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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
8,244
shares
|
$560,097
0.0% of portfolio
|
Q2 2025
Added 29.12%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
8,232
shares
|
$559,282
0.1% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
8,170
shares
|
$555,069
0.07% of portfolio
|
Q2 2025
Added 27.9%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
7,979
shares
|
$542,093
0.2% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,918
shares
|
$537,948
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
7,000
shares
|
$475,580
0.01% of portfolio
|
Q2 2025
Added 204.35%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
6,943
shares
|
$471,707
0.39% of portfolio
|
Q2 2025
Reduced 44.97%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
6,810
shares
|
$462,671
0.34% of portfolio
|
Q2 2025
Reduced 36.62%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,610
shares
|
$449,083
0.07% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,524
shares
|
$443,240
0.0% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
6,363
shares
|
$432,302
0.02% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,190
shares
|
$420,548
0.02% of portfolio
|
Q1 2025
Reduced 75.41%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
6,078
shares
|
$412,939
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
5,955
shares
|
$404,582
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
5,720
shares
|
$388,616
0.03% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
5,524
shares
|
$375,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
5,350
shares
|
$363,479
0.04% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
5,228
shares
|
$355,190
0.1% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,211
shares
|
$354,035
0.21% of portfolio
|
Q1 2023
Added 33.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,927
shares
|
$334,740
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
4,849
shares
|
$329,441
0.02% of portfolio
|
Q2 2025
Reduced 17.04%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
4,695
shares
|
$318,978
0.02% of portfolio
|
Q2 2025
Reduced 29.82%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,682
shares
|
$318,095
0.02% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,673
shares
|
$317,483
0.05% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
4,635
shares
|
$314,901
0.01% of portfolio
|
Q2 2025
Added 0.46%
|