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 63 institutions that hold shares in the stock, with a total of 9.6 Million shares, which have been reported (via 13F filing form) to have a value of $259 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
1,630,101
shares
|
$44 Million
5.29% of portfolio
|
Q1 2025
Reduced 29.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
580,509
shares
|
$15.7 Million
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
539,148
shares
|
$14.6 Million
2.54% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
513,211
shares
|
$13.9 Million
0.92% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
499,165
shares
|
$13.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
482,545
shares
|
$13 Million
2.96% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
441,382
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
414,328
shares
|
$11.2 Million
9.57% of portfolio
|
Q1 2025
Added 19.48%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
352,450
shares
|
$9.51 Million
0.71% of portfolio
|
Q3 2023
Added 218.47%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
341,720
shares
|
$9.22 Million
0.01% of portfolio
|
Q4 2024
Added 34.35%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
311,330
shares
|
$8.4 Million
0.19% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
309,672
shares
|
$8.36 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
296,587
shares
|
$8 Million
0.48% of portfolio
|
Q4 2024
Reduced 68.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
278,358
shares
|
$7.51 Million
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
255,858
shares
|
$6.91 Million
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
253,900
shares
|
$6.85 Million
0.0% of portfolio
|
Q1 2025
Added 30.52%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
208,875
shares
|
$5.64 Million
1.52% of portfolio
|
Q1 2025
Added 17.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
197,392
shares
|
$5.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.08%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
169,497
shares
|
$4.57 Million
0.93% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
149,694
shares
|
$4.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
138,924
shares
|
$3.75 Million
0.82% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
109,043
shares
|
$2.94 Million
2.93% of portfolio
|
Q1 2025
Added 66.47%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
105,237
shares
|
$2.84 Million
0.33% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
98,794
shares
|
$2.67 Million
1.52% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
98,249
shares
|
$2.65 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.44%
|