Who owns Yorkville America Investment Trust?

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Analyze quarterly positions in Yorkville America Investment Trust with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Yorkville America Investment Trust stock

Who bought or sold Yorkville America Investment Trust this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Curran Financial Partners 2.2M $92M 100% Jun 2026
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Gts Securities 55k $2.3M 100% Jun 2026
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AE Wealth Management 52k $2.2M 100% Jun 2026
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LPL Financial 49k $2.1M 100% Jun 2026
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 20k $837k 100% Jun 2026
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Equitable Trust 12k $517k 100% Jun 2026
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Susquehanna International 12k $504k 100% Jun 2026
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Creative Planning 9.2k $392k 100% Jun 2026
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Goldman Sachs Group 6.1k $257k 100% Jun 2026
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Jpmorgan Chase & Co 3.9k $165k 100% Jun 2026
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Advisor Group Holdings 1.1k $47k 100% Jun 2026
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Vision Financial Markets 327.00 $14k 100% Jun 2026
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Parkside Financial Bank & Trust 7.00 $311.000200 100% Jun 2026
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