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PLTY Institutional Ownership

YieldMax PLTR Option Income Strategy ETF
1W: +0.3% 1M: +7.3% 3M: +19.8% YTD: -19.7% 1Y: -39.0%
$36.67
-0.17 (-0.46%)
 
Weekly Expected Move ±3.9%
$34 $35 $37 $38 $40
ETF AMEX · AUM $391.4M

Institutional Ownership — PLTY

36
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
36M
Total Invested
7
New Positions
9
Increased
15
Reduced
9
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (49 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Tidal Investments LLC 1,028,296 $38M +344,375 +50.4% 7Q SEC ↗
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 66,787 $2M — +0.0% 1Q SEC ↗
3 JANE STREET GROUP, LLC 54,170 $2M +35,149 +184.8% 4Q SEC ↗
4 UBS Group AG 28,739 $1M -12,218 -29.8% 4Q SEC ↗
5 Stirlingshire Investments, Inc. 24,184 $887K +1,839 +8.2% 3Q SEC ↗
6 Sunbelt Securities, Inc. 18,454 $677K +939 +5.4% 6Q SEC ↗
7 CITADEL ADVISORS LLC 11,638 $427K -29,076 -71.4% 2Q SEC ↗
8 GROUP ONE TRADING LLC 11,565 $424K -8,209 -41.5% 6Q SEC ↗
9 Kestra Advisory Services, LLC NEW 10,386 $381K — +0.0% 1Q SEC ↗
10 COMPASS CAPITAL CORP /MA/ /ADV 7,280 $267K -2,216 -23.3% 4Q SEC ↗
11 Belvedere Trading LLC NEW 5,799 $213K — +0.0% 1Q SEC ↗
12 MORGAN STANLEY 4,450 $163K +440 +11.0% 6Q SEC ↗
13 EFG International AG 3,455 $127K — +0.0% 3Q SEC ↗
14 OSAIC HOLDINGS, INC. 1,742 $64K +202 +13.1% 6Q SEC ↗
15 CoreCap Advisors, LLC 781 $29K +174 +28.7% 6Q SEC ↗
16 Ameritas Advisory Services, LLC NEW 643 $24K — +0.0% 1Q SEC ↗
17 Steward Partners Investment Advisory, 309 $11K — +0.0% 3Q SEC ↗
18 JPMORGAN CHASE & CO 305 $11K +10 +3.4% 2Q SEC ↗
19 AE Wealth Management LLC 246 $9K -536 -68.5% 2Q SEC ↗
20 EVOLUTION WEALTH MANAGEMENT INC. NEW 185 $7K — +0.0% 1Q SEC ↗
21 TD Waterhouse Canada Inc. 100 $4K — +0.0% 2Q SEC ↗
22 SALEM INVESTMENT COUNSELORS INC 100 $4K — +0.0% 2Q SEC ↗
23 Integrated Wealth Concepts LLC NEW 70 $3K — +0.0% 1Q SEC ↗
24 SWAN Capital LLC 30 $1K — +0.0% 4Q SEC ↗
25 MERCER GLOBAL ADVISORS INC /ADV NEW 26 $1K — +0.0% 1Q SEC ↗
26 PNC Financial Services Group, Inc. 22 $1K -39 -63.9% 5Q SEC ↗
27 FMR LLC 13 $0K +11 +550.0% 3Q SEC ↗
28 WELLS FARGO & COMPANY/MN 4 $0K +2 +100.0% 5Q SEC ↗
29 TUCKER ASSET MANAGEMENT LLC 0 $0K -400 -100.0% 1Q SEC ↗
30 Strategic Wealth Partners, Ltd. 0 $0K -281 -100.0% 1Q SEC ↗
31 INDEPENDENT FINANCIAL GROUP, LLC 0 $0K -29,023 -100.0% 3Q SEC ↗
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 $0K -44 -100.0% 2Q SEC ↗
33 Elequin Capital, LP 0 $0K -591 -100.0% 2Q SEC ↗
34 HRT FINANCIAL LP 0 $0K -8,870 -100.0% 2Q SEC ↗
35 MCGUIRE CAPITAL ADVISORS INC 0 $0K -10,300 -100.0% 1Q SEC ↗
36 Capital Investment Advisory Services, 0 $0K -200 -100.0% 2Q SEC ↗
37 Atlantic Union Bankshares Corp 0 $0K -5 -100.0% 1Q SEC ↗
38 REAP Financial Group, LLC 0 $0K -2 -100.0% 1Q SEC ↗
39 Private Wealth Asset Management, LLC 0 $0K -5,875 -100.0% 2Q SEC ↗
40 Farther Finance Advisors, LLC 0 $0K -200 -100.0% 1Q SEC ↗
41 Wealth Watch Advisors, INC 0 $0K -1,491 -100.0% 2Q SEC ↗
42 OLD MISSION CAPITAL LLC 0 $0K -5,314 -100.0% 3Q SEC ↗
43 Garton & Associates Financial Advisors 0 $0K -295 -100.0% 1Q SEC ↗
44 GOLDMAN SACHS GROUP INC 0 $0K -125,000 -100.0% 2Q SEC ↗
45 WFA of San Diego, LLC 0 $0K -25 -100.0% 1Q SEC ↗
46 ZEGA Investments, LLC 0 $0K -6,307 -100.0% 2Q SEC ↗
47 FNY Investment Advisers, LLC 0 $0K -2,400 -100.0% 1Q SEC ↗
48 SIMPLEX TRADING, LLC 0 $0K -38 -100.0% 1Q SEC ↗
49 Merit Financial Group, LLC 0 $0K -7,057 -100.0% 2Q SEC ↗
Biggest Increases (10)
HolderAddedChange %Total Shares
Tidal Investments LLC +344,375 +50.4% 1,028,296
JANE STREET GROUP, LLC +35,149 +184.8% 54,170
Stirlingshire Investments, Inc. +1,839 +8.2% 24,184
Sunbelt Securities, Inc. +939 +5.4% 18,454
MORGAN STANLEY +440 +11.0% 4,450
OSAIC HOLDINGS, INC. +202 +13.1% 1,742
CoreCap Advisors, LLC +174 +28.7% 781
FMR LLC +11 +550.0% 13
JPMORGAN CHASE & CO +10 +3.4% 305
WELLS FARGO & COMPANY/MN +2 +100.0% 4
Biggest Decreases (6)
HolderReducedChange %Total Shares
CITADEL ADVISORS LLC -29,076 -71.4% 11,638
UBS Group AG -12,218 -29.8% 28,739
GROUP ONE TRADING LLC -8,209 -41.5% 11,565
COMPASS CAPITAL CORP /MA/ /ADV -2,216 -23.3% 7,280
AE Wealth Management LLC -536 -68.5% 246
PNC Financial Services Group, Inc. -39 -63.9% 22

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms