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 |
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
5,180
shares
|
$336,544
0.05% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,058
shares
|
$328,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,893
shares
|
$317,898
0.0% of portfolio
|
Q1 2025
Reduced 87.63%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
4,695
shares
|
$305,034
0.02% of portfolio
|
Q2 2025
Reduced 29.82%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,682
shares
|
$304,189
0.02% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,673
shares
|
$303,604
0.05% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
4,619
shares
|
$300,096
0.01% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
4,193
shares
|
$272,419
0.03% of portfolio
|
Q1 2025
Reduced 35.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,168
shares
|
$270,794
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,139
shares
|
$268,910
0.0% of portfolio
|
Q1 2025
Added 23.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
4,082
shares
|
$265,207
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
4,062
shares
|
$263,908
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
4,038
shares
|
$262,348
0.01% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,030
shares
|
$261,829
0.01% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,636
shares
|
$236,230
0.33% of portfolio
|
Q4 2024
Reduced 31.12%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
3,630
shares
|
$235,841
0.07% of portfolio
|
Q1 2025
Reduced 17.12%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,615
shares
|
$234,866
0.11% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,592
shares
|
$233,372
0.02% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
3,386
shares
|
$219,988
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,269
shares
|
$212,386
0.06% of portfolio
|
Q1 2025
Reduced 19.5%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
3,180
shares
|
$206,604
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,952
shares
|
$191,791
0.01% of portfolio
|
Q1 2025
Reduced 33.44%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,986
shares
|
$129,030
0.0% of portfolio
|
Q2 2025
Reduced 28.1%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,843
shares
|
$119,739
0.0% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1,574
shares
|
$102,262
0.04% of portfolio
|
Q1 2025
Added 0.9%
|