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MSFO

MSFO 13F Investor Activity Report

Yieldmax Msft Option Is ETF

-$24.4M

Net Activity

Data as of: 2026-03-31

Institutions Holding

22

Popularity Rank

#7991

Avg Weight

0.01%

Total Value

$55.9M

Ownership Trend

22 institutions currently hold MSFO, with 14 net buyers and 9 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

9

Net Buying Institutions

14

Key Holders

Key Holders

Top 5 by Value

TI
Tidal Investments LLC
$53.4M
CA
Citadel Advisors LLC
$537.9K
JS
Jane Street Group, LLC
$468.6K
CI
Cavalier Investments, LLC
$365.6K
VW
Visionary Wealth Advisors
$362.4K

Top 5 by Conviction

TI
Tidal Investments LLC
0.11%
VW
Visionary Wealth Advisors
0.02%
ZI
ZEGA Investments, LLC
0.02%
MC
Mcguire Capital Advisors INC
0.02%
CI
Cavalier Investments, LLC
0.01%
View all 22 holding institutions

Across its top 20 institutional holders, MSFO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 15/100, avg. turnover score 29/100).

Quarterly Activity

Recent Activity

+$1.5M

Total Buy Value

$80.1M

Total Sell Value

New buy5
Trim6
Add9
Sold out3

14

Net Buyers

9

Net Sellers

Smart Money Convergence

MSFO 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 2026-06-30 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.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/MSFO

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

88634T428

FAQ

Who are the top institutional investors holding YIELDMAX MSFT OPTION IS ETF (MSFO)?
Major stakeholders currently include Tidal Investments LLC ($53.4M), Citadel Advisors LLC ($537.9K), Jane Street Group, LLC ($468.6K). Based on the latest 13F filings, there are a total of 22 tracked investment funds and institutions maintaining positions in MSFO.
What is the overall institutional sentiment toward MSFO recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $24.4M, driven by 14 managers accumulating shares while 9 reduced their exposure.
Which institutions have been selling or reducing their MSFO positions?
In the latest period, 6 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $80.1M.
Are there any notable investors adding MSFO to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 9 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.5M.

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Developer Access

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REST API

curl https://alphasmo.com/api/v1/market/stock/MSFO

CLI

npx alphasmo stocks get MSFO
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