Yorkville Amer Invts Tr (YALL) institutional ownership
YORKVILLE AMER INVTS TR · 13F, 2026Q2
| Managers holding | 13 |
|---|---|
| Shares held | 2,497,598 |
| Reported value | $105.8m |
| Quarter flows | 13 new, 0 added, 0 trimmed, 0 exited |
Top 13 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Curran Financial Partners, LLC | 2,164,820 | $91.7m | 13.7% |
| Kingsview Wealth Management, LLC | 112,290 | $4.8m | 0.1% |
| GTS SECURITIES LLC | 54,873 | $2.3m | 0.0% |
| AE Wealth Management LLC | 51,679 | $2.2m | 0.0% |
| LPL Financial LLC | 49,436 | $2.1m | 0.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,758 | $837,006 | 0.0% |
| EQUITABLE TRUST CO | 12,196 | $516,666 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,905 | $504,339 | 0.0% |
| Creative Planning | 9,243 | $391,567 | 0.0% |
| GOLDMAN SACHS GROUP INC | 6,070 | $257,147 | 0.0% |
| JPMORGAN CHASE & CO | 3,895 | $164,810 | 0.0% |
| OSAIC HOLDINGS, INC. | 1,106 | $46,838 | 0.0% |
| VISION FINANCIAL MARKETS LLC | 327 | $13,837 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("YALL"). YALL price history · All 13F data