Cambria Shareholder Yield ETF (SYLD) Institutional Ownership

$69.58
+0.75 (+1.09%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for Cambria Shareholder Yield ETF (BATS:SYLD)

Number of
Institutional Buyers
(last 12 months)
97
Total
Institutional Inflows
(last 12 months)
$213.85M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$117.42M
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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
5/4/2024Geneos Wealth Management Inc.34,749$2.55M0.1%+61.1%0.203%
5/4/20249258 Wealth Management LLC6,610$484K0.1%-5.7%0.039%
5/2/2024Almanack Investment Partners LLC.40,120$2.94M0.5%N/A0.235%
5/1/2024 BOK Financial Private Wealth Inc.4,435$327K0.0%-4.3%0.026%
5/1/2024 Avior Wealth Management LLC108,667$7.96M0.4%-35.6%0.635%
5/1/2024 Retirement Group LLC20,300$1.49M0.5%+3.5%0.119%
5/1/2024 Diversify Advisory Services LLC9,004$658K0.0%N/A0.053%
4/30/2024 Private Advisor Group LLC77,824$5.70M0.0%+17.7%0.455%
4/30/2024 J.W. Cole Advisors Inc.15,956$1.17M0.1%-1.8%0.093%
4/29/2024Commonwealth Equity Services LLC585,062$42.87M0.1%-21.5%3.421%
4/26/2024 MONECO Advisors LLC156,929$11.50M1.9%+75.4%0.915%
4/26/2024 Meridian Wealth Management LLC8,371$613K0.1%+143.6%0.049%
4/24/2024 Smith Anglin Financial LLC881,415$64.58M6.7%+2.7%5.139%
4/24/2024 Essex Financial Services Inc.12,370$906K0.1%+38.4%0.072%
4/23/2024 Nations Financial Group Inc. IA ADV5,495$403K0.0%-3.8%0.032%
4/23/2024 OxenFree Capital LLC10,543$772K0.7%+2.8%0.061%
4/23/2024 Raymond James Financial Services Advisors Inc.184,613$13.53M0.0%-17.9%1.076%
4/22/2024 Parsons Capital Management Inc. RI3,127$229K0.0%-11.0%0.018%
4/22/2024 Raymond James & Associates618,564$45.32M0.0%+7.9%3.607%
4/22/2024 Accordant Advisory Group Inc98,296$7.20M5.4%N/A0.573%
4/22/2024 Edge Financial Advisors LLC10,850$804K0.7%N/A0.063%
4/20/2024 Kesler Norman & Wride LLC88,807$6.51M1.4%+5.8%0.518%
4/18/2024 Verum Partners LLC7,527$552K0.2%N/A0.044%
4/18/2024 Diversified Trust Co5,000$366K0.0%N/A0.029%
4/18/2024 Compass Ion Advisors LLC33,225$2.43M0.3%+0.5%0.194%
4/18/2024 Breakwater Capital Group100,970$7.40M1.9%+7.1%0.589%
4/17/2024 Founders Financial Securities LLC7,411$543K0.1%+29.1%0.043%
4/16/2024 Ameliora Wealth Management Ltd.54,104$3.96M1.8%-2.9%0.315%
4/16/2024 Wealth Enhancement Advisory Services LLC29,648$2.17M0.0%+27.7%0.173%
4/15/2024 Revolve Wealth Partners LLC269,955$19.78M3.4%+3.2%1.574%
4/15/2024 RFG Holdings Inc.188,284$13.80M5.8%-22.2%1.098%
4/15/2024 Brookstone Capital Management60,545$4.44M0.1%+5.4%0.353%
4/12/2024 Fermata Advisors LLC136,889$10.03M2.3%+3.1%1.074%
4/12/2024 Southland Equity Partners LLC10,990$805K0.2%+7.2%0.086%
4/11/2024 International Assets Investment Management LLC2,866$210K0.0%-85.7%0.022%
3/15/2024B. Riley Wealth Advisors Inc.4,885$330K0.0%-3.6%0.038%
3/13/2024 MONECO Advisors LLC89,448$6.04M1.1%+20.1%0.702%
3/8/2024ICA Group Wealth Management LLC8,614$582K0.1%+54.4%0.068%
3/1/2024Creekmur Asset Management LLC3,277$221K0.1%N/A0.026%
2/26/2024Integrated Advisors Network LLC83,538$5.65M0.3%-46.8%0.655%
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2/22/2024Napa Wealth Management14,540$982K0.5%N/A0.114%
2/16/2024Aspect Partners LLC16,211$1.10M0.7%N/A0.127%
2/14/2024MGO One Seven LLC45,822$3.10M0.2%+12.8%0.359%
2/13/2024Oppenheimer & Co. Inc.23,993$1.62M0.0%+39.2%0.188%
2/13/2024360 Financial Inc.183,656$12.41M5.5%+15.6%1.440%
2/13/2024Belpointe Asset Management LLC3,065$207K0.0%N/A0.024%
2/13/2024Laurel Wealth Advisors LLC19,000$1.28M0.2%+14.4%0.149%
2/13/2024TFG Advisers LLC10,480$708K0.3%+12.7%0.082%
2/12/2024Focus Financial Network Inc. ADV4,168$282K0.0%N/A0.033%
2/12/2024Steward Partners Investment Advisory LLC29,730$2.01M0.0%+39.6%0.233%
2/12/2024Parallel Advisors LLC6,195$419K0.0%+32.5%0.049%
2/12/2024Evermay Wealth Management LLC700$47K0.0%N/A0.005%
2/9/2024InterOcean Capital Group LLC140,363$9.48M0.3%+36.6%1.101%
2/9/2024Certified Advisory Corp67,385$4.55M0.7%+0.3%0.529%
2/9/2024Assetmark Inc.1,920$130K0.0%N/A0.015%
2/9/2024D.A. Davidson & CO.6,230$421K0.0%N/A0.049%
2/9/2024Thoroughbred Financial Services LLC51,779$3.50M0.3%+8.6%0.406%
2/9/2024Gladstone Institutional Advisory LLC69,305$4.68M0.3%-1.7%0.544%
2/9/2024UBS Group AG315,779$21.34M0.0%+32.0%2.477%
2/8/2024Kingsview Wealth Management LLC3,499$236K0.0%-31.1%0.027%
2/8/2024 Meridian Wealth Management LLC3,436$232K0.0%N/A0.027%
2/8/2024 Eudaimonia Partners LLC23,575$1.59M0.4%+4.0%0.185%
2/6/2024Apollon Wealth Management LLC18,035$1.22M0.0%+198.7%0.141%
2/6/2024Lincoln National Corp11,452$774K0.0%-20.1%0.090%
2/6/2024 Private Advisor Group LLC66,147$4.47M0.0%+35.3%0.519%
2/6/2024Sheets Smith Wealth Management39,829$2.69M0.3%+1.3%0.312%
2/6/20249258 Wealth Management LLC7,010$474K0.1%-14.6%0.055%
2/6/2024Commonwealth Equity Services LLC745,729$50.39M0.1%-7.3%5.849%
2/6/2024 Essex Financial Services Inc.8,940$604K0.1%N/A0.070%
2/5/2024 MONECO Advisors LLC89,573$6.05M1.2%+20.3%0.703%
2/2/2024Truist Financial Corp31,954$2.16M0.0%+3.6%0.251%
2/1/2024 Parkside Financial Bank & Trust1,000$68K0.0%N/A0.008%
2/1/2024 CWM LLC76,088$5.14M0.0%+34.0%0.597%
1/31/2024 J.W. Cole Advisors Inc.16,256$1.10M0.1%+7.5%0.127%
1/31/2024 Opus Capital Group LLC197,635$13.35M2.2%+2.9%1.550%
1/30/2024 Avior Wealth Management LLC168,639$11.40M0.7%-2.9%1.323%
1/30/2024 RFG Holdings Inc.241,972$16.35M8.3%-5.3%1.898%
1/29/2024Joseph P. Lucia & Associates LLC3,203$216K0.1%N/A0.025%
1/29/2024Koshinski Asset Management Inc.4,396$297K0.0%N/A0.034%
1/25/2024 RFG Advisory LLC18,189$1.23M0.0%-1.0%0.143%
1/25/2024 International Assets Investment Management LLC20,001$13.51M0.0%N/A0.157%
1/25/2024 Manchester Financial Inc.330,096$22.31M6.2%-0.6%2.589%
1/24/2024 CENTRAL TRUST Co750$51K0.0%N/A0.006%
1/24/2024 International Assets Investment Management LLC20,001$13.51M0.0%N/A0.157%
1/24/2024 Compass Ion Advisors LLC33,066$2.23M0.3%-19.6%0.259%
1/24/2024 Breakwater Capital Group94,279$6.34M1.8%+6.0%0.739%
1/23/2024 Beacon Financial Advisory LLC4,167$282K0.1%+4.4%0.033%
1/23/2024 Physician Wealth Advisors Inc.5,354$360K0.1%+22.9%0.042%
1/19/2024 Fermata Advisors LLC132,764$8.97M2.1%+19.6%1.041%
1/19/2024 Sharkey Howes & Javer7,256$490K0.1%-35.9%0.057%
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1/17/2024 Smith Anglin Financial LLC858,107$57.98M6.7%+110.5%6.730%
1/16/2024 Raymond James Financial Services Advisors Inc.224,955$15.20M0.0%+6.6%1.764%
1/16/2024 Raymond James & Associates573,452$38.75M0.0%+3.7%4.498%
1/16/2024 Hubbell Strickland Wealth Management LLC3,089$209K0.1%N/A0.024%
1/12/2024Mutual Advisors LLC11,661$788K0.0%+13.3%0.091%
1/12/2024 Comprehensive Wealth Management LLC7,149$483K0.4%-6.2%0.056%
1/12/2024 Revolve Wealth Partners LLC261,613$17.68M3.4%+6.0%2.052%
1/11/2024 Brookstone Capital Management57,461$3.88M0.1%+2.6%0.451%
1/11/2024 Ausdal Financial Partners Inc.6,022$407K0.1%+55.1%0.047%
1/11/2024 Kesler Norman & Wride LLC83,940$5.67M1.3%+47.7%0.658%
(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, 133 institutional investors and hedge funds held shares of Cambria Shareholder Yield ETF. The most heavily invested institutionals were Smith Anglin Financial LLC ($64.58M), Raymond James & Associates ($45.32M), Commonwealth Equity Services LLC ($42.87M), LPL Financial LLC ($29.02M), Northwestern Mutual Wealth Management Co. ($24.55M), Manchester Financial Inc. ($22.31M), 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 115 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: Commonwealth Equity Services LLC ($505.51K), Smith Anglin Financial LLC ($473.70K), Horizon Family Wealth Inc. ($317.79K), Revolve Wealth Partners LLC ($269.96K), Manchester Financial Inc. ($252.15K), Raymond James & Associates ($245.02K), and LPL Financial LLC ($232.75K).

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

Institutional investors have bought a total of 4,926,583 shares in the last 24 months. This purchase volume represents approximately $308.18M in transactions.

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

Of the 56 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), Cambria Investment Management L.P. ($230.96K), Commonwealth Equity Services LLC ($219.51K), Savior LLC ($182.47K), Integrated Advisors Network LLC ($141.83K), Smith Anglin Financial LLC ($99.45K), and Osaic Holdings Inc. ($97.79K).

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

Institutional investors have sold a total of 2,153,983 shares in the last 24 months. This volume of shares sold represents approximately $135.46M in transactions.


This page (BATS:SYLD) was last updated on 5/4/2024 by MarketBeat.com Staff

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