Who Owns YieldMax S&P 500 0DTE Covered Call Strategy ETF (SDTY)?Hedge Fund & Institutional Holders
Institutional Holders
4
as of Q4 2025
Total Institutional Value
$70000.0T
% of Float Held
—
QoQ Change in Holders
+1 / -2
Price History
SDTY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ZEGA Investments, LLC | New Position | +16K | +$700.0M |
| Wealth Watch Advisors, INC | Increased | +6K | +$282.7M |
| JANE STREET GROUP, LLC | Increased | +5K | +$-202.7M |
SDTY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | Closed Position | -15K | -$663.7M |
| Ausdal Financial Partners, Inc. | Closed Position | -6K | -$260.7M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZEGA Investments, LLC | 15,784 | $700.0M | 0.08% | Share |
| 2 | Wealth Watch Advisors, INC | 8,037 | $356.0M | 0.13% | Share |
| 3 | JANE STREET GROUP, LLC | 9,177 | $0 | 0.00% | Share |
| 4 | WELLS FARGO & COMPANY/MN | 1 | $0 | 0.00% | Share |
SDTY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 4 | $1.1B | -1 |
| Q3 2025 | 5 | $1.2B | +0 |
| Q2 2025 | 5 | $2.4B | +1 |
| Q1 2025 | 4 | $1.5B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 4 institutional investors hold SDTY (YieldMax S&P 500 0DTE Covered Call Strategy ETF). The largest holder is ZEGA Investments, LLC with $700.0M in shares. This quarter, 1 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own SDTY?
As of Q4 2025, 4 institutional investors report holding SDTY (YieldMax S&P 500 0DTE Covered Call Strategy ETF) in their 13F filings.
Who is the largest institutional holder of SDTY?
The largest institutional holder of SDTY is ZEGA Investments, LLC with $700.0M in shares.
Is institutional ownership of SDTY increasing or decreasing?
This quarter, 1 institutions opened new positions in SDTY and 2 closed their positions.