AAPY · Kurv Yield Premium Strategy Apple (AAPL) ETF
$26.29
+0.28 (+1.07%)
At close · Aug 19
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.
Holders: 1
Total Value: $200,786
Total Shares: 8,182
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated0
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
0
Institutional value:
+4613.3%
Shares held:
+4139.4%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Investmark Advisory Group LLC | 8,182 | $200,786 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega UBS Group AG | 193 | $4,260 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Investmark Advisory Group LLC | $200,786 | 100.00% | 8,182 | Shares | 2026-08-07 |
Key facts
CIK
1848758
CUSIP
500948500
13F (30d)
1 filings
1 filers