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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,029
shares
|
$273,569
0.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,636
shares
|
$246,884
0.33% of portfolio
|
Q4 2024
Reduced 31.12%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,599
shares
|
$244,372
0.12% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
3,522
shares
|
$239,143
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
3,442
shares
|
$233,711
0.06% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,349
shares
|
$227,397
0.0% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,339
shares
|
$226,718
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
3,297
shares
|
$223,866
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,294
shares
|
$223,662
0.0% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
3,201
shares
|
$217,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
3,180
shares
|
$215,922
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,180
shares
|
$215,922
0.11% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3,091
shares
|
$209,878
0.03% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,044
shares
|
$206,687
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
2,994
shares
|
$203,292
0.11% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,966
shares
|
$201,391
0.02% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,132
shares
|
$144,762
0.0% of portfolio
|
Q4 2024
Added 42540.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
1,560
shares
|
$105,924
0.04% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,203
shares
|
$81,683
0.0% of portfolio
|
Q4 2019
Added 13.88%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,187
shares
|
$80,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,113
shares
|
$75,572
0.0% of portfolio
|
Q3 2024
Reduced 99.32%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
876
shares
|
$59,480
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
710
shares
|
$48,209
0.0% of portfolio
|
Q4 2024
Reduced 55.21%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
700
shares
|
$47,530
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
653
shares
|
$44,338
0.01% of portfolio
|
Q3 2024
New holding
|