Institutional Ownership Cambria Foreign Shareholder Yi (FYLD)
This table provides information about the institutional ownership of Cambria Foreign Shareholder Yi (FYLD). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $271 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,307,924
shares
|
$60.3 Million
5.58% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
580,509
shares
|
$15.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
509,094
shares
|
$13.3 Million
2.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
508,321
shares
|
$13.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
477,909
shares
|
$12.5 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
447,938
shares
|
$11.7 Million
2.6% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
441,382
shares
|
$11.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
352,450
shares
|
$9.21 Million
0.71% of portfolio
|
Q3 2023
Added 218.47%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
346,789
shares
|
$9.07 Million
6.89% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
341,720
shares
|
$8.93 Million
0.01% of portfolio
|
Q4 2024
Added 34.35%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
312,818
shares
|
$8.18 Million
1.0% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
311,330
shares
|
$8.14 Million
0.19% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
296,587
shares
|
$7.75 Million
0.48% of portfolio
|
Q4 2024
Reduced 68.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
278,335
shares
|
$7.28 Million
0.02% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
255,858
shares
|
$6.69 Million
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
211,730
shares
|
$5.53 Million
0.72% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
197,392
shares
|
$5.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
194,531
shares
|
$5.09 Million
0.0% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
178,234
shares
|
$4.66 Million
1.29% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
168,227
shares
|
$4.4 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
160,328
shares
|
$4.19 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
105,237
shares
|
$2.75 Million
0.33% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
103,022
shares
|
$2.69 Million
0.68% of portfolio
|
Q3 2024
Added 31.85%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
100,710
shares
|
$2.63 Million
0.57% of portfolio
|
Q4 2024
Reduced 49.67%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
96,748
shares
|
$2.53 Million
1.41% of portfolio
|
Q4 2024
Added 6.47%
|