DOSSIER · 13F Holders · Q2 2026
YFYA

YIELDS FOR YOU INCOME STRATE

7 institutions still hold YIELDS FOR YOU INCOME STRATE as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53656G357·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$750K
visible holders
Holders
7
filers reporting
Concentration
54.36%
Triad Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported YFYA in Q2 2026. Triad Wealth Partners, LLC leads at 54.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Triad Wealth Partners, LLC
CIK 0002012717
$408K42K0.02%Q2 2026
02
BEACON INVESTMENT ADVISORS LLC
CIK 0001961635
$226K23K0.07%Q2 2026
03
OLD MISSION CAPITAL LLC
CIK 0001455915
$113K12K0.00%Q2 2026
04
UBS Group AG
CIK 0001610520
$3K2780.00%Q2 2026
05
Coppell Advisory Solutions LLC
CIK 0001848433
$1K2.0M0.00%Q2 2026
06
FMR LLC
CIK 0000315066
$1010.00%Q2 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025