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 |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,269
shares
|
$197,316
0.07% of portfolio
|
Q1 2025
Reduced 19.5%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
3,180
shares
|
$191,944
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,952
shares
|
$178,182
0.01% of portfolio
|
Q1 2025
Reduced 33.44%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,762
shares
|
$166,714
0.0% of portfolio
|
Q1 2025
Reduced 16.15%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,335
shares
|
$140,940
0.01% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
2,300
shares
|
$138,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,574
shares
|
$95,006
0.04% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,570
shares
|
$94,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$90,540
0.02% of portfolio
|
Q1 2025
Added 71.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,203
shares
|
$72,613
0.0% of portfolio
|
Q4 2019
Added 13.88%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,187
shares
|
$71,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
710
shares
|
$42,855
0.0% of portfolio
|
Q4 2024
Reduced 55.21%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
700
shares
|
$42,252
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
671
shares
|
$40,501
0.0% of portfolio
|
Q1 2025
Reduced 96.54%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
653
shares
|
$39,415
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
540
shares
|
$32,594
0.0% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
518
shares
|
$31,266
0.0% of portfolio
|
Q1 2025
Reduced 75.7%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
418
shares
|
$25,230
0.0% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
408
shares
|
$24,626
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
367
shares
|
$22,152
0.0% of portfolio
|
Q1 2025
Added 87.24%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
344
shares
|
$20,763
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
326
shares
|
$19,677
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
173
shares
|
$10,442
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
162
shares
|
$9,778
0.01% of portfolio
|
Q2 2023
Added 14.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
155
shares
|
$9,355
0.0% of portfolio
|
Q3 2018
Added 5.35%
|