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 |
|---|---|---|---|---|---|
|
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 |
Jul 14, 2025 Q2 2025 |
17,146
shares
|
$1.16 Million
0.24% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
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%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
16,483
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,180
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,946
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 64.75%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
14,860
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
14,323
shares
|
$973,104
0.04% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
13,634
shares
|
$926,293
0.57% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
13,487
shares
|
$916,306
0.02% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
12,296
shares
|
$835,390
0.0% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,048
shares
|
$818,541
0.0% of portfolio
|
Q2 2025
Reduced 54.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
11,769
shares
|
$799,585
0.02% of portfolio
|
Q2 2025
Reduced 50.84%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
11,627
shares
|
$789,938
0.26% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
10,662
shares
|
$724,376
0.0% of portfolio
|
Q2 2025
Added 51.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,315
shares
|
$700,801
0.01% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,876
shares
|
$670,975
0.08% of portfolio
|
Q2 2025
Reduced 40.41%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
9,100
shares
|
$618,254
0.04% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,054
shares
|
$615,128
0.01% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
8,936
shares
|
$607,111
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
8,730
shares
|
$593,116
0.35% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
8,620
shares
|
$585,642
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
8,460
shares
|
$574,772
0.04% of portfolio
|
Q2 2025
Reduced 81.89%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
8,342
shares
|
$566,755
0.21% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
8,253
shares
|
$560,708
0.2% of portfolio
|
Q2 2025
Added 3.05%
|