Latest Institutional Purchases of Cambria Shareholder Yld ETF (SYLD)
This list provides information on the latest institutional transactions involving Cambria Shareholder Yld ETF (SYLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
33.7K+ 17.77% |
$2.22M - $2.35M
|
223K
$15.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.35K+ 8.66% |
$617K - $652K
|
117K
$7.94M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.09K+ 1.33% |
$336K - $355K
|
387K
$26.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.57KNew |
$301K - $318K
|
4.57K
$309K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.4K+ 21.29% |
$290K - $307K
|
25K
$1.69M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.33KNew |
$153K - $162K
|
2.33K
$157K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.61KNew |
$106K - $112K
|
1.61K
$109K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
550+ 2.62% |
$36.3K - $38.4K
|
21.5K
$1.45M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
335+ 33500.0% |
$22.1K - $23.4K
|
336
$22.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
150+ 3.54% |
$9.89K - $10.5K
|
4.39K
$297K
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
29+ 0.84% |
$1.91K - $2.02K
|
3.49K
$236K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8+ 0.2% |
$528 - $558
|
4.07K
$275K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82.9K+ 52.51% |
$5.3M - $5.84M
|
241K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
58.3K+ 106.87% |
$3.73M - $4.11M
|
113K
$7.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
27.3K+ 11.52% |
$1.74M - $1.92M
|
264K
$17.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.2K+ 4.94% |
$1.61M - $1.77M
|
534K
$36.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18.8K+ 8.81% |
$1.2M - $1.33M
|
232K
$15.7M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.8K+ 64.77% |
$818K - $902K
|
32.6K
$2.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.5KNew |
$671K - $740K
|
10.5K
$710K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.25K+ 8.2% |
$592K - $652K
|
122K
$8.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.84K+ 4.4% |
$565K - $622K
|
210K
$14.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.73K+ 49.68% |
$558K - $615K
|
26.3K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
8.27K+ 11814.29% |
$529K - $583K
|
8.34K
$564K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.8K+ 69.58% |
$371K - $409K
|
14.1K
$956K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
5.31KNew |
$340K - $374K
|
5.31K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5K+ 16.94% |
$320K - $352K
|
34.5K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.76K+ 1.53% |
$304K - $335K
|
316K
$21.4M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.26K+ 19.86% |
$272K - $300K
|
25.7K
$1.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.16K+ 9.36% |
$266K - $293K
|
48.6K
$3.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.08K+ 18.76% |
$261K - $287K
|
25.8K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.76KNew |
$241K - $265K
|
3.76K
$254K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.55K+ 6.06% |
$227K - $250K
|
62.1K
$4.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.26K+ 18.99% |
$208K - $229K
|
20.4K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.17KNew |
$203K - $223K
|
3.17K
$214K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.13KNew |
$200K - $221K
|
3.13K
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.99KNew |
$191K - $210K
|
2.99K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.97K+ 5.28% |
$190K - $209K
|
59.3K
$4.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.96K+ 15.01% |
$189K - $208K
|
22.6K
$1.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.95KNew |
$188K - $208K
|
2.95K
$199K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.83KNew |
$117K - $129K
|
1.83K
$124K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.7KNew |
$109K - $120K
|
1.7K
$115K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.46K+ 6.59% |
$93.1K - $103K
|
23.6K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.39KNew |
$89K - $98.1K
|
1.39K
$94.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.27K+ 9.45% |
$81.4K - $89.8K
|
14.8K
$998K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
986New |
$63K - $69.5K
|
986
$66.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
976New |
$62.4K - $68.8K
|
976
$66K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
938+ 6.31% |
$60K - $66.1K
|
15.8K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
929+ 0.42% |
$59.4K - $65.4K
|
224K
$15.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
756New |
$48.3K - $53.3K
|
756
$51.1K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
708+ 3.39% |
$45.3K - $49.9K
|
21.6K
$1.46M
|
|