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 189 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 $842 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
4,783
shares
|
$333,853
0.0% of portfolio
|
Q2 2024
Added 136.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
4,690
shares
|
$327,362
0.0% of portfolio
|
Q2 2024
Added 56.96%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,682
shares
|
$326,803
0.02% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
4,601
shares
|
$321,149
0.0% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
4,597
shares
|
$320,870
0.16% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
4,435
shares
|
$309,563
0.02% of portfolio
|
Q1 2024
Reduced 4.31%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
4,380
shares
|
$305,724
0.11% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
4,235
shares
|
$295,603
0.0% of portfolio
|
Q2 2024
Reduced 44.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,168
shares
|
$290,926
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
4,061
shares
|
$283,457
0.1% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 07, 2024 Q2 2024 |
3,933
shares
|
$274,523
0.02% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,839
shares
|
$267,962
0.01% of portfolio
|
Q3 2024
Reduced 16.16%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
3,722
shares
|
$259,795
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
3,548
shares
|
$247,650
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 14, 2024 Q2 2024 |
3,522
shares
|
$245,835
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
3,514
shares
|
$245,277
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,393
shares
|
$236,831
0.12% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,307
shares
|
$230,828
0.0% of portfolio
|
Q2 2024
Reduced 10.67%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 13, 2024 Q2 2024 |
3,228
shares
|
$225,314
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
3,227
shares
|
$225,244
0.0% of portfolio
|
Q3 2024
Reduced 17.72%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,180
shares
|
$221,964
0.09% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
3,113
shares
|
$217,287
0.12% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
3,066
shares
|
$214,006
0.01% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
3,060
shares
|
$213,588
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baldwin Investment Management, LLC
|
Jul 30, 2024 Q2 2024 |
2,969
shares
|
$207,236
0.03% of portfolio
|
Q2 2024
Added 5.32%
|