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Cambria Shareholder Yield ETF (SYLD) Institutional Ownership

Cambria Shareholder Yield ETF logo
$71.45 +2.20 (+3.17%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cambria Shareholder Yield ETF (BATS:SYLD)

Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$202.45M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$88.61M
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SYLD Institutional Buying and Selling by Quarter

Cambria Shareholder Yield ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Geneos Wealth Management Inc.36,540$2.50M0.1%-0.7%0.214%
1/21/2025Dynamic Advisor Solutions LLC23,306$1.60M0.1%+6.5%0.136%
1/21/2025Southland Equity Partners LLC14,846$1.02M0.2%+7.3%0.087%
1/21/2025RFG Advisory LLC14,624$1.00M0.0%-15.9%0.086%
1/17/2025 Edge Financial Advisors LLC23,483$1.61M1.4%-2.8%0.137%
1/17/2025 Avior Wealth Management LLC4,845$332K0.0%-3.9%0.028%
1/17/2025 Mutual Advisors LLC13,389$943K0.0%-11.4%0.078%
1/17/2025 Janney Montgomery Scott LLC69,492$4.76M0.0%+675.1%0.406%
1/17/2025 Verum Partners LLC184,217$12.61M3.6%+9.2%1.077%
1/17/2025 Atomi Financial Group Inc.186,331$12.76M0.6%+33.4%1.090%
1/16/2025 Koshinski Asset Management Inc.4,282$293K0.0%-30.7%0.025%
1/16/2025 Wealth Management Partners LLC8,393$575K0.2%+28.3%0.049%
1/15/2025 Meridian Financial LLC13,645$934K0.6%-4.7%0.080%
1/15/2025 Hubbell Strickland Wealth Management LLC3,599$246K0.1%+6.1%0.021%
1/15/2025 ALM First Financial Advisors LLC209,767$13.44M3.0%+4.9%1.227%
1/15/2025 Certified Advisory Corp70,837$4.85M0.5%+0.5%0.414%
1/15/2025 Fermata Advisors LLC150,767$10.32M1.9%-3.7%0.882%
1/14/2025 Godsey & Gibb Inc.510$35K0.0%N/A0.003%
1/14/2025 Smith Anglin Financial LLC1,013,916$69.42M6.5%+5.1%5.929%
1/14/2025 Laurel Wealth Advisors LLC24,712$1.69M0.3%+6.4%0.145%
1/14/2025 Breakwater Capital Group118,541$8.12M1.6%+1.4%0.693%
1/13/2025 First National Bank Sioux Falls7,162$490K0.2%+42.0%0.042%
1/13/2025 Brookstone Capital Management72,555$4.97M0.1%+2.9%0.424%
1/8/2025 International Assets Investment Management LLC5,579$381K0.0%-98.7%0.033%
11/25/2024World Investment Advisors LLC9,329$675K0.0%N/A0.055%
11/25/2024Sanctuary Advisors LLC22,594$1.70M0.0%-62.6%0.132%
11/18/2024GG Group Ventures LLC5,279$387K0.6%-27.4%0.031%
11/15/2024Valued Retirements Inc.49,913$3.61M5.0%N/A0.292%
11/15/2024MML Investors Services LLC33,550$2.43M0.0%+14.6%0.196%
11/15/2024Zega Financial LLC7,918$573K0.1%N/A0.046%
11/15/2024Jane Street Group LLC26,384$1.91M0.0%+201.3%0.154%
11/15/2024Stifel Financial Corp82,227$5.95M0.0%+10.0%0.481%
11/15/2024HighTower Advisors LLC129,494$9.38M0.0%+11.1%0.757%
11/14/2024Rockefeller Capital Management L.P.77,374$5.60M0.0%+5.8%0.452%
11/14/2024CreativeOne Wealth LLC8,083$585K0.0%N/A0.047%
11/13/2024Baldwin Investment Management LLC6,318$457K0.1%+112.8%0.037%
11/13/2024D.A. Davidson & CO.23,392$1.69M0.0%+29.8%0.137%
11/12/2024 Certified Advisory Corp70,490$5.10M0.6%+1.7%0.412%
11/12/2024Meridian Wealth Management LLC13,893$1.01M0.0%N/A0.081%
11/12/202449 Wealth Management LLC11,546$836K0.1%-14.9%0.068%
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11/8/2024 Avior Wealth Management LLC5,042$365K0.0%-73.4%0.029%
11/7/2024MAI Capital Management23,218$1.68M0.0%+12.7%0.136%
11/6/2024Comprehensive Wealth Management LLC9,496$687K0.4%+7.5%0.056%
11/6/2024Oppenheimer & Co. Inc.21,642$1.57M0.0%+2.8%0.127%
11/6/2024Pinnacle Financial Partners Inc5,696$412K0.0%N/A0.033%
11/5/2024Apollon Wealth Management LLC21,635$1.57M0.0%+17.1%0.127%
11/5/2024Nations Financial Group Inc. IA ADV8,018$580K0.0%+19.7%0.047%
11/4/2024Sigma Planning Corp22,040$1.60M0.0%+30.5%0.129%
11/2/2024Summit Wealth & Retirement Planning Inc.11,207$811K0.3%+39.9%0.066%
11/1/2024 Sheets Smith Wealth Management31,940$2.31M0.3%-3.0%0.187%
11/1/2024Atria Investments Inc3,227$234K0.0%-17.7%0.019%
11/1/2024Cowa LLC4,597$333K0.2%+4.5%0.027%
10/31/2024LGT Financial Advisors LLC750$54K0.1%-55.3%0.004%
10/30/2024Beacon Financial Advisory LLC5,694$412K0.1%-12.3%0.033%
10/30/2024Financial Partners Group Inc87,012$6.30M0.9%-1.2%0.509%
10/30/2024United Advisor Group LLC8,180$592K0.1%+152.0%0.048%
10/29/2024 First National Bank Sioux Falls5,042$365K0.2%N/A0.029%
10/28/2024Gladstone Institutional Advisory LLC30,076$2.18M0.1%-71.5%0.176%
10/28/2024Creative Financial Designs Inc. ADV2,916$211K0.0%-32.7%0.017%
10/25/2024 Edge Financial Advisors LLC24,154$1.75M1.6%N/A0.141%
10/25/2024MONECO Advisors LLC158,130$11.44M1.4%-8.1%0.925%
10/24/2024Autumn Glory Partners LLC3,180$233K0.1%-13.6%0.019%
10/24/2024J.W. Cole Advisors Inc.17,638$1.28M0.1%+7.7%0.103%
10/24/2024Manchester Financial Inc.338,430$24.49M5.3%-2.1%1.979%
10/24/2024 Wealth Enhancement Advisory Services LLC61,608$4.46M0.0%+10.4%0.360%
10/22/2024 International Assets Investment Management LLC444,600$321.76M0.0%+6,961.6%2.600%
10/22/2024TFG Advisers LLC12,063$873K0.3%+1.2%0.071%
10/22/2024Private Advisor Group LLC89,308$6.46M0.0%+3.7%0.522%
10/22/2024Accordant Advisory Group Inc105,290$7.62M6.1%+6.4%0.616%
10/21/2024Sharkey Howes & Javer6,060$439K0.1%-13.5%0.035%
10/19/2024Compass Ion Advisors LLC30,595$2.21M0.3%-7.9%0.179%
10/19/2024Longview Financial Advisors Inc.25,328$1.83M1.3%-5.2%0.148%
10/19/2024Pure Portfolios Holdings LLC30,159$2.18M0.8%N/A0.176%
10/18/2024Revolve Wealth Partners LLC291,062$21.06M3.2%+2.8%1.702%
10/18/2024Commonwealth Equity Services LLC555,303$40.19M0.1%-0.8%3.247%
10/18/2024Raymond James & Associates677,193$49.01M0.0%+1.0%3.960%
10/16/2024Nottingham Advisors Inc.20,791$1.51M0.2%N/A0.122%
10/16/2024Physician Wealth Advisors Inc.4,871$353K0.1%-10.2%0.028%
10/16/2024 Sentinel Pension Advisors Inc.8,168$591K0.1%+40.6%0.048%
10/16/2024 Verum Partners LLC168,753$12.21M3.6%+21.7%0.987%
10/16/2024Longview Financial Advisors Inc.26,884$1.82M1.7%+0.6%0.157%
10/11/2024Ameliora Wealth Management Ltd.8,723$631K0.3%-31.4%0.051%
10/10/2024 Koshinski Asset Management Inc.6,182$447K0.0%+22.9%0.036%
10/10/2024MorganRosel Wealth Management LLC4,061$294K0.1%-4.3%0.024%
10/10/2024RFG Holdings Inc.174,225$12.61M4.4%-8.4%1.019%
10/9/2024 Fermata Advisors LLC156,525$11.33M2.3%+5.1%0.915%
10/8/2024CWM LLC120,377$8.71M0.0%+18.9%0.704%
10/8/2024 Brookstone Capital Management70,534$5.11M0.1%+3.2%0.412%
10/8/2024 Atomi Financial Group Inc.139,629$10.11M0.6%+39.0%0.817%
10/8/2024Dynamic Advisor Solutions LLC21,880$1.58M0.0%+29.3%0.128%
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10/8/2024Kesler Norman & Wride LLC86,304$6.25M1.2%-3.6%0.505%
10/7/2024 Smith Anglin Financial LLC964,702$69.82M6.7%+4.6%5.642%
10/4/2024 Breakwater Capital Group116,924$8.46M1.7%+5.4%0.684%
9/5/2024Sanctuary Advisors LLC60,444$4.25M0.0%N/A0.353%
8/22/2024Cetera Investment Advisers54,997$3.76M0.0%+14.8%0.322%
8/21/2024Truist Financial Corp41,014$2.80M0.0%+22.8%0.240%
8/16/2024Northwestern Mutual Wealth Management Co.468,799$32.01M0.0%+6.5%2.742%
8/16/2024NewEdge Advisors LLC164,255$11.22M0.1%+2.9%0.961%
8/14/2024 Certified Advisory Corp69,291$4.73M0.6%+1.0%0.405%
8/13/2024AE Wealth Management LLC6,292$430K0.0%+80.2%0.037%
(Data available from 1/1/2016 forward)

SYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SYLD shares?

During the previous two years, 164 institutional investors and hedge funds held shares of Cambria Shareholder Yield ETF. The most heavily invested institutionals were Smith Anglin Financial LLC ($69.42M), LPL Financial LLC ($50.54M), Raymond James & Associates ($49.01M), Commonwealth Equity Services LLC ($40.19M), Northwestern Mutual Wealth Management Co. ($32.01M), Manchester Financial Inc. ($24.49M), and Cambria Investment Management L.P. ($22.25M).Learn more on SYLD's institutional investors.

Which institutional investors have been buying Cambria Shareholder Yield ETF stock?

Of the 147 institutional investors that purchased Cambria Shareholder Yield ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Smith Anglin Financial LLC ($606.20K), Commonwealth Equity Services LLC ($505.51K), International Assets Investment Management LLC ($481.74K), LPL Financial LLC ($338.99K), Horizon Family Wealth Inc. ($317.79K), Raymond James & Associates ($303.65K), and Manchester Financial Inc. ($265.56K).

How much institutional buying is happening at Cambria Shareholder Yield ETF?

Institutional investors have bought a total of 6,750,751 shares in the last 24 months. This purchase volume represents approximately $439.78M in transactions.

Which Cambria Shareholder Yield ETF major shareholders have been selling company stock?

Of the 75 institutional investors that sold Cambria Shareholder Yield ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($496.56K), International Assets Investment Management LLC ($456.16K), Commonwealth Equity Services LLC ($249.27K), Cambria Investment Management L.P. ($230.96K), Savior LLC ($180.30K), Integrated Advisors Network LLC ($141.83K), and Osaic Holdings Inc. ($100.60K).

How much institutional selling is happening at Cambria Shareholder Yield ETF?

Institutional investors have sold a total of 2,890,502 shares in the last 24 months. This volume of shares sold represents approximately $186.72M in transactions.



This page (BATS:SYLD) was last updated on 1/21/2025 by MarketBeat.com Staff
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