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Get Institutions for : 
Yieldmax Nvda Option Income Strategy Etf (NVDY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 19    5
Total shares held : 
 128,968  
% of shares held : 
 1.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 -106,409  
% of shares held change : 
   -1.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 42,793
 33.18%
 
Increased Positions :
6
 32,093
 24.88%
 
Unchanged Positions :
1
 12,990
 10.07%
 
Decreased Positions :
2
-32,104
-24.89%
 
Closed Positions :
5
-149,191
-115.68%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   OLD MISSION CAPITAL LLC 446 - 2023-12-31 41,263 $933,000 29,315
   BluePath Capital Management LLC 28 - 2024-03-31 24,678 $726,000 -1,628
   AE Wealth Management LLC 1608 *New 2023-12-31 14,471 $354,000 14,471
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2570 *New 2024-03-31 11,853 $348,000 11,853
   Atomi Financial Group Inc. 510 *New 2024-03-31 10,798 $317,000 10,798
   Zega Financial LLC 70 - 2024-03-31 10,787 $317,000 -2,203
   Straight Path Wealth Management 69 *New 2024-03-31 7,593 $223,000 7,593
   Belvedere Trading LLC 83 - 2024-03-31 6,886 $202,000 5,979
   CITADEL ADVISORS LLC 4727 - 2023-12-31 3,948 $89,000 -28,740
   Cutler Group LP 288 - 2024-03-31 2,900 $85,000 2,718
   EPG Wealth Management LLC 275 - 2023-12-31 3,048 $78,000 446
   ALPHAMARK ADVISORS LLC 332 - 2024-03-31 1,783 $52,000 1,783
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 351 *New 2024-03-31 1,627 $48,000 1,627
   MORGAN STANLEY 6393 - 2023-12-31 502 $11,000 102
   Coppell Advisory Solutions LLC 1041 - 2023-12-31 309 $7,000 309
   ROYAL BANK OF CANADA 5962 - 2023-12-31 119 $3,000 70
   Newbridge Financial Services Group Inc. 948 *New 2024-03-31 100 $3,000 100
   TUCKER ASSET MANAGEMENT LLC 843 - 2023-12-31 50 $1,000 0
   HARBOUR INVESTMENTS INC. 2799 *New 2023-12-31 26 $1,000 26
   FMR LLC 4655 *New 2023-12-31 1 $0 1
   PROEQUITIES INC. 2819 - 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 2188 *Closed 2024-03-31 0 $0 -926
   WELLS FARGO & CO/MN 6149 - 2024-03-31 1 $0 1
   IFP Advisors Inc 2990 *Closed 2023-12-31 0 $0 -100
   SCOTIA CAPITAL INC. 832 *Closed 2023-12-31 0 $0 -93,571
   CWM LLC 4531 *New 2024-03-31 5 $0 5
   Strategic Investment Solutions Inc. /IL 757 *New 2023-12-31 10 $0 10
   SIMPLEX TRADING LLC 3190 *Closed 2024-03-31 0 $0 -871
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6412 *Closed 2024-03-31 0 $0 -23,089
  29 Records found
  1    
  Page 1 of 1
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