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 17 institutions that hold shares in the stock, with a total of 2.4 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 |
Feb 14, 2025 Q4 2024 |
2,268,401
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 117.11%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
35,239
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
30,419
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
15,257
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
14,300
shares
|
$0
0.04% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
13,627
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 60.86%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
9,854
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 831.38%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
1,987
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 288.09%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
627
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
253
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
100
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|