Who owns SOXY?
YieldMax Target 12 Semiconductor Option Income ETF · YieldMax
12 institutions reported holding SOXY, worth $25.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SOXY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Tidal Investments LLC | Milwaukee, WI | $10.2M | 89,404 | New position |
| AE Wealth Management LLC | Topeka, KS | $8.4M | 73,705 | −930 shares |
| ZEGA Investments, LLC | Palm Beach Gardens, FL | $2.1M | 18,727 | −3,320 shares |
| Jane Street Group, LLC | New York, NY | $1.1M | 9,670 | −10,009 shares |
| Wealth Watch Advisors, INC | Englewood, CO | $1.1M | 9,238 | −1,622 shares |
| Citadel Advisors LLC | Miami, FL | $834K | 7,296 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $627K | 5,487 | +1,558 shares |
| Authentikos Wealth Advisory, LLC | Morgan Hill, CA | $487K | 4,258 | −2,182 shares |
| Simplex Trading, LLC | Chicago, IL | $73K | 639 | New position |
| Lanark Financial, Inc. | Birmingham, AL | $63K | 552 | −39 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.
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Frequently asked questions
Who owns SOXY?
12 institutional managers reported holding SOXY in Form 13F filings for June 30, 2026, worth $25.0M in total. The largest reported position was held by Tidal Investments LLC, at $10.2M.
Did institutions buy or sell SOXY last quarter?
Reported 13F value rose 157.9% from March 31, 2026, which includes price moves as well as buying and selling. 4 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 SOXY 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.