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 183 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $822 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,744,885
shares
|
$119 Million
0.38% of portfolio
|
Q2 2025
Added 6498.91%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
806,590
shares
|
$54.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
677,193
shares
|
$46 Million
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
546,456
shares
|
$37.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
509,081
shares
|
$34.6 Million
0.01% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
475,582
shares
|
$32.3 Million
4.61% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
391,367
shares
|
$26.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.76%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
366,072
shares
|
$24.9 Million
3.22% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
321,319
shares
|
$21.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
311,389
shares
|
$21.2 Million
0.81% of portfolio
|
Q2 2025
Added 69.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
307,825
shares
|
$20.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.66%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
246,693
shares
|
$16.8 Million
5.06% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
240,931
shares
|
$16.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
236,710
shares
|
$16.1 Million
0.58% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
236,286
shares
|
$16.1 Million
3.31% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
231,936
shares
|
$15.8 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
|
$15.6 Million
0.42% of portfolio
|
Q1 2024
Added 63.33%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
223,534
shares
|
$15.2 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
213,537
shares
|
$14.5 Million
0.87% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
201,027
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
195,999
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
Added 25.68%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
164,704
shares
|
$11.2 Million
2.47% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
157,916
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
150,310
shares
|
$10.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 40.78%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
129,641
shares
|
$8.81 Million
2.52% of portfolio
|
Q2 2025
Reduced 8.37%
|