Purchases and Sales Made in Q1 2025 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q1 2025. The information is specifically focused on institutions that hold shares of CAMBRIA SHAREHOLDER YLD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
184KNew |
$11.6M - $13.1M
|
184K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
129K+ 103.16% |
$8.09M - $9.2M
|
254K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 81.22% |
$6.94M - $7.9M
|
247K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
88.1KNew |
$5.53M - $6.29M
|
88.1K
$5.63M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
85.2KNew |
$5.35M - $6.09M
|
85.2K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
60.8K+ 14.35% |
$3.81M - $4.34M
|
484K
$30.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.9K+ 35.41% |
$2.69M - $3.06M
|
164K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.4KNew |
$2.16M - $2.45M
|
34.4K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
32.3K+ 17.34% |
$2.03M - $2.31M
|
219K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
28.7K+ 9.52% |
$1.8M - $2.05M
|
330K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.3K+ 16.29% |
$1.78M - $2.02M
|
202K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
26.5K+ 12.64% |
$1.66M - $1.89M
|
236K
$15.1M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
25.5K+ 5.43% |
$1.6M - $1.82M
|
495K
$31.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.8K+ 3103.87% |
$1.31M - $1.49M
|
21.5K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.7K+ 15.31% |
$1.3M - $1.48M
|
156K
$9.97M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
14.5K+ 6.58% |
$908K - $1.03M
|
234K
$15M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11.7K+ 6.3% |
$735K - $836K
|
198K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.6K+ 32.95% |
$725K - $825K
|
46.6K
$2.98M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.9K+ 20.45% |
$681K - $775K
|
63.9K
$4.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.49K+ 8.0% |
$596K - $678K
|
128K
$8.18M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.42K+ 42.22% |
$466K - $530K
|
25K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.54KNew |
$348K - $395K
|
5.54K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.37KNew |
$337K - $384K
|
5.37K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.06KNew |
$317K - $361K
|
5.06K
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.05K+ 5.58% |
$254K - $289K
|
76.6K
$4.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.89KNew |
$244K - $277K
|
3.89K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.55K+ 7.01% |
$223K - $253K
|
54.2K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.45K+ 14.85% |
$217K - $247K
|
26.7K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
2.84K+ 1.28% |
$178K - $203K
|
224K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.64K+ 45.54% |
$166K - $188K
|
8.43K
$539K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.47K+ 3.43% |
$155K - $176K
|
74.4K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.39K+ 23.35% |
$150K - $171K
|
12.6K
$806K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.3KNew |
$144K - $164K
|
2.3K
$147K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.73K+ 7.0% |
$109K - $124K
|
26.4K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.69K+ 11.55% |
$106K - $120K
|
16.3K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.57KNew |
$98.5K - $112K
|
1.57K
$100K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.41K+ 34.97% |
$88.4K - $101K
|
5.44K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.15K+ 15.27% |
$72.1K - $82K
|
8.68K
$555K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.1K+ 7.39% |
$68.9K - $78.3K
|
15.9K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
973+ 6.75% |
$61.1K - $69.5K
|
15.4K
$984K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
911+ 5.35% |
$57.2K - $65K
|
18K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
876+ 3.78% |
$55K - $62.5K
|
24K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
875+ 4.62% |
$54.9K - $62.5K
|
19.8K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
847+ 11.83% |
$53.2K - $60.5K
|
8.01K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
800+ 23.96% |
$50.2K - $57.1K
|
4.14K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
639+ 11.11% |
$40.1K - $45.6K
|
6.39K
$408K
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
632+ 7.85% |
$39.7K - $45.1K
|
8.69K
$555K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
624+ 71.23% |
$39.2K - $44.6K
|
1.5K
$95.9K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
542+ 0.87% |
$34K - $38.7K
|
62.5K
$4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
531+ 2.28% |
$33.3K - $37.9K
|
23.8K
$1.52M
|