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 |
|---|---|---|---|---|---|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,752
shares
|
$526,825
0.19% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
7,000
shares
|
$475,719
0.01% of portfolio
|
Q2 2025
Added 204.35%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
6,943
shares
|
$471,846
0.39% of portfolio
|
Q2 2025
Reduced 44.97%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
6,810
shares
|
$462,807
0.34% of portfolio
|
Q2 2025
Reduced 36.62%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,610
shares
|
$449,215
0.07% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,524
shares
|
$443,371
0.0% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
6,363
shares
|
$432,429
0.02% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
6,090
shares
|
$413,876
0.15% of portfolio
|
Q3 2025
Reduced 26.21%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
6,078
shares
|
$413,060
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
5,955
shares
|
$404,701
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
5,737
shares
|
$389,886
0.07% of portfolio
|
Q3 2025
Reduced 30.31%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
5,720
shares
|
$388,731
0.03% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
5,524
shares
|
$375,411
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
5,350
shares
|
$363,585
0.04% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
5,228
shares
|
$355,294
0.1% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,211
shares
|
$354,139
0.21% of portfolio
|
Q1 2023
Added 33.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,927
shares
|
$334,838
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
4,849
shares
|
$329,538
0.02% of portfolio
|
Q2 2025
Reduced 17.04%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,682
shares
|
$318,188
0.02% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,673
shares
|
$317,577
0.05% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
4,635
shares
|
$314,994
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
4,619
shares
|
$313,907
0.01% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
4,543
shares
|
$308,742
0.02% of portfolio
|
Q2 2025
Reduced 57.82%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
4,407
shares
|
$299,499
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,379
shares
|
$297,596
0.04% of portfolio
|
Q2 2025
Reduced 15.46%
|