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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
8,620
shares
|
$587,711
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
8,611
shares
|
$587,097
0.06% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
8,203
shares
|
$559,280
0.47% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
8,180
shares
|
$557,712
0.14% of portfolio
|
Q3 2024
Added 152.0%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
8,168
shares
|
$556,894
0.12% of portfolio
|
Q3 2024
Added 40.56%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,083
shares
|
$551,098
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
8,018
shares
|
$546,667
0.04% of portfolio
|
Q3 2024
Added 19.73%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,918
shares
|
$539,849
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
7,870
shares
|
$536,576
0.05% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,325
shares
|
$499,418
0.01% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,610
shares
|
$450,669
0.07% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
6,543
shares
|
$446,101
0.22% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,444
shares
|
$439,351
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
6,318
shares
|
$430,761
0.12% of portfolio
|
Q3 2024
Added 112.8%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
6,182
shares
|
$421,488
0.04% of portfolio
|
Q3 2024
Added 22.85%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
6,060
shares
|
$413,170
0.07% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
5,992
shares
|
$408,534
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,813
shares
|
$396,330
0.01% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,700
shares
|
$388,626
0.02% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
5,696
shares
|
$388,353
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,694
shares
|
$388,216
0.15% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
5,484
shares
|
$373,899
0.26% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
5,279
shares
|
$359,922
0.56% of portfolio
|
Q3 2024
Reduced 27.37%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,211
shares
|
$355,285
0.21% of portfolio
|
Q1 2023
Added 33.55%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
5,205
shares
|
$354,876
0.05% of portfolio
|
Q3 2024
Added 0.02%
|