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 193 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $699 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,049,812
shares
|
$63.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
783,148
shares
|
$47.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
677,193
shares
|
$40.9 Million
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
495,174
shares
|
$29.9 Million
5.52% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
484,176
shares
|
$29.2 Million
0.01% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
470,147
shares
|
$28.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
419,706
shares
|
$25.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
342,830
shares
|
$20.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
329,745
shares
|
$19.9 Million
3.17% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
253,835
shares
|
$15.3 Million
0.06% of portfolio
|
Q1 2025
Added 103.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
246,848
shares
|
$14.9 Million
0.0% of portfolio
|
Q1 2025
Added 81.22%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
236,286
shares
|
$14.3 Million
3.43% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
234,202
shares
|
$14.1 Million
5.41% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
231,936
shares
|
$14 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
|
$13.8 Million
0.42% of portfolio
|
Q1 2024
Added 63.33%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
223,987
shares
|
$13.5 Million
1.84% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
218,650
shares
|
$13.2 Million
0.64% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
202,032
shares
|
$12.2 Million
0.0% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
197,562
shares
|
$11.9 Million
0.84% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
184,152
shares
|
$11.1 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
180,791
shares
|
$10.9 Million
3.11% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
163,901
shares
|
$9.89 Million
0.0% of portfolio
|
Q1 2025
Added 35.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
160,511
shares
|
$9.69 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
155,951
shares
|
$9.41 Million
0.01% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
141,476
shares
|
$8.54 Million
1.82% of portfolio
|
Q1 2025
Reduced 6.16%
|