13FBOX
YORKVILLE AMER INVTS TR · 13F Institutional Holdings
Options Calculator Rankings
Y

YORKVILLE AMER INVTS TR

YALL
Institutions
12
Combined AUM (Q2 2026)
$101.0M
Combined Shares (Q2 2026)
2.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.4M
12 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+2.4M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$101.0M
Institutions
12
New Buys
12
Adds
0
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Curran Financial Partners, LLC
13.65%#1$91.7M2.2M$00+2.2MNew Buy
GTS SECURITIES LLC
0.05%#2$2.3M54,873$00+54,873New Buy
AE Wealth Management LLC
0.01%#6$2.2M51,679$00+51,679New Buy
LPL Financial LLC
<0.01%#7$2.1M49,436$00+49,436New Buy
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.01%#4$837,00619,758$00+19,758New Buy
EQUITABLE TRUST CO
0.02%#3$516,66612,196$00+12,196New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#10$504,33911,905$00+11,905New Buy
Creative Planning
<0.01%#8$391,5679,243$00+9,243New Buy
GOLDMAN SACHS GROUP INC
<0.01%#11$257,1476,070$00+6,070New Buy
JPMORGAN CHASE & CO
<0.01%#12$164,8103,895$00+3,895New Buy
OSAIC HOLDINGS, INC.
<0.01%#9$46,8381,106$00+1,106New Buy
VISION FINANCIAL MARKETS LLC
0.01%#5$13,837327$00+327New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow