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EYLD Institutional Ownership

Cambria Emerging Shareholder Yield ETF
1W: -0.5% 1M: -2.5% 3M: +2.5% YTD: +23.9% 1Y: +32.1% 3Y: +87.7% 5Y: +72.8%
$48.06
+0.60 (+1.27%)
 
Weekly Expected Move ±2.0%
$46 $47 $48 $49 $50
ETF CBOE · AUM $857.6M

Institutional Ownership — EYLD

118
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
599M
Total Invested
14
New Positions
57
Increased
37
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (127 total)

# Holder Shares Value Change Change % Holding Period Filing
1 HighTower Advisors, LLC 1,211,468 $58M +7,141 +0.6% 5Q SEC ↗
2 FOSTER & MOTLEY INC 1,045,792 $50M -8,617 -0.8% 12Q SEC ↗
3 ALM First Financial Advisors, LLC 983,500 $47M +590,251 +150.1% 15Q SEC ↗
4 Cambria Investment Management, L.P. 914,158 $44M +46,755 +5.4% 40Q SEC ↗
5 BANK OF AMERICA CORP /DE 743,579 $36M +82,003 +12.4% 8Q SEC ↗
6 RAYMOND JAMES FINANCIAL INC 730,907 $35M +19,467 +2.7% 7Q SEC ↗
7 NewEdge Advisors, LLC 537,367 $26M -564,849 -51.2% 15Q SEC ↗
8 Sepio Capital, LP 486,941 $23M +51,156 +11.7% 3Q SEC ↗
9 UBS Group AG 442,277 $21M +399,145 +925.4% 7Q SEC ↗
10 Cetera Investment Advisers 437,684 $21M -406 -0.1% 10Q SEC ↗
11 Empowered Funds, LLC 330,870 $16M +6,358 +2.0% 4Q SEC ↗
12 LPL Financial LLC 325,083 $16M -5,934 -1.8% 20Q SEC ↗
13 VestGen Advisors, LLC 317,091 $15M +35,894 +12.8% 5Q SEC ↗
14 Integrated Wealth Concepts LLC 313,381 $15M -670 -0.2% 9Q SEC ↗
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 294,122 $14M +8,796 +3.1% 8Q SEC ↗
16 TriaGen Wealth Management LLC 291,869 $14M +4,863 +1.7% 16Q SEC ↗
17 STATE OF WISCONSIN INVESTMENT BOARD 227,135 $11M — +0.0% 6Q SEC ↗
18 Warren Street Wealth Advisors, LLC 181,142 $9M +2,775 +1.6% 19Q SEC ↗
19 Welch Financial Planning, LLC 161,416 $8M +29 +0.0% 3Q SEC ↗
20 WEALTH ENHANCEMENT ADVISORY SERVICES, 157,629 $8M -3,931 -2.4% 8Q SEC ↗
21 Professional Financial Management, Inc 149,520 $7M -60,750 -28.9% 3Q SEC ↗
22 COMMONWEALTH EQUITY SERVICES, LLC 148,414 $7M +7,777 +5.5% 13Q SEC ↗
23 Opus Capital Group, LLC 147,911 $7M +832 +0.6% 18Q SEC ↗
24 Westview Management dba Westview Inves 131,563 $6M +1,840 +1.4% 3Q SEC ↗
25 Sound Portfolio Advisors, LLC 121,981 $6M -18,546 -13.2% 3Q SEC ↗
26 ROTHSCHILD INVESTMENT LLC 120,466 $6M -2,119 -1.7% 11Q SEC ↗
27 United Advisor Group, LLC 118,042 $6M +6,927 +6.2% 10Q SEC ↗
28 Ignite Planners, LLC 117,617 $6M +1,579 +1.4% 7Q SEC ↗
29 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 104,849 $5M +2,760 +2.7% 15Q SEC ↗
30 Cambridge Investment Research Advisors 92,818 $4M +18,792 +25.4% 7Q SEC ↗
31 ONE PLUS ONE WEALTH MANAGEMENT, LLC 91,934 $4M -43,426 -32.1% 3Q SEC ↗
32 OSAIC HOLDINGS, INC. 91,586 $4M -92,706 -50.3% 16Q SEC ↗
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 78,984 $4M — +0.0% 1Q SEC ↗
34 Fermata Advisors, LLC 72,989 $4M -1,060 -1.4% 13Q SEC ↗
35 STEWARDSHIP CONCEPTS FINANCIAL SERVICE NEW 72,235 $3M — +0.0% 1Q SEC ↗
36 Beacon Pointe Advisors, LLC 70,719 $3M +27,907 +65.2% 4Q SEC ↗
37 ROYAL BANK OF CANADA 67,878 $3M -2,428 -3.5% 22Q SEC ↗
38 Aprio Wealth Management, LLC 67,713 $3M +3,484 +5.4% 12Q SEC ↗
39 LexAurum Advisors, LLC 66,986 $3M +1,304 +2.0% 2Q SEC ↗
40 Equitable Holdings, Inc. 64,441 $3M +5,222 +8.8% 11Q SEC ↗
41 Fifth Third Securities, Inc. 58,459 $3M -727 -1.2% 9Q SEC ↗
42 ENVESTNET ASSET MANAGEMENT INC 57,996 $3M +3,972 +7.4% 13Q SEC ↗
43 Kesler, Norman & Wride, LLC 57,892 $3M +3,163 +5.8% 17Q SEC ↗
44 Sunbelt Securities, Inc. 48,365 $2M +321 +0.7% 3Q SEC ↗
45 DAVENPORT & Co LLC 47,877 $2M +5,567 +13.2% 15Q SEC ↗
46 PRINCIPAL SECURITIES, INC. 44,153 $2M +12,120 +37.8% 2Q SEC ↗
47 Vise Technologies, Inc. NEW 40,415 $2M — +0.0% 1Q SEC ↗
48 Western Wealth Management, LLC 39,789 $2M +591 +1.5% 2Q SEC ↗
49 Measured Wealth Private Client Group, 39,536 $2M -2,417 -5.8% 18Q SEC ↗
50 Dynamic Advisor Solutions LLC 39,122 $2M +405 +1.0% 10Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
ALM First Financial Advisors, LLC +590,251 +150.1% 983,500
UBS Group AG +399,145 +925.4% 442,277
BANK OF AMERICA CORP /DE +82,003 +12.4% 743,579
Sepio Capital, LP +51,156 +11.7% 486,941
Cambria Investment Management, L.P. +46,755 +5.4% 914,158
VestGen Advisors, LLC +35,894 +12.8% 317,091
Beacon Pointe Advisors, LLC +27,907 +65.2% 70,719
RAYMOND JAMES FINANCIAL INC +19,467 +2.7% 730,907
Cambridge Investment Research Advis +18,792 +25.4% 92,818
PRINCIPAL SECURITIES, INC. +12,120 +37.8% 44,153
NORTHWESTERN MUTUAL WEALTH MANAGEME +8,796 +3.1% 294,122
COMMONWEALTH EQUITY SERVICES, LLC +7,777 +5.5% 148,414
HighTower Advisors, LLC +7,141 +0.6% 1,211,468
United Advisor Group, LLC +6,927 +6.2% 118,042
Empowered Funds, LLC +6,358 +2.0% 330,870
DAVENPORT & Co LLC +5,567 +13.2% 47,877
Equitable Holdings, Inc. +5,222 +8.8% 64,441
TriaGen Wealth Management LLC +4,863 +1.7% 291,869
ENVESTNET ASSET MANAGEMENT INC +3,972 +7.4% 57,996
Focus Financial Network, Inc. +3,698 +16.5% 26,080
Biggest Decreases (20)
HolderReducedChange %Total Shares
NewEdge Advisors, LLC -564,849 -51.2% 537,367
OSAIC HOLDINGS, INC. -92,706 -50.3% 91,586
Professional Financial Management, -60,750 -28.9% 149,520
ONE PLUS ONE WEALTH MANAGEMENT, LLC -43,426 -32.1% 91,934
Sound Portfolio Advisors, LLC -18,546 -13.2% 121,981
Accurate Wealth Management, LLC -15,710 -60.7% 10,152
Formidable Asset Management, LLC -14,287 -62.8% 8,471
FOSTER & MOTLEY INC -8,617 -0.8% 1,045,792
Optivise Advisory Services LLC -6,336 -33.9% 12,374
LPL Financial LLC -5,934 -1.8% 325,083
MATHER GROUP, LLC. -5,259 -13.6% 33,383
WEALTH ENHANCEMENT ADVISORY SERVICE -3,931 -2.4% 157,629
Caliber Wealth Management, LLC / KS -2,735 -16.5% 13,801
ROYAL BANK OF CANADA -2,428 -3.5% 67,878
Measured Wealth Private Client Grou -2,417 -5.8% 39,536
MBL Wealth, LLC -2,248 -27.1% 6,036
ROTHSCHILD INVESTMENT LLC -2,119 -1.7% 120,466
Fermata Advisors, LLC -1,060 -1.4% 72,989
Fifth Third Securities, Inc. -727 -1.2% 58,459
Integrated Wealth Concepts LLC -670 -0.2% 313,381

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms