Vault-13

YORKVILLE ACQUISITION CORP. MCGA

SHS CL A · Common Stock · CUSIP G98659116

53 institutional holders +1 vs Q1 2026
16,308,96116.3m shares reported held*
$163.8mreported value*
4 new 9 added 10 reduced 2 sold out net bought ≈ $14.8m (+1.4m shares)

* 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 ≈ $10.04. Options: 3 managers hold calls ($2.2m notional), 1 hold puts ($4.1k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 25: 55Q4 25: 48Q1 26: 52Q2 26: 5353Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202555
Q4 202548
Q1 202652
Q2 202653

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 25: 20 bought or addedQ4 25: 17 cut or sold outQ4 25Q1 26: 21 bought or addedQ1 26: 14 cut or sold outQ1 26Q2 26: 13 bought or addedQ2 26: 12 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 20252017
Q1 20262114
Q2 20261312

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 25 calls: $301.7kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $117.5kQ4 25 puts: $314.0kQ4 25P/C 2.67Q1 26 calls: $857.3kQ1 26 puts: $2.0kQ1 26P/C 0.00Q2 26 calls: $2.2mQ2 26 puts: $4.1kQ2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$301.7k$00.00
Q4 2025$117.5k$314.0k2.67
Q1 2026$857.3k$2.0k0.00
Q2 2026$2.2m$4.1k0.00

Biggest buyers

MIZUHO SECURITIES USA LLC Added +1,565,425+1.6m
JANE STREET GROUP, LLC Added +158,089+158.1k
Polar Asset Management Partners Inc. Added +25,000+25.0k
CITADEL ADVISORS LLC Added +24,523+24.5k
ROBINSON CAPITAL MANAGEMENT, LLC New +15,200+15.2k
Schonfeld Strategic Advisors LLC Added +14,998+15.0k
GLAZER CAPITAL, LLC Added +12,836+12.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +5,304+5.3k
HRT FINANCIAL LP Added +5,008+5.0k
AQR Arbitrage LLC Added +2,728+2.7k

Biggest sellers

TORONTO DOMINION BANK Reduced -127,879-127.9k
Meteora Capital, LLC Reduced -89,585-89.6k
Shaolin Capital Management LLC Reduced -61,375-61.4k
Clear Street Group Inc. Reduced -32,518-32.5k
WOLVERINE ASSET MANAGEMENT LLC Reduced -28,540-28.5k
DLD Asset Management, LP Reduced -27,227-27.2k
GEODE CAPITAL MANAGEMENT, LLC Sold out -12,458-12.5k
Virtu Financial LLC Reduced -2,744-2.7k
UBS Group AG Reduced -544-544
Mosley Wealth Management Sold out -137-137

Biggest calls

CITADEL ADVISORS LLC Added $1.3m122.8k shares
JANE STREET GROUP, LLC Added $787.2k77.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $137.8k13.5k shares

Biggest puts

GROUP ONE TRADING LLC Added $4.1k400 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Yorkville Acquisition Sponsor LLC 13D · may seek influence new · filed 2025-07-03
Stated purposeIn connection with the organization of the Issuer, on March 5, 2025, 5,750,000 Class B Ordinary Shares (the "Founder Shares") were purchased by the Sponsor for the amount of $25,000, pursuant to a Securities Subscription Agreement, dated as of March 5, 2025, by and between the Sponsor and the Issuer (the "Securities Subscription Agreement"), as more fully described in Item 6 of this Schedule 13D which information is incorporated herein by reference. On June 30, 2025, simultaneously with the consummation of the Issuer's Initial Public Offering (the "IPO"), the Sponsor purchased 351,825 units ("Placement Units") of the Issuer at $10.00 per Placement Unit, pursuant to a Private Placement Units Purchase Agreement, dated as of June 26, 2025, by and between the Issuer and the Sponsor (the "Place… Full filing
 25.9% new 6.1m≈ $62.3m 2025-07-03
BERKLEY W R CORP 13G · institution new · filed 2026-05-08 9.2% new 1.6m≈ $16.8m 2026-05-08
MIZUHO FINANCIAL GROUP INC 13G · institution +1.6 pts · filed 2026-08-13 8.8% +1.6 pts 1.6m≈ $16.0m 2026-08-13
Decagon Asset Management LLP 13G · institution new · filed 2025-11-20 5.8% new 1.0m≈ $10.6m 2025-11-20

Fell to 5% or below in the last year: Anson Funds Management LP (0.0%, 2026-05-15), Harraden Circle Investments, LLC (0.0%, 2026-05-14)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20251—0——
Q3 20251—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MIZUHO SECURITIES USA LLC 0.28% of their portfolio NEW YORK, NY 2,857,6782.9m $29.0m $29.0m 0.28% Added +1.6m +1,565,425
2 BERKLEY W R CORP 0.82% of their portfolio Greenwich, CT 1,645,5701.6m $16.8m $16.8m 0.82% Unchanged
3 Murchinson Ltd. 4.93% of their portfolio TORONTO, A6 1,000,4001.0m $10.2m $10.2m 4.93% Unchanged
4 Davidson Kempner Capital Management LP 0.14% of their portfolio New York, NY 850,000850.0k $8.7m $8.7m 0.14% Unchanged
5 Crossingbridge Advisors, LLC 1.54% of their portfolio PLEASANTVILLE, NY 850,000850.0k $8.7m $8.7m 1.54% Unchanged
6 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 750,000750.0k $7.7m $7.7m 0.00% Unchanged
7 Meteora Capital, LLC 0.60% of their portfolio Boca Raton, FL 704,353704.4k $7.2m $7.2m 0.60% Reduced -89.6k -89,585
8 BOOTHBAY FUND MANAGEMENT, LLC 0.12% of their portfolio NEW YORK, NY 637,610637.6k $6.5m $6.5m 0.12% Unchanged
9 DLD Asset Management, LP 0.51% of their portfolio NEW YORK, NY 613,910613.9k $6.3m $6.3m 0.51% Reduced -27.2k -27,227
10 Westchester Capital Management, LLC 0.28% of their portfolio VALHALLA, NY 550,000550.0k $5.6m $5.6m 0.28% Unchanged
11 RLH Capital LLC 2.16% of their portfolio Great Neck, NY 442,231442.2k $4.5m $4.5m 2.16% Unchanged
12 Shaolin Capital Management LLC 0.20% of their portfolio Miami, FL 338,625338.6k $3.5m $3.5m 0.20% Reduced -61.4k -61,375
13 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 316,500316.5k $3.2m $3.2m 0.00% Unchanged
14 First Trust Capital Management L.P. 0.19% of their portfolio CHICAGO, IL 312,330312.3k $3.2m $3.2m 0.19% Unchanged
15 AQR Arbitrage LLC 0.04% of their portfolio Greenwich, CT 295,494295.5k $3.0m $3.0m 0.04% Added +2.7k +2,728
16 Radcliffe Capital Management, L.P. 0.23% of their portfolio BALA CYNWYD, PA 294,690294.7k $3.0m $3.0m 0.23% Unchanged
17 Polar Asset Management Partners Inc. 0.05% of their portfolio TORONTO, A6 264,692264.7k $2.7m $2.7m 0.05% Added +25.0k +25,000
18 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 263,316263.3k $137.7k $137.7k 0.00% Reduced -32.5k -32,518
19 GLAZER CAPITAL, LLC 0.07% of their portfolio New York, NY 263,158263.2k $2.7m $2.7m 0.07% Added +12.8k +12,836
20 Quarry LP 0.41% of their portfolio NEW YORK, NY 252,105252.1k $2.6m $2.6m 0.41% Unchanged
21 LMR Partners LLP 0.02% of their portfolio LONDON, X0 207,208207.2k $2.1m $2.1m 0.02% Unchanged
22 Linden Advisors LP 0.01% of their portfolio New York, NY 200,000200.0k $2.0m $2.0m 0.01% Unchanged
23 TENOR CAPITAL MANAGEMENT Co., L.P. 0.03% of their portfolio NEW YORK, NY 200,000200.0k $2.0m $2.0m 0.03% Unchanged
24 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 197,121197.1k $2.0m $2.0m 0.00% Reduced -127.9k -127,879
25 Magnetar Financial LLC 0.02% of their portfolio EVANSTON, IL 195,000195.0k $2.0m $2.0m 0.02% Unchanged
26 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 177,408177.4k $1.8m $1.8m 0.00% Added +158.1k +158,089
27 Hudson Bay Capital Management LP 0.01% of their portfolio STAMFORD, CT 150,000150.0k $1.5m $1.5m 0.01% Unchanged
28 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 147,371147.4k $1.5m $1.5m 0.00% Added +5.0k +5,008
29 Periscope Capital Inc. 0.20% of their portfolio Toronto, A6 125,000125.0k $1.3m $1.3m 0.20% Unchanged
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 112,455112.5k $1.1m $1.1m 0.00% Added +5.3k +5,304
31 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 108,459108.5k $1.1m $1.1m 0.00% Unchanged
32 Lineage Point Capital LP 0.21% of their portfolio PALM BEACH, FL 100,100100.1k $1.0m $1.0m 0.21% Unchanged
33 WHITEBOX ADVISORS LLC 0.02% of their portfolio MINNEAPOLIS, MN 100,000100.0k $1.0m $1.0m 0.02% Unchanged
34 Context Capital Management, LLC 0.02% of their portfolio LAJOLLA, CA 100,000100.0k $1.0m $1.0m 0.02% Unchanged
35 MOORE CAPITAL MANAGEMENT, LP 0.02% of their portfolio NEW YORK, NY 100,000100.0k $1.0m $1.0m 0.02% Unchanged
36 Mint Tower Capital Management B.V. 0.12% of their portfolio AMSTERDAM, P7 100,000100.0k $1.0m $1.0m 0.12% Unchanged
37 PICTON MAHONEY ASSET MANAGEMENT 0.01% of their portfolio Toronto, A6 84,99685.0k $867.8k $867.8k 0.01% Unchanged
38 CSS LLC/IL 0.04% of their portfolio CHICAGO, IL 82,25382.3k $839.8k $839.8k 0.04% Unchanged
39 Jain Global LLC 0.01% of their portfolio NEW YORK, NY 75,00075.0k $765.8k $765.8k 0.01% Unchanged
40 Brevan Howard Capital Management LP 0.01% of their portfolio ST. HELIER, Y9 60,00060.0k $612.9k $612.9k 0.01% Unchanged
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 39,37339.4k $402.0k $402.0k 0.00% Added +24.5k +24,523
42 Virtu Financial LLC 0.01% of their portfolio New York, NY 37,25937.3k $380.0k $380.0k 0.01% Reduced -2.7k -2,744
43 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 29,92029.9k $305.5k $305.5k 0.00% Reduced -17 -17
44 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 29,89829.9k $305.3k $305.3k 0.00% Added +15.0k +14,998
45 K2 PRINCIPAL FUND, L.P. 0.02% of their portfolio TORONTO, A6 18,07518.1k $184.5k $184.5k 0.02% Unchanged
46 ROBINSON CAPITAL MANAGEMENT, LLC 0.07% of their portfolio GROSSE POINTE FARMS, MI 15,20015.2k $155.2k $155.2k 0.07% New
47 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 6,4606.5k $66.0k $66.0k 0.00% Reduced -28.5k -28,540
48 HGC Investment Management Inc. 0.01% of their portfolio TORONTO, A6 3,8523.9k $39.3k $39.3k 0.01% Unchanged
49 Rangeley Capital, LLC 0.02% of their portfolio NEW CANAAN, CT 2,0162.0k $20.6k $20.6k 0.02% New
50 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 1,5001.5k $15.3k $15.3k 0.00% New
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 221221 $2.3k $2.3k 0.00% Reduced -544 -544
52 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 9292 $939 $939 0.00% New
53 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6262 $633 $633 0.00% Reduced -15 -15