20 institutions reported holding $106.0M of YORKVILLE AMER INVTS TR (YALL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Curran Financial Partners, LLC ($91.7M), Kingsview Wealth Management, LLC ($4.8M), GTS SECURITIES LLC ($2.3M), AE Wealth Management LLC ($2.2M), LPL Financial LLC ($2.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Curran Financial Partners, LLC | $91.7M | 2.2M | Added |
| 2 | Kingsview Wealth Management, LLC | $4.8M | 112,290 | Trimmed |
| 3 | GTS SECURITIES LLC | $2.3M | 54,873 | New |
| 4 | AE Wealth Management LLC | $2.2M | 51,679 | Trimmed |
| 5 | LPL Financial LLC | $2.1M | 49,436 | Trimmed |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $837,006 | 19,758 | Added |
| 7 | EQUITABLE TRUST CO | $516,666 | 12,196 | Hold |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $504,339 | 11,905 | New |
| 9 | Creative Planning | $391,567 | 9,243 | New |
| 10 | GOLDMAN SACHS GROUP INC | $257,147 | 6,070 | New |
| 11 | World Investment Advisors | $243,851 | 5,825 | Hold |
| 12 | JPMORGAN CHASE & CO | $164,810 | 3,895 | Added |
| 13 | OSAIC HOLDINGS, INC. | $46,838 | 1,106 | Added |
| 14 | VISION FINANCIAL MARKETS LLC | $13,837 | 327 | Hold |
| 15 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 16 | Brookstone Capital Management | $0 | 0 | Exited |
| 17 | UBS Group AG | $0 | 0 | Exited |
| 18 | American Financial Advisors, LLC | $0 | 0 | Exited |
| 19 | BANK OF MONTREAL /CAN/ | $0 | 0 | Exited |
| 20 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30