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 |
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
31,237
shares
|
$2.03 Million
0.69% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
30,096
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
28,233
shares
|
$1.83 Million
2.37% of portfolio
|
Q1 2025
Reduced 38.55%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
27,050
shares
|
$1.76 Million
0.41% of portfolio
|
Q2 2025
Reduced 44.36%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
26,699
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,546
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
26,442
shares
|
$1.72 Million
0.27% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
26,236
shares
|
$1.7 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
24,980
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Added 42.22%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
24,409
shares
|
$1.59 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
23,575
shares
|
$1.53 Million
0.41% of portfolio
|
Q4 2023
Added 4.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,066
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
22,689
shares
|
$1.47 Million
1.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
22,299
shares
|
$1.45 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
22,097
shares
|
$1.44 Million
0.05% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
21,753
shares
|
$1.41 Million
0.11% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
21,498
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 3103.87%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
21,451
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.34%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
20,617
shares
|
$1.34 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
20,509
shares
|
$1.33 Million
1.13% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,300
shares
|
$1.32 Million
0.55% of portfolio
|
Q1 2024
Added 3.47%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
19,510
shares
|
$1.27 Million
0.63% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
19,467
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
19,270
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
17,952
shares
|
$1.17 Million
0.25% of portfolio
|
Q1 2025
Added 5.35%
|