Skip to main content
Equibles
AIYY logo

AIYY · Yieldmax Ai Option Income Strategy ETF ETF

Alerts for AIYY

Use AIYY with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

Claude ChatGPT Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$7.66 -0.18 (-2.30%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $6,627
Total Shares: 667

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2025
Top Holder
42.3%
Dec 2023 → Mar 2026 · range 42.3% – 100.0%
−50.1 pts
Top 5
99.7%
Dec 2023 → Mar 2026 · range 99.7% – 100.0%
−0.2 pts
Top 10
100.0%
Dec 2023 → Mar 2026 · range 100.0% – 100.0%
+0.0 pts
HHI
3,602
Dec 2023 → Mar 2026 · range 3,602 – 10,000
Highly concentrated−4,958

Quarterly Activity

vs Dec 31, 2025
New
0
Increased
2
Decreased
1
Sold Out
6
Unchanged
3
Holder count: -6
Institutional value: -100.0%
Shares held: -99.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Steward Partners Investment Advisory, LLC +38 282
WELLS FARGO & COMPANY/MN +1 2

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
SIMPLEX TRADING, LLC −610 273

Top New Positions

vs Dec 31, 2025
No new positions this quarter.

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Tidal Investments LLC 972,190 $16,896,662
OLD MISSION CAPITAL LLC 51,406 $893,436
JANE STREET GROUP, LLC 24,920 $433,109
Belvedere Trading LLC 14,333 $48,915
UBS Group AG 60 $1,042
Filter: New 0 Increased 2 Reduced 1 Sold out 6 Unchanged 3
Showing 6 of 6
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Steward Partners Investment Advisory, LLC AIYY $2,803 42.30% 282
SIMPLEX TRADING, LLC AIYY $2,713 40.94% 273
Versant Capital Management, Inc AIYY $646 9.75% 65
TUCKER ASSET MANAGEMENT LLC AIYY $427 6.44% 43
HOLLENCREST CAPITAL MANAGEMENT AIYY $19 0.29% 2
WELLS FARGO & COMPANY/MN AIYY $19 0.29% 2