YMAX — YIELDMAX UNIVERSE FO IN ETFS
As of Q2 2026, 3 SEC-registered investment managers reported holding YMAX (YIELDMAX UNIVERSE FO IN ETFS) in their latest 13F filings, with a combined reported value of $366.05K across 45.30K shares. That is -50.8% by share count (-46.74K shares) versus the previous quarter, while reported value moved -49.2%. 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, 2 added to existing stakes, 1 trimmed, 2 exited entirely. 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 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 45.21K | $365.32K | 0.00% | Reduce |
| Wells Fargo & Co history | 81 | $654 | 0.00% | Add |
| Morgan Stanley history | 9 | $78 | 0.00% | Add |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 81.90K | $641.28K | 0.00% | Add |
| UBS Group AG history | 9.40K | $73.60K | 0.00% | Add |
| PNC Financial Services history | 739 | $5.79K | 0.00% | New |
| Morgan Stanley history | 5 | $42 | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $11 | 0.00% | Reduce |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 70.60K | $704.59K | 0.00% | Reduce |
| UBS Group AG history | 2.00K | $19.96K | 0.00% | Reduce |
| Morgan Stanley history | 570 | $5.69K | 0.00% | Add |
| Bank of America Corp history | 306 | $3.05K | 0.00% | New |
| Wells Fargo & Co history | 4 | $37 | 0.00% | Add |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 309.20K | $3.96M | 0.00% | Add |
| Renaissance Technologies history | 92.40K | $1.18M | 0.00% | Reduce |
| UBS Group AG history | 10.00K | $128.10K | 0.00% | New |
| JPMorgan Chase & Co history | 788 | $10.09K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 444 | $5.69K | 0.00% | New |
| Morgan Stanley history | 151 | $1.94K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $13 | 0.00% | Reduce |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 315.50K | $4.34M | 0.01% | New |
| Citadel Advisors history | 256.57K | $3.53M | 0.00% | Reduce |
| Morgan Stanley history | 3.94K | $54.19K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 788 | $10.84K | 0.00% | Reduce |
| Wells Fargo & Co history | 3 | $36 | 0.00% | Add |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 317.59K | $4.24M | 0.00% | Add |
| Morgan Stanley history | 4.23K | $56.52K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.04K | $13.95K | 0.00% | Reduce |
| Wells Fargo & Co history | 2 | $32 | 0.00% | Hold |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- UBS Group AG sold 9.40K sh · $73.60K
- PNC Financial Services sold 739 sh · $5.79K
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 45.21K | 81.90K | 70.60K | 309.20K | 256.57K | 317.59K | 110.00K | 45.70K | 89.15K | 22.77K |
| Wells Fargo & Co | 81 | 1 | 4 | 1 | 3 | 2 | 2 | 2 | 1 | — |
| Morgan Stanley | 9 | 5 | 570 | 151 | 3.94K | 4.23K | 962 | 8 | — | — |
| Fidelity Management & Research (FMR) | — | — | — | 444 | — | — | 1 | — | 1 | — |
| JPMorgan Chase & Co | — | — | — | 788 | 788 | 1.04K | 1.09K | — | — | — |
| Renaissance Technologies | — | — | — | 92.40K | 315.50K | — | 255.31K | — | — | — |
| Bank of America Corp | — | — | 306 | — | — | — | — | — | — | — |
| PNC Financial Services | — | 739 | — | — | — | — | — | — | — | — |
| UBS Group AG | — | 9.40K | 2.00K | 10.00K | — | — | — | — | — | 888 |
| Goldman Sachs Group | — | — | — | — | — | — | 45.25K | — | — | — |
▲ 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