13F Insight
DOSSIER · 13F Holders · Q2 2026
SOXY

YIELDMAX TARGET 12 SC OI ETF

14 institutions still hold YIELDMAX TARGET 12 SC OI ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 88636R818·14 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$25M
visible holders
Holders
14
filers reporting
Concentration
40.27%
Tidal Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported SOXY in Q2 2026. Tidal Investments LLC leads at 40.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Tidal Investments LLC
CIK 0001600064
$10M89K0.02%Q2 202602
AE Wealth Management LLC
CIK 0001697723
$8M74K0.04%Q2 202603
ZEGA Investments, LLC
CIK 0002045703
$2M19K0.22%Q2 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M20K0.00%Q1 202605
Wealth Watch Advisors, INC
CIK 0002040515
$1M9K0.34%Q2 202606
CITADEL ADVISORS LLC
CIK 0001423053
$1M9K0.00%Q2 202607
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$627K5K0.00%Q2 202608
Authentikos Wealth Advisory, LLC
CIK 0001967054
$487K4K0.31%Q2 202609
SIMPLEX TRADING, LLC
CIK 0001488542
$73K6390.00%Q2 202610
NBC SECURITIES, INC.
CIK 0000791540
$63K5520.00%Q2 202611
CWM, LLC
CIK 0001535847
$5K750.00%Q1 202612
MORGAN STANLEY
CIK 0000895421
$12410.00%Q2 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4000.00%Q2 202614
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025