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 64 institutions that hold shares in the stock, with a total of 9.36 Million shares, which have been reported (via 13F filing form) to have a value of $249 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
2,187,193
shares
|
$58.1 Million
5.96% of portfolio
|
Q3 2024
Added 243.8%
|
|
|
Cambria Investment Management, L.P.
|
Aug 14, 2024 Q2 2024 |
1,068,447
shares
|
$28.4 Million
1.82% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
580,509
shares
|
$15.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
528,589
shares
|
$14 Million
0.06% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
478,118
shares
|
$12.7 Million
0.87% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Oct 07, 2024 Q3 2024 |
395,732
shares
|
$10.5 Million
2.68% of portfolio
|
Q3 2024
Added 31.91%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
352,450
shares
|
$9.37 Million
0.71% of portfolio
|
Q3 2023
Added 218.47%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
311,330
shares
|
$8.28 Million
0.19% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2024 Q2 2024 |
309,178
shares
|
$8.22 Million
1.16% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
307,701
shares
|
$8.18 Million
7.54% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
266,267
shares
|
$7.08 Million
0.03% of portfolio
|
Q3 2024
Added 46.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
255,858
shares
|
$6.8 Million
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
254,348
shares
|
$6.76 Million
0.01% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
231,800
shares
|
$6.16 Million
0.01% of portfolio
|
Q2 2024
Added 3.58%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
204,453
shares
|
$5.43 Million
0.76% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
200,119
shares
|
$5.32 Million
1.11% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
174,442
shares
|
$4.64 Million
1.0% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
151,953
shares
|
$4.04 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
138,866
shares
|
$3.69 Million
0.0% of portfolio
|
Q2 2024
Added 40.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
91,929
shares
|
$2.44 Million
0.79% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
90,865
shares
|
$2.42 Million
1.42% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
78,133
shares
|
$2.08 Million
0.68% of portfolio
|
Q2 2024
Added 20.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
52,212
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2024
Added 82.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
50,890
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2024
Added 173.81%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
50,241
shares
|
$1.34 Million
0.59% of portfolio
|
Q2 2024
Added 9.57%
|