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FBY

FBY Institutional Investor Snapshot (21 Funds)

Yieldmax Meta Option Yield

-$40.6M

Net Activity

Institutions Holding

21

Popularity Rank

#8096

Avg Weight

0.04%

Total Value

$40.9M

Ownership Trend

21 institutions currently hold FBY, with 13 net buyers and 7 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

7

Net Buying Institutions

13

Key Holders

Key Holders

Top 5 by Value

TI
Tidal Investments LLC
$37.2M
MC
Mcguire Capital Advisors INC
$1.0M
JS
Jane Street Group, LLC
$554.3K
CA
Citadel Advisors LLC
$405.4K
SI
Susquehanna International Group, LLP
$401.5K

Top 5 by Conviction

MC
Mcguire Capital Advisors INC
0.66%
TI
Tidal Investments LLC
0.08%
VW
Visionary Wealth Advisors
0.02%
ZI
ZEGA Investments, LLC
0.02%
CI
Cavalier Investments, LLC
0.01%
View all 21 holding institutions

Across its top 20 institutional holders, FBY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 14/100, avg. turnover score 30/100).

Quarterly Activity

Recent Activity

+$3.2M

Total Buy Value

$78.6M

Total Sell Value

New buy0
Trim3
Add13
Sold out4

13

Net Buyers

7

Net Sellers

Smart Money Convergence

FBY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

88634T816

FAQ

Who are the top institutional investors holding YIELDMAX META OPTION YIELD (FBY)?
Major stakeholders currently include Tidal Investments LLC ($37.2M), Mcguire Capital Advisors INC ($1.0M), Jane Street Group, LLC ($554.3K). Based on the latest 13F filings, there are a total of 21 tracked investment funds and institutions maintaining positions in FBY.
What is the overall institutional sentiment toward FBY recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $40.6M, driven by 13 managers accumulating shares while 7 reduced their exposure.
Which institutions have been selling or reducing their FBY positions?
In the latest period, 3 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $78.6M.
Are there any notable investors adding FBY to their portfolios?
Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 13 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.2M.

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