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 188 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $770 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
129,641
shares
|
$8.74 Million
2.52% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
125,784
shares
|
$8.48 Million
0.86% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
122,928
shares
|
$8.28 Million
0.64% of portfolio
|
Q3 2023
Added 7.56%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
99,076
shares
|
$6.68 Million
0.75% of portfolio
|
Q1 2025
Reduced 90.23%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
98,757
shares
|
$6.66 Million
1.05% of portfolio
|
Q2 2025
Reduced 22.86%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
88,638
shares
|
$5.97 Million
0.42% of portfolio
|
Q1 2025
Reduced 57.48%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
88,094
shares
|
$5.94 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
85,246
shares
|
$5.74 Million
0.61% of portfolio
|
Q3 2024
Added 127.53%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
78,146
shares
|
$5.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
76,604
shares
|
$5.16 Million
0.08% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
74,407
shares
|
$5.01 Million
0.0% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
73,215
shares
|
$4.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
68,970
shares
|
$4.65 Million
0.5% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
63,937
shares
|
$4.31 Million
0.44% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
62,548
shares
|
$4.22 Million
0.26% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
61,090
shares
|
$4.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.07%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
58,640
shares
|
$3.95 Million
0.75% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
57,798
shares
|
$3.9 Million
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
54,150
shares
|
$3.65 Million
0.03% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
50,124
shares
|
$3.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
48,619
shares
|
$3.28 Million
0.76% of portfolio
|
Q1 2025
Reduced 82.92%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
46,717
shares
|
$3.15 Million
0.19% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
46,620
shares
|
$3.14 Million
0.01% of portfolio
|
Q1 2025
Added 32.95%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
44,050
shares
|
$2.97 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
42,398
shares
|
$2.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 38.99%
|