AMZY — YIELDMAX AMAZN OPTION INCOME
As of Q2 2026, 6 SEC-registered investment managers reported holding AMZY (YIELDMAX AMAZN OPTION INCOME) in their latest 13F filings, with a combined reported value of $224.22K across 20.97K shares. That is -72.4% by share count (-54.92K shares) versus the previous quarter, while reported value moved -73.2%. 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, 2 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.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 10.80K | $115.34K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 7.76K | $83.15K | 0.00% | New |
| UBS Group AG history | 2.03K | $21.72K | 0.00% | Hold |
| Wells Fargo & Co history | 260 | $2.77K | 0.00% | Add |
| Morgan Stanley history | 110 | $1.18K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5 | $53 | 0.00% | Reduce |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 73.76K | $812.85K | 0.00% | Add |
| UBS Group AG history | 2.03K | $22.41K | 0.00% | Reduce |
| Morgan Stanley history | 70 | $771 | 0.00% | New |
| Fidelity Management & Research (FMR) history | 27 | $298 | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $12 | 0.00% | New |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 37.13K | $493.09K | 0.00% | Reduce |
| UBS Group AG history | 3.04K | $40.37K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 43 | $571 | 0.00% | Reduce |
Q3 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 65.96K | $938.64K | 0.00% | Add |
| Morgan Stanley history | 844 | $12.01K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 55 | $783 | 0.00% | New |
| Wells Fargo & Co history | 1 | $15 | 0.00% | Hold |
Q2 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 41.60K | $676.00K | 0.00% | Reduce |
| Morgan Stanley history | 844 | $13.71K | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $22 | 0.00% | Hold |
Q1 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 79.42K | $1.27M | 0.00% | Add |
| Morgan Stanley history | 844 | $13.54K | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $21 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 7.76K sh · $83.15K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 10.80K | 73.76K | 37.13K | 65.96K | 41.60K | 79.42K | 60.21K | 19.30K | 38.86K | — | — | 11.32K |
| JPMorgan Chase & Co | 7.76K | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 2.03K | 2.03K | 3.04K | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 260 | 1 | — | 1 | 1 | 1 | 1 | 2 | 2 | — | — | — |
| Morgan Stanley | 110 | 70 | — | 844 | 844 | 844 | 844 | 844 | 1.52K | 10 | 10 | — |
| Fidelity Management & Research (FMR) | 5 | 27 | 43 | 55 | — | — | 1 | — | — | — | — | 1 |
▲ 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