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 200 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $888 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
45,944
shares
|
$3.12 Million
4.24% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
45,237
shares
|
$3.07 Million
0.12% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
40,870
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
39,560
shares
|
$2.69 Million
0.01% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
36,540
shares
|
$2.48 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
35,066
shares
|
$2.38 Million
0.01% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
33,649
shares
|
$2.28 Million
0.86% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
31,940
shares
|
$2.17 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
30,103
shares
|
$2.04 Million
0.31% of portfolio
|
Q4 2024
Reduced 65.4%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
28,980
shares
|
$1.97 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
28,068
shares
|
$1.91 Million
0.02% of portfolio
|
Q4 2024
Added 19.99%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,371
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
26,236
shares
|
$1.78 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
25,168
shares
|
$1.71 Million
0.08% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
24,712
shares
|
$1.68 Million
0.27% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
23,711
shares
|
$1.61 Million
1.28% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
23,683
shares
|
$1.61 Million
0.04% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
23,575
shares
|
$1.6 Million
0.41% of portfolio
|
Q4 2023
Added 4.04%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
23,483
shares
|
$1.59 Million
1.44% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
23,306
shares
|
$1.58 Million
0.07% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
23,246
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
23,152
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2024
Added 111.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,066
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
22,675
shares
|
$1.54 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,163
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.0%
|