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 64 institutions that hold shares in the stock, with a total of 9.43 Million shares, which have been reported (via 13F filing form) to have a value of $236 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
55,611
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
55,191
shares
|
$1.37 Million
0.59% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
46,287
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
41,690
shares
|
$1.04 Million
0.75% of portfolio
|
Q2 2024
Added 13.84%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,693
shares
|
$862,467
0.0% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
33,972
shares
|
$844,543
0.01% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
33,254
shares
|
$826,694
0.0% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
32,143
shares
|
$799,074
0.01% of portfolio
|
Q3 2024
Reduced 38.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
30,788
shares
|
$765,389
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
30,209
shares
|
$750,995
0.0% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
29,983
shares
|
$745,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
28,573
shares
|
$710,324
0.03% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
26,573
shares
|
$660,604
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
19,665
shares
|
$488,871
0.0% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,077
shares
|
$449,394
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
17,209
shares
|
$427,815
0.02% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,156
shares
|
$426,498
0.01% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
16,589
shares
|
$412,402
0.0% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
14,526
shares
|
$361,116
0.2% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,002
shares
|
$248,649
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
9,905
shares
|
$246,238
0.01% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
8,524
shares
|
$211,906
0.01% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
7,314
shares
|
$181,826
0.01% of portfolio
|
Q3 2024
Reduced 21.68%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
7,204
shares
|
$179,091
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,443
shares
|
$60,732
0.0% of portfolio
|
Q3 2024
Reduced 47.11%
|