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Get Institutions for : 
Cambria Shareholder Yield (SYLD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 146    11
Total shares held : 
 9,525,325  
% of shares held : 
 18.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   55  
Amount of shares held : 
 907,818  
% of shares held change : 
   1.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 70,121
 0.74%
 
Increased Positions :
73
 1,238,436
 13%
 
Unchanged Positions :
23
 295,684
 3.1%
 
Decreased Positions :
29
-215,865
-2.27%
 
Closed Positions :
10
-184,874
-1.94%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Smith Anglin Financial LLC 4 - 2024-03-31 881,415 $64,581,000 23,308
   MORGAN STANLEY 1578 - 2024-03-31 832,484 $60,996,000 86,206
   LPL FINANCIAL CORP 565 - 2024-03-31 633,979 $46,452,000 223,496
   RAYMOND JAMES & ASSOCIATES 438 - 2024-03-31 618,564 $45,322,000 45,112
   UBS Group AG 873 - 2024-03-31 522,699 $38,298,000 206,920
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 256 - 2024-03-31 439,995 $32,239,000 4,948
   MANCHESTER FINANCIAL INC 5 - 2024-03-31 332,426 $24,357,000 2,330
   Revolve Wealth Partners LLC 7 - 2024-03-31 269,955 $19,780,000 8,342
   InterOcean Capital Group LLC 57 - 2024-03-31 229,255 $16,798,000 88,892
   OPUS CAPITAL GROUP LLC 14 - 2024-03-31 197,762 $14,490,000 127
   360 Financial Inc. 5 - 2024-03-31 194,047 $14,218,000 10,391
   Goss Wealth Management LLC 196 - 2024-03-31 159,576 $11,692,000 3,625
   MONECO Advisors LLC 6 - 2024-03-31 156,929 $11,498,000 67,481
   Integrated Advisors Network LLC 35 - 2024-03-31 143,992 $10,551,000 60,454
   Fermata Advisors LLC 11 - 2024-03-31 136,889 $10,030,000 4,125
   ROYAL BANK OF CANADA 1574 - 2024-03-31 116,541 $8,539,000 56,633
   49 WEALTH MANAGEMENT LLC 18 - 2024-03-31 107,198 $7,839,000 17,505
   ROTHSCHILD INVESTMENT CORP /IL 39 - 2023-09-30 122,928 $7,604,000 8,637
   Gladstone Institutional Advisory LLC 56 - 2024-03-31 101,877 $7,465,000 32,572
   Breakwater Capital Group 10 - 2024-03-31 100,970 $7,398,000 6,691
   HIGHTOWER ADVISORS, LLC 826 - 2024-03-31 93,537 $6,858,000 11,865
   CWM LLC 361 - 2024-03-31 92,187 $6,755,000 16,099
   BANK OF AMERICA CORP /DE/ 2781 - 2024-03-31 89,688 $6,571,000 79,626
   Kesler Norman & Wride LLC 22 - 2024-03-31 88,807 $6,507,000 4,867
   Private Advisor Group LLC 420 - 2024-03-31 77,824 $5,701,000 11,677
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 686 - 2024-03-31 76,410 $5,599,000 7,633
   Certified Advisory Corp 46 - 2024-03-31 68,590 $5,026,000 1,205
   STIFEL FINANCIAL CORP 1157 - 2024-03-31 66,633 $4,883,000 7,101
   Atomi Financial Group Inc. 42 - 2024-03-31 66,172 $4,848,000 39,842
   Brookstone Capital Management 232 - 2024-03-31 60,545 $4,436,000 3,084
   We Are One Seven LLC 120 - 2024-03-31 55,219 $4,046,000 9,397
   Cetera Investment Advisers 1176 - 2024-03-31 47,916 $3,511,000 28,729
   Rockefeller Capital Management L.P. 823 - 2024-03-31 45,105 $3,305,000 31,458
   WELLS FARGO & CO/MN 2361 - 2024-03-31 37,404 $2,741,000 32,063
   Kestra Advisory Services LLC 750 - 2024-03-31 37,173 $2,724,000 1,091
   Geneos Wealth Management Inc. 213 - 2024-03-31 34,749 $2,546,000 13,173
   Steward Partners Investment Advisory LLC 512 - 2024-03-31 33,784 $2,475,000 4,054
   BB&T CORP 1170 - 2024-03-31 33,411 $2,448,000 1,457
   Compass Ion Advisors LLC 40 - 2024-03-31 33,225 $2,434,000 159
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 909 - 2024-03-31 29,648 $2,172,000 6,440
   Retirement Group LLC 29 - 2024-03-31 20,300 $1,487,000 680
   Laurel Wealth Advisors LLC 82 - 2024-03-31 19,850 $1,454,000 850
   Aspect Partners LLC 21 - 2024-03-31 16,955 $1,242,000 744
   Evanson Asset Management LLC 101 - 2024-03-31 16,483 $1,208,000 90
   MULTIFINANCIAL SECURITIES CORP 1067 - 2024-03-31 16,329 $1,196,000 6,720
   FINANCIAL NETWORK 1373 - 2024-03-31 15,382 $1,127,000 510
   ICA Group Wealth Management LLC 91 - 2024-03-31 15,053 $1,103,000 6,439
   MCCORMACK ADVISORS INTERNATIONAL 503 - 2024-03-31 14,285 $1,047,000 814
   Mutual Advisors LLC 498 - 2024-03-31 12,376 $907,000 715
   ESSEX FINANCIAL SERVICES INC 222 - 2024-03-31 12,370 $906,000 3,430
   DAVIDSON D A & CO 773 - 2024-03-31 12,153 $890,000 5,923
   LINCOLN NATIONAL CORP 565 - 2024-03-31 11,648 $853,000 196
   TFG Advisers LLC 81 - 2024-03-31 11,473 $841,000 993
   Southland Equity Partners LLC 73 - 2024-03-31 10,990 $805,000 740
   OxenFree Capital LLC 25 - 2024-03-31 10,543 $772,000 285
   Snowden Capital Advisors LLC 574 - 2024-03-31 10,345 $763,000 1,091
   SMITH MOORE & CO. 218 - 2024-03-31 9,599 $703,000 400
   MONEY CONCEPTS CAPITAL CORP 253 - 2024-03-31 9,226 $676,000 184
   Meridian Wealth Management LLC 124 - 2024-03-31 8,371 $613,000 4,935
   Ausdal Financial Partners Inc. 239 - 2024-03-31 8,250 $604,000 2,228
   FOUNDERS FINANCIAL SECURITIES LLC 250 - 2024-03-31 7,411 $543,000 1,670
   Comprehensive Wealth Management LLC 21 - 2024-03-31 7,190 $527,000 41
   RAYMOND JAMES TRUST CO 704 - 2024-03-31 7,095 $520,000 1,500
   Belpointe Asset Management LLC 430 - 2024-03-31 6,926 $508,000 3,861
   Koshinski Asset Management Inc. 373 - 2024-03-31 5,325 $390,000 929
   Sigma Planning Corp 862 - 2024-03-31 5,160 $378,000 5,160
   UMA Financial Services Inc. 108 - 2024-03-31 5,433 $377,000 79
   Toroso Investments LLC 1331 - 2024-03-31 4,548 $333,000 100
   CREATIVE FINANCIAL DESIGNS INC /ADV 323 - 2024-03-31 4,414 $323,000 25
   NATIONAL ASSET MANAGEMENT, INC. 1010 - 2024-03-31 5,067 $315,000 182
   Beacon Financial Advisory LLC 176 - 2024-03-31 4,205 $308,000 38
   ASSET MANAGEMENT CORP /IL/ /ADV 92 - 2023-03-31 5,211 $306,000 1,309
   JAMES INVESTMENT RESEARCH INC 256 - 2024-03-31 4,144 $304,000 260
   COMERICA BANK 2160 - 2024-03-31 3,702 $271,000 1,403
   Autumn Glory Partners LLC 131 - 2024-03-31 3,680 $270,000 96
   Hubbell Strickland Wealth Management LLC 68 - 2024-03-31 3,119 $230,000 30
   PARKSIDE FINANCIAL BANK & TRUST 445 - 2024-03-31 1,800 $132,000 800
   HANSON MCCLAIN, INC. 1223 - 2024-03-31 824 $60,000 699
   FNY Investment Advisers LLC 288 - 2024-03-31 500 $36,000 500
   AdvisorNet Financial Inc 937 - 2024-03-31 430 $32,000 100
   VALLEY NATIONAL ADVISERS INC 514 - 2024-03-31 300 $21,000 100
   Coppell Advisory Solutions LLC 1120 - 2023-12-31 60 $4,000 60
   FMR LLC 4507 - 2024-03-31 27 $2,000 2
  83 Records found
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