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 9.43 Million shares, which have been reported (via 13F filing form) to have a value of $236 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
|
$54.8 Million
5.96% of portfolio
|
Q3 2024
Added 243.8%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
943,910
shares
|
$23.6 Million
1.65% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
580,509
shares
|
$14.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
528,589
shares
|
$13.2 Million
0.06% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
478,118
shares
|
$12 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
|
$9.91 Million
2.68% of portfolio
|
Q3 2024
Added 31.91%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
352,450
shares
|
$8.83 Million
0.71% of portfolio
|
Q3 2023
Added 218.47%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
311,330
shares
|
$7.8 Million
0.19% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
307,701
shares
|
$7.71 Million
7.54% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
288,850
shares
|
$7.24 Million
1.01% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
266,267
shares
|
$6.67 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
|
$6.41 Million
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
254,348
shares
|
$6.37 Million
0.01% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
246,991
shares
|
$6.19 Million
0.01% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
204,453
shares
|
$5.12 Million
0.76% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
200,119
shares
|
$5.01 Million
1.11% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
174,442
shares
|
$4.37 Million
1.0% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
158,628
shares
|
$3.97 Million
0.0% of portfolio
|
Q3 2024
Added 14.23%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
151,953
shares
|
$3.81 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
103,107
shares
|
$2.58 Million
0.58% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
103,022
shares
|
$2.58 Million
0.68% of portfolio
|
Q3 2024
Added 31.85%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
90,865
shares
|
$2.28 Million
1.42% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
82,007
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Added 74.93%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
73,197
shares
|
$1.83 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
57,539
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2024
New holding
|