Who owns YALL
Which tracked institutional funds hold YALL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See YALL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened YALL while 2 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
YALL’s largest tracked holder by dollar value, Curran Financial Partners, LLC, sizes it at 13.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in YALL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 14 tracked filers holding YALL, 8 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in YALL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- GTS SECURITIES LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$504K
Full exits 1
- Brookstone Capital Management$966K
Largest adds
- Curran Financial Partners, LLC$36M
Largest trims
- LPL Financial LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Curran Financial Partners, LLC added | 2,164,820 | $92M | 85.0% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 112,290 | $5M | 4.4% | 2026-Q2 |
| GTS SECURITIES LLC added | 54,873 | $2M | 2.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 51,679 | $2M | 2.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 49,436 | $2M | 1.9% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 19,758 | $837K | 0.8% | 2026-Q2 |
| EQUITABLE TRUST CO | 12,196 | $517K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 11,905 | $504K | 0.5% | 2026-Q2 |
| Creative Planning new | 9,243 | $392K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 6,070 | $257K | 0.2% | 2026-Q2 |
| World Investment Advisors | 5,825 | $244K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,895 | $165K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,106 | $47K | 0.0% | 2026-Q2 |
| VISION FINANCIAL MARKETS LLC | 327 | $14K | 0.0% | 2026-Q2 |
| Brookstone Capital Management added | 23,070 | $966K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 10,237 | $429K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| American Financial Advisors, LLC | 4,816 | $202K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 127 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF MONTREAL /CAN/ | 125 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Parkside Financial Bank & Trust | 7 | $307 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY trimmed | 1 | $51 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Creekmur Asset Management LLC added | 4,891 | $220K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.