Evid Invest
Who owns CHPYWhat CHPY owns — n/a

Who owns YieldMax Semiconductor Portfolio Option Income ETF?

Institutional ownership of CHPY from SEC Form 13F filings across 31 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.

31

13F holders

$47.3M

value, 2026 filers

3.7%

of shares outstanding (562,787 sh)

18

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 CHPY's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Tidal Investments LLCNEW265,405$23.2M0.0%1.7%new
2JANE STREET GROUP, LLC94,216$8.3M0.0%0.6%+69.7%
3CITADEL ADVISORS LLC36,902$3.3M0.0%0.2%+632.0%
4OLD MISSION CAPITAL LLC27,606$2.4M0.0%0.2%+288.1%
5RiverTree Advisors, LLCNEW26,356$2.3M1.4%0.2%new
6HRT FINANCIAL LP24,019$2,1170.0%0.2%+52.4%
7Triumph Capital ManagementNEW15,308$1.3M0.2%0.1%new
8Kovack Advisors, Inc.NEW15,164$1.3M0.1%0.1%new
9SUSQUEHANNA INTERNATIONAL GROUP, LLP14,561$1.3M0.0%0.1%-12.0%
10Ausdal Financial Partners, Inc.7,430$654,8800.0%0%+10.1%
11Northstar Advisory Group, LLCNEW5,630$496,2280.2%0%new
12Brookstone Capital ManagementNEW4,973$438,3100.0%0%new
13CAPTRUST FINANCIAL ADVISORS4,030$355,2040.0%0%+0.8%
14MML INVESTORS SERVICES, LLCNEW3,480$306,7360.0%0%new
15ENVESTNET ASSET MANAGEMENT INCNEW2,992$263,6730.0%0%new
16J.W. COLE ADVISORS, INC.NEW2,740$241,5040.0%0%new
17PFG Investments, LLCNEW2,550$224,7570.0%0%new
18Dynamic Advisor Solutions LLCNEW2,512$221,4230.0%0%new
19INSIGNEO ADVISORY SERVICES, LLCNEW2,270$200,0780.0%0%new
20BANK OF MONTREAL /CAN/1,207$106,3850.0%0%+22.0%
21JPMORGAN CHASE & CONEW847$71,9950.0%0%new
22AE Wealth Management LLC789$69,5420.0%0%+412.3%
23LANARK FINANCIAL, INC.532$46,8900.0%0%+16.2%
24Atlantic Union Bankshares CorpNEW416$36,6680.0%0%new
25UBS Group AG378$33,3170.0%0%-78.0%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.