Who owns Yorkville America Investment Trust?
- Ticker: YALL
- CUSIP Number: 89844t885
Tip: Access positions for across all investors
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 | 82M | $1.9M | 3680% | Sep 2026 |
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| Kingsview Wealth Management | 112k | $4.8M | 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 | 22k | $932k | -55% | Sep 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 15k | $625k | -25% | Sep 2026 |
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| Susquehanna International | 12k | $504k | 100% | Jun 2026 |
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| Creative Planning | 9.4k | $394k | 1% | Sep 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 | 151.00 | $6.4k | -54% | Sep 2026 |
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| Parkside Financial Bank & Trust | 7.00 | $309.000300 | 0% | Sep 2026 |
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Who sold out of Yorkville America Investment Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Equitable Trust | Jun 2026 | 12k | $517k |