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Yieldmax Target 12 SC OI ETF (SOXY)

CUSIP: 88636R818 | NYSE | 22 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Virtue Capital Management, LLC8,559
0.1% of portfolio›$828.3K
M Holdings Securities, Inc.6,776
0.0% of portfolio›$579
Partners Wealth Management, LLC3,775
0.0% of portfolio›$365.3K
Zega Investments, LLC2,745
0.0% of portfolio›$265.7K
Lanark Financial, Inc.552
0.0% of portfolio›$53.4K
Group One Trading LLC100
0.0% of portfolio›$9.7K
StyleTurnoverLocationFiled
Virtue Capital Management, LLC
8,559$828.3K0.1%GrowthHighBrentwood, TN2026-10-29
M Holdings Securities, Inc.
6,776$5790.0%CoreMediumPortland, OR2026-11-03
Partners Wealth Management, LLC
3,775$365.3K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Zega Investments, LLC
2,745$265.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-11-04
Lanark Financial, Inc.
552$53.4K0.0%CoreMediumBirmingham, AL2026-10-26
Group One Trading LLC
100$9.7K0.0%ValueVery HighChicago, IL2026-11-10