DOSSIER · 13F Holders · Q3 2026
MSFY

KURV YIELD PREMIUM STRATEGY MICROSOFT (MSFT) ETF

9 institutions still hold KURV YIELD PREMIUM STRATEGY MICROSOFT (MSFT) ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 500948708·9 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$1M
visible holders
Holders
9
filers reporting
Concentration
34.10%
Kurv Investment Management LLC #1
top holder share
AI Holders Summary · Q3 2026

9 institutions reported MSFY in Q3 2026. Kurv Investment Management LLC leads at 34.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Kurv Investment Management LLC
CIK 0002027462
$415K20K0.21%Q3 2026
02
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$290K18K0.02%Q2 2026
03
Investmark Advisory Group LLC
CIK 0001926349
$288K14K0.09%Q3 2026
04
OLD MISSION CAPITAL LLC
CIK 0001455915
$173K11K0.00%Q2 2026
05
UBS Group AG
CIK 0001610520
$44K2K0.00%Q3 2026
06
PIN OAK INVESTMENT ADVISORS INC
CIK 0001094584
$6K3400.00%Q1 2026
07
Triumph Capital Management
CIK 0001730765
$728350.00%Q3 2026
08
CoreCap Advisors, LLC
CIK 0001902501
$271130.00%Q3 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025