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 200 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $888 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,109,732
shares
|
$76.8 Million
0.01% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,013,916
shares
|
$70.2 Million
6.65% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
846,459
shares
|
$58.6 Million
0.02% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
677,193
shares
|
$46.9 Million
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
521,398
shares
|
$36.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
481,024
shares
|
$33.3 Million
0.03% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
469,653
shares
|
$32.5 Million
5.57% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
423,409
shares
|
$29.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
358,296
shares
|
$24.8 Million
0.0% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
301,085
shares
|
$20.8 Million
2.27% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
284,663
shares
|
$19.7 Million
4.56% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
231,936
shares
|
$16 Million
0.02% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
229,255
shares
|
$15.9 Million
0.42% of portfolio
|
Q1 2024
Added 63.33%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
221,150
shares
|
$15.3 Million
1.92% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
219,734
shares
|
$15.2 Million
0.52% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
209,767
shares
|
$14.5 Million
3.3% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
208,441
shares
|
$14.4 Million
0.91% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
186,331
shares
|
$12.9 Million
0.64% of portfolio
|
Q4 2024
Added 33.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
185,854
shares
|
$12.9 Million
0.83% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
184,217
shares
|
$12.7 Million
3.63% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
173,736
shares
|
$12 Million
0.0% of portfolio
|
Q4 2024
Added 53.11%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
167,182
shares
|
$11.6 Million
10.85% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
164,419
shares
|
$11.4 Million
0.02% of portfolio
|
Q4 2024
Added 175.39%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
150,767
shares
|
$10.4 Million
2.02% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
141,775
shares
|
$9.81 Million
1.06% of portfolio
|
Q4 2024
Reduced 10.34%
|