YORKVILLE AMER INVTS TR · 13F Institutional Holdings
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YORKVILLE AMER INVTS TR
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Institutions
2
Combined AUM (Q2 2026)
$282,092
Combined Shares (Q2 2026)
10,240
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+9,340
2
institutions added
·
1
new buys
Est. buy amount
≈
—
📤 Outflow (Q1 2026→Q2 2026)
-39
1
institutions reduced
·
1
exits
Est. sell amount
≈
—
⚖️ Net Share Change
+9,301
—
Net Buy
💰 Est. Net Value
≈ —
—
est. price
—
3M
6M
1Y
2Y
3Y
5Y
ALL
⏳
Latest AUM (Q2 2026)
$282,092
Institutions
2
New Buys
1
Adds
1
Reduces
0
Exits
1
Unchanged
0
Ownership Trend
Portfolio %
Prev Q %
Rank
Q2 2026 Value
Q2 2026 Shares
Prev Q Value
Prev Q Shares
Shares Change
Action
GTS SECURITIES LLC
0.01%
—
#1
$249,089
9,042
$0
0
+9,042
New Buy
UBS Group AG
<0.01%
<0.01%
#2
$33,003
1,198
$22,748
900
+298
+33.11%
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Net Outflow
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