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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,927
shares
|
$402,443
0.01% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
5,869
shares
|
$398,505
0.06% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
5,795
shares
|
$393,480
0.18% of portfolio
|
Q4 2024
Added 26.06%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
5,749
shares
|
$390,357
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,712
shares
|
$387,844
0.14% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,697
shares
|
$386,826
0.01% of portfolio
|
Q4 2024
Added 104.56%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
5,579
shares
|
$378,814
0.03% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
5,381
shares
|
$365,369
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
5,310
shares
|
$360,549
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,211
shares
|
$353,826
0.21% of portfolio
|
Q1 2023
Added 33.55%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
5,206
shares
|
$353,487
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
5,000
shares
|
$339,500
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
4,945
shares
|
$335,765
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
4,923
shares
|
$334,271
0.02% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
4,861
shares
|
$330,061
0.06% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,845
shares
|
$328,975
0.01% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,682
shares
|
$317,907
0.02% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,435
shares
|
$301,136
0.02% of portfolio
|
Q1 2024
Reduced 4.31%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,380
shares
|
$297,402
0.1% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,282
shares
|
$290,747
0.0% of portfolio
|
Q4 2024
Reduced 30.73%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
4,245
shares
|
$288,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,168
shares
|
$283,007
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
4,080
shares
|
$277,032
0.01% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,061
shares
|
$275,741
0.1% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
4,033
shares
|
$273,840
0.09% of portfolio
|
Q3 2024
Reduced 12.47%
|