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 183 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 $822 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
124,843
shares
|
$8.48 Million
7.0% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
122,928
shares
|
$8.35 Million
0.64% of portfolio
|
Q3 2023
Added 7.56%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
112,900
shares
|
$7.67 Million
0.23% of portfolio
|
Q2 2025
Added 28.16%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
102,480
shares
|
$6.96 Million
0.65% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
102,198
shares
|
$6.94 Million
0.1% of portfolio
|
Q2 2025
Added 33.41%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
98,757
shares
|
$6.71 Million
1.05% of portfolio
|
Q2 2025
Reduced 22.86%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
81,862
shares
|
$5.56 Million
0.38% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
79,330
shares
|
$5.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.6%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
71,562
shares
|
$4.86 Million
0.46% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
68,226
shares
|
$4.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
62,138
shares
|
$4.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
60,461
shares
|
$4.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
59,297
shares
|
$4.03 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
58,592
shares
|
$3.98 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
56,279
shares
|
$3.82 Million
0.03% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
54,535
shares
|
$3.71 Million
1.97% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
50,124
shares
|
$3.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
47,924
shares
|
$3.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
44,445
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
38,963
shares
|
$2.65 Million
0.35% of portfolio
|
Q2 2025
Reduced 60.67%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
38,340
shares
|
$2.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
35,671
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
31,334
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.79%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
31,237
shares
|
$2.12 Million
0.69% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
30,096
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
New holding
|