Vault-13

YORKVILLE AMER INVTS TR YALL

TRUTH SOCIAL GOD · ETP · CUSIP 89844T885

13 institutional holders
2,497,5982.5m shares reported held*
$105.8mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $42.36.

Biggest buyers

Curran Financial Partners, LLC New +2,164,820+2.2m
Kingsview Wealth Management, LLC New +112,290+112.3k
GTS SECURITIES LLC New +54,873+54.9k
AE Wealth Management LLC New +51,679+51.7k
LPL Financial LLC New +49,436+49.4k
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management New +19,758+19.8k
EQUITABLE TRUST CO New +12,196+12.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +11,905+11.9k
Creative Planning New +9,243+9.2k
GOLDMAN SACHS GROUP INC New +6,070+6.1k

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Curran Financial Partners, LLC 13.65% of their portfolio DANIEL ISLAND, SC 2,164,8202.2m $91.7m $91.7m 13.65% New
2 Kingsview Wealth Management, LLC 0.06% of their portfolio GRANTS PASS, OR 112,290112.3k $4.8m $4.8m 0.06% New
3 GTS SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 54,87354.9k $2.3m $2.3m 0.05% New
4 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 51,67951.7k $2.2m $2.2m 0.01% New
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 49,43649.4k $2.1m $2.1m 0.00% New
6 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio Seattle, WA 19,75819.8k $837.0k $837.0k 0.01% New
7 EQUITABLE TRUST CO 0.02% of their portfolio NASHVILLE, TN 12,19612.2k $516.7k $516.7k 0.02% New
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,90511.9k $504.3k $504.3k 0.00% New
9 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,2439.2k $391.6k $391.6k 0.00% New
10 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,0706.1k $257.1k $257.1k 0.00% New
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,8953.9k $164.8k $164.8k 0.00% New
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,1061.1k $46.8k $46.8k 0.00% New
13 VISION FINANCIAL MARKETS LLC 0.01% of their portfolio STAMFORD, CT 327327 $13.8k $13.8k 0.01% New