DOSSIER · 13F Holders · Q1 2026
MSFY

KURV YIELD PREMIUM STRATEGY MICROSOFT (MSFT) ETF

8 institutions still hold KURV YIELD PREMIUM STRATEGY MICROSOFT (MSFT) ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 500948708·8 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$989K
visible holders
Holders
8
filers reporting
Concentration
38.15%
Jaffetilchin Investment Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported MSFY in Q1 2026. Jaffetilchin Investment Partners, LLC leads at 38.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$377K22K0.02%Q1 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$245K14K0.00%Q1 2026
03
Investmark Advisory Group LLC
CIK 0001926349
$187K11K0.07%Q2 2026
04
OLD MISSION CAPITAL LLC
CIK 0001455915
$173K11K0.00%Q2 2026
05
PIN OAK INVESTMENT ADVISORS INC
CIK 0001094584
$6K3400.00%Q1 2026
06
Triumph Capital Management
CIK 0001730765
$575350.00%Q2 2026
07
CoreCap Advisors, LLC
CIK 0001902501
$263160.00%Q2 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025