YALL — Yorkville Amer Invts Tr 机构持仓 · 2026年Q2
谁持有 Yorkville Amer Invts Tr(YALL)?2026年Q2(报告期截至 2026-06-30)共有 21 家机构在 SEC 13F 申报中报告持有,合计 1.06 亿美元。前几大持有机构:Curran Financial Partners, LLC(9,170.00 万美元)、Kingsview Wealth Management, LLC(480.00 万美元)、Gts Securities LLC(230.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Curran Financial Partners, LLC | $91.7M | 2.2M | 增持 |
| 2 | Kingsview Wealth Management, LLC | $4.8M | 112,290 | 减持 |
| 3 | GTS SECURITIES LLC | $2.3M | 54,873 | 新建仓 |
| 4 | AE Wealth Management LLC | $2.2M | 51,679 | 减持 |
| 5 | LPL Financial LLC | $2.1M | 49,436 | 减持 |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $837,006 | 19,758 | 增持 |
| 7 | EQUITABLE TRUST CO | $516,666 | 12,196 | 持平 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $504,339 | 11,905 | 新建仓 |
| 9 | Creative Planning | $391,567 | 9,243 | 新建仓 |
| 10 | GOLDMAN SACHS GROUP INC | $257,147 | 6,070 | 新建仓 |
| 11 | World Investment Advisors | $243,851 | 5,825 | 持平 |
| 12 | JPMORGAN CHASE & CO | $164,810 | 3,895 | 增持 |
| 13 | OSAIC HOLDINGS, INC. | $46,838 | 1,106 | 增持 |
| 14 | VISION FINANCIAL MARKETS LLC | $13,837 | 327 | 持平 |
| 15 | Parkside Financial Bank & Trust | $311 | 7 | 持平 |
| 16 | CITADEL ADVISORS LLC | $0 | 0 | 清仓 |
| 17 | Brookstone Capital Management | $0 | 0 | 清仓 |
| 18 | UBS Group AG | $0 | 0 | 清仓 |
| 19 | American Financial Advisors, LLC | $0 | 0 | 清仓 |
| 20 | MORGAN STANLEY | $0 | 0 | 清仓 |
| 21 | BANK OF MONTREAL /CAN/ | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30