Yldmx Smicon PO Optn Inc ETF (CHPY)

CUSIP: 88636R693 | NYSE | 49 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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RiverTree Advisors, LLC26,960

1.1% of portfolio$1.9M

Belvedere Trading LLC25,391

0.0% of portfolio$1.8M

Triumph Capital Management16,370

0.2% of portfolio$1.1M

Commonwealth Equity Services, LLC14,852

0.0% of portfolio$1.0M

Brookstone Capital Management7,414

0.0% of portfolio$515.4K

Triton Wealth Management, Pllc6,319

0.1% of portfolio$355.0K

Nations Financial Group Inc,4,876

0.0% of portfolio$338.9K

Global Assets Advisory, LLC4,435

0.1% of portfolio$316.8K

J.W. Cole Advisors, Inc.3,671

0.0% of portfolio$255.2K

Aldebaran Financial Inc.3,610

0.2% of portfolio$250.9K

Concurrent Investment Advisors, LLC3,257

0.0% of portfolio$226.4K

Larson Financial Group LLC2,485

0.0% of portfolio$172.7K

Ameliora Wealth Management Ltd.2,000

0.0% of portfolio$139.0K

Bank of Montreal653

0.0% of portfolio$45.4K

Lanark Financial, Inc.275

0.0% of portfolio$19.1K

Avion Wealth200

0.0% of portfolio$13

CoreCap Advisors, LLC140

0.0% of portfolio$9.7K

Farther Finance Advisors, LLC100

0.0% of portfolio$7.0K

Harbour Investments, Inc.44

0.0% of portfolio$3.1K

Capital Investment Advisory Services, LLC16

0.0% of portfolio$1.1K

Allworth Financial LP9

0.0% of portfolio$828

				Style	Turnover	Location	Filed
RiverTree Advisors, LLC	26,960	$1.9M	1.1%	ETF	Medium	Winter Park, FL	2026-10-13
Belvedere Trading LLC	25,391	$1.8M	0.0%	Agg Growth	Very High	Chicago, IL	2026-11-05
Triumph Capital Management	16,370	$1.1M	0.2%	ETF	Medium	Denver, CO	2026-10-14
Commonwealth Equity Services, LLC	14,852	$1.0M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Brookstone Capital Management	7,414	$515.4K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Triton Wealth Management, Pllc	6,319	$355.0K	0.1%	ETF	Medium	Sun City, AZ	2026-11-04
Nations Financial Group Inc,	4,876	$338.9K	0.0%	Core	Low	Cedar Rapids, IA	2026-11-05
Global Assets Advisory, LLC	4,435	$316.8K	0.1%	Growth	High	Orlando, FL	2026-10-28
J.W. Cole Advisors, Inc.	3,671	$255.2K	0.0%	Index	Low	Tampa, FL	2026-11-05
Aldebaran Financial Inc.	3,610	$250.9K	0.2%	Core	Very Low	Kingsport, TN	2026-11-06
Concurrent Investment Advisors, LLC	3,257	$226.4K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Larson Financial Group LLC	2,485	$172.7K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Ameliora Wealth Management Ltd.	2,000	$139.0K	0.0%	ETF	Low	Zurich, Switzerland	2026-10-23
Bank of Montreal	653	$45.4K	0.0%	Core	Low	Toronto, Australia	2026-11-09
Lanark Financial, Inc.	275	$19.1K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Avion Wealth	200	$13	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
CoreCap Advisors, LLC	140	$9.7K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Farther Finance Advisors, LLC	100	$7.0K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Harbour Investments, Inc.	44	$3.1K	0.0%	ETF	Low	Madison, WI	2026-11-09
Capital Investment Advisory Services, LLC	16	$1.1K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Allworth Financial LP	9	$828	0.0%	Index	Low	Folsom, CA	2026-11-06