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 189 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $891 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
982,014
shares
|
$72.6 Million
0.01% of portfolio
|
Q2 2024
Added 17.96%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
964,702
shares
|
$71.3 Million
6.83% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
740,220
shares
|
$54.7 Million
0.03% of portfolio
|
Q2 2024
Added 16.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
677,193
shares
|
$50 Million
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
555,303
shares
|
$41 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
468,799
shares
|
$34.6 Million
0.03% of portfolio
|
Q2 2024
Added 6.55%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
444,600
shares
|
$32.9 Million
0.02% of portfolio
|
Q3 2024
Added 6961.63%
|
|
|
Cambria Investment Management, L.P.
|
Aug 14, 2024 Q2 2024 |
424,303
shares
|
$31.4 Million
1.87% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
367,147
shares
|
$27.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 29.76%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
338,430
shares
|
$25 Million
5.65% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
291,062
shares
|
$21.5 Million
3.36% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
260,771
shares
|
$19.3 Million
0.04% of portfolio
|
Q2 2024
Reduced 12.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
231,936
shares
|
$17.1 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
|
$16.9 Million
0.42% of portfolio
|
Q1 2024
Added 63.33%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
220,637
shares
|
$16.3 Million
2.0% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
360 Financial, Inc.
|
Aug 09, 2024 Q2 2024 |
201,060
shares
|
$14.9 Million
5.2% of portfolio
|
Q2 2024
Added 3.61%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Oct 07, 2024 Q3 2024 |
200,000
shares
|
$14.8 Million
3.51% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
176,237
shares
|
$13 Million
0.84% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
174,225
shares
|
$12.9 Million
4.54% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
168,753
shares
|
$12.5 Million
3.58% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
164,255
shares
|
$12.1 Million
0.08% of portfolio
|
Q2 2024
Added 2.93%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
158,130
shares
|
$11.7 Million
1.47% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
156,525
shares
|
$11.6 Million
2.34% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
139,629
shares
|
$10.3 Million
0.63% of portfolio
|
Q3 2024
Added 39.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
129,647
shares
|
$9.58 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.11%
|