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 68 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $290 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
91,483
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
89,031
shares
|
$2.56 Million
1.35% of portfolio
|
Q1 2025
Added 81.47%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
84,596
shares
|
$2.43 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.15%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
74,794
shares
|
$2.15 Million
0.77% of portfolio
|
Q1 2025
Added 15.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
68,522
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
51,358
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
50,061
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
47,230
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 25.12%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
45,585
shares
|
$1.31 Million
0.79% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
43,981
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Added 18.46%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
34,283
shares
|
$985,293
0.0% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
33,147
shares
|
$952,644
0.01% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
32,076
shares
|
$921,864
0.01% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
29,593
shares
|
$850,502
0.03% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
27,265
shares
|
$783,596
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
25,021
shares
|
$719,103
0.0% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
21,473
shares
|
$617,134
0.27% of portfolio
|
Q1 2025
Reduced 80.78%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
20,299
shares
|
$583,393
0.0% of portfolio
|
Q1 2025
Reduced 33.68%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
18,371
shares
|
$527,982
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
17,579
shares
|
$505,220
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,156
shares
|
$493,063
0.01% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
15,201
shares
|
$436,876
0.33% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
12,734
shares
|
$365,975
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
12,613
shares
|
$362,497
0.17% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,701
shares
|
$336,286
0.0% of portfolio
|
Q1 2025
New holding
|