APLY — YIELDMAX AAPL OPTION INCOME
As of Q2 2026, 3 SEC-registered investment managers reported holding APLY (YIELDMAX AAPL OPTION INCOME) in their latest 13F filings, with a combined reported value of $1.20K across 103 shares. That is -82.9% by share count (-501 shares) versus the previous quarter, while reported value moved -83.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 101 | $1.17K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1 | $12 | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $9 | 0.00% | Hold |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 601 | $7.07K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2 | $24 | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $8 | 0.00% | Hold |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 4 | $53 | 0.00% | New |
| Morgan Stanley history | 1 | $19 | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $7 | 0.00% | Reduce |
Q3 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 12.85K | $175.02K | 0.00% | Add |
| Morgan Stanley history | 300 | $4.09K | 0.00% | Reduce |
| Wells Fargo & Co history | 2 | $29 | 0.00% | Add |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 11.13K | $143.22K | 0.00% | Reduce |
| UBS Group AG history | 1.40K | $18.02K | 0.00% | Add |
| Morgan Stanley history | 699 | $9.00K | 0.00% | Hold |
| JPMorgan Chase & Co history | 500 | $6.43K | 0.00% | New |
| Wells Fargo & Co history | 1 | $11 | 0.00% | Hold |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 46.55K | $702.86K | 0.00% | Add |
| Morgan Stanley history | 699 | $10.55K | 0.00% | Add |
| UBS Group AG history | 100 | $1.51K | 0.00% | Add |
| Wells Fargo & Co history | 1 | $15 | 0.00% | Reduce |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 101 | 601 | 1 | 300 | 699 | 699 | 302 | 301 | 301 | 301 | 300 | 301 |
| Fidelity Management & Research (FMR) | 1 | 2 | 4 | — | — | — | — | — | 1 | — | — | — |
| Wells Fargo & Co | 1 | 1 | 1 | 2 | 1 | 1 | 2 | 1 | 1 | — | — | — |
| Citadel Advisors | — | — | — | 12.85K | 11.13K | 46.55K | 20.22K | — | — | — | 10.91K | 29.34K |
| JPMorgan Chase & Co | — | — | — | — | 500 | — | — | — | — | — | — | — |
| UBS Group AG | — | — | — | — | 1.40K | 100 | 70 | — | — | 1.48K | — | 1.95K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details