Institutional Ownership Yieldmax Innovation Option Inc (OARK)
This table provides information about the institutional ownership of Yieldmax Innovation Option Inc (OARK). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 3.5 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
3,384,272
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
50,990
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 47.13%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
25,000
shares
|
$0
0.05% of portfolio
|
Q2 2025
Added 74.83%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
22,897
shares
|
$0
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
12,089
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,600
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 137.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,325
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
866
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
233
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.56%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
226
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 143.01%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
200
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
100
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|