Institutional Ownership Cambria Foreign Shareholder Yi (FYLD)
This table provides information about the institutional ownership of Cambria Foreign Shareholder Yi (FYLD). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,747,389
shares
|
$53.9 Million
7.02% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,026,493
shares
|
$31.6 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
625,640
shares
|
$19.3 Million
1.3% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
586,766
shares
|
$18.1 Million
0.06% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
580,509
shares
|
$17.9 Million
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
550,926
shares
|
$17 Million
2.4% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
529,701
shares
|
$16.3 Million
0.97% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
482,545
shares
|
$14.9 Million
3.04% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
475,551
shares
|
$14.7 Million
0.0% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
431,559
shares
|
$13.3 Million
10.72% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
376,025
shares
|
$11.6 Million
0.01% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
352,450
shares
|
$10.9 Million
0.71% of portfolio
|
Q3 2023
Added 218.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
339,385
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
Added 33.67%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
311,330
shares
|
$9.6 Million
0.19% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
306,537
shares
|
$9.45 Million
1.07% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
284,316
shares
|
$8.76 Million
0.03% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
255,858
shares
|
$7.89 Million
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
217,896
shares
|
$6.72 Million
0.06% of portfolio
|
Q2 2025
Added 55.96%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
179,995
shares
|
$5.55 Million
1.21% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
174,053
shares
|
$5.36 Million
1.52% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
147,548
shares
|
$4.55 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
141,705
shares
|
$4.37 Million
0.77% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
104,988
shares
|
$3.24 Million
2.91% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
103,622
shares
|
$3.19 Million
1.49% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
99,091
shares
|
$3.05 Million
0.04% of portfolio
|
Q2 2025
New holding
|