Who owns SDTY?
YieldMax S&P 500 0DTE Covered Call Strategy ETF · YieldMax
6 institutions reported holding SDTY, worth $15.1M, in Form 13F filings for June 30, 2026.
Top 6 institutional holders of SDTY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Tidal Investments LLC | Milwaukee, WI | $13.4M | 321,153 | New position |
| ZEGA Investments, LLC | Palm Beach Gardens, FL | $730K | 17,427 | +2,196 shares |
| Old Mission Capital LLC | Chicago, IL | $664K | 15,848 | −505 shares |
| Wealth Watch Advisors, INC | Englewood, CO | $320K | 7,631 | −71 shares |
| Tower Research Capital LLC (TRC) | New York, NY | $9K | 219 | New position |
| Wells Fargo & Company | San Francisco, CA | $17 | 0 | −1 shares |
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.
Similar ETFs
Compare what they hold: SDTY vs THMZ, SDTY vs NUDG, SDTY vs CAMX, SDTY vs TOPC.
Frequently asked questions
Who owns SDTY?
6 institutional managers reported holding SDTY in Form 13F filings for June 30, 2026, worth $15.1M in total. The largest reported position was held by Tidal Investments LLC, at $13.4M.
Did institutions buy or sell SDTY last quarter?
Reported 13F value rose 460.2% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 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 SDTY 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.