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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,785
shares
|
$458,733
0.0% of portfolio
|
Q3 2025
Reduced 54.6%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
6,702
shares
|
$453,122
0.06% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
6,671
shares
|
$451,026
0.3% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,631
shares
|
$448,321
0.03% of portfolio
|
Q3 2025
Reduced 21.62%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,610
shares
|
$446,902
0.07% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
6,363
shares
|
$430,202
0.02% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,239
shares
|
$421,818
0.0% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,144
shares
|
$415,395
0.03% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
6,090
shares
|
$411,744
0.15% of portfolio
|
Q3 2025
Reduced 26.21%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
6,078
shares
|
$410,933
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,889
shares
|
$398,155
0.0% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
5,737
shares
|
$387,878
0.07% of portfolio
|
Q3 2025
Reduced 30.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
5,524
shares
|
$373,477
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
5,350
shares
|
$361,713
0.04% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
5,311
shares
|
$359,076
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,284
shares
|
$357,251
0.0% of portfolio
|
Q3 2025
Reduced 19.01%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,211
shares
|
$352,315
0.21% of portfolio
|
Q1 2023
Added 33.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
4,967
shares
|
$335,818
0.0% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
4,814
shares
|
$325,474
0.01% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,682
shares
|
$316,550
0.02% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4,645
shares
|
$314,048
0.05% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
4,481
shares
|
$302,960
0.02% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
4,370
shares
|
$295,455
0.01% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
4,238
shares
|
$286,531
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
4,179
shares
|
$282,542
0.03% of portfolio
|
Q3 2025
Reduced 0.81%
|
|