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 197 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $843 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
127,436
shares
|
$8.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
122,928
shares
|
$8.38 Million
0.64% of portfolio
|
Q3 2023
Added 7.56%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
120,377
shares
|
$8.21 Million
0.04% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
116,924
shares
|
$7.97 Million
1.7% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
113,470
shares
|
$7.74 Million
0.0% of portfolio
|
Q3 2024
Added 55.67%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
105,290
shares
|
$7.18 Million
6.07% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
89,308
shares
|
$6.09 Million
0.04% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
87,012
shares
|
$5.93 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
86,304
shares
|
$5.88 Million
1.24% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
84,095
shares
|
$5.73 Million
0.0% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
82,227
shares
|
$5.61 Million
0.01% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
77,374
shares
|
$5.28 Million
0.02% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
72,522
shares
|
$4.94 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
70,534
shares
|
$4.81 Million
0.08% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
70,490
shares
|
$4.81 Million
0.58% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
62,711
shares
|
$4.28 Million
0.29% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
61,608
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
59,705
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
58,812
shares
|
$4.01 Million
0.27% of portfolio
|
Q3 2024
Added 23.22%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
51,371
shares
|
$3.5 Million
0.61% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
49,913
shares
|
$3.4 Million
4.98% of portfolio
|
Q4 2023
Reduced 11.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
46,664
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2024
Added 29.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
44,378
shares
|
$3.03 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
44,017
shares
|
$3 Million
0.03% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
40,539
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|