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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,118
shares
|
$319,531
0.01% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
10,996
shares
|
$316,025
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
10,399
shares
|
$298,867
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
10,050
shares
|
$288,837
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
9,915
shares
|
$284,957
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
9,905
shares
|
$284,669
0.01% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
9,205
shares
|
$264,551
0.01% of portfolio
|
Q1 2025
Reduced 47.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
8,683
shares
|
$249,549
0.0% of portfolio
|
Q1 2025
Reduced 25.15%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,715
shares
|
$106,769
0.0% of portfolio
|
Q1 2025
Added 193.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,576
shares
|
$102,774
0.0% of portfolio
|
Q1 2025
Added 357500.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,252
shares
|
$64,722
0.0% of portfolio
|
Q1 2025
Added 19.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,685
shares
|
$48,426
0.0% of portfolio
|
Q1 2024
Added 29.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
425
shares
|
$12,214
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
344
shares
|
$9,886
0.0% of portfolio
|
Q1 2025
Reduced 35.34%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
130
shares
|
$3,736
0.0% of portfolio
|
Q4 2024
Added 39.78%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
50
shares
|
$1,437
0.0% of portfolio
|
Q4 2023
Reduced 3.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|