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 67 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $285 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
96,748
shares
|
$2.64 Million
1.41% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
91,142
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
79,186
shares
|
$2.16 Million
0.07% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
65,505
shares
|
$1.79 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
64,734
shares
|
$1.76 Million
0.64% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
58,374
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
54,251
shares
|
$1.48 Million
0.43% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
49,060
shares
|
$1.34 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
48,654
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
43,780
shares
|
$1.19 Million
0.66% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
38,743
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 29.22%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
37,126
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,018
shares
|
$954,240
0.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
32,182
shares
|
$876,959
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
32,076
shares
|
$874,071
0.01% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
31,290
shares
|
$852,652
0.03% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
30,608
shares
|
$834,068
0.0% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
27,136
shares
|
$739,456
0.0% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
18,357
shares
|
$500,228
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
17,512
shares
|
$477,202
0.02% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,156
shares
|
$467,501
0.01% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
15,426
shares
|
$420,358
0.0% of portfolio
|
Q4 2024
Reduced 21.56%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
14,976
shares
|
$408,096
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
12,568
shares
|
$342,478
0.17% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
11,601
shares
|
$316,127
0.0% of portfolio
|
Q4 2024
Reduced 30.07%
|