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 182 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 $816 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
29,136
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2025
Added 89.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
28,272
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
26,699
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
26,236
shares
|
$1.78 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
23,937
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
23,575
shares
|
$1.6 Million
0.41% of portfolio
|
Q4 2023
Added 4.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,066
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
22,097
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
21,928
shares
|
$1.49 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
21,753
shares
|
$1.48 Million
0.11% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
21,451
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.34%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
21,092
shares
|
$1.43 Million
1.55% of portfolio
|
Q2 2025
Reduced 25.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
20,865
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
20,651
shares
|
$1.4 Million
0.95% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
20,617
shares
|
$1.4 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
20,509
shares
|
$1.39 Million
1.13% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,300
shares
|
$1.38 Million
0.55% of portfolio
|
Q1 2024
Added 3.47%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
19,767
shares
|
$1.34 Million
0.24% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
19,691
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
19,510
shares
|
$1.33 Million
0.63% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
19,467
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
17,569
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 39.79%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
17,151
shares
|
$1.17 Million
0.31% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
17,109
shares
|
$1.16 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
16,537
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 8.57%
|