Public ownership evidence

YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) Ownership Disclosures

Read YMAG 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 Magnificent 7 Fund of Option Income ETFs: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
105,316
Value (USD)
$1,572,370
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 0001464811-26-000009
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 YMAG fundamentals

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

Read YMAG 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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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29105,316$1,572,370None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,807$20,762None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-282,174$25,980None
EFG International AG2026-06-302026-08-15156,263$1,795,462None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1519,698$226,330None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,370$50,208None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,741$54,514None
JANE STREET GROUP, LLC2026-06-302026-08-1573,669$846,457None
JANE STREET GROUP, LLC2026-06-302026-08-1530,200$346,998Call
HRT FINANCIAL LP2026-06-302026-08-1517,673$203,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-15135,017$1,551,345None
Ausdal Financial Partners, Inc.2026-06-302026-08-15113,208$1,300,760None
ROYAL BANK OF CANADA2026-06-302026-08-15185,547$2,132,000None
CITADEL ADVISORS LLC2026-06-302026-08-1519,100$219,459Put
CITADEL ADVISORS LLC2026-06-302026-08-1564,010$735,475None
CITADEL ADVISORS LLC2026-06-302026-08-1520,900$240,141Call
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$12None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14834$9,577None
UBS Group AG2026-06-302026-08-1474,517$856,200None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-1457$655None
Cetera Investment Advisers2026-06-302026-08-1334,479$396,161None
JPMORGAN CHASE & CO2026-06-302026-08-1322,440$255,143None
Tower Research Capital LLC (TRC)2026-06-302026-08-12499$5,734None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12100$1,149None
Arax Advisory Partners2026-06-302026-08-1112$142None
MML INVESTORS SERVICES, LLC2026-06-302026-08-08585,877$6,731,722None
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2026-06-302026-08-0748$552None
Clearstead Advisors, LLC2026-06-302026-08-07200$2,298None
AE Wealth Management LLC2026-06-302026-08-04337,810$3,881,437None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04137,937$1,584,896None
ZEGA Investments, LLC2026-06-302026-08-0113,084$150,333None
MGO ONE SEVEN LLC2026-06-302026-08-0110,713$123,092None
MATHER GROUP, LLC.2026-06-302026-07-28128$1,471None
SENTINEL PENSION ADVISORS, LLC2026-06-302026-07-2410,831$125,752None
Synergy Asset Management, LLC2026-06-302026-07-2316,311$187,413None
LANARK FINANCIAL, INC.2026-06-302026-07-22873$10,030None
Farther Finance Advisors, LLC2026-06-302026-07-18100$1,149None
WINEBRENNER CAPITAL MANAGEMENT LLC2026-06-302026-07-1635,000$402,150None

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

B. Riley Wealth Advisors, Inc. ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗EFG International AG ↗INSIGNEO ADVISORY SERVICES, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗JANE STREET GROUP, LLC ↗HRT FINANCIAL LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

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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