AMDY — YIELDMAX AMD OPTION IS ETF
As of Q2 2026, 4 SEC-registered investment managers reported holding AMDY (YIELDMAX AMD OPTION IS ETF) in their latest 13F filings, with a combined reported value of $3.41M across 58.34K shares. That is +207.6% by share count (+39.37K shares) versus the previous quarter, while reported value moved +475.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q2 2026 | 54.91K | $3.23M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 3.43K | $188.72K | 0.00% | New |
| UBS Group AG history | Q1 2025 | 5.08K | $40.32K | 0.00% | New |
| Morgan Stanley history | Q2 2025 | 2.17K | $17.68K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 4 | $235 | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 1 | $45 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 3.43K sh · $188.72K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 15.67K | — | 19.98K | 17.70K | 45.10K | 171.68K | 164.23K | 69.40K | 18.86K | 18.96K | 54.91K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | 3.43K |
| Fidelity Management & Research (FMR) | — | — | — | — | 1 | — | — | — | 2 | 10 | 4 |
| Wells Fargo & Co | — | — | 2 | 1 | 2 | — | 3 | 2 | 2 | 2 | 1 |
| Morgan Stanley | — | — | — | — | — | 6.71K | 2.17K | — | — | — | — |
| UBS Group AG | — | 1.78K | 898 | — | — | 5.08K | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details