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 182 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $725 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
125,784
shares
|
$8.17 Million
0.86% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
124,843
shares
|
$8.11 Million
7.0% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
122,928
shares
|
$7.99 Million
0.64% of portfolio
|
Q3 2023
Added 7.56%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
112,900
shares
|
$7.34 Million
0.23% of portfolio
|
Q2 2025
Added 28.16%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
102,198
shares
|
$6.64 Million
0.1% of portfolio
|
Q2 2025
Added 33.41%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
98,757
shares
|
$6.42 Million
1.05% of portfolio
|
Q2 2025
Reduced 22.86%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
88,638
shares
|
$5.76 Million
0.42% of portfolio
|
Q1 2025
Reduced 57.48%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
78,146
shares
|
$5.08 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
71,562
shares
|
$4.65 Million
0.46% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
68,970
shares
|
$4.48 Million
0.5% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
62,548
shares
|
$4.06 Million
0.26% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
62,138
shares
|
$4.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
61,090
shares
|
$3.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.07%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
60,461
shares
|
$3.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
58,592
shares
|
$3.81 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
57,798
shares
|
$3.76 Million
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
54,535
shares
|
$3.54 Million
1.97% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
54,150
shares
|
$3.52 Million
0.03% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
50,124
shares
|
$3.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
46,717
shares
|
$3.04 Million
0.19% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
46,620
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Added 32.95%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
44,445
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
38,963
shares
|
$2.53 Million
0.35% of portfolio
|
Q2 2025
Reduced 60.67%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
38,340
shares
|
$2.49 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
34,360
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
New holding
|