Purchases and Sales Made in Q2 2025 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
111+ 1.37% |
$6.14K - $7.28K
|
8.23K
$559K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
82New |
$4.54K - $5.38K
|
82
$5.57K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
82New |
$4.54K - $5.38K
|
82
$5.57K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
70New |
$3.87K - $4.59K
|
70
$4.76K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
42+ 0.48% |
$2.32K - $2.75K
|
8.73K
$593K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
42+ 1.18% |
$2.32K - $2.75K
|
3.62K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34+ 0.69% |
$1.88K - $2.23K
|
4.93K
$335K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
21+ 0.46% |
$1.16K - $1.38K
|
4.64K
$315K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
20+ 0.48% |
$1.11K - $1.31K
|
4.21K
$286K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$55.4 - $65.6
|
1
$68
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.03% |
$55.4 - $65.6
|
3.39K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4- 80.0% |
$221 - $262
|
1
$68
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-48- 0.08% |
$2.66K - $3.15K
|
58.6K
$3.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-62- 0.45% |
$3.43K - $4.07K
|
13.6K
$927K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-80- 0.52% |
$4.43K - $5.25K
|
15.2K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-92- 1.09% |
$5.09K - $6.03K
|
8.34K
$567K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-100- 2.71% |
$5.54K - $6.56K
|
3.59K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-118- 0.52% |
$6.53K - $7.74K
|
22.6K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-174- 0.84% |
$9.63K - $11.4K
|
20.6K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-187- 3.85% |
$10.4K - $12.3K
|
4.67K
$318K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-223- 1.53% |
$12.3K - $14.6K
|
14.3K
$973K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-350- 1.77% |
$19.4K - $22.9K
|
19.5K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-438- 7.73% |
$24.2K - $28.7K
|
5.23K
$355K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-453- 0.2% |
$25.1K - $29.7K
|
224K
$15.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-472- 1.93% |
$26.1K - $30.9K
|
23.9K
$1.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-503- 4.15% |
$27.8K - $33K
|
11.6K
$790K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-506- 5.96% |
$28K - $33.2K
|
7.98K
$542K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-587- 8.25% |
$32.5K - $38.5K
|
6.52K
$443K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-641- 2.79% |
$35.5K - $42K
|
22.3K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-776- 28.1% |
$43K - $50.9K
|
1.99K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-780- 19.11% |
$43.2K - $51.1K
|
3.3K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-799- 16.55% |
$44.2K - $52.4K
|
4.03K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-801- 15.46% |
$44.3K - $52.5K
|
4.38K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-996- 17.04% |
$55.1K - $65.3K
|
4.85K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.01K- 0.5% |
$55.6K - $65.9K
|
201K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.07K- 25.76% |
$59K - $69.9K
|
3.07K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.81K- 8.41% |
$100K - $118K
|
19.7K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2K- 29.82% |
$110K - $131K
|
4.7K
$319K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.18K- 93.15% |
$120K - $143K
|
160
$10.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.28K- 9.47% |
$126K - $149K
|
21.8K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.37K- 16.13% |
$131K - $155K
|
12.3K
$836K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-2.43K- 7.21% |
$134K - $159K
|
31.2K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.6K- 1.62% |
$144K - $170K
|
158K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-2.72K- 11.71% |
$151K - $178K
|
20.5K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.23K- 43.12% |
$179K - $211K
|
4.25K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.25K- 5.2% |
$180K - $213K
|
59.3K
$4.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-3.93K- 36.62% |
$218K - $258K
|
6.81K
$463K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.68K- 80.07% |
$259K - $307K
|
1.16K
$79.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.85K- 14.1% |
$268K - $318K
|
29.5K
$2.01M
|