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 180 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $678 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
28,307
shares
|
$1.91 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
27,367
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
26,557
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
26,298
shares
|
$1.78 Million
0.08% of portfolio
|
Q3 2025
Added 49.68%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
26,236
shares
|
$1.77 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
25,833
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2025
Added 18.76%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
25,712
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Added 19.86%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
23,575
shares
|
$1.59 Million
0.41% of portfolio
|
Q4 2023
Added 4.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
23,553
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
23,347
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,066
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
22,647
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
21,928
shares
|
$1.48 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
21,573
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
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%
|
|
|
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%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
20,639
shares
|
$1.4 Million
0.64% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
20,617
shares
|
$1.39 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
20,408
shares
|
$1.38 Million
0.36% of portfolio
|
Q3 2025
Added 18.99%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,300
shares
|
$1.37 Million
0.55% of portfolio
|
Q1 2024
Added 3.47%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
20,137
shares
|
$1.36 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
18,267
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
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%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
16,483
shares
|
$1.11 Million
0.07% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
16,244
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 39.16%
|
|