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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-5.67K- 44.97% |
$314K - $372K
|
6.94K
$472K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.71K- 12.96% |
$316K - $374K
|
38.3K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.92K- 2.4% |
$328K - $388K
|
241K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.23K- 57.82% |
$345K - $408K
|
4.54K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.53K- 23.34% |
$362K - $428K
|
21.5K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.7K- 40.41% |
$371K - $439K
|
9.88K
$671K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-6.78K- 7.64% |
$375K - $444K
|
81.9K
$5.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-7.14K- 25.29% |
$395K - $468K
|
21.1K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-8.42K- 96.53% |
$466K - $552K
|
303
$20.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-9.1K- 33.98% |
$504K - $597K
|
17.7K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.21K- 15.53% |
$510K - $604K
|
50.1K
$3.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.87K- 17.08% |
$547K - $647K
|
47.9K
$3.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.92K- 12.69% |
$549K - $650K
|
68.2K
$4.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.1K- 15.13% |
$613K - $726K
|
62.1K
$4.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-11.7K- 8.58% |
$649K - $768K
|
125K
$8.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11.8K- 8.37% |
$655K - $776K
|
130K
$8.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.2K- 50.84% |
$674K - $798K
|
11.8K
$800K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.9K- 18.74% |
$772K - $914K
|
60.5K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.5K- 54.61% |
$802K - $951K
|
12K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.3K- 32.79% |
$846K - $1M
|
31.3K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-16.1K- 8.9% |
$890K - $1.05M
|
165K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-19.6K- 3.96% |
$1.08M - $1.28M
|
476K
$32.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.5K- 6.27% |
$1.19M - $1.41M
|
321K
$21.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-21.6K- 44.36% |
$1.19M - $1.41M
|
27.1K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-23.3K- 18.53% |
$1.29M - $1.53M
|
102K
$6.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.4K- 41.61% |
$1.41M - $1.67M
|
35.7K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.5K- 64.75% |
$1.52M - $1.8M
|
14.9K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-29.3K- 22.86% |
$1.62M - $1.92M
|
98.8K
$6.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-38.3K- 81.89% |
$2.12M - $2.51M
|
8.46K
$575K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-60.1K- 60.67% |
$3.33M - $3.94M
|
39K
$2.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-78.8K- 16.76% |
$4.36M - $5.17M
|
391K
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.6K- 51.6% |
$4.68M - $5.55M
|
79.3K
$5.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-104K- 40.78% |
$5.73M - $6.79M
|
150K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-112K- 26.66% |
$6.19M - $7.34M
|
308K
$20.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-237K- 30.22% |
$13.1M - $15.5M
|
546K
$37.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-243K- 23.17% |
$13.5M - $15.9M
|
807K
$54.8M
|