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 |
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
17,684
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2025
Reduced 33.98%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
17,569
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Added 39.79%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
17,151
shares
|
$1.11 Million
0.31% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
17,146
shares
|
$1.11 Million
0.24% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
16,483
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,392
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,260
shares
|
$991,442
0.03% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
15,231
shares
|
$989,558
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,946
shares
|
$971,041
0.0% of portfolio
|
Q2 2025
Reduced 64.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
14,661
shares
|
$952,525
0.0% of portfolio
|
Q1 2025
Reduced 81.4%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
14,417
shares
|
$936,672
0.05% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
14,323
shares
|
$930,565
0.04% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
13,634
shares
|
$885,800
0.57% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
13,487
shares
|
$876,250
0.02% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
12,617
shares
|
$819,726
0.58% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
11,769
shares
|
$764,631
0.02% of portfolio
|
Q2 2025
Reduced 50.84%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
11,627
shares
|
$755,406
0.26% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
10,771
shares
|
$699,791
0.06% of portfolio
|
Q1 2025
Reduced 24.69%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,876
shares
|
$641,643
0.08% of portfolio
|
Q2 2025
Reduced 40.41%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,054
shares
|
$588,238
0.01% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
8,936
shares
|
$580,571
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
8,730
shares
|
$567,188
0.35% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,675
shares
|
$563,614
0.01% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
8,623
shares
|
$560,236
0.04% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
8,620
shares
|
$560,041
0.03% of portfolio
|
Q2 2024
New holding
|