13F Insight
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
$106M
visible holders
Holders
14
filers reporting
Concentration
86.68%
Curran Financial Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported YALL in Q2 2026. Curran Financial Partners, LLC leads at 86.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Curran Financial Partners, LLC
CIK 0001843867
$92M2.2M13.65%Q2 202602
Kingsview Wealth Management, LLC
CIK 0001791965
$5M112K0.06%Q2 202603
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M55K0.05%Q2 202604
AE Wealth Management LLC
CIK 0001697723
$2M52K0.01%Q2 202605
LPL Financial LLC
CIK 0001403438
$2M49K0.00%Q2 202606
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$837K20K0.01%Q2 202607
EQUITABLE TRUST CO
CIK 0000033250
$517K12K0.02%Q2 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$504K12K0.00%Q2 202609
Creative Planning
CIK 0001540235
$392K9K0.00%Q2 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$257K6K0.00%Q2 202611
JPMORGAN CHASE & CO
CIK 0000019617
$165K4K0.00%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$47K1K0.00%Q2 202613
VISION FINANCIAL MARKETS LLC
CIK 0001378145
$14K3270.01%Q2 202614
Parkside Financial Bank & Trust
CIK 0001455267
$31170.00%Q2 2026