RDTY led this week’s ranking at 41.94 net/share, but the more useful read is what surrounds that number — POUT=0 for the second consecutive week, a first observation on CRCO, and a −32% pricing gap on SMCY. Dispersion week.
What I’m taking from this week
This week’s ranking doesn’t have a single clean anchor. The top two positions are structurally unusual in different ways, and the most interesting data point in the table isn’t the highest number — it’s a pricing gap at the bottom that’s hard to ignore.
RDTY leads at net/share 41.94 with a net of $15.7M, POUT of zero, and a single holdings row — the same structural pattern it showed last week at 0.48. The 88× jump week-over-week under identical coverage conditions is a data signal worth logging, but not a straightforward income read. CRCO ranks second at 14.16 net/share — a first observation on a relatively new ticker with CRCL as the underlier. And SMCY sits at rank 9 with a −32.3% NAV discount, the widest pricing gap in this week’s dataset by a large margin.
The one takeaway that cuts across all three: this week’s table rewards careful reading of context over rank position. The numbers are valid. What they mean requires the surrounding data.
Two items from last week’s watchlist resolved this week. WNTR compressed to −0.54 net/share and dropped out of the top 10 — the W03 print reads as a one-week spike, not a pattern. HIYY also fell out, landing at 0.31 net/share under 3 intraday files. Neither condition for pattern confirmation was met.
This post is a personal data note for weekly options income-source tracking. It is not investment advice and it is not a cycle model.
This week’s income-source pulse
Window: 2026-03-16 → 2026-03-20 (US Mon–Fri), frozen as-of 2026-03-20. This ranking covers Group-1, Group-2, and Target-12 tickers sorted by net/share descending. It is not a performance score. Three structural notes apply this week: RDTY shows POUT=0 with holdings_rows=1 for the second consecutive week; CRCO is a first observation with 3 intraday files; and SMCY carries a −32.3% premium that is logged as pricing context only.
Anchor read: RDTY and CRCO (two first observations)
RDTY ranks first at net/share 41.94, net $15.7M, PIN $15.7M, POUT $0. Coverage is full at 5 intraday files — but holdings_rows remains at 1, the same as last week. Last week’s net/share was 0.48. The 88× jump under identical structural conditions (POUT=0, one holdings row, 5 intraday files) is not explained by coverage — it reflects a genuine change in the intraday premium flows captured that week. That said, POUT=0 with a single holdings row means there’s no outflow trade or full position snapshot to contextualize the inflow. The number is extraction-valid; comparability to other tickers in the table is limited.
CRCO ranks second at net/share 14.16, net $19.5M, PIN $27.6M, POUT $8.1M, underlier CRCL (Circle Internet Group). Coverage: 3 intraday files, 14 holdings rows. The net/share figure represents approximately 47.6% of CRCO’s ETF close price — an unusually large weekly ratio. Three intraday files is mid-range coverage, not thin. This is a first observation on a relatively recent ticker; the question for next week is whether the premium structure repeats under comparable or better intraday capture.
Why these moved (grounded notes)
One observable field, one stated limitation per ticker.
- RDTY (G1): net/share 41.94, net $15.7M — POUT=0, holdings_rows=1, intra 5. Second consecutive week with this structure. Net/share jumped 88× from last week’s 0.48; coverage conditions identical. First-observation read with structural flag; watchlist.
- CRCO (G2, underlier CRCL): net/share 14.16, net $19.5M — PIN $27.6M, POUT $8.1M, intra 3, holdings 14. Net/share ~47% of ETF close. First observation; mid-range coverage.
- BRKC (G2, underlier BRK.B): net/share 3.29, net $987K — intra 3, holdings 7. Small AUM ($12.6M); ratio amplified by share count. First-observation read.
- MRNY (G1): net/share 1.91, net $12.7M — intra 4, holdings 12, AUM ~$127M. Largest absolute net in the mid-range this week. Solid coverage.
- CRSH (G2, underlier TSLA): net/share 1.51, net $1.1M — intra 4, holdings 8. Premium +1.87%, the highest in the ranked set this week.
- SMCY (G2, underlier SMCI): net/share 0.64, premium −32.3% — widest discount in this week’s dataset. Income signal is in the lower half of the table; the pricing gap is logged as structural context, not a trade signal.
Weekly take (author commentary)
The dispersion this week is structural, not just numerical. RDTY and CRCO both land high on the ranking for very different reasons — one because of a repeated POUT=0 condition that limits comparability, the other because a relatively new underlier (CRCL) produced a large weekly net under mid-range coverage. Treating both the same way because they both rank high would be a misread.
The more interesting pattern this week might actually be in the middle of the table. MRNY at net/share 1.91 with $12.7M absolute net and solid 4-file coverage is the cleanest large-net signal in the dataset — not the headline number, but the most straightforward read. ULTY reappears at net/share 0.79 with 5 intraday files and 84 holdings rows, consistent with its multi-strategy structure.
On the watchlist outcomes: WNTR’s collapse to −0.54 confirms last week’s first-observation call. A single large print that doesn’t repeat is exactly what the watchlist process is built to catch. HIYY’s exit is less clear — 0.31 net/share at 3 intraday files is a drop, but not a structural breakdown. One more week of data would clarify whether this is a genuine compression or a coverage artifact.
SMCY’s −32.3% discount deserves a separate note. A gap of that size between ETF price and NAV can reflect redemption mechanics, underlying asset movement, or liquidity dynamics — this site logs it as pricing context and doesn’t interpret it further. The income signal itself is valid; the pricing gap is a separate observation.
One habit worth keeping this week in particular: rank position and signal quality are not the same thing. RDTY at rank 1 requires more caveats than MRNY at rank 4. That’s not a problem with the data — it’s a feature of what a weekly discovery ranking is supposed to surface.
Risk checklist (readable, not fine print)
- Coverage varies week to week; high net/share under thin intraday capture should be treated as a snapshot until it repeats.
- RDTY: POUT=0, holdings_rows=1 for the second consecutive week. Net/share is extraction-valid but comparability to other tickers is limited.
- CRCO: first observation under 3 intraday files. Net/share ~47% of ETF close; repeat confirmation needed before treating as a pattern.
- SMCY premium −32.3%: widest pricing gap this week; logged as context only.
- Income-source signals are not total return; sustained weekly income can still coincide with NAV erosion over time.
Top 3 highlight cards
41.94482
PIN 15,729,308 · POUT 0
shares out 375,000
intra files 5 · holdings rows 1
premium −3.51%
⚠ POUT=0, holdings_rows=1 — 2nd consecutive week
14.16142
PIN 27,574,514 · POUT 8,102,566
shares out 1,375,000
intra files 3 · holdings rows 14
premium −1.25%
First observation
3.29061
PIN 1,117,275 · POUT 130,092
shares out 300,000
intra files 3 · holdings rows 7
premium −0.14%
First observation; small AUM ($12.6M)
Top movers above; full table and secondary leaderboards below for reference.
Coverage notes (intraday/holdings)
| Ticker | DQ | Intra | Holdings | Note |
|---|---|---|---|---|
| CRCO | ok | 3 | 14 | Mid coverage; first observation. |
| BRKC | ok | 3 | 7 | Mid coverage; small AUM. |
| RDTY | ok | 5 | 1 | Full intraday; holdings_rows=1, POUT=0 — 2nd consecutive week. |
| NFLY | ok | 5 | 12 | Full intraday coverage. |
| ULTY | ok | 5 | 84 | Thickest holdings coverage in dataset; multi-strategy structure. |
Premium/discount extremes (reference only)
| Ticker | Premium | Note |
|---|---|---|
| CRSH | +1.87% | Highest premium; Group-2 (TSLA). |
| XOMO | +0.71% | Slight premium; Group-1. |
| RDTY | −3.51% | Moderate discount; anchor ticker this week. |
| MRNY | −1.27% | Mid discount; largest clean net this week. |
| SMCY | −32.34% | Widest discount this week by a large margin; pricing context only. |
Top movers — full table
| # | Ticker | Grp | Net/Share | Net | PIN | POUT | Shares Out | Intra | Holdings | Premium |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | RDTY ⚠ | G1 | 41.9448 | 15,729,308 | 15,729,308 | 0 | 375,000 | 5 | 1 | −3.51% |
| 2 | CRCO | G2 | 14.1614 | 19,471,948 | 27,574,514 | 8,102,566 | 1,375,000 | 3 | 14 | −1.25% |
| 3 | BRKC | G2 | 3.2906 | 987,183 | 1,117,275 | 130,092 | 300,000 | 3 | 7 | −0.14% |
| 4 | MRNY | G1 | 1.9081 | 12,745,940 | 15,190,450 | 2,444,510 | 6,679,974 | 4 | 12 | −1.27% |
| 5 | CRSH | G2 | 1.5060 | 1,136,986 | 1,793,146 | 656,160 | 754,975 | 4 | 8 | +1.87% |
| 6 | XOMO | G1 | 0.8792 | 1,934,320 | 3,247,655 | 1,313,335 | 2,200,000 | 4 | 5 | +0.71% |
| 7 | ULTY | G1 | 0.7894 | 22,440,145 | 43,160,237 | 20,720,092 | 28,427,464 | 5 | 84 | −2.43% |
| 8 | RBLY | G2 | 0.7891 | 138,085 | 193,555 | 55,470 | 175,000 | 3 | 4 | −0.96% |
| 9 | SMCY | G2 | 0.6426 | 12,980,004 | 16,199,737 | 3,219,733 | 20,200,000 | 4 | 8 | −32.34% |
| 10 | NFLY | G2 | 0.5088 | 4,044,840 | 4,375,010 | 330,170 | 7,950,000 | 5 | 12 | +0.21% |
Data scope & limits
- This post tracks weekly options income-source signals using intraday + holdings.
- Missing/holiday days are skipped (no forced fills).
- This is NOT an ex-dividend-cycle model.
- RDTY: POUT=0, holdings_rows=1 for the second consecutive week. Net figure is extraction-valid but comparability to other tickers is limited.
- SMCY premium −32.34% is the widest pricing gap in this week’s dataset — logged as context only.
Ticker links open the latest view. This weekly post is a frozen snapshot as-of 2026-03-20. Internal links: Core lesson · Glossary · Featured ticker (RDTY) · Why coverage matters
Frozen snapshot for 2026-03-20. Corrections appear in subsequent weekly logs.