DOSSIER · 13F Holders · Q2 2026
YALL

YORKVILLE AMER INVTS TR

14 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 89844T885·14 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$14M
visible holders
Holders
14
filers reporting
Concentration
33.09%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported YALL in Q2 2026. Kingsview Wealth Management, LLC leads at 33.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Kingsview Wealth Management, LLC
CIK 0001791965
$5M112K0.06%Q2 2026
02
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M55K0.05%Q2 2026
03
AE Wealth Management LLC
CIK 0001697723
$2M52K0.01%Q2 2026
04
Curran Financial Partners, LLC
CIK 0001843867
$2M81.8M0.32%Q3 2026
05
LPL Financial LLC
CIK 0001403438
$932K22K0.00%Q3 2026
06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$625K15K0.01%Q3 2026
07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$504K12K0.00%Q2 2026
08
Creative Planning
CIK 0001540235
$394K9K0.00%Q3 2026
09
JPMORGAN CHASE & CO
CIK 0000019617
$311K7K0.00%Q3 2026
10
GOLDMAN SACHS GROUP INC
CIK 0000886982
$257K6K0.00%Q2 2026
11
UBS Group AG
CIK 0001610520
$83K2K0.00%Q3 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$47K1K0.00%Q2 2026
13
VISION FINANCIAL MARKETS LLC
CIK 0001378145
$6K1510.00%Q3 2026
14
Parkside Financial Bank & Trust
CIK 0001455267
$30970.00%Q3 2026