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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
8,620
shares
|
$580,901
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,434
shares
|
$568,367
0.23% of portfolio
|
Q1 2025
Added 45.54%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
8,253
shares
|
$556,169
0.2% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
8,121
shares
|
$547,274
0.1% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
7,979
shares
|
$537,704
0.2% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,918
shares
|
$533,594
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,479
shares
|
$504,009
0.02% of portfolio
|
Q1 2025
Reduced 30.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
7,111
shares
|
$479,210
0.0% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,047
shares
|
$474,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
6,690
shares
|
$450,839
0.04% of portfolio
|
Q1 2025
Reduced 16.43%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,610
shares
|
$445,447
0.07% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
6,388
shares
|
$430,487
0.06% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,385
shares
|
$430,285
0.0% of portfolio
|
Q1 2025
Reduced 38.16%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
6,363
shares
|
$428,802
0.02% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,190
shares
|
$417,144
0.02% of portfolio
|
Q1 2025
Reduced 75.41%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
6,078
shares
|
$409,596
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
5,955
shares
|
$401,307
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
5,845
shares
|
$393,894
0.03% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,841
shares
|
$393,624
0.01% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
5,666
shares
|
$381,831
0.12% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,538
shares
|
$373,205
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
5,495
shares
|
$370,308
0.04% of portfolio
|
Q1 2025
Reduced 37.04%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
5,438
shares
|
$366,466
0.03% of portfolio
|
Q1 2025
Added 34.97%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,374
shares
|
$362,153
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,211
shares
|
$351,169
0.21% of portfolio
|
Q1 2023
Added 33.55%
|