Who owns YieldMax S&P 500 0DTE Covered Call Strategy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of SDTY from SEC Form 13F filings across 6 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, 6 institutions disclosed 362,278 shares of YieldMax S&P 500 0DTE Covered Call Strategy ETF worth $15.1M — about 110.8% of shares outstanding; the largest disclosed holder is Tidal Investments LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$15.1M
value, 2026 filers
110.8%
of shares outstanding (362,278 sh)
2
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 SDTY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLCNEW | 321,153 | $13.4M | 0.0% | 98.2% | new |
| 2 | ZEGA Investments, LLC | 17,427 | $729,986 | 0.1% | 5.3% | +14.4% |
| 3 | OLD MISSION CAPITAL LLC | 15,848 | $663,856 | 0.0% | 4.8% | -3.1% |
| 4 | Wealth Watch Advisors, INC | 7,631 | $319,655 | 0.1% | 2.3% | -0.9% |
| 5 | Tower Research Capital LLC (TRC)NEW | 219 | $9,174 | 0.0% | 0.1% | new |
| 6 | WELLS FARGO & COMPANY/MN | 0 | $17 | 0.0% | 0% | -100.0% |
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.