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 180 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $678 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
710,378
shares
|
$48 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
677,193
shares
|
$45.8 Million
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
534,253
shares
|
$36.1 Million
0.01% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
489,925
shares
|
$33.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
381,901
shares
|
$25.8 Million
3.28% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
365,753
shares
|
$24.7 Million
3.43% of portfolio
|
Q3 2025
Reduced 23.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
325,869
shares
|
$22 Million
0.03% of portfolio
|
Q3 2025
Reduced 16.74%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
316,144
shares
|
$21.4 Million
0.72% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
263,984
shares
|
$17.8 Million
0.59% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
251,538
shares
|
$17 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.72%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
242,719
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 98.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
240,841
shares
|
$16.3 Million
0.02% of portfolio
|
Q3 2025
Added 52.51%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
236,286
shares
|
$16 Million
3.26% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
232,350
shares
|
$15.7 Million
0.9% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
231,936
shares
|
$15.7 Million
0.02% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
229,446
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
229,255
shares
|
$15.5 Million
0.42% of portfolio
|
Q1 2024
Added 63.33%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
224,463
shares
|
$15.2 Million
1.73% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
209,863
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
189,446
shares
|
$12.8 Million
2.76% of portfolio
|
Q3 2025
Added 15.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
180,424
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
168,036
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
164,394
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 46.59%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
138,954
shares
|
$9.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
125,615
shares
|
$8.49 Million
2.51% of portfolio
|
Q3 2025
Reduced 3.11%
|
|