25 institutions reported holding $55.9M of YIELDMAX MSFT OPTN INC STRG ETF (MSFO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Tidal Investments LLC ($53.4M), CITADEL ADVISORS LLC ($537,884), JANE STREET GROUP, LLC ($468,618), Cavalier Investments, LLC ($365,638), Visionary Wealth Advisors ($362,380). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Tidal Investments LLC | $53.4M | 4.6M | Trimmed |
| 2 | CITADEL ADVISORS LLC | $537,884 | 46,570 | New |
| 3 | JANE STREET GROUP, LLC | $468,618 | 40,573 | Trimmed |
| 4 | Cavalier Investments, LLC | $365,638 | 31,657 | Added |
| 5 | Visionary Wealth Advisors | $362,380 | 31,375 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $293,878 | 25,444 | Trimmed |
| 7 | ZEGA Investments, LLC | $176,920 | 15,318 | Added |
| 8 | UBS Group AG | $117,510 | 10,174 | Trimmed |
| 9 | MCGUIRE CAPITAL ADVISORS INC | $26,565 | 2,300 | Trimmed |
| 10 | Newbridge Financial Services Group, Inc. | $23,678 | 2,050 | New |
| 11 | Steward Partners Investment Advisory, LLC | $23,394 | 2,025 | Added |
| 12 | IFP Advisors, Inc | $6,930 | 600 | Added |
| 13 | Clark Wealth Partners | $3,778 | 327 | Added |
| 14 | Geneos Wealth Management Inc. | $3,291 | 285 | Added |
| 15 | SIMPLEX TRADING, LLC | $2,229 | 193 | Added |
| 16 | Royal Bank of Canada | $2,000 | 200 | New |
| 17 | SWAN Capital LLC | $1,294 | 112 | Hold |
| 18 | OSAIC HOLDINGS, INC. | $751 | 65 | Hold |
| 19 | FMR LLC | $81 | 7 | Added |
| 20 | HARBOUR INVESTMENTS, INC. | $31 | 2 | Trimmed |
| 21 | Allworth Financial LP | $14 | 1 | Hold |
| 22 | WELLS FARGO & COMPANY/MN | $11 | 1 | New |
| 23 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
| 24 | Gladstone Institutional Advisory LLC | $0 | 0 | Exited |
| 25 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31