Who owns YieldMax AAPL Option Income Strategy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of APLY from SEC Form 13F filings across 23 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 23 institutions disclosed 5.9M shares of YieldMax AAPL Option Income Strategy ETF worth $68.3M — about 58.3% of shares outstanding; the largest disclosed holder is Tidal Investments LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
23
13F holders
$68.3M
value, 2026 filers
58.3%
of shares outstanding (5.9M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of APLY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 5.6M | $64.9M | 0.1% | 55.4% | +56.2% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 104,241 | $1.2M | 0.0% | 1% | +27.1% |
| 3 | Cavalier Investments, LLC | 55,172 | $638,340 | 0.0% | 0.5% | +34.2% |
| 4 | ZEGA Investments, LLC | 22,731 | $262,996 | 0.0% | 0.2% | -10.2% |
| 5 | Cetera Investment Advisers | 20,647 | $238,885 | 0.0% | 0.2% | +29.5% |
| 6 | IMC-Chicago, LLCNEW | 20,281 | $234,651 | 0.0% | 0.2% | new |
| 7 | OLD MISSION CAPITAL LLC | 20,120 | $232,788 | 0.0% | 0.2% | -63.2% |
| 8 | JANE STREET GROUP, LLCNEW | 13,463 | $155,767 | 0.0% | 0.1% | new |
| 9 | StoneX Group Inc.NEW | 13,318 | $163,559 | 0.0% | 0.1% | new |
| 10 | Stirlingshire Investments, Inc.NEW | 11,233 | $129,971 | 0.1% | 0.1% | new |
| 11 | Allworth Financial LP | 6,062 | $70,143 | 0.0% | 0.1% | +9.4% |
| 12 | Steward Partners Investment Advisory, LLC | 3,171 | $36,683 | 0.0% | 0% | +0.4% |
| 13 | ROYAL BANK OF CANADA | 959 | $11,000 | 0.0% | 0% | +4.1% |
| 14 | Ameritas Advisory Services, LLCNEW | 799 | $9,246 | 0.0% | 0% | new |
| 15 | LANARK FINANCIAL, INC.NEW | 300 | $3,471 | 0.0% | 0% | new |
| 16 | AE Wealth Management LLC | 266 | $3,083 | 0.0% | 0% | +9.0% |
| 17 | TD Waterhouse Canada Inc.NEW | 143 | $1,672 | 0.0% | 0% | new |
| 18 | SIMPLEX TRADING, LLCNEW | 103 | $1,191 | 0.0% | 0% | new |
| 19 | MORGAN STANLEY | 101 | $1,174 | 0.0% | 0% | -83.2% |
| 20 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 22 | $255 | 0.0% | 0% | 0.0% |
| 21 | HARBOUR INVESTMENTS, INC. | 6 | $70 | 0.0% | 0% | +20.0% |
| 22 | WELLS FARGO & COMPANY/MN | 1 | $9 | 0.0% | 0% | 0.0% |
| 23 | FMR LLC | 1 | $12 | 0.0% | 0% | -50.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.