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 195 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $831 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,300
shares
|
$1.44 Million
0.55% of portfolio
|
Q1 2024
Added 3.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
19,661
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 249.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
19,417
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
18,569
shares
|
$1.31 Million
0.75% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
17,638
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
16,514
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
16,483
shares
|
$1.17 Million
0.08% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
15,231
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
14,846
shares
|
$1.05 Million
0.24% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
14,624
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.95%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
14,524
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 19.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,505
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
14,308
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2024
Reduced 47.6%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,893
shares
|
$983,485
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
13,645
shares
|
$965,929
0.65% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
13,389
shares
|
$947,807
0.03% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
12,063
shares
|
$853,939
0.32% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
11,546
shares
|
$817,341
0.14% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
11,207
shares
|
$793,343
0.27% of portfolio
|
Q3 2024
Added 39.91%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
11,185
shares
|
$791,786
0.0% of portfolio
|
Q3 2024
Added 133.85%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
10,304
shares
|
$729,420
0.06% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
9,496
shares
|
$672,221
0.45% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
9,329
shares
|
$660,399
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,054
shares
|
$640,932
0.01% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
8,723
shares
|
$617,501
0.26% of portfolio
|
Q3 2024
Reduced 31.44%
|