APLY

Yieldmax Aapl Option Income Cross-source read$11.83 0.76%
UnclassifiedCUSIP 88634T857· EOD Sep 15, 2026

Among active 13F managers last quarter, 4 opened and 2 reduced; the largest holder to move was Old Mission Capital LLC (−49%). No recent Form 4 insider filings for APLY.

Tracked 13F holders
21
9 in Q2 2026 filings
13F value (tracked)
$67.9M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
4 adding · 2 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$11.83 0.76%3Y -41.4%
$10.40$13.73$17.06$20.39$23.72202320242025202622332222242242
Hover for who · click for detailEnd-of-day closing prices52w $11.09 – $14.10

Who owns APLY?

21 tracked 13F filers · ranked by shares held

21 tracked 13F filers disclose a position in APLY as of the latest SEC 13F filings, a combined $67.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Tidal Investments LLC5.6M
$64.9M
+56%
Added · +2.0M sh
Q2 2026
2Susquehanna International Group, LLP82K
$965K
Added
Added · +82K sh
Q1 2026
3Old Mission Capital LLC55K
$643K
−49%
Reduced · −54K sh
Q1 2026
4Cavalier Investments, LLC41K
$484K
+22%
Added · +7K sh
Q1 2026
5ZEGA Investments, LLC23K
$263K
−10%
Reduced · −3K sh
Q2 2026
6Cetera Investment Advisers16K
$188K
New
+16K sh
Q1 2026
7StoneX Group Inc.13K
$164K
New
+13K sh
Q2 2026
8Stirlingshire Investments, Inc.11K
$130K
New
+11K sh
Q2 2026
9Allworth Financial LP6K
$65K
+7.2%
Added · +370 sh
Q1 2026
10Steward Partners Investment Advisory, LLC3K
$37K
+0.4%
Added · +14 sh
Q2 2026
11Royal Bank Of Canada921
$11K
Held
Q1 2026
12Ameritas Advisory Services, LLC799
$9K
New
+799 sh
Q2 2026
13Morgan Stanley601
$7K
601×
Added · +600 sh
Q1 2026
14Lanark Financial, Inc.300
$3K
New
+300 sh
Q2 2026
15AE Wealth Management LLC244
$3K
+7.5%
Added · +17 sh
Q1 2026
16TD Waterhouse Canada Inc.143
$2K
New
+143 sh
Q2 2026
17Blue Bell Private Wealth Management, LLC22
$255
Held
Q2 2026
18Harbour Investments, Inc.5
$65
Held
Q1 2026
19FMR LLC1
$12
−50%
Reduced · −1 sh
Q2 2026
20Wells Fargo & Company1
$8
Held
Q1 2026
21CWM, LLC1
$6
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is APLY being bought or sold by institutions?

Last quarter, 4 funds opened a new position in APLY, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Reduced
2
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own APLY also own

CompanyCo-held byTheir position there
SS SPDR S&P 500 ETF Trust-USSPY7 funds$598.7M
Vanguard S&P 500 ETFVOO7 funds$596.0M
Ishares Core S&P 500 ETFIVV7 funds$315.1M
Nvidia CorpNVDA7 funds$236.4M
Vanguard Total Stock MKT ETFVTI7 funds$137.9M
Tesla IncTSLA7 funds$106.4M
Taiwan Semiconductor-SP ADRTSM7 funds$82.4M
Ishares Core Msci EmergingIEMG6 funds$636.6M
Apple IncAAPL6 funds$418.3M
Invesco QQQ Trust Series 1QQQ6 funds$300.5M
Microsoft CorpMSFT6 funds$136.7M
Amazon.com IncAMZN6 funds$134.3M

Ranked by how many of APLY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in APLY.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
73
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

9 tracked filers in Q2 2026 filingsstill filing
0918Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $65.5M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
NVDYmc77 funds$101.3M
AMZYmc36 funds$46.1M
GOOYYIELDMAX GOOGL30 funds$47.1M
GDXYYIELDMAX GOLD MI30 funds$12.2M
FBYYIELDMAX META23 funds$44.4M
APLYthis pageYIELDMAX AAPL21 funds$67.9M
MSFOmc20 funds$43.1M
FCUSPINNACLE FOCUSED16 funds$57.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in APLY

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/APLY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for APLY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for APLY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.