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 |
|---|---|---|---|---|---|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
5,042
shares
|
$343,763
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
5,042
shares
|
$343,763
0.02% of portfolio
|
Q3 2024
Reduced 73.36%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
5,000
shares
|
$340,900
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
4,945
shares
|
$337,150
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
4,871
shares
|
$332,104
0.06% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,682
shares
|
$319,218
0.02% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
4,597
shares
|
$313,423
0.16% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
4,595
shares
|
$313,287
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4,559
shares
|
$310,832
0.01% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,498
shares
|
$306,673
0.0% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
4,435
shares
|
$302,378
0.02% of portfolio
|
Q1 2024
Reduced 4.31%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
4,416
shares
|
$301,082
0.08% of portfolio
|
Q3 2024
Added 36.8%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
4,380
shares
|
$298,628
0.11% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,168
shares
|
$284,174
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
4,061
shares
|
$276,878
0.1% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,990
shares
|
$272,038
0.02% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,839
shares
|
$261,743
0.01% of portfolio
|
Q3 2024
Reduced 16.16%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,722
shares
|
$253,765
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,699
shares
|
$252,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
3,548
shares
|
$241,902
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
3,522
shares
|
$240,129
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
3,514
shares
|
$239,584
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,484
shares
|
$237,539
0.0% of portfolio
|
Q3 2024
Reduced 44.63%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,393
shares
|
$231,334
0.12% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,337
shares
|
$227,516
0.0% of portfolio
|
Q3 2024
Added 0.91%
|