Who Owns USOY?

Oil Enhanced Options Income ETF — Institutional Ownership & 13F Holdings

$8.90

-0.23 (-2.52%)

Market Cap

$43.7M

Shares Outstanding

5,591,403

Institutional Holders

4

Total Inst. Value

$159K

% of Float Held

QoQ Holder Change

Institutional data as of Q1 2025

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1CITADEL ADVISORS LLC$151K11,924
2AE Wealth Management LLC$4K350
3CoreCap Advisors, LLC$2K166
4PIN OAK INVESTMENT ADVISORS INC$1K65

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue

Top Sellers

FundShares RemovedValue
CITADEL ADVISORS LLC-6K$151K

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Frequently Asked Questions

How many institutional investors hold USOY?

As of Q1 2025, 4 institutional investors report holding USOY (Oil Enhanced Options Income ETF) in their 13F filings.

Which hedge fund owns the most USOY?

The largest institutional holder of USOY is CITADEL ADVISORS LLC with $151K in shares.

Are institutions buying or selling USOY?

This quarter, 2 institutions opened new positions in USOY and 2 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.