DOSSIER · 13F Holders · Q2 2026
YALL

YORKVILLE AMER INVTS TR

3 institutions still hold YORKVILLE AMER INVTS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 89844T885·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
3
filers reporting
Concentration
61.21%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported YALL in Q2 2026. Empirical Financial Services, LLC d.b.a. Empirical Wealth Management leads at 61.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$837K20K0.01%Q2 2026
02
EQUITABLE TRUST CO
CIK 0000033250
$517K12K0.02%Q2 2026
03
VISION FINANCIAL MARKETS LLC
CIK 0001378145
$14K3270.01%Q2 2026