TIDAL TRUST II - YIELDMAX TARGET (SOXY) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / YIELDMAX TARGET
Symbol
SOXY
Price per share
$67.56
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
126,094
Total reported value
$7,501,764
% of total 13F portfolios
0%
Share change
+85,235
Value change
+$5,078,205
Number of holders
9
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 9 institutional investors reported holding 126,094 shares of TIDAL TRUST II - YIELDMAX TARGET (SOXY).

Institutional Holders of TIDAL TRUST II - YIELDMAX TARGET (SOXY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 126,094 $7,501,764 +$5,078,205 $59.45 9
2025 Q3 40,859 $2,305,689 +$2,345 $56.43 6
2025 Q2 40,817 $2,144,827 +$1,133,059 $52.55 4
2025 Q1 20,518 $875,017 -$3,642,074 $42.71 5
2024 Q4 94,351 $4,691,536 +$4,350,827 $49.51 5