Public ownership evidence

YieldMax PLTR Option Income Strategy ETF (PLTY) Ownership Disclosures

Read PLTY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

YieldMax PLTR Option Income Strategy ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
EFG International AG
Report period
2026-06-30
Available
2026-08-15
Reported shares
3,455
Value (USD)
$97,984
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002109868-26-000008
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PLTY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PLTY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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EFG International AG2026-06-302026-08-153,455$97,984None
Ameritas Advisory Services, LLC2026-06-302026-08-15643$18,233None
OSAIC HOLDINGS, INC.2026-06-302026-08-15205$5,814None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,537$43,693None
JANE STREET GROUP, LLC2026-06-302026-08-1526$737None
JANE STREET GROUP, LLC2026-06-302026-08-1554,144$1,535,524None
JANE STREET GROUP, LLC2026-06-302026-08-1526,500$751,540Put
JANE STREET GROUP, LLC2026-06-302026-08-1512,000$340,320Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1520,100$570,036Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1527,400$777,064Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1556,174$1,593,095None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1510,613$300,985None
CITADEL ADVISORS LLC2026-06-302026-08-1529,400$833,784Put
CITADEL ADVISORS LLC2026-06-302026-08-1511,638$330,054None
CITADEL ADVISORS LLC2026-06-302026-08-1515,100$428,236Call
GROUP ONE TRADING LLC2026-06-302026-08-1511,565$327,983None
WELLS FARGO & COMPANY/MN2026-06-302026-08-154$109None
Tidal Investments LLC2026-06-302026-08-141,028,296$29,162,475None
SWAN Capital LLC2026-06-302026-08-1430$851None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14309$8,772None
UBS Group AG2026-06-302026-08-1428,739$815,038None
COMPASS CAPITAL CORP /MA/ /ADV2026-06-302026-08-147,280$203,986None
MORGAN STANLEY2026-06-302026-08-142,450$69,482None
MORGAN STANLEY2026-06-302026-08-142,000$56,720None
FMR LLC2026-06-302026-08-1413$369None
Integrated Wealth Concepts LLC2026-06-302026-08-1370$1,985None
JPMORGAN CHASE & CO2026-06-302026-08-13305$8,561None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1226$727None
PNC Financial Services Group, Inc.2026-06-302026-08-0822$624None
AE Wealth Management LLC2026-06-302026-08-04246$6,977None
Stirlingshire Investments, Inc.2026-06-302026-08-0124,184$685,862None
Belvedere Trading LLC2026-06-302026-08-0111,100$314,796Put
Belvedere Trading LLC2026-06-302026-08-013,200$90,752Call
Belvedere Trading LLC2026-06-302026-08-015,799$164,460None
Kestra Advisory Services, LLC2026-06-302026-07-2910,386$294,556None
TD Waterhouse Canada Inc.2026-06-302026-07-28100$3,001None
EVOLUTION WEALTH MANAGEMENT INC.2026-06-302026-07-22185$5,247None
SALEM INVESTMENT COUNSELORS INC2026-06-302026-07-15100$2,836None

90-day public filing window, up to 50 source positions.

EFG International AG ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗JANE STREET GROUP, LLC ↗JANE STREET GROUP, LLC ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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