Institutional Ownership Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD). We have compiled data on the 192 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $827 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,038,078
shares
|
$74 Million
0.01% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,013,916
shares
|
$72.2 Million
6.65% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
744,214
shares
|
$53 Million
0.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
677,193
shares
|
$48.2 Million
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
555,303
shares
|
$39.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
459,195
shares
|
$32.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
353,828
shares
|
$25.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
301,085
shares
|
$21.4 Million
2.27% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
284,663
shares
|
$20.3 Million
4.56% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
260,476
shares
|
$18.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
231,936
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
229,255
shares
|
$16.3 Million
0.42% of portfolio
|
Q1 2024
Added 63.33%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
221,150
shares
|
$15.8 Million
1.92% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
214,952
shares
|
$15.3 Million
0.98% of portfolio
|
Q3 2024
Reduced 49.34%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
209,767
shares
|
$14.9 Million
3.3% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
206,805
shares
|
$14.7 Million
5.64% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
186,331
shares
|
$13.3 Million
0.64% of portfolio
|
Q4 2024
Added 33.45%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
184,217
shares
|
$13.1 Million
3.63% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
176,237
shares
|
$12.6 Million
0.84% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
158,130
shares
|
$11.3 Million
1.47% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
150,767
shares
|
$10.7 Million
2.02% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
133,879
shares
|
$9.54 Million
8.84% of portfolio
|
Q4 2024
Added 27.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
131,268
shares
|
$9.35 Million
0.0% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
129,494
shares
|
$9.23 Million
0.01% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
127,436
shares
|
$9.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|