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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,254
shares
|
$289,101
0.01% of portfolio
|
Q2 2025
Reduced 43.12%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
4,238
shares
|
$288,014
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,213
shares
|
$286,315
0.03% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,168
shares
|
$283,257
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
4,062
shares
|
$276,053
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
4,038
shares
|
$274,422
0.01% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,030
shares
|
$273,878
0.01% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
3,764
shares
|
$255,801
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,678
shares
|
$249,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,636
shares
|
$247,102
0.33% of portfolio
|
Q4 2024
Reduced 31.12%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
3,630
shares
|
$246,694
0.07% of portfolio
|
Q1 2025
Reduced 17.12%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,592
shares
|
$244,112
0.02% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,463
shares
|
$235,345
0.1% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
3,386
shares
|
$230,112
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,302
shares
|
$224,403
0.0% of portfolio
|
Q2 2025
Reduced 19.11%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,269
shares
|
$222,161
0.06% of portfolio
|
Q1 2025
Reduced 19.5%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,073
shares
|
$208,841
0.0% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
2,985
shares
|
$202,860
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
2,952
shares
|
$200,617
0.01% of portfolio
|
Q1 2025
Reduced 33.44%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
2,948
shares
|
$200,346
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,986
shares
|
$134,968
0.0% of portfolio
|
Q2 2025
Reduced 28.1%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,843
shares
|
$125,250
0.0% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,574
shares
|
$106,969
0.03% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$101,939
0.02% of portfolio
|
Q1 2025
Added 71.23%
|