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 |
|---|---|---|---|---|---|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,211
shares
|
$368,886
0.21% of portfolio
|
Q1 2023
Added 33.55%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
5,205
shares
|
$368,461
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
5,000
shares
|
$353,950
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
4,945
shares
|
$350,056
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
4,871
shares
|
$344,818
0.06% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,845
shares
|
$342,977
0.01% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,682
shares
|
$331,438
0.02% of portfolio
|
Q4 2023
Reduced 3.64%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
4,597
shares
|
$325,421
0.16% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
4,595
shares
|
$325,280
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4,559
shares
|
$322,731
0.01% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,498
shares
|
$318,413
0.0% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
4,435
shares
|
$313,953
0.02% of portfolio
|
Q1 2024
Reduced 4.31%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
4,416
shares
|
$312,608
0.08% of portfolio
|
Q3 2024
Added 36.8%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,380
shares
|
$310,060
0.1% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,282
shares
|
$303,122
0.0% of portfolio
|
Q4 2024
Reduced 30.73%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,168
shares
|
$295,052
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
4,061
shares
|
$287,478
0.1% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,990
shares
|
$282,452
0.02% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,722
shares
|
$263,480
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,699
shares
|
$261,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,599
shares
|
$254,773
0.12% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
3,548
shares
|
$251,162
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
3,522
shares
|
$249,322
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,484
shares
|
$246,632
0.0% of portfolio
|
Q3 2024
Reduced 44.63%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,337
shares
|
$236,226
0.0% of portfolio
|
Q3 2024
Added 0.91%
|