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 196 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $863 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
18,569
shares
|
$1.35 Million
0.75% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
17,638
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
17,399
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
16,514
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
16,483
shares
|
$1.2 Million
0.09% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
15,231
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
15,109
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
14,524
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Added 19.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,505
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
14,325
shares
|
$1.04 Million
0.69% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
14,308
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2024
Reduced 47.6%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,893
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
13,836
shares
|
$1 Million
0.24% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
12,063
shares
|
$875,291
0.32% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
11,546
shares
|
$837,777
0.14% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
11,207
shares
|
$813,179
0.27% of portfolio
|
Q3 2024
Added 39.91%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
11,185
shares
|
$811,583
0.0% of portfolio
|
Q3 2024
Added 133.85%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
10,965
shares
|
$795,620
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
10,304
shares
|
$747,658
0.06% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
9,496
shares
|
$689,029
0.45% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
9,329
shares
|
$676,912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,054
shares
|
$656,958
0.01% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
8,965
shares
|
$650,500
0.0% of portfolio
|
Q3 2024
Added 42.55%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
8,723
shares
|
$632,940
0.26% of portfolio
|
Q3 2024
Reduced 31.44%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
8,620
shares
|
$625,467
0.03% of portfolio
|
Q2 2024
New holding
|