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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
   COMMONWEALTH EQUITY SERVICES LLC. 206 - 2023-12-31 745,729 $50,389,000 -58,840
   RAYMOND JAMES & ASSOCIATES 438 - 2024-03-31 618,564 $45,322,000 45,112
   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
   LPL FINANCIAL CORP 733 - 2023-12-31 410,483 $27,736,000 -58,561
   MANCHESTER FINANCIAL INC 5 - 2024-03-31 332,426 $24,357,000 2,330
   UBS Group AG 1066 - 2023-12-31 315,779 $21,337,000 76,610
   Advisor Group Holdings Inc. 473 - 2023-12-31 301,694 $20,386,000 -35,413
   Revolve Wealth Partners LLC 7 - 2024-03-31 269,955 $19,780,000 8,342
   Financial Partners Group Inc 13 - 2023-12-31 239,485 $16,182,000 7,633
   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
   Nelson Van Denburg & Campbell Wealth Management Gr 32 - 2023-12-31 168,639 $11,395,000 -5,056
   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
   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
   CWM LLC 361 - 2024-03-31 92,187 $6,755,000 16,099
   Kesler Norman & Wride LLC 22 - 2024-03-31 88,807 $6,507,000 4,867
   Integrated Advisors Network LLC 84 - 2023-12-31 83,538 $5,645,000 -73,509
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 686 - 2024-03-31 76,410 $5,599,000 7,633
   HIGHTOWER ADVISORS, LLC 913 - 2023-12-31 81,672 $5,518,000 53,814
   ENVESTNET ASSET MANAGEMENT INC 1846 - 2023-12-31 79,403 $5,365,000 4,655
   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
   Certified Advisory Corp 46 - 2023-12-31 67,385 $4,553,000 217
   Private Advisor Group LLC 469 - 2023-12-31 66,147 $4,469,000 17,272
   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 78 - 2023-12-31 51,779 $3,498,000 4,121
   We Are One Seven LLC 138 - 2023-12-31 45,822 $3,096,000 5,192
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1533 - 2023-12-31 42,849 $2,895,000 33,350
   Equitable Holdings Inc. 346 - 2023-12-31 38,152 $2,578,000 9,128
   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
   SHEETS SMITH & ASSOCIATES INC 72 - 2023-09-30 39,326 $2,433,000 -28
   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 129 - 2023-12-31 30,824 $2,083,000 -2,010
   Steward Partners Investment Advisory LLC 502 - 2023-12-31 29,730 $2,009,000 8,441
   Atomi Financial Group Inc. 86 - 2023-12-31 26,330 $1,779,000 2,944
   Eudaimonia Partners LLC 54 - 2024-03-31 23,575 $1,727,000 0
   OPPENHEIMER & CO INC 560 - 2023-12-31 23,993 $1,621,000 6,756
   Geneos Wealth Management Inc. - 2023-12-31 21,576 $1,458,000 78
   RFG Advisory Group LLC 299 - 2024-03-31 18,189 $1,333,000 0
   Retirement Group LLC 30 - 2023-12-31 19,620 $1,326,000 7,000
   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 388 - 2023-12-31 18,035 $1,219,000 11,998
   Evanson Asset Management LLC 101 - 2024-03-31 16,483 $1,208,000 90
   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
   J.W. COLE ADVISORS INC. 290 - 2023-12-31 16,256 $1,098,000 1,131
   Aspect Partners LLC 23 - 2023-12-31 16,211 $1,095,000 0
   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
   MCCORMACK ADVISORS INTERNATIONAL 445 - 2023-12-31 13,471 $910,000 3,944
   ESSEX FINANCIAL SERVICES INC 222 - 2024-03-31 12,370 $906,000 3,430
   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
   Mutual Advisors LLC 514 - 2023-12-31 11,661 $788,000 1,369
   BOS Asset Management LLC 43 - 2023-12-31 11,519 $778,000 0
   LINCOLN NATIONAL CORP 516 - 2023-12-31 11,452 $774,000 -2,874
   OxenFree Capital LLC 25 - 2024-03-31 10,543 $772,000 285
   TFG Advisers LLC 93 - 2023-12-31 10,480 $708,000 1,184
   BANK OF AMERICA CORP /DE/ 4278 *New 2023-12-31 10,062 $680,000 10,062
   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
   MONEY CONCEPTS CAPITAL CORP 243 - 2023-12-31 9,042 $611,000 248
   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
   FOUNDERS FINANCIAL SECURITIES LLC 250 - 2024-03-31 7,411 $543,000 1,670
   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
   Moors & Cabot Inc. 461 - 2023-12-31 7,538 $509,000 -2,329
   Comprehensive Wealth Management LLC 25 - 2023-12-31 7,149 $483,000 -471
   9258 Wealth Management LLC 186 - 2023-12-31 7,010 $474,000 -1,200
   Wealth Management Partners LLC 74 - 2024-03-31 6,156 $451,000 -20
   DAVIDSON D A & CO 1006 *New 2023-12-31 6,230 $421,000 6,230
   Parallel Advisors LLC 539 - 2023-12-31 6,195 $419,000 1,520
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 474 - 2024-03-31 5,495 $403,000 -218
   HARBOUR INVESTMENTS INC. 616 - 2023-12-31 5,820 $393,000 -4,377
   Capital Advisors Ltd. LLC 186 - 2024-03-31 5,202 $381,000 1
  100 Records found
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