Who Owns YIELDMAX AAPL OPT INC STRTGY ETF (APLY)?Hedge Fund & Institutional Holders

$11.58-0.21 (-1.78%)NYSE_ARCA

Institutional Holders

23

as of Q4 2025

Total Institutional Value

$1.4420002490007698e+37T

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$11.59$13.36$15.12$16.88$18.65Sep 24Jun 25Mar 26

APLY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
OLD MISSION CAPITAL LLCIncreased+64K+$845.4M
ZEGA Investments, LLCNew Position+19K+$249.0M
Cavalier Investments, LLCIncreased+6K+$73K
MCGUIRE CAPITAL ADVISORS INCNew Position+3K+$39K
Garton & Associates Financial Advisors LLCNew Position+2K+$20K
Avion WealthNew Position+100+$1K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+22+$0
HRT FINANCIAL LPNew Position+11K+$0
CWM, LLCNew Position+1+$0
JANE STREET GROUP, LLCNew Position+18K+$0
AE Wealth Management LLCNew Position+227+$0
BARCLAYS PLCNew Position+3K+$0
FMR LLCNew Position+4+$0
Allworth Financial LPIncreased+380+$-65.2M

APLY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Tidal Investments LLCDecreased-874K-$91.3B
Cetera Investment AdvisersClosed Position-13K-$180.5M
CITADEL ADVISORS LLCClosed Position-13K-$175.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-11K-$155.0M
GROUP ONE TRADING LLCDecreased-6K-$80.0M
Steward Partners Investment Advisory, LLCDecreased-28-$33.1M
WELLS FARGO & COMPANY/MNDecreased-1-$29K
MORGAN STANLEYDecreased-299-$4K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OLD MISSION CAPITAL LLC108,195$1.4B0.03%Share
2ZEGA Investments, LLC18,740$249.0M0.03%Share
3Tidal Investments LLC5,833,982$77.0M0.18%Share
4GROUP ONE TRADING LLC3,400$45.0M0.00%Share
5Cavalier Investments, LLC33,688$449K0.02%Share
6Allworth Financial LP5,171$68K0.00%Share
7MCGUIRE CAPITAL ADVISORS INC3,000$39K0.02%Share
8Garton & Associates Financial Advisors LLC1,560$20K0.01%Share
9Avion Wealth100$1K0.00%Share
10AE Wealth Management LLC227$00.00%Share
11MORGAN STANLEY1$00.00%Share
12CWM, LLC1$00.00%Share
13BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC22$00.00%Share
14HARBOUR INVESTMENTS, INC.5$00.00%Share
15JANE STREET GROUP, LLC5,900$00.00%Share
16JANE STREET GROUP, LLC12,214$00.00%Share
17WELLS FARGO & COMPANY/MN1$00.00%Share
18BARCLAYS PLC3,175$00.00%Share
19ROYAL BANK OF CANADA921$00.00%Share
20HRT FINANCIAL LP11,452$00.00%Share
21SUSQUEHANNA INTERNATIONAL GROUP, LLP13,500$00.00%Put
22Steward Partners Investment Advisory, LLC2,405$00.00%Share
23FMR LLC4$00.00%Share

APLY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202521$1.8B+8
Q3 202513$92.7B-4
Q2 202517$81.8B+1
Q1 202516$76.3B-4
Q4 202420$73.9B+8
Q3 202412$572.0B+3
Q2 20249$24.7B+2
Q1 20247$837.6T—

As of Q4 2025, 23 institutional investors hold APLY (YIELDMAX AAPL OPT INC STRTGY ETF). The largest holder is OLD MISSION CAPITAL LLC with $1.4B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own APLY?

As of Q4 2025, 23 institutional investors report holding APLY (YIELDMAX AAPL OPT INC STRTGY ETF) in their 13F filings.

Who is the largest institutional holder of APLY?

The largest institutional holder of APLY is OLD MISSION CAPITAL LLC with $1.4B in shares.

Is institutional ownership of APLY increasing or decreasing?

This quarter, 11 institutions opened new positions in APLY and 3 closed their positions.