NVDY — Yieldmax Nvda Option Income Strategy ETF Institutional Holders · Q3 2026
Who owns Yieldmax Nvda Option Income Strategy ETF (NVDY)? 7 institutions reported holding $5.95M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($5.9M), Versant Capital Management, Inc ($40,997), CoreCap Advisors, LLC ($38,776).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $5.9M | 459,791 | Trimmed |
| 2 | Versant Capital Management, Inc | $40,997 | 3,218 | Added |
| 3 | CoreCap Advisors, LLC | $38,776 | 3,043 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $7,712 | 605 | Hold |
| 5 | Rosenberg Matthew Hamilton | $534 | 42 | New |
| 6 | WINEBRENNER CAPITAL MANAGEMENT LLC | $0 | 0 | Exited |
| 7 | Meadowbrook Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30