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 Million shares, which have been reported (via 13F filing form) to have a value of $842 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
41,014
shares
|
$2.86 Million
0.0% of portfolio
|
Q2 2024
Added 22.76%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
36,405
shares
|
$2.54 Million
0.11% of portfolio
|
Q2 2024
Added 4.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
36,097
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2024
Added 243.13%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
31,940
shares
|
$2.23 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
30,595
shares
|
$2.14 Million
0.29% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
30,159
shares
|
$2.11 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
30,076
shares
|
$2.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 71.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
29,264
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2024
Added 8.37%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
27,825
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
27,305
shares
|
$1.91 Million
0.22% of portfolio
|
Q2 2024
Reduced 32.45%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
26,884
shares
|
$1.88 Million
1.73% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
26,236
shares
|
$1.83 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
24,154
shares
|
$1.69 Million
1.55% of portfolio
|
Q3 2024
Added 122.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
23,899
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2024
Reduced 18.48%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
23,575
shares
|
$1.65 Million
0.41% of portfolio
|
Q4 2023
Added 4.04%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
21,880
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2024
Added 29.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
21,057
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
20,930
shares
|
$1.46 Million
0.23% of portfolio
|
Q2 2024
Added 5.44%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
20,791
shares
|
$1.45 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
20,597
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2024
Added 44.19%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,300
shares
|
$1.42 Million
0.55% of portfolio
|
Q1 2024
Added 3.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
18,924
shares
|
$1.32 Million
0.06% of portfolio
|
Q2 2024
Reduced 82.59%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
18,569
shares
|
$1.3 Million
0.75% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
18,473
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
18,017
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2024
Added 48.25%
|