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 9.19 Million shares, which have been reported (via 13F filing form) to have a value of $251 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
46,879
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 32.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
46,287
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
42,823
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 36.58%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
41,690
shares
|
$1.14 Million
0.75% of portfolio
|
Q2 2024
Added 13.84%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
36,117
shares
|
$985,271
0.0% of portfolio
|
Q2 2024
Reduced 7.79%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
34,979
shares
|
$954,227
0.01% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
29,662
shares
|
$809,179
0.01% of portfolio
|
Q2 2024
Added 50.9%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
27,987
shares
|
$763,485
0.03% of portfolio
|
Q2 2024
Reduced 10.87%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
26,352
shares
|
$718,882
0.0% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2024 Q2 2024 |
25,094
shares
|
$684,564
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
21,938
shares
|
$598,468
0.03% of portfolio
|
Q2 2024
Added 62.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
18,077
shares
|
$493,140
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
17,963
shares
|
$490,030
0.0% of portfolio
|
Q2 2024
Added 5.58%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
16,840
shares
|
$459,395
0.02% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
15,450
shares
|
$421,476
0.01% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
15,139
shares
|
$412,991
0.0% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
14,526
shares
|
$396,269
0.2% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
9,905
shares
|
$270,208
0.01% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Parsons Capital Management Inc
|
Jul 19, 2024 Q2 2024 |
9,339
shares
|
$254,767
0.02% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 30, 2024 Q2 2024 |
8,792
shares
|
$239,845
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
8,681
shares
|
$236,817
0.01% of portfolio
|
Q2 2024
Reduced 8.52%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
8,180
shares
|
$223,150
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,171
shares
|
$222,904
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
7,204
shares
|
$196,525
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
4,619
shares
|
$126,006
0.01% of portfolio
|
Q2 2024
Reduced 92.01%
|