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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  
Free Registration Required For Full Results

            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 1716 - 2023-12-31 746,278 $50,426,000 85,148
   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
   COMMONWEALTH EQUITY SERVICES LLC. 259 - 2024-03-31 585,062 $42,868,000 -160,667
   Cambria Investment Management L.P. 2 - 2023-12-31 495,380 $33,473,000 135,711
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 250 - 2023-12-31 435,047 $29,396,000 11,676
   MANCHESTER FINANCIAL INC 5 - 2024-03-31 332,426 $24,357,000 2,330
   Advisor Group Holdings Inc. 379 - 2024-03-31 298,884 $21,726,000 -2,810
   UBS Group AG 1066 - 2023-12-31 315,779 $21,337,000 76,610
   Revolve Wealth Partners LLC 7 - 2024-03-31 269,955 $19,780,000 8,342
   OPUS CAPITAL GROUP LLC 14 - 2024-03-31 197,762 $14,490,000 127
   RFG HOLDINGS INC. 5 - 2024-03-31 188,284 $13,800,000 -53,688
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 667 - 2024-03-31 184,613 $13,527,000 -40,342
   ALM First Financial Advisors LLC 6 - 2023-12-31 200,000 $13,514,000 0
   360 Financial Inc. 5 - 2023-12-31 183,656 $12,410,000 24,761
   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
   Goss Wealth Management LLC 197 - 2023-12-31 155,951 $10,538,000 241
   Fermata Advisors LLC 11 - 2024-03-31 136,889 $10,030,000 4,125
   InterOcean Capital Group LLC 79 - 2023-12-31 140,363 $9,484,000 37,600
   Nelson Van Denburg & Campbell Wealth Management Gr 53 - 2024-03-31 108,667 $7,962,000 -59,972
   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
   Breakwater Capital Group 10 - 2024-03-31 100,970 $7,398,000 6,691
   Accordant Advisory Group Inc 4 - 2024-03-31 98,296 $7,202,000 0
   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
   Financial Partners Group Inc 25 - 2024-03-31 90,324 $6,618,000 -149,161
   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
   ENVESTNET ASSET MANAGEMENT INC 1846 - 2023-12-31 79,403 $5,365,000 4,655
   Certified Advisory Corp 46 - 2024-03-31 68,590 $5,026,000 1,205
   Atomi Financial Group Inc. 42 - 2024-03-31 66,172 $4,848,000 39,842
   Per Stirling Capital Management LLC. 35 - 2023-12-31 69,814 $4,717,000 -87
   Gladstone Institutional Advisory LLC 102 - 2023-12-31 69,305 $4,683,000 -1,202
   Brookstone Capital Management 232 - 2024-03-31 60,545 $4,436,000 3,084
   ROYAL BANK OF CANADA 2042 - 2023-12-31 59,908 $4,048,000 8,936
   STIFEL FINANCIAL CORP 1227 - 2023-12-31 59,532 $4,023,000 12,147
   Ameliora Wealth Management Ltd. 17 - 2024-03-31 54,104 $3,961,000 -1,642
   THOROUGHBRED FINANCIAL SERVICES LLC 70 - 2024-03-31 44,617 $3,269,000 -7,162
   We Are One Seven LLC 138 - 2023-12-31 45,822 $3,096,000 5,192
   Almanack Investment Partners LLC. 39 *New 2024-03-31 40,120 $2,940,000 40,120
   Aveo Capital Partners LLC 83 *New 2024-03-31 40,422 $2,813,000 40,422
   WELLS FARGO & CO/MN 2361 - 2024-03-31 37,404 $2,741,000 32,063
   SHEETS SMITH & ASSOCIATES INC 83 - 2024-03-31 37,204 $2,726,000 -2,122
   Equitable Holdings Inc. 346 - 2023-12-31 38,152 $2,578,000 9,128
   Geneos Wealth Management Inc. 213 - 2024-03-31 34,749 $2,546,000 13,173
   Kestra Advisory Services LLC 706 - 2023-12-31 36,082 $2,438,000 8,627
   Compass Ion Advisors LLC 40 - 2024-03-31 33,225 $2,434,000 159
   MML INVESTORS SERVICES LLC 930 - 2023-12-31 33,964 $2,295,000 9,808
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 909 - 2024-03-31 29,648 $2,172,000 6,440
   BB&T CORP 1203 - 2023-12-31 31,954 $2,159,000 1,116
   Betterment LLC 144 - 2024-03-31 29,031 $2,127,000 -1,793
   Steward Partners Investment Advisory LLC 502 - 2023-12-31 29,730 $2,009,000 8,441
   Eudaimonia Partners LLC 54 - 2024-03-31 23,575 $1,727,000 0
   OPPENHEIMER & CO INC 602 - 2024-03-31 20,680 $1,515,000 -3,313
   Retirement Group LLC 29 - 2024-03-31 20,300 $1,487,000 680
   RFG Advisory Group LLC 299 - 2024-03-31 18,189 $1,333,000 0
   Cetera Investment Advisers 960 - 2023-12-31 19,187 $1,296,000 434
   Laurel Wealth Advisors LLC 85 - 2023-12-31 19,000 $1,284,000 2,390
   Apollon Wealth Management LLC 397 - 2024-03-31 17,447 $1,278,000 -588
   Evanson Asset Management LLC 101 - 2024-03-31 16,483 $1,208,000 90
   J.W. COLE ADVISORS INC. 313 - 2024-03-31 15,956 $1,169,000 -300
   CITADEL ADVISORS LLC 2790 - 2023-12-31 17,056 $1,152,000 1,998
   TWO SIGMA INVESTMENTS LLC 1874 - 2023-12-31 16,800 $1,135,000 9,600
   Aspect Partners LLC 23 - 2023-12-31 16,211 $1,095,000 0
   MCCORMACK ADVISORS INTERNATIONAL 503 - 2024-03-31 14,285 $1,047,000 814
   GOLDMAN SACHS GROUP INC/ 3499 *New 2023-12-31 15,231 $1,029,000 15,231
   FINANCIAL NETWORK 1371 - 2023-12-31 14,872 $1,005,000 443
   Dynamic Advisors Solutions LLC 457 *New 2024-03-31 12,876 $943,000 12,876
   Rockefeller Capital Management L.P. 1166 - 2023-12-31 13,647 $922,000 0
   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
   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
   Edge Financial Advisors LLC 44 - 2024-03-31 10,850 $804,000 0
   OxenFree Capital LLC 25 - 2024-03-31 10,543 $772,000 285
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2867 - 2024-03-31 10,520 $771,000 -32,329
   BANK OF AMERICA CORP /DE/ 4278 *New 2023-12-31 10,062 $680,000 10,062
   MONEY CONCEPTS CAPITAL CORP 253 - 2024-03-31 9,226 $676,000 184
   Diversify Advisory Services LLC 349 - 2024-03-31 9,004 $658,000 0
   MULTIFINANCIAL SECURITIES CORP 980 - 2023-12-31 9,609 $649,000 -2,682
   Snowden Capital Advisors LLC 587 - 2023-12-31 9,254 $625,000 4,081
   SMITH MOORE & CO. 226 - 2023-12-31 9,199 $622,000 1,859
   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
   ICA Group Wealth Management LLC 140 - 2023-12-31 8,614 $582,000 3,035
   AE Wealth Management LLC 1360 - 2023-12-31 8,422 $573,000 3,096
   Verum Partners LLC 78 *New 2024-03-31 7,527 $552,000 7,527
   Moors & Cabot Inc. 469 - 2024-03-31 7,438 $545,000 -100
   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
   Sharkey Howes & Javer 82 - 2024-03-31 7,004 $513,000 -252
   Belpointe Asset Management LLC 430 - 2024-03-31 6,926 $508,000 3,861
   9258 Wealth Management LLC 197 - 2024-03-31 6,610 $484,000 -400
   Wealth Management Partners LLC 74 - 2024-03-31 6,156 $451,000 -20
  100 Records found
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