAL MANAGEMENT LLC
0.29%0.22%#2$47.3万5.9万股$34.1万4.4万股+1.5万股+34.48%加仓
HRT金融HRT FINANCIAL LP
<0.01%<0.01%#25$44.0万5.4万股$71.9万9.2万股-3.8万股-40.81%减仓
Group One交易GROUP ONE TRADING LLC
<0.01%<0.01%#26$42.1万5.2万股$26.5万3.4万股+1.8万股+53.84%加仓
Legacy Wealth Management, LLC / MS
0.1%0.05%#5$39.0万4.8万股$18.2万2.3万股+2.5万股+107.49%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#38$36.5万4.5万股$64.1万8.2万股-3.7万股-44.79%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#30$34.2万4.2万股$26.6万3.4万股+8,314股+24.48%加仓
Belvedere交易Belvedere Trading LLC
<0.01%<0.01%#28$32.0万4.0万股$39.4万5.0万股-1.1万股-21.26%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#34$23.7万2.9万股$14.6万1.9万股+1.1万股+57.67%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#18$20.4万2.5万股$19.6万2.5万股+200股+0.80%加仓
Authentikos Wealth Advisory, LLC
0.13%0.58%#4$20.2万2.5万股$86.1万11.0万股-8.5万股-77.28%减仓
Straight Path Wealth Management
0.05%0.06%#7$19.9万2.5万股$22.9万2.9万股-4,640股-15.83%减仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.01%0.01%#14$18.6万2.3万股$17.6万2.2万股+575股+2.56%加仓
WORLD EQUITY GROUP, INC.
0.04%0.04%#8$17.9万2.2万股$13.9万1.8万股+4,363股+24.51%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#29$16.4万2.0万股$12.3万1.6万股+4,600股+29.21%加仓
Independent Wealth Network Inc.
0.04%0.04%#9$15.3万1.9万股$12.9万1.6万股+2,461股+14.94%加仓
Coppell Advisory Solutions LLC
0.01%#12$14.2万1.8万股$00股+1.8万股新买入
Allworth金融Allworth Financial LP
<0.01%<0.01%#27$13.0万1.6万股$11.3万1.4万股+1,663股+11.53%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#33$11.7万1.4万股$10.7万1.4万股+847股+6.21%加仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
<0.01%<0.01%#17$11.5万1.4万股$10.3万1.3万股+1,047股+7.96%加仓
TUCKER ASSET MANAGEMENT LLC
0.03%#10$11.0万1.4万股$00股+1.4万股新买入
PFG 投资PFG Investments, LLC
<0.01%<0.01%#16$9.0万1.1万股$9.6万1.2万股-1,000股-8.20%减仓
Canal Capital Management, LLC
0.01%#13$8.9万1.1万股$00股+1.1万股新买入
Stonebridge Financial Group, LLC
0.01%0.01%#15$8.1万1.0万股$7.8万1.0万股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#24$6.1万7,564股$5.9万7,503股+61股+0.81%加仓
IFP顾问IFP Advisors, Inc
<0.01%#23$4.9万6,087股$00股+6,087股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$1.7万2,158股$1.8万2,350股-192股-8.17%减仓
Simplex交易SIMPLEX TRADING, LLC
<0.01%<0.01%#42$1.5万1,842股$3.8万4,852股-3,010股-62.04%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#44$9,2921,150股$9,0051,150股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%#36$7,240896股$00股+896股新买入
Quaker Wealth Management, LLC
<0.01%<0.01%#19$5,414670股$4,565583股+87股+14.92%加仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#41$3,636450股$5,246670股-220股-32.84%减仓
SWAN Capital LLC
<0.01%<0.01%#21$3,636450股$3,524450股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#39$2,665330股$2,543330股00.00%持仓不变
MCGUIRE CAPITAL ADVISORS INC
<0.01%0.03%#20$2,634326股$4.2万5,326股-5,000股-93.88%减仓
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#31$2,620324股$00股+324股新买入
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#37$2,321287股$00股+287股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#43$1,374170股$00股+170股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#46$889110股$00股+110股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#48$65481股$111股+80股+8,000.00%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%#47$8110股$00股+10股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#49$789股$1,943151股-142股-94.04%减仓
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#45$405股$395股00.00%持仓不变

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