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AMDY — YIELDMAX AMD OPTION IS ETF

Reported value held$3.47M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)4
Institutional value$3.41M · 58.34K sh
New / Add / Cut / Exit1 / 1 / 2 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +207.6% (+39.37K sh)
Institutional value change Up +475.8%

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.

FundQuarterSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 6 funds)

FundQ4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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 — — — — —

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