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Yieldmax Aapl Option Income (APLY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Zega Investments, LLC
DECREASED
Shares22,420 from 22,731
Change-311 (-1%)
Value$263.8K (+$776)
Filed 2026-11-04
Virtue Capital Management, LLC
NEW
Shares20,243
Change+20,243
Value$238.2K
Filed 2026-10-29
Imc-Chicago, LLC
DECREASED
Shares19,026 from 20,281
Change-1,255 (-6%)
Value$223.8K (-$10.8K)
Filed 2026-11-05
Stirlingshire Investments, Inc.
DECREASED
Shares10,111 from 11,233
Change-1,122 (-10%)
Value$119.0K (-$11.0K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares6,062 from 6,062
Change0 (0%)
Value$70.1K ($0)
Filed 2026-11-06
Simplex Trading, LLC
DECREASED
Shares54 from 103
Change-49 (-48%)
Value$635 (-$556)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$259 (+$4)
Filed 2026-10-29
Harbour Investments, Inc.
INCREASED
Shares7 from 6
Change+1 (+17%)
Value$77 (+$7)
Filed 2026-11-09
StoneX Group Inc.
CLOSED
Shares0 from 13,318
Change-13,318 (-100%)
Value$0 (-$163.6K)
Filed 2026-11-03
Lanark Financial, Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 143
Change-143 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-16
Tidal Investments LLC
N/A
Shares— from 5,608,914
Change-5,608,914 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 104,241
Change-104,241 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 55,172
Change-55,172 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 20,647
Change-20,647 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 20,120
Change-20,120 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,463
Change-13,463 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,171
Change-3,171 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 959
Change-959 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 229
Change-229 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 101
Change-101 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Zega Investments, LLC
DECREASED22,42022,731-311-1%$263.0K$263.8K+$7762026-11-04
Virtue Capital Management, LLC
NEW20,243—+20,243——$238.2K—2026-10-29
Imc-Chicago, LLC
DECREASED19,02620,281-1,255-6%$234.7K$223.8K-$10.8K2026-11-05
Stirlingshire Investments, Inc.
DECREASED10,11111,233-1,122-10%$130.0K$119.0K-$11.0K2026-11-05
Allworth Financial LP
UNCHANGED6,0626,06200%$70.1K$70.1K$02026-11-06
Simplex Trading, LLC
DECREASED54103-49-48%$1.2K$635-$5562026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED222200%$255$259+$42026-10-29
Harbour Investments, Inc.
INCREASED76+1+17%$70$77+$72026-11-09
StoneX Group Inc.
CLOSED013,318-13,318-100%$163.6K$0-$163.6K2026-11-03
Lanark Financial, Inc.
CLOSED0300-300-100%$3.5K$0-$3.5K2026-10-26
TD Waterhouse Canada Inc.
CLOSED0143-143-100%$1.7K$0-$1.7K2026-10-16
Tidal Investments LLC
N/A—5,608,914-5,608,914-100%$64.9M———
Susquehanna International Group, LLP
N/A—104,241-104,241-100%$1.2M———
Cavalier Investments, LLC
N/A—55,172-55,172-100%$638.3K———
Cetera Investment Advisers
N/A—20,647-20,647-100%$238.9K———
Old Mission Capital LLC
N/A—20,120-20,120-100%$232.8K———
Jane Street Group, LLC
N/A—13,463-13,463-100%$155.8K———
Steward Partners Investment Advisory, LLC
N/A—3,171-3,171-100%$36.7K———
Royal Bank of Canada
N/A—959-959-100%$11.0K———
Ameritas Advisory Services, LLC
N/A—799-799-100%$9.2K———
AE Wealth Management LLC
N/A—266-266-100%$3.1K———
BFC Planning, Inc.
N/A—229-229-100%$2.6K———
Morgan Stanley
N/A—101-101-100%$1.2K———
Wells Fargo & Company
N/A—1-1-100%$9———
FMR LLC
N/A—1-1-100%$12———
Showing 25 of 25 institutions