Yieldmax Aapl Option IncomeAPLYETF

13F holders, Q2 2024 (June 30)
12holders +2
4new positions
3sold out
$18.15avg. 13F price*

At the end of Q2 2024, 12 institutions reported holding Yieldmax Aapl Option Income (APLY) in their 13F filings, up 2 from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were Tidal Investments LLC ($24.7M), Cambridge Investment Research Advisors, Inc. ($267K) and Zega Financial, LLC ($248K).

Company
Yieldmax Aapl Option Income
Filed as
TIDAL TR II (Q2 2024)
CUSIP
88634T857
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 10Q1 2024Q2 2024: 12Q2 2024Q3 2024: 15Q3 2024Q4 2024: 20Q4 2024Q1 2025: 16Q1 2025Q2 2025: 18Q2 2025Q3 2025: 20Q3 2025Q4 2025: 21Q4 2025Q1 2026: 17Q1 2026Q2 2026: 23Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions4$303K
Exits3$863K

All 13F filers, Q1 2024 → Q2 2024: 867,259 shares bought and 54,738 shares sold, net +812,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Tidal Investments LLC 0.34% Add +166.1% 1,362,751 $24.7M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.4% 14,761 $267K
Zega Financial, LLC 0.09% New 13,703 $248K
Sunbelt Securities, Inc. 0.01% New 3,014 $55K
Morgan Stanley 0.00% No change 301 $5K
Coppell Advisory Solutions LLC 0.00% — 170 $3K
Ancora Advisors LLC 0.00% Add +7.3% 118 $2K
CoreCap Advisors, LLC 0.00% Add +5.9% 18 $327
FMR LLC 0.00% New 1 $18
Wells Fargo & Company 0.00% Add +0.0% 1 $10
Royal Bank of Canada 0.00% No change 21 $0
Cwm, LLC 0.00% New 1 $0

"% of holder's portfolio" is APLY's weight in each manager's 13F, not the share of Yieldmax Aapl Option Income the manager owns.