SEC ownership of YD Bio Ltd

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002011674.

Comparable stake leader

Ethan Shen PhD

Disclosed value leader

Ethan Shen PhD

Comparable rows

13/21

Latest evidence

30 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
13 of 21
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Ethan Shen PhD
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0002011674
Issuer location
Irving, TX

Ownership snapshot

Top shareholders of YD Bio Ltd (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Ethan Shen PhD
Disclosed value leader
Ethan Shen PhD
Comparable rows
13/21
Latest evidence
30 Jun 2026
13D/G 3/4/5 13F Lead comparable stake: 77% 8 rows are not safely comparable across share classes. 13D/G row: Ethan Shen PhD Showing 1-8 of 21 holder rows.

Quick read

Ethan Shen PhD leads the comparable SEC ownership view at 77%.

13 of 21 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Ethan Shen PhD's linked filing trail.
Comparable ownership Top 5
Ethan Shen PhD 77%
Shao-Ta Lu 0.08%
Bo-Xiang Zhang 0.04%
Kochi Chang 0.01%
Garrett Wealth Advisory Group, LLC 0.12%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 21 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Ethan Shen PhD
13D/G 3/4/5
Ethan Shen · CEO, Director
77%
$663,552,584
54,345,011 shares
$0 17 Feb 2026
Shao-Ta Lu
3/4/5
Director
0.08%
$454,153
58,981 shares
30 Jun 2026
Bo-Xiang Zhang
3/4/5
Chief Medical Officer, Director
0.04%
$379,608
31,141 shares
18 Mar 2026
Kochi Chang
3/4/5
Director
0.01%
$60,291
7,830 shares
30 Jun 2026
Garrett Wealth Advisory Group, LLC
13F
Company
13F
0.12%
$190,418
84,630 shares
30 Jun 2026
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
0.09%
$141,106
62,714 shares
30 Jun 2026
CITADEL ADVISORS LLC
13F
Company
13F
0.04%
$67,739
30,106 shares
30 Jun 2026
JANE STREET GROUP, LLC
13F
Company
13F
0.03%
$48,202
21,423 shares
30 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 31 Aug 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-6 of 6 reporting-owner rows connected to YD Bio Ltd. Open a relationship link for the CIK-to-CIK filing trail.

Rows
6
Largest Forms 3/4/5 holder
Ethan Shen PhD
Net 12M change
$0
Latest report
30 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Ethan Shen PhD CEO, Director $441,824,938 Mixed 18 Mar 2026
Shao-Ta Lu Director $454,153 Mixed 30 Jun 2026
Bo-Xiang Zhang Chief Medical Officer, Director $379,608 Mixed 18 Mar 2026
Kochi Chang Director $60,291 Mixed 30 Jun 2026
Man Edmund Hen Chief Financial Officer Mixed 18 Mar 2026
Jerry Yin-Chia Lee Director Mixed 18 Mar 2026

Recent insider transactions for YD Bio Ltd

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Shao-Ta Lu YDES Ordinary Shares Options Exercise 276.3% 5,749 7,830 30 Jun 2026 Direct
Shao-Ta Lu YDES Restricted Share Units Options Exercise -100% -5,749 0 30 Jun 2026 Direct
Shao-Ta Lu YDES Restricted Share Units Award 5,749 5,749 30 Jun 2026 Direct
Kochi Chang YDES Ordinary Shares Options Exercise 276.3% 5,749 7,830 30 Jun 2026 Direct
Kochi Chang YDES Restricted Share Units Options Exercise -100% -5,749 0 30 Jun 2026 Direct
Kochi Chang YDES Restricted Share Units Award 5,749 5,749 30 Jun 2026 Direct
Shao-Ta Lu YDES Ordinary Shares Options Exercise 2,081 2,081 31 Mar 2026 Direct
Shao-Ta Lu YDES Restricted Share Units Options Exercise 2,081 0 31 Mar 2026 Direct
Shao-Ta Lu YDES Restricted Share Units Award 2,081 2,081 31 Mar 2026 Direct
Kochi Chang YDES Ordinary Shares Options Exercise 2,081 2,081 31 Mar 2026 Direct
Kochi Chang YDES Restricted Share Units Options Exercise 2,081 0 31 Mar 2026 Direct
Kochi Chang YDES Restricted Share Units Award 2,081 2,081 31 Mar 2026 Direct
* marks a reported price that did not pass the local price check.
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