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 179 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $678 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
4,179
shares
|
$282,542
0.03% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
4,174
shares
|
$282,204
0.08% of portfolio
|
Q3 2025
Reduced 20.16%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,168
shares
|
$281,798
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
4,067
shares
|
$274,969
0.01% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,995
shares
|
$270,101
0.01% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
3,800
shares
|
$256,918
0.01% of portfolio
|
Q3 2025
Reduced 18.02%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,636
shares
|
$245,829
0.33% of portfolio
|
Q4 2024
Reduced 31.12%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,463
shares
|
$234,133
0.1% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
3,388
shares
|
$229,062
0.06% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
3,384
shares
|
$228,792
0.02% of portfolio
|
Q3 2025
Reduced 30.21%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
3,303
shares
|
$223,315
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,172
shares
|
$214,458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
3,134
shares
|
$211,889
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
2,985
shares
|
$201,815
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
2,921
shares
|
$197,488
0.01% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,348
shares
|
$158,748
0.0% of portfolio
|
Q3 2025
Reduced 23.59%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,986
shares
|
$134,273
0.0% of portfolio
|
Q2 2025
Reduced 28.1%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,843
shares
|
$124,605
0.0% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,828
shares
|
$123,591
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
1,699
shares
|
$114,869
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,617
shares
|
$109,325
0.0% of portfolio
|
Q3 2025
Added 38.92%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
1,574
shares
|
$106,418
0.03% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1,500
shares
|
$101,415
0.02% of portfolio
|
Q2 2025
Added 129.71%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$101,415
0.02% of portfolio
|
Q1 2025
Added 71.23%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
1,392
shares
|
$94,113
0.04% of portfolio
|
Q3 2025
New holding
|
|