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 192 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 $697 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
42,398
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 38.99%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
40,932
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
34,360
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
33,666
shares
|
$2.03 Million
0.79% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
28,233
shares
|
$1.7 Million
2.37% of portfolio
|
Q1 2025
Reduced 38.55%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
27,983
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
26,784
shares
|
$1.62 Million
0.27% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
26,699
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,546
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
26,442
shares
|
$1.6 Million
0.27% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
26,236
shares
|
$1.58 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
25,051
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2025
Reduced 31.44%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
24,980
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Added 42.22%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
24,028
shares
|
$1.45 Million
0.06% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
23,942
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
23,837
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
23,575
shares
|
$1.42 Million
0.41% of portfolio
|
Q4 2023
Added 4.04%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
23,229
shares
|
$1.4 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,066
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
22,940
shares
|
$1.38 Million
0.19% of portfolio
|
Q1 2025
Reduced 28.18%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
22,689
shares
|
$1.37 Million
1.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
20,791
shares
|
$1.25 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,300
shares
|
$1.23 Million
0.55% of portfolio
|
Q1 2024
Added 3.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
20,057
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
19,817
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Added 4.62%
|