Who owns YALL?
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13 institutions reported holding YALL, worth $105.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of YALL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Curran Financial Partners, LLC | Daniel Island, SC | $91.7M | 2,164,820 | New position |
| Kingsview Wealth Management, LLC | Grants Pass, OR | $4.8M | 112,290 | New position |
| GTS Securities LLC | New York, NY | $2.3M | 54,873 | New position |
| AE Wealth Management LLC | Topeka, KS | $2.2M | 51,679 | New position |
| LPL Financial LLC | Fort Mill, SC | $2.1M | 49,436 | New position |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Seattle, WA | $837K | 19,758 | New position |
| Equitable Trust Co | Nashville, TN | $517K | 12,196 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $504K | 11,905 | New position |
| Creative Planning | Overland Park, KS | $392K | 9,243 | New position |
| Goldman Sachs Group Inc. | New York, NY | $257K | 6,070 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns YALL?
13 institutional managers reported holding YALL in Form 13F filings for June 30, 2026, worth $105.8M in total. The largest reported position was held by Curran Financial Partners, LLC, at $91.7M.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is YALL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.