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 178 institutions that hold shares in the stock, with a total of 9.97 Million shares, which have been reported (via 13F filing form) to have a value of $674 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
122,153
shares
|
$8.26 Million
0.22% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
112,817
shares
|
$7.63 Million
4.09% of portfolio
|
Q3 2025
Added 106.87%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
108,014
shares
|
$7.3 Million
0.1% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
102,033
shares
|
$6.9 Million
1.91% of portfolio
|
Q4 2025
Reduced 18.77%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
85,293
shares
|
$5.77 Million
0.51% of portfolio
|
Q3 2025
Reduced 16.77%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
79,231
shares
|
$5.36 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
74,490
shares
|
$5.04 Million
0.72% of portfolio
|
Q4 2025
Reduced 17.25%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jan 12, 2026 Q4 2025 |
72,462
shares
|
$4.9 Million
3.76% of portfolio
|
Q4 2025
Reduced 5.78%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
68,857
shares
|
$4.66 Million
0.43% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
62,144
shares
|
$4.2 Million
0.81% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
60,064
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
59,431
shares
|
$4.02 Million
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
59,250
shares
|
$4.01 Million
0.02% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
58,387
shares
|
$3.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
56,868
shares
|
$3.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
54,157
shares
|
$3.66 Million
0.19% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
48,603
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
38,963
shares
|
$2.63 Million
0.35% of portfolio
|
Q2 2025
Reduced 60.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
35,718
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2025
Reduced 9.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
35,190
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
34,514
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2025
Added 16.94%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
34,064
shares
|
$2.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
32,570
shares
|
$2.2 Million
0.32% of portfolio
|
Q3 2025
Added 64.77%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
31,676
shares
|
$2.14 Million
0.68% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
30,894
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.4%
|
|