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 187 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $793 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
982,014
shares
|
$67.8 Million
0.01% of portfolio
|
Q1 2024
Added 11.55%
|
|
|
Smith Anglin Financial, LLC
|
Jul 10, 2024 Q2 2024 |
922,338
shares
|
$63.6 Million
6.41% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
740,220
shares
|
$51.1 Million
0.03% of portfolio
|
Q2 2024
Added 16.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
670,340
shares
|
$46.3 Million
0.03% of portfolio
|
Q2 2024
Added 8.37%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
559,509
shares
|
$38.6 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
468,799
shares
|
$32.3 Million
0.03% of portfolio
|
Q2 2024
Added 6.55%
|
|
|
Cambria Investment Management, L.P.
|
Aug 14, 2024 Q2 2024 |
424,303
shares
|
$29.3 Million
1.87% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
367,147
shares
|
$25.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 29.76%
|
|
|
Manchester Financial Inc
|
Jul 17, 2024 Q2 2024 |
345,832
shares
|
$23.9 Million
6.22% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
283,173
shares
|
$19.5 Million
3.34% of portfolio
|
Q2 2024
Added 4.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
260,771
shares
|
$18 Million
0.04% of portfolio
|
Q2 2024
Reduced 12.75%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
229,255
shares
|
$15.8 Million
0.42% of portfolio
|
Q1 2024
Added 63.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
209,956
shares
|
$14.5 Million
0.02% of portfolio
|
Q2 2024
Added 13.73%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2024 Q2 2024 |
205,101
shares
|
$14.2 Million
2.0% of portfolio
|
Q2 2024
Added 3.71%
|
|
|
360 Financial, Inc.
|
Aug 09, 2024 Q2 2024 |
201,060
shares
|
$13.9 Million
5.2% of portfolio
|
Q2 2024
Added 3.61%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
200,000
shares
|
$13.8 Million
6.28% of portfolio
|
Q4 2022
New holding
|
|
|
Rfg Holdings, Inc.
|
Jul 15, 2024 Q2 2024 |
190,181
shares
|
$13.1 Million
4.97% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
172,002
shares
|
$11.9 Million
1.76% of portfolio
|
Q2 2024
Added 8.89%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
171,751
shares
|
$11.9 Million
0.82% of portfolio
|
Q1 2024
Added 12.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
164,255
shares
|
$11.3 Million
0.08% of portfolio
|
Q2 2024
Added 2.93%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
148,998
shares
|
$10.3 Million
2.45% of portfolio
|
Q2 2024
Added 8.85%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2024 Q2 2024 |
138,613
shares
|
$9.56 Million
3.06% of portfolio
|
Q2 2024
Added 1741.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
129,647
shares
|
$8.95 Million
0.0% of portfolio
|
Q2 2024
Added 11.25%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
122,928
shares
|
$8.48 Million
0.64% of portfolio
|
Q3 2023
Added 7.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
119,870
shares
|
$8.27 Million
0.0% of portfolio
|
Q2 2024
Added 33.65%
|