Yieldmax Aapl Option IncomeAPLYETF

13F holders, Q1 2025 (March 31)
16holders −4
0new positions
4sold out
1famous investor
$15.10avg. 13F price*

At the end of Q1 2025, 16 institutions reported holding Yieldmax Aapl Option Income (APLY) in their 13F filings, down 4 from Q4 2024. 0 opened new positions and 4 sold out. The largest holders were Tidal Investments LLC ($75.2M), Cavalier Investments, LLC ($568K) and Citadel Advisors ($333K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Yieldmax Aapl Option Income
Filed as
TIDAL TR II (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits4$482K

All 13F filers, Q4 2024 → Q1 2025: 1,001,646 shares bought and 43,633 shares sold, net +958,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 16 holders

Tidal Investments LLC 0.64% Add +24.4% 4,979,031 $75.2M
Cavalier Investments, LLC 0.19% Add +100.4% 37,643 $568K
Citadel Advisors 0.00% Add +23.7% 22,047 $333K
Susquehanna International Group, LLP 0.00% Reduce -48.8% 17,201 $260K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.5% 14,292 $216K
ZEGA Investments, LLC 0.05% Add +10.0% 11,229 $170K
Royal Bank of Canada 0.00% Add +12.8% 7,921 $120K
Sunbelt Securities, Inc. 0.01% Reduce -6.5% 7,078 $107K
EPG Wealth Management LLC 0.02% Add +6.4% 4,115 $62K
Group One Trading LLC 0.00% Add +12.5% 1,800 $27K
Morgan Stanley 0.00% Add +131.5% 699 $11K
AE Wealth Management LLC 0.00% No change 200 $3K
UBS Group AG 0.00% Add +42.9% 100 $2K
Blue Bell Private Wealth Management, LLC 0.00% Add +57.7% 82 $1K
Wells Fargo & Company 0.00% Reduce -50.0% 1 $15
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.