Who Owns YIELDMAX (NVDY)? -- Institutional Holders (2026-06-30)
47 institutions reported holding $14.2M of YIELDMAX (NVDY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Avidian Wealth Enterprises, LLC ($5.8M), Stirlingshire Investments, Inc. ($1.2M), Cambridge Investment Research Advisors, Inc. ($1.1M), COMMONWEALTH EQUITY SERVICES, LLC ($1.1M), Chung Wu Investment Group, LLC ($836,466). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Avidian Wealth Enterprises, LLC | $5.8M | 464,773 | Added |
| 2 | Stirlingshire Investments, Inc. | $1.2M | 97,849 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.1M | 90,254 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 86,845 | Added |
| 5 | Chung Wu Investment Group, LLC | $836,466 | 67,240 | Added |
| 6 | PFG Investments, LLC | $548,568 | 44,097 | Added |
| 7 | Belvedere Trading LLC | $472,285 | 37,965 | New |
| 8 | MGO ONE SEVEN LLC | $405,183 | 32,571 | Trimmed |
| 9 | WEDBUSH SECURITIES INC | $338,000 | 27,157 | Trimmed |
| 10 | ZEGA Investments, LLC | $319,938 | 25,719 | Trimmed |
| 11 | J.W. COLE ADVISORS, INC. | $248,238 | 19,955 | Added |
| 12 | Redhawk Wealth Advisors, Inc. | $245,512 | 19,736 | Added |
| 13 | INTEGRITY ALLIANCE, LLC. | $241,829 | 19,439 | Added |
| 14 | Meadowbrook Wealth Management, LLC | $226,368 | 18,285 | Hold |
| 15 | Dynamic Advisor Solutions LLC | $204,949 | 16,475 | Trimmed |
| 16 | Prospera Financial Services Inc | $150,362 | 12,087 | Trimmed |
| 17 | Traynor Capital Management, Inc. | $139,634 | 11,225 | Hold |
| 18 | Y-Intercept (Hong Kong) Ltd | $134,563 | 10,817 | New |
| 19 | WINEBRENNER CAPITAL MANAGEMENT LLC | $124,400 | 10,000 | Hold |
| 20 | Capital Investment Advisory Services, LLC | $94,233 | 7,575 | Added |
| 21 | Bogart Wealth, LLC | $64,402 | 5,177 | Added |
| 22 | CoreCap Advisors, LLC | $40,759 | 3,276 | Added |
| 23 | Versant Capital Management, Inc | $39,970 | 3,213 | Added |
| 24 | HFM Investment Advisors, LLC | $36,051 | 2,898 | Added |
| 25 | BRYN MAWR TRUST Co | $28,065 | 2,256 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30