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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 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
   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
   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
   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
   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
   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
   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
   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
   We Are One Seven LLC 138 - 2023-12-31 45,822 $3,096,000 5,192
   WELLS FARGO & CO/MN 2361 - 2024-03-31 37,404 $2,741,000 32,063
   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
   Steward Partners Investment Advisory LLC 502 - 2023-12-31 29,730 $2,009,000 8,441
   Retirement Group LLC 29 - 2024-03-31 20,300 $1,487,000 680
   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
   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
   MCCORMACK ADVISORS INTERNATIONAL 503 - 2024-03-31 14,285 $1,047,000 814
   FINANCIAL NETWORK 1371 - 2023-12-31 14,872 $1,005,000 443
   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
   OxenFree Capital LLC 25 - 2024-03-31 10,543 $772,000 285
   MONEY CONCEPTS CAPITAL CORP 253 - 2024-03-31 9,226 $676,000 184
   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
   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
   CREATIVE FINANCIAL DESIGNS INC /ADV 323 - 2024-03-31 4,414 $323,000 25
   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
   Toroso Investments LLC 1157 - 2023-12-31 4,448 $301,000 2
   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
  81 Records found
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