YLDMX SMICON PO OPTN INC ETF (CHPY) Institutional Ownership Changes & 13F Activity
YLDMX SMICON PO OPTN INC ETF (CHPY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Tidal Investments Llc, Jane Street Group, Llc, Citadel Advisors Llc, Rivertree Advisors, Llc, and Old Mission Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +2,992 | — | 2,992 | $263.67K | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +31,861 | +632.0% | 36,902 | $3.25M | Q2 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Buy | +38,698 | +69.7% | 94,216 | $8.30M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +20,493 | +288.1% | 27,606 | $2.43M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +8,255 | +52.4% | 24,019 | $2.12M | Q2 2026 | Aug 14, 2026 |
| Lifeworks Advisors, Llc | Buy | +4,066 | — | 4,066 | $358.35K | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +2,270 | — | 2,270 | $200.08K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -1,994 | -12.0% | 14,561 | $1.28M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +680 | +10.1% | 7,430 | $654.88K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +2 | — | 2 | $137.00 | Q2 2026 | Aug 14, 2026 |
| Tidal Investments Llc | Buy | +265,405 | — | 265,405 | $23.22M | Q2 2026 | Aug 13, 2026 |
| Aldebaran Financial Inc. | Buy | +3,610 | — | 3,610 | $318.19K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -1,337 | -78.0% | 378 | $33.32K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +32 | — | 32 | $2.82K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +30 | +0.8% | 4,030 | $355.20K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +847 | — | 847 | $72.00K | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +218 | +22.0% | 1,207 | $106.39K | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | Buy | +416 | — | 416 | $36.67K | Q2 2026 | Aug 11, 2026 |
| Mml Investors Services, Llc | Buy | +3,480 | — | 3,480 | $306.74K | Q2 2026 | Aug 07, 2026 |
| Naviter Wealth, Llc | Buy | +2,700 | — | 2,700 | $237.98K | Q2 2026 | Aug 07, 2026 |
| Avion Wealth | Buy | +200 | — | 200 | $17.00K | Q2 2026 | Jul 31, 2026 |
| Belvedere Trading Llc | Buy | +100 | — | 100 | $8.81K | Q2 2026 | Jul 31, 2026 |
| Kovack Advisors, Inc. | Buy | +15,164 | — | 15,164 | $1.34M | Q2 2026 | Jul 29, 2026 |
| Pfg Investments, Llc | Buy | +2,550 | — | 2,550 | $224.76K | Q2 2026 | Jul 23, 2026 |
| Rivertree Advisors, Llc | Buy | +26,356 | — | 26,356 | $2.32M | Q2 2026 | Jul 22, 2026 |
| Triumph Capital Management | Buy | +15,308 | — | 15,308 | $1.35M | Q2 2026 | Jul 21, 2026 |
| J.W. Cole Advisors, Inc. | Buy | +2,740 | — | 2,740 | $241.50K | Q2 2026 | Jul 21, 2026 |
| Nbc Securities, Inc. | Buy | +74 | +16.2% | 532 | $46.89K | Q2 2026 | Jul 21, 2026 |
| Brookstone Capital Management | Buy | +4,973 | — | 4,973 | $438.31K | Q2 2026 | Jul 15, 2026 |
| Northstar Advisory Group, Llc | Buy | +5,630 | — | 5,630 | $496.23K | Q2 2026 | Jul 14, 2026 |
Frequently asked questions about CHPY activity
Which institutional owners are buying CHPY?
Institutional owners buying CHPY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CHPY activity?
"Buy" means an investor increased their reported position in CHPY compared to the prior reporting period. This reflects growing exposure to YLDMX SMICON PO OPTN INC ETF (CHPY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CHPY increasing?
Institutional interest in CHPY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.