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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
2,935
shares
|
$204,863
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,916
shares
|
$203,536
0.02% of portfolio
|
Q3 2024
Reduced 32.67%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
2,785
shares
|
$194,393
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
2,010
shares
|
$140,298
0.0% of portfolio
|
Q2 2024
Reduced 36.19%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
1,626
shares
|
$113,494
0.03% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
1,500
shares
|
$104,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,203
shares
|
$83,969
0.0% of portfolio
|
Q4 2019
Added 13.88%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
989
shares
|
$69,032
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
876
shares
|
$61,144
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
750
shares
|
$52,350
0.13% of portfolio
|
Q3 2024
Reduced 55.33%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
700
shares
|
$48,860
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
430
shares
|
$30,014
0.0% of portfolio
|
Q1 2024
Added 30.3%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
322
shares
|
$22,475
0.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
300
shares
|
$20,940
0.0% of portfolio
|
Q3 2018
Reduced 62.5%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
300
shares
|
$20,940
0.01% of portfolio
|
Q3 2022
Reduced 87.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
287
shares
|
$20,032
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
244
shares
|
$17,031
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
212
shares
|
$14,797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
173
shares
|
$12,075
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
162
shares
|
$11,307
0.01% of portfolio
|
Q2 2023
Added 14.08%
|
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
161
shares
|
$11,237
0.0% of portfolio
|
Q2 2024
Added 250.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
160
shares
|
$11,168
0.0% of portfolio
|
Q2 2024
Added 166.67%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
155
shares
|
$10,819
0.0% of portfolio
|
Q3 2018
Added 5.35%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
155
shares
|
$10,819
0.0% of portfolio
|
Q4 2023
Added 6.9%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
118
shares
|
$8,236
0.0% of portfolio
|
Q3 2024
Reduced 25.32%
|