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 |
|---|---|---|---|---|---|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
10,229
shares
|
$694,549
0.53% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
9,926
shares
|
$673,975
0.05% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
9,629
shares
|
$653,809
0.06% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,054
shares
|
$614,766
0.01% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
8,728
shares
|
$592,631
0.09% of portfolio
|
Q4 2024
Reduced 24.41%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
8,723
shares
|
$592,291
0.22% of portfolio
|
Q3 2024
Reduced 31.44%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
8,620
shares
|
$585,298
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
8,393
shares
|
$569,884
0.25% of portfolio
|
Q4 2024
Added 28.27%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
8,180
shares
|
$555,422
0.14% of portfolio
|
Q3 2024
Added 152.0%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
8,057
shares
|
$547,070
0.11% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
8,056
shares
|
$547,002
0.41% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
8,005
shares
|
$543,539
0.05% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,918
shares
|
$537,632
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
7,526
shares
|
$511,015
0.01% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,506
shares
|
$509,657
0.01% of portfolio
|
Q4 2024
Added 63.35%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
7,416
shares
|
$503,546
0.03% of portfolio
|
Q4 2024
Added 23.77%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,286
shares
|
$494,719
0.06% of portfolio
|
Q4 2024
Reduced 49.08%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
7,162
shares
|
$486,299
0.21% of portfolio
|
Q4 2024
Added 42.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
7,047
shares
|
$478,491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
6,880
shares
|
$467,152
0.01% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,610
shares
|
$448,819
0.07% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,548
shares
|
$444,609
0.03% of portfolio
|
Q4 2024
Reduced 18.33%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,462
shares
|
$438,769
0.12% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
6,078
shares
|
$412,696
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
6,025
shares
|
$409,097
0.01% of portfolio
|
Q4 2024
New holding
|