Yieldmax Aapl Option IncomeAPLYETF

13F holders, Q2 2025 (June 30)
18holders +2
6new positions
4sold out
1famous investor
$12.88avg. 13F price*

At the end of Q2 2025, 18 institutions reported holding Yieldmax Aapl Option Income (APLY) in their 13F filings, up 2 from Q1 2025. 6 opened new positions and 4 sold out. The largest holders were Tidal Investments LLC ($81.4M), Cavalier Investments, LLC ($253K) and Citadel Advisors ($143K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Yieldmax Aapl Option Income
Filed as
TIDAL TR II (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$98K
Exits4$707K

All 13F filers, Q1 2025 → Q2 2025: 1,353,041 shares bought and 83,045 shares sold, net +1,269,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Tidal Investments LLC 0.53% Add +27.0% 6,322,654 $81.4M
Cavalier Investments, LLC 0.08% Reduce -47.7% 19,684 $253K
Citadel Advisors 0.00% Reduce -49.5% 11,128 $143K
Sunbelt Securities, Inc. 0.01% Add +7.0% 7,574 $137K
Allworth Financial LP 0.00% New 4,313 $56K
Steward Partners Investment Advisory, LLC 0.00% New 2,056 $26K
Group One Trading LLC 0.00% Reduce -16.7% 1,500 $19K
UBS Group AG 0.00% Add +1300.0% 1,400 $18K
Royal Bank of Canada 0.00% Reduce -88.4% 921 $12K
Morgan Stanley 0.00% No change 699 $9K
Ameritas Advisory Services, LLC 0.00% New 649 $8K
JPMorgan Chase & Co. 0.00% New 500 $6K
AE Wealth Management LLC 0.00% No change 200 $3K
Raymond James Financial Inc. 0.00% New 100 $1K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -36.6% 52 $669
Harbour Investments, Inc. 0.00% New 4 $55
Wells Fargo & Company 0.00% No change 1 $11
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.