DaveManuel.com · Institutional Ownership · Who Owns It
YORKVILLE AMER INVTS TR (YALL)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
15
Reporting holders
$106.0M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Curran Financial Partners, LLC | $91.7M | 2,164,820 | 13.65% | new | NEW |
| Kingsview Wealth Management, LLC | $4.8M | 112,290 | 0.06% | new | NEW |
| GTS SECURITIES LLC | $2.3M | 54,873 | 0.05% | new | NEW |
| AE Wealth Management LLC | $2.2M | 51,679 | 0.01% | new | NEW |
| LPL Financial LLC | $2.1M | 49,436 | 0.00% | new | NEW |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $837.0K | 19,758 | 0.01% | new | NEW |
| EQUITABLE TRUST CO | $516.7K | 12,196 | 0.02% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $504.3K | 11,905 | 0.00% | new | NEW |
| Creative Planning | $391.6K | 9,243 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $257.1K | 6,070 | 0.00% | new | NEW |
| World Investment Advisors | $243.9K | 5,825 | 0.00% | 5q | HELD |
| JPMORGAN CHASE & CO | $164.8K | 3,895 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $46.8K | 1,106 | 0.00% | new | NEW |
| VISION FINANCIAL MARKETS LLC | $13.8K | 327 | 0.01% | new | NEW |
| Parkside Financial Bank & Trust | $311 | 7 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 3 | $631.8K | 15,018 | 0 | 0 | 2 | 0.0% |
| Q2 2026 | 15 | $106.0M | 2,503,430 | 14 | 0 | 0 | 0.0% |
| Q1 2026 | 17 | $68.6M | 1,639,177 | 2 | 4 | 6 | 0.0% |
| Q4 2025 | 16 | $72.1M | 1,667,475 | 0 | 9 | 2 | 0.0% |
| Q3 2025 | 20 | $73.2M | 1,627,263 | 4 | 4 | 2 | 0.0% |
| Q2 2025 | 17 | $65.6M | 1,577,136 | 2 | 3 | 4 | 0.0% |
| Q1 2025 | 19 | $57.3M | 1,569,328 | 5 | 5 | 2 | 0.0% |
| Q4 2024 | 17 | $62.2M | 1,637,080 | 4 | 5 | 4 | 0.0% |
| Q3 2024 | 13 | $59.4M | 1,606,529 | 1 | 7 | 0 | 0.0% |
| Q2 2024 | 15 | $56.1M | 1,628,544 | 3 | 5 | 2 | 0.0% |
| Q1 2024 | 13 | $53.0M | 1,574,267 | 5 | 3 | 0 | 0.0% |
| Q4 2023 | 11 | $44.3M | 1,521,711 | 3 | 5 | 1 | 0.0% |
| Q3 2023 | 11 | $38.4M | 1,460,866 | 6 | 3 | 0 | 0.0% |
| Q2 2023 | 6 | $33.0M | 1,226,641 | 1 | 2 | 0 | 0.0% |
| Q1 2023 | 6 | $27.9M | 1,151,762 | 1 | 1 | 0 | 0.0% |
| Q4 2022 | 5 | $24.7M | 1,143,289 | 5 | 0 | 0 | 0.0% |