APLY Institutional Ownership
YieldMax AAPL Option Income Strategy ETF
1W: -1.6%
1M: +0.8%
3M: -3.0%
YTD: -8.2%
1Y: -8.4%
3Y: +19.8%
$11.72
+0.12 (+1.03%)
Weekly Expected Move ±2.7%
$11
$11
$12
$12
$12
Overview
Chart
Holdings
Changes
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Analysis
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Short Interest
Dividends
Weather
Institutional Ownership — APLY
25
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
68M
Total Invested
9
New Positions
9
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (31 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 5,608,914 | 66M | +2,018,994 | +56.2% | 10Q | SEC ↗ |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 104,241 | 1M | +22,216 | +27.1% | 2Q | SEC ↗ |
| 3 | Cavalier Investments, LLC | 55,172 | 647K | +14,049 | +34.2% | 7Q | SEC ↗ |
| 4 | ZEGA Investments, LLC | 22,731 | 266K | -2,579 | -10.2% | 4Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 20,647 | 242K | +4,698 | +29.5% | 2Q | SEC ↗ |
| 6 | IMC-Chicago, LLC NEW | 20,281 | 238K | — | +0.0% | 1Q | SEC ↗ |
| 7 | OLD MISSION CAPITAL LLC | 20,120 | 236K | -34,531 | -63.2% | 4Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC NEW | 13,463 | 158K | — | +0.0% | 1Q | SEC ↗ |
| 9 | StoneX Group Inc. NEW | 13,318 | 156K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Stirlingshire Investments, Inc. NEW | 11,233 | 132K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Allworth Financial LP | 6,062 | 71K | +521 | +9.4% | 5Q | SEC ↗ |
| 12 | Steward Partners Investment Advisory, | 3,171 | 37K | +14 | +0.4% | 5Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 959 | 11K | +38 | +4.1% | 8Q | SEC ↗ |
| 14 | Ameritas Advisory Services, LLC NEW | 799 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 15 | LANARK FINANCIAL, INC. NEW | 300 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 16 | AE Wealth Management LLC | 266 | 3K | +22 | +9.0% | 7Q | SEC ↗ |
| 17 | TD Waterhouse Canada Inc. NEW | 143 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 18 | SIMPLEX TRADING, LLC NEW | 103 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 19 | MORGAN STANLEY | 101 | 1K | -500 | -83.2% | 12Q | SEC ↗ |
| 20 | MERCER GLOBAL ADVISORS INC /ADV NEW | 100 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 21 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 22 | 0K | — | +0.0% | 7Q | SEC ↗ |
| 22 | HARBOUR INVESTMENTS, INC. | 6 | 0K | +1 | +20.0% | 5Q | SEC ↗ |
| 23 | CWM, LLC NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 24 | FMR LLC | 1 | 0K | -1 | -50.0% | 3Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 1 | 0K | — | +0.0% | 10Q | SEC ↗ |
| 26 | Garton & Associates Financial Advisors | 0 | 0K | -1,560 | -100.0% | 1Q | SEC ↗ |
| 27 | GROUP ONE TRADING LLC | 0 | 0K | -3,400 | -100.0% | 5Q | SEC ↗ |
| 28 | BARCLAYS PLC | 0 | 0K | -3,175 | -100.0% | 1Q | SEC ↗ |
| 29 | MCGUIRE CAPITAL ADVISORS INC | 0 | 0K | -3,000 | -100.0% | 2Q | SEC ↗ |
| 30 | HRT FINANCIAL LP | 0 | 0K | -11,452 | -100.0% | 1Q | SEC ↗ |
| 31 | Avion Wealth | 0 | 0K | -100 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| IMC-Chicago, LLC | 20,281 | 238K |
| JANE STREET GROUP, LLC | 13,463 | 158K |
| StoneX Group Inc. | 13,318 | 156K |
| Stirlingshire Investments, Inc. | 11,233 | 132K |
| Ameritas Advisory Services, LLC | 799 | 9K |
| LANARK FINANCIAL, INC. | 300 | 4K |
| TD Waterhouse Canada Inc. | 143 | 2K |
| SIMPLEX TRADING, LLC | 103 | 1K |
| MERCER GLOBAL ADVISORS INC /ADV | 100 | 1K |
| CWM, LLC | 1 | 0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HRT FINANCIAL LP | 11,452 | 134K |
| GROUP ONE TRADING LLC | 3,400 | 40K |
| BARCLAYS PLC | 3,175 | 37K |
| MCGUIRE CAPITAL ADVISORS INC | 3,000 | 35K |
| Garton & Associates Financial Advis | 1,560 | 18K |
| Avion Wealth | 100 | 1K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Tidal Investments LLC | +2,018,994 | +56.2% | 5,608,914 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +22,216 | +27.1% | 104,241 |
| Cavalier Investments, LLC | +14,049 | +34.2% | 55,172 |
| Cetera Investment Advisers | +4,698 | +29.5% | 20,647 |
| Allworth Financial LP | +521 | +9.4% | 6,062 |
| ROYAL BANK OF CANADA | +38 | +4.1% | 959 |
| AE Wealth Management LLC | +22 | +9.0% | 266 |
| Steward Partners Investment Advisor | +14 | +0.4% | 3,171 |
| HARBOUR INVESTMENTS, INC. | +1 | +20.0% | 6 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | -34,531 | -63.2% | 20,120 |
| ZEGA Investments, LLC | -2,579 | -10.2% | 22,731 |
| MORGAN STANLEY | -500 | -83.2% | 101 |
| FMR LLC | -1 | -50.0% | 1 |