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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
19,270
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
17,952
shares
|
$1.08 Million
0.25% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
16,573
shares
|
$1 Million
0.14% of portfolio
|
Q1 2025
Reduced 42.81%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
16,483
shares
|
$994,913
0.08% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
16,287
shares
|
$983,083
0.33% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
16,015
shares
|
$966,665
0.58% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
15,943
shares
|
$962,319
0.24% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,392
shares
|
$929,061
0.0% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,260
shares
|
$921,093
0.03% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
15,231
shares
|
$919,343
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
14,661
shares
|
$884,937
0.0% of portfolio
|
Q1 2025
Reduced 81.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
14,546
shares
|
$877,996
0.03% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
14,417
shares
|
$870,210
0.05% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
13,696
shares
|
$826,690
0.61% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
13,457
shares
|
$812,264
0.06% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
13,359
shares
|
$806,349
0.03% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
12,617
shares
|
$761,562
0.58% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
12,130
shares
|
$732,166
0.28% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
10,771
shares
|
$650,137
0.06% of portfolio
|
Q1 2025
Reduced 24.69%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
10,744
shares
|
$648,507
0.63% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,054
shares
|
$546,499
0.01% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
8,723
shares
|
$526,520
0.21% of portfolio
|
Q3 2024
Reduced 31.44%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2025 Q1 2025 |
8,688
shares
|
$524,407
0.38% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,675
shares
|
$523,623
0.01% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
8,623
shares
|
$520,484
0.04% of portfolio
|
Q1 2025
Reduced 13.13%
|