Who Owns SOXY?
YieldMax Target 12 Semiconductor Option Income ETF — Institutional Ownership & 13F Holdings
$82.84
+2.20 (+2.73%)
Market Cap
$7.6M
Shares Outstanding
118,820
Institutional Holders
5
Total Inst. Value
$875K
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ZEGA Investments, LLC | $350K | 8,203 |
| 2 | Coppell Advisory Solutions LLC | $273K | 6,426 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $229K | 5,352 |
| 4 | UBS Group AG | $15K | 344 |
| 5 | CoreCap Advisors, LLC | $8K | 193 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ZEGA Investments, LLC | +2K | $350K |
| UBS Group AG | +256 | $15K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -11K | $229K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold SOXY?
As of Q1 2025, 5 institutional investors report holding SOXY (YieldMax Target 12 Semiconductor Option Income ETF) in their 13F filings.
Which hedge fund owns the most SOXY?
The largest institutional holder of SOXY is ZEGA Investments, LLC with $350K in shares.
Are institutions buying or selling SOXY?
This quarter, 2 institutions opened new positions in SOXY and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.