ETF Holders

Who owns AAPY?

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Kurv Yield Premium Strategy Apple ETF · Kurv

1 institutions reported holding AAPY, worth $201K, in Form 13F filings for June 30, 2026.

13F holders
1
Institutional value
$201K
Change from prior quarter
+4613.3%
+$197K, with price moves
New and sold-out firms
1 / 1
0 added, 0 trimmed

Top 1 institutional holders of AAPY

FirmLocationValueSharesChange
Investmark Advisory Group LLCShelton, CT$201K8,182New position

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns AAPY?

1 institutional managers reported holding AAPY in Form 13F filings for June 30, 2026, worth $201K in total. The largest reported position was held by Investmark Advisory Group LLC, at $201K.

Did institutions buy or sell AAPY last quarter?

Reported 13F value rose 4613.3% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is AAPY ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.