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YieldMax AAPL Option Income Strategy ETF

18 hedge funds and large institutions have $82.1M invested in YieldMax AAPL Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TI
1
Tidal Investments
Wisconsin
$81.4M +$17.3M +1,343,623 +27%
CI
2
Cavalier Investments
Georgia
$253K -$231K -17,959 -48%
Citadel Advisors
3
Citadel Advisors
Florida
$143K -$141K -10,919 -50%
SS
4
Sunbelt Securities
Texas
$137K +$8.95K +496 +7%
AF
5
Allworth Financial
California
$55.5K +$55.5K +4,313 New
SPIA
6
Steward Partners Investment Advisory
New York
$26.5K +$26.5K +2,056 New
Group One Trading
7
Group One Trading
Illinois
$19.3K -$3.86K -300 -17%
UBS Group
8
UBS Group
Switzerland
$18K +$16.7K +1,300 +1,300%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12K -$91.2K -7,000 -88%
Morgan Stanley
10
Morgan Stanley
New York
$9K
AAS
11
Ameritas Advisory Services
Nebraska
$8.35K +$8.35K +649 New
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$6.44K +$6.44K +500 New
AWM
13
AE Wealth Management
Kansas
$2.57K
Raymond James Financial
14
Raymond James Financial
Florida
$1.29K +$1.29K +100 New
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$669 -$386 -30 -37%
HI
16
Harbour Investments
Wisconsin
$55 +$55 +4 New
Wells Fargo
17
Wells Fargo
California
$11
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$260K -17,201 Closed
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
-$216K -14,292 Closed
ZI
20
ZEGA Investments
Florida
-$170K -11,229 Closed
EWM
21
EPG Wealth Management
Georgia
-$62.1K -4,115 Closed