SOXY Institutional Ownership
YieldMax Target 12 Semiconductor Option Income ETF
1W: +2.8%
1M: +16.2%
3M: -3.0%
YTD: +65.2%
1Y: +78.5%
$99.81
+1.97 (+2.02%)
Weekly Expected Move ±5.3%
$89
$95
$100
$105
$110
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Institutional Ownership — SOXY
13
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
25M
Total Invested
4
New Positions
1
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (15 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC NEW | 89,404 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 2 | AE Wealth Management LLC | 73,705 | 7M | -930 | -1.2% | 3Q | SEC ↗ |
| 3 | ZEGA Investments, LLC | 18,727 | 2M | -3,320 | -15.1% | 7Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC | 9,670 | 965K | -10,009 | -50.9% | 2Q | SEC ↗ |
| 5 | Wealth Watch Advisors, INC | 9,238 | 922K | -1,622 | -14.9% | 4Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC NEW | 7,296 | 728K | — | +0.0% | 1Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,487 | 548K | +1,558 | +39.7% | 7Q | SEC ↗ |
| 8 | Authentikos Wealth Advisory, LLC | 4,258 | 425K | -2,182 | -33.9% | 5Q | SEC ↗ |
| 9 | SIMPLEX TRADING, LLC NEW | 639 | 64K | — | +0.0% | 1Q | SEC ↗ |
| 10 | LANARK FINANCIAL, INC. | 552 | 55K | -39 | -6.6% | 2Q | SEC ↗ |
| 11 | CWM, LLC NEW | 75 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 12 | MORGAN STANLEY NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 0 | 0K | — | — | 3Q | SEC ↗ |
| 14 | OLD MISSION CAPITAL LLC | 0 | 0K | -15,359 | -100.0% | 4Q | SEC ↗ |
| 15 | Coppell Advisory Solutions LLC | 0 | 0K | -4,858 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Tidal Investments LLC | 89,404 | 9M |
| CITADEL ADVISORS LLC | 7,296 | 728K |
| SIMPLEX TRADING, LLC | 639 | 64K |
| CWM, LLC | 75 | 7K |
| MORGAN STANLEY | 1 | 0K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 15,359 | 2M |
| Coppell Advisory Solutions LLC | 4,858 | 485K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +1,558 | +39.7% | 5,487 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -10,009 | -50.9% | 9,670 |
| ZEGA Investments, LLC | -3,320 | -15.1% | 18,727 |
| Authentikos Wealth Advisory, LLC | -2,182 | -33.9% | 4,258 |
| Wealth Watch Advisors, INC | -1,622 | -14.9% | 9,238 |
| AE Wealth Management LLC | -930 | -1.2% | 73,705 |
| LANARK FINANCIAL, INC. | -39 | -6.6% | 552 |