YFYA Institutional Ownership
Yields for You Income Strategy A ETF
1W: -0.1%
1M: -0.6%
3M: -1.2%
YTD: -1.4%
1Y: -1.4%
$9.68
+0.01 (+0.12%)
Weekly Expected Move ±0.4%
$10
$10
$10
$10
$10
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — YFYA
6
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
3
New Positions
1
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coppell Advisory Solutions LLC NEW | 1,953,667 | 19M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Triad Wealth Partners, LLC | 41,830 | 405K | -15,848 | -27.5% | 3Q | SEC ↗ |
| 3 | BEACON INVESTMENT ADVISORS LLC | 23,055 | 223K | — | +0.0% | 4Q | SEC ↗ |
| 4 | OLD MISSION CAPITAL LLC NEW | 11,545 | 112K | — | +0.0% | 1Q | SEC ↗ |
| 5 | UBS Group AG | 278 | 3K | +69 | +33.0% | 3Q | SEC ↗ |
| 6 | FMR LLC NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Coppell Advisory Solutions LLC | 1,953,667 | 19M |
| OLD MISSION CAPITAL LLC | 11,545 | 112K |
| FMR LLC | 1 | 0K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +69 | +33.0% | 278 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Triad Wealth Partners, LLC | -15,848 | -27.5% | 41,830 |