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 |
|---|---|---|---|---|---|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,211
shares
|
$314,535
0.21% of portfolio
|
Q1 2023
Added 33.55%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
5,208
shares
|
$314,354
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
5,180
shares
|
$312,664
0.05% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,058
shares
|
$305,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
5,000
shares
|
$301,800
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,893
shares
|
$295,341
0.0% of portfolio
|
Q1 2025
Reduced 87.63%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
4,860
shares
|
$293,349
0.06% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
4,829
shares
|
$291,478
0.02% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,682
shares
|
$282,605
0.02% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
4,680
shares
|
$282,484
0.03% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
4,619
shares
|
$278,802
0.01% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
4,193
shares
|
$253,089
0.03% of portfolio
|
Q1 2025
Reduced 35.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,168
shares
|
$251,580
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,150
shares
|
$250,494
0.01% of portfolio
|
Q1 2025
Reduced 60.3%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,139
shares
|
$249,830
0.0% of portfolio
|
Q1 2025
Added 23.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
4,082
shares
|
$246,389
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
3,886
shares
|
$234,558
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,857
shares
|
$232,808
0.01% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,692
shares
|
$222,849
0.02% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,636
shares
|
$219,468
0.33% of portfolio
|
Q4 2024
Reduced 31.12%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
3,630
shares
|
$219,106
0.08% of portfolio
|
Q1 2025
Reduced 17.12%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,573
shares
|
$215,666
0.11% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
3,535
shares
|
$213,372
0.0% of portfolio
|
Q1 2025
Reduced 52.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
3,404
shares
|
$205,465
0.0% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
3,385
shares
|
$204,318
0.07% of portfolio
|
Q1 2025
Reduced 16.07%
|