ETF Holders

Who owns APLY?

Leveraged, inverse or options

YieldMax AAPL Option Income Strategy ETF · YieldMax

23 institutions reported holding APLY, worth $68.3M, in Form 13F filings for June 30, 2026.

13F holders
23
Institutional value
$68.3M
Change from prior quarter
+51.9%
+$23.3M, with price moves
New and sold-out firms
8 / 1
9 added, 4 trimmed

Top 10 institutional holders of APLY

FirmLocationValueSharesChange
Tidal Investments LLCMilwaukee, WI$64.9M5,608,914+2,018,994 shares
Susquehanna International Group, LLPBala Cynwyd, PA$1.2M104,241+22,216 shares
Cavalier Investments, LLCAlpharetta, GA$638K55,172+14,049 shares
ZEGA Investments, LLCPalm Beach Gardens, FL$263K22,731−2,579 shares
Cetera Investment AdvisersSchaumburg, IL$239K20,647+4,698 shares
IMC-Chicago, LLCChicago, IL$235K20,281New position
Old Mission Capital LLCChicago, IL$233K20,120−34,531 shares
StoneX Group Inc.New York, NY$164K13,318New position
Jane Street Group, LLCNew York, NY$156K13,463New position
Stirlingshire Investments, Inc.New York, NY$130K11,233New position
13 more firms

The full list comes with the Advisors and Institutions package.

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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 APLY?

23 institutional managers reported holding APLY in Form 13F filings for June 30, 2026, worth $68.3M in total. The largest reported position was held by Tidal Investments LLC, at $64.9M.

Did institutions buy or sell APLY last quarter?

Reported 13F value rose 51.9% from March 31, 2026, which includes price moves as well as buying and selling. 8 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 APLY 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.