Who Owns YieldMax Target 12 Semiconductor Option Income ETF (SOXY)?Hedge Fund & Institutional Holders
Institutional Holders
9
as of Q4 2025
Total Institutional Value
$42761301598418.3T
% of Float Held
—
QoQ Change in Holders
+6 / -1
Price History
SOXY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| AE Wealth Management LLC | New Position | +72K | +$4.3M |
| ZEGA Investments, LLC | New Position | +22K | +$1.3M |
| Authentikos Wealth Advisory, LLC | New Position | +6K | +$333K |
| Coppell Advisory Solutions LLC | New Position | +5K | +$293K |
| WELLS FARGO & COMPANY/MN | New Position | +1 | +$0 |
| MORGAN STANLEY | New Position | +1 | +$0 |
| Wealth Watch Advisors, INC | Increased | +9K | +$-80.1M |
| OLD MISSION CAPITAL LLC | Increased | +1K | +$-331.1M |
SOXY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -7K | -$674.4M |
| UBS Group AG | Closed Position | -2K | -$106.4M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 71,932 | $4.3M | 0.02% | Share |
| 2 | ZEGA Investments, LLC | 21,894 | $1.3M | 0.15% | Share |
| 3 | Wealth Watch Advisors, INC | 10,065 | $598K | 0.22% | Share |
| 4 | OLD MISSION CAPITAL LLC | 7,040 | $418K | 0.01% | Share |
| 5 | Authentikos Wealth Advisory, LLC | 5,606 | $333K | 0.22% | Share |
| 6 | Coppell Advisory Solutions LLC | 4,858 | $293K | 0.03% | Share |
| 7 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,697 | $0 | 0.00% | Share |
| 9 | WELLS FARGO & COMPANY/MN | 1 | $0 | 0.00% | Share |
SOXY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 9 | $7.2M | +5 |
| Q3 2025 | 4 | $1.2B | -1 |
| Q2 2025 | 5 | $2.1B | +0 |
| Q1 2025 | 5 | $875.0M | -1 |
| Q4 2024 | 6 | $4.7B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 9 institutional investors hold SOXY (YieldMax Target 12 Semiconductor Option Income ETF). The largest holder is AE Wealth Management LLC with $4.3M in shares. This quarter, 6 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own SOXY?
As of Q4 2025, 9 institutional investors report holding SOXY (YieldMax Target 12 Semiconductor Option Income ETF) in their 13F filings.
Who is the largest institutional holder of SOXY?
The largest institutional holder of SOXY is AE Wealth Management LLC with $4.3M in shares.
Is institutional ownership of SOXY increasing or decreasing?
This quarter, 6 institutions opened new positions in SOXY and 1 closed their positions.