Yieldmax Aapl Option IncomeAPLYETF

13F holders, Q4 2024 (December 31)
20holders +5
7new positions
3sold out
1famous investor
$18.04avg. 13F price*

At the end of Q4 2024, 20 institutions reported holding Yieldmax Aapl Option Income (APLY) in their 13F filings, up 5 from Q3 2024. 7 opened new positions and 3 sold out. The largest holders were Tidal Investments LLC ($72.2M), Susquehanna International Group, LLP ($606K) and Cavalier Investments, LLC ($339K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Yieldmax Aapl Option Income
Filed as
TIDAL TR II (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions7$698K
Exits3$8K

All 13F filers, Q3 2024 → Q4 2024: 2,321,323 shares bought and 18,180 shares sold, net +2,303,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 20 holders

Tidal Investments LLC 0.59% Add +129.9% 4,004,038 $72.2M
Susquehanna International Group, LLP 0.00% Add +145.7% 33,601 $606K
Cavalier Investments, LLC 0.11% New 18,785 $339K
Citadel Advisors 0.00% New 17,822 $322K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.5% 13,549 $244K
Keebeck Wealth Management 0.03% No change 13,370 $241K
Jane Street Group, LLC 0.00% Reduce -56.1% 13,032 $235K
ZEGA Investments, LLC 0.05% — 10,206 $162K
Sunbelt Securities, Inc. 0.01% No change 7,574 $138K
Royal Bank of Canada 0.00% No change 7,021 $127K
EPG Wealth Management LLC 0.02% Add +6.3% 3,868 $70K
Group One Trading LLC 0.00% New 1,600 $29K
Morgan Stanley 0.00% Add +0.3% 302 $5K
AE Wealth Management LLC 0.00% New 200 $4K
Coppell Advisory Solutions LLC 0.00% No change 172 $3K
Albion Financial Group 0.00% New 162 $3K
UBS Group AG 0.00% New 70 $1K
Blue Bell Private Wealth Management, LLC 0.00% New 52 $938
Wells Fargo & Company 0.00% Add +100.0% 2 $32
Cwm, LLC 0.00% No change 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.