DOSSIER · 13F Holders · Q3 2026
YFYA

YIELDS FOR YOU INCOME STRATE

8 institutions still hold YIELDS FOR YOU INCOME STRATE as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53656G357·8 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$983K
visible holders
Holders
8
filers reporting
Concentration
36.04%
BURNEY CO/ #1
top holder share
AI Holders Summary · Q3 2026

8 institutions reported YFYA in Q3 2026. BURNEY CO/ leads at 36.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BURNEY CO/
CIK 0000940445
$354K37K0.01%Q3 2026
02
Triad Wealth Partners, LLC
CIK 0002012717
$270K28K0.01%Q3 2026
03
BEACON INVESTMENT ADVISORS LLC
CIK 0001961635
$223K23K0.07%Q3 2026
04
OLD MISSION CAPITAL LLC
CIK 0001455915
$113K12K0.00%Q2 2026
05
UBS Group AG
CIK 0001610520
$22K2K0.00%Q3 2026
06
Coppell Advisory Solutions LLC
CIK 0001848433
$1K2.0M0.00%Q2 2026
07
FMR LLC
CIK 0000315066
$1010.00%Q3 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025