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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
153
shares
|
$9,235
0.0% of portfolio
|
Q1 2025
Reduced 86.25%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
150
shares
|
$9,054
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
138
shares
|
$8,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
120
shares
|
$7,243
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
59
shares
|
$3,561
0.0% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
51
shares
|
$3,078
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
50
shares
|
$3,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
46
shares
|
$2,776
0.0% of portfolio
|
Q4 2024
Reduced 23.33%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
37
shares
|
$2,233
0.0% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
22
shares
|
$1,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
18
shares
|
$1,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
14
shares
|
$845
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
14
shares
|
$845
0.0% of portfolio
|
Q2 2022
Added 108314.29%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
5
shares
|
$301
0.0% of portfolio
|
Q4 2024
Reduced 99.33%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$60
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|