CHPY Institutional Ownership
YieldMax Semiconductor Portfolio Option Income ETF
1W: +2.5%
1M: +12.5%
3M: -9.3%
YTD: +33.9%
1Y: +33.2%
$71.54
+1.14 (+1.62%)
Weekly Expected Move ±4.8%
$65
$68
$72
$75
$78
Overview
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Institutional Ownership — CHPY
37
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
51M
Total Invested
21
New Positions
10
Increased
4
Reduced
2
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (38 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC NEW | 265,405 | 19M | — | +0.0% | 1Q | SEC ↗ |
| 2 | JANE STREET GROUP, LLC | 94,216 | 7M | +38,698 | +69.7% | 4Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC | 36,902 | 3M | +31,861 | +632.0% | 2Q | SEC ↗ |
| 4 | OLD MISSION CAPITAL LLC | 27,606 | 2M | +20,493 | +288.1% | 4Q | SEC ↗ |
| 5 | RiverTree Advisors, LLC NEW | 26,356 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | HRT FINANCIAL LP | 24,019 | 2M | +8,255 | +52.4% | 2Q | SEC ↗ |
| 7 | Triumph Capital Management NEW | 15,308 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Kovack Advisors, Inc. NEW | 15,164 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,561 | 1M | -1,994 | -12.0% | 3Q | SEC ↗ |
| 10 | Ausdal Financial Partners, Inc. | 7,430 | 532K | +680 | +10.1% | 2Q | SEC ↗ |
| 11 | Northstar Advisory Group, LLC NEW | 5,630 | 403K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Brookstone Capital Management NEW | 4,973 | 356K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Lifeworks Advisors, LLC NEW | 4,066 | 291K | — | +0.0% | 1Q | SEC ↗ |
| 14 | CAPTRUST FINANCIAL ADVISORS | 4,030 | 288K | +30 | +0.8% | 2Q | SEC ↗ |
| 15 | Aldebaran Financial Inc. NEW | 3,610 | 258K | — | +0.0% | 1Q | SEC ↗ |
| 16 | MML INVESTORS SERVICES, LLC NEW | 3,480 | 249K | — | +0.0% | 1Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC NEW | 2,992 | 214K | — | +0.0% | 1Q | SEC ↗ |
| 18 | J.W. COLE ADVISORS, INC. NEW | 2,740 | 196K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Naviter Wealth, LLC NEW | 2,700 | 193K | — | +0.0% | 1Q | SEC ↗ |
| 20 | PFG Investments, LLC NEW | 2,550 | 182K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Dynamic Advisor Solutions LLC NEW | 2,512 | 180K | — | +0.0% | 1Q | SEC ↗ |
| 22 | INSIGNEO ADVISORY SERVICES, LLC NEW | 2,270 | 162K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Ameliora Wealth Management Ltd. | 2,000 | 143K | — | +0.0% | 2Q | SEC ↗ |
| 24 | BANK OF MONTREAL /CAN | 1,207 | 86K | +218 | +22.0% | 2Q | SEC ↗ |
| 25 | Sunbelt Securities, Inc. NEW | 900 | 64K | — | +0.0% | 1Q | SEC ↗ |
| 26 | JPMORGAN CHASE & CO NEW | 847 | 61K | — | +0.0% | 1Q | SEC ↗ |
| 27 | AE Wealth Management LLC | 789 | 56K | +635 | +412.3% | 3Q | SEC ↗ |
| 28 | LANARK FINANCIAL, INC. | 532 | 38K | +74 | +16.2% | 2Q | SEC ↗ |
| 29 | Atlantic Union Bankshares Corp NEW | 416 | 30K | — | +0.0% | 1Q | SEC ↗ |
| 30 | UBS Group AG | 378 | 27K | -1,337 | -78.0% | 3Q | SEC ↗ |
| 31 | Avion Wealth NEW | 200 | 14K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Belvedere Trading LLC NEW | 100 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 33 | MERCER GLOBAL ADVISORS INC /ADV NEW | 96 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 34 | HARBOUR INVESTMENTS, INC. | 44 | 3K | — | +0.0% | 2Q | SEC ↗ |
| 35 | MORGAN STANLEY NEW | 32 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 36 | WELLS FARGO & COMPANY/MN | 2 | 0K | +2 | — | 4Q | SEC ↗ |
| 37 | Sound Income Strategies, LLC | 0 | 0K | -10 | -100.0% | 2Q | SEC ↗ |
| 38 | PIN OAK INVESTMENT ADVISORS INC | 0 | 0K | -50 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Tidal Investments LLC | 265,405 | 19M |
| RiverTree Advisors, LLC | 26,356 | 2M |
| Triumph Capital Management | 15,308 | 1M |
| Kovack Advisors, Inc. | 15,164 | 1M |
| Northstar Advisory Group, LLC | 5,630 | 403K |
| Brookstone Capital Management | 4,973 | 356K |
| Lifeworks Advisors, LLC | 4,066 | 291K |
| Aldebaran Financial Inc. | 3,610 | 258K |
| MML INVESTORS SERVICES, LLC | 3,480 | 249K |
| ENVESTNET ASSET MANAGEMENT INC | 2,992 | 214K |
| J.W. COLE ADVISORS, INC. | 2,740 | 196K |
| Naviter Wealth, LLC | 2,700 | 193K |
| PFG Investments, LLC | 2,550 | 182K |
| Dynamic Advisor Solutions LLC | 2,512 | 180K |
| INSIGNEO ADVISORY SERVICES, LLC | 2,270 | 162K |
| Sunbelt Securities, Inc. | 900 | 64K |
| JPMORGAN CHASE & CO | 847 | 61K |
| Atlantic Union Bankshares Corp | 416 | 30K |
| Avion Wealth | 200 | 14K |
| Belvedere Trading LLC | 100 | 7K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PIN OAK INVESTMENT ADVISORS INC | 50 | 4K |
| Sound Income Strategies, LLC | 10 | 1K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +38,698 | +69.7% | 94,216 |
| CITADEL ADVISORS LLC | +31,861 | +632.0% | 36,902 |
| OLD MISSION CAPITAL LLC | +20,493 | +288.1% | 27,606 |
| HRT FINANCIAL LP | +8,255 | +52.4% | 24,019 |
| Ausdal Financial Partners, Inc. | +680 | +10.1% | 7,430 |
| AE Wealth Management LLC | +635 | +412.3% | 789 |
| BANK OF MONTREAL /CAN | +218 | +22.0% | 1,207 |
| LANARK FINANCIAL, INC. | +74 | +16.2% | 532 |
| CAPTRUST FINANCIAL ADVISORS | +30 | +0.8% | 4,030 |
| WELLS FARGO & COMPANY/MN | +2 | — | 2 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,994 | -12.0% | 14,561 |
| UBS Group AG | -1,337 | -78.0% | 378 |