CHPY Institutional Ownership & Shareholders
YLDMX SMICON PO OPTN INC ETF (CHPY) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $50.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Tidal Investments Llc is currently the largest disclosed institutional shareholder of CHPY tracked by InsiderSet, reporting ownership valued at approximately $23.22M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.05M, representing an estimated loss of -35.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed CHPY value among the investors covered in this analysis. Major shareholders include Tidal Investments Llc, Jane Street Group, Llc, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in YLDMX SMICON PO OPTN INC ETF (CHPY).
This page ranks the largest institutional CHPY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
38
Total Reported Value
$50.18M
Largest Holder
Tidal Investments Llc
Largest Position
$23.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tidal Investments Llc | 0.06% | 265,405 | $23,215,718 | $15,051,118 | -$8,164,600 | -35.17% | |
| Jane Street Group, Llc | 0.01% | 94,216 | $8,304,198 | $5,342,989 | -$2,961,209 | -35.66% | |
| Citadel Advisors Llc | 0.00% | 36,902 | $3,252,542 | $2,092,712 | -$1,159,830 | -35.66% | |
| Old Mission Capital Llc | 0.06% | 27,606 | $2,433,192 | $1,565,536 | -$867,656 | -35.66% | |
| Hrt Financial Lp | 0.00% | 24,019 | $2,117,000 | $1,362,117 | -$754,883 | -35.66% | |
| Rivertree Advisors, Llc | 1.12% | 26,960 | $1,873,990 | $1,528,902 | -$345,088 | -18.41% | |
| Kovack Advisors, Inc. | 0.06% | 15,164 | $1,336,747 | $859,950 | -$476,797 | -35.67% | |
| Susquehanna International Group, Llp | 0.00% | 14,561 | $1,283,407 | $825,754 | -$457,653 | -35.66% | |
| Triumph Capital Management | 0.20% | 16,370 | $1,137,902 | $928,343 | -$209,559 | -18.42% | |
| Ausdal Financial Partners, Inc. | 0.03% | 7,430 | $654,880 | $421,355 | -$233,525 | -35.66% | |
| Brookstone Capital Management | 0.01% | 7,414 | $515,357 | $420,448 | -$94,909 | -18.42% | |
| Northstar Advisory Group, Llc | 0.15% | 5,630 | $496,228 | $319,277 | -$176,951 | -35.66% | |
| Lifeworks Advisors, Llc | 0.04% | 4,066 | $358,348 | $230,583 | -$127,765 | -35.65% | |
| Captrust Financial Advisors | 0.00% | 4,030 | $355,204 | $228,541 | -$126,663 | -35.66% | |
| Aldebaran Financial Inc. | 0.26% | 3,610 | $318,185 | $204,723 | -$113,462 | -35.66% | |
| Global Assets Advisory, Llc | 0.07% | 4,435 | $316,791 | $251,509 | -$65,282 | -20.61% | |
| Mml Investors Services, Llc | 0.00% | 3,480 | $306,736 | $197,351 | -$109,385 | -35.66% | |
| Envestnet Asset Management Inc | 0.00% | 2,992 | $263,673 | $169,676 | -$93,997 | -35.65% | |
| J.W. Cole Advisors, Inc. | 0.00% | 2,740 | $241,504 | $155,385 | -$86,119 | -35.66% | |
| Naviter Wealth, Llc | 0.02% | 2,700 | $237,978 | $153,117 | -$84,861 | -35.66% | |
| Concurrent Investment Advisors, Llc | 0.00% | 3,257 | $226,374 | $184,704 | -$41,670 | -18.41% | |
| Pfg Investments, Llc | 0.01% | 2,550 | $224,757 | $144,611 | -$80,147 | -35.66% | |
| Insigneo Advisory Services, Llc | 0.01% | 2,270 | $200,078 | $128,732 | -$71,346 | -35.66% | |
| Ameliora Wealth Management Ltd. | 0.04% | 2,000 | $139,020 | $113,420 | -$25,600 | -18.41% | |
| Bank Of Montreal | 0.00% | 1,207 | $106,385 | $68,449 | -$37,936 | -35.66% | |
| Jpmorgan Chase & Co | 0.00% | 847 | $71,995 | $48,033 | -$23,962 | -33.28% | |
| Sunbelt Securities, Inc. | 0.00% | 900 | $50,094 | $51,039 | +$945 | +1.89% | |
| Atlantic Union Bankshares Corp | 0.00% | 416 | $36,668 | $23,591 | -$13,077 | -35.66% | |
| Ubs Group Ag | 0.00% | 378 | $33,317 | $21,436 | -$11,881 | -35.66% | |
| Nbc Securities, Inc. | 0.00% | 275 | $19,115 | $15,595 | -$3,520 | -18.41% | |
| Avion Wealth | 0.00% | 200 | $17,000 | $11,342 | -$5,658 | -33.28% | |
| Corecap Advisors, Llc | 0.00% | 140 | $9,731 | $7,939 | -$1,792 | -18.41% | |
| Belvedere Trading Llc | 0.00% | 100 | $8,814 | $5,671 | -$3,143 | -35.66% | |
| Farther Finance Advisors, Llc | 0.00% | 100 | $6,951 | $5,671 | -$1,280 | -18.41% | |
| Harbour Investments, Inc. | 0.00% | 44 | $3,878 | $2,495 | -$1,383 | -35.66% | |
| Morgan Stanley | 0.00% | 32 | $2,824 | $1,815 | -$1,009 | -35.74% | |
| Capital Investment Advisory Services, Llc | 0.00% | 16 | $1,080 | $907 | -$173 | -15.99% | |
| Wells Fargo & Company/Mn | 0.00% | 2 | $137 | $113 | -$24 | -17.21% |
Frequently asked questions about CHPY
Who are the largest institutional holders of CHPY?
The largest institutional holders of CHPY reported in the latest SEC Form 13F filings include Tidal Investments Llc, Jane Street Group, Llc, Citadel Advisors Llc, Old Mission Capital Llc, and Hrt Financial Lp. InsiderSet ranks institutional holders by their latest reported CHPY position.
What is CHPY institutional ownership?
This page tracks CHPY positions reported by institutional investment managers through SEC Form 13F. YLDMX SMICON PO OPTN INC ETF (CHPY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CHPY?
InsiderSet currently tracks 38 institutional managers reporting CHPY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CHPY shareholders.
How much CHPY stock do institutions own?
Institutional investment managers disclosed approximately $50.18M in CHPY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CHPY institutional ownership last updated?
The latest CHPY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CHPY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CHPY position after the reporting date.
Are institutions buying or selling CHPY?
Institutional buying and selling can be analyzed by comparing CHPY positions across consecutive 13F reporting periods. InsiderSet's CHPY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CHPY ownership changes.
How has CHPY institutional ownership changed over time?
InsiderSet tracks CHPY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.