SYLD Institutional Ownership
Cambria Shareholder Yield ETF
1W: -1.2%
1M: -6.3%
3M: +1.4%
YTD: +15.2%
1Y: +18.2%
3Y: +37.7%
5Y: +46.6%
$81.20
+0.08 (+0.10%)
Weekly Expected Move ±1.4%
$79
$80
$81
$82
$83
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SYLD
181
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
623M
Total Invested
15
New Positions
63
Increased
77
Reduced
13
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (195 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 699,517 | $57M | +23,951 | +3.5% | 43Q | SEC ↗ |
| 2 | LPL Financial LLC | 425,132 | $35M | +14,474 | +3.5% | 53Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 414,032 | $34M | +10 | +0.0% | 7Q | SEC ↗ |
| 4 | Focus Partners Wealth | 390,124 | $32M | +11,084 | +2.9% | 9Q | SEC ↗ |
| 5 | Revolve Wealth Partners, LLC | 374,169 | $30M | +9,986 | +2.7% | 15Q | SEC ↗ |
| 6 | Intellus Advisors LLC | 350,274 | $28M | -1,172 | -0.3% | 7Q | SEC ↗ |
| 7 | ROTHSCHILD INVESTMENT LLC | 290,441 | $24M | +15,022 | +5.5% | 11Q | SEC ↗ |
| 8 | VestGen Advisors, LLC | 280,981 | $23M | -3,998 | -1.4% | 6Q | SEC ↗ |
| 9 | Verum Partners LLC | 262,774 | $21M | +30,261 | +13.0% | 10Q | SEC ↗ |
| 10 | UBS Group AG | 242,555 | $20M | -5,826 | -2.3% | 47Q | SEC ↗ |
| 11 | Opus Capital Group, LLC | 239,067 | $19M | +2,290 | +1.0% | 13Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 238,541 | $19M | -12,248 | -4.9% | 12Q | SEC ↗ |
| 13 | Compound Planning, Inc. | 216,923 | $18M | +15,539 | +7.7% | 14Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 195,037 | $16M | -3,077 | -1.6% | 35Q | SEC ↗ |
| 15 | ALM First Financial Advisors, LLC | 177,700 | $14M | -91,078 | -33.9% | 15Q | SEC ↗ |
| 16 | Cambria Investment Management, L.P. | 169,615 | $14M | +4,172 | +2.5% | 47Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 153,784 | $12M | +4,430 | +3.0% | 17Q | SEC ↗ |
| 18 | Atlas Wealth LLC | 151,606 | $12M | +18,275 | +13.7% | 5Q | SEC ↗ |
| 19 | Arkadios Wealth Advisors | 143,703 | $12M | +7,116 | +5.2% | 6Q | SEC ↗ |
| 20 | Brookstone Capital Management | 130,292 | $11M | +7,579 | +6.2% | 36Q | SEC ↗ |
| 21 | CWM, LLC | 125,688 | $10M | -11,491 | -8.4% | 18Q | SEC ↗ |
| 22 | Fermata Advisors, LLC | 99,792 | $8M | -1,285 | -1.3% | 19Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 94,467 | $8M | -1,048 | -1.1% | 11Q | SEC ↗ |
| 24 | Empowered Funds, LLC | 92,725 | $8M | +1,776 | +2.0% | 2Q | SEC ↗ |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 88,296 | $7M | +5,563 | +6.7% | 20Q | SEC ↗ |
| 26 | United Advisor Group, LLC | 78,241 | $6M | +4,969 | +6.8% | 9Q | SEC ↗ |
| 27 | DKM Wealth Management, Inc. | 72,214 | $6M | -523 | -0.7% | 7Q | SEC ↗ |
| 28 | TRUIST FINANCIAL CORP | 71,427 | $6M | +23,775 | +49.9% | 12Q | SEC ↗ |
| 29 | Ethos Financial Group, LLC | 70,915 | $6M | +3,102 | +4.6% | 7Q | SEC ↗ |
| 30 | Breakwater Capital Group | 70,058 | $6M | -1,121 | -1.6% | 15Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 62,404 | $5M | +17,224 | +38.1% | 26Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 60,207 | $5M | -16,004 | -21.0% | 50Q | SEC ↗ |
| 33 | ROYAL BANK OF CANADA | 54,399 | $4M | -12,660 | -18.9% | 52Q | SEC ↗ |
| 34 | Kesler, Norman & Wride, LLC | 53,864 | $4M | -4,091 | -7.1% | 17Q | SEC ↗ |
| 35 | MONECO ADVISORS, LLC | 51,266 | $4M | -2,686 | -5.0% | 21Q | SEC ↗ |
| 36 | RITHOLTZ WEALTH MANAGEMENT | 41,911 | $3M | -1,259 | -2.9% | 2Q | SEC ↗ |
| 37 | Savvy Advisors, Inc. | 41,743 | $3M | +3,546 | +9.3% | 2Q | SEC ↗ |
| 38 | ENVESTNET ASSET MANAGEMENT INC | 41,324 | $3M | +1,257 | +3.1% | 22Q | SEC ↗ |
| 39 | CoreFirst Bank & Trust | 38,351 | $3M | +1,680 | +4.6% | 5Q | SEC ↗ |
| 40 | Waverly Advisors, LLC | 35,293 | $3M | -6,888 | -16.3% | 7Q | SEC ↗ |
| 41 | TWO SIGMA INVESTMENTS, LP NEW | 34,900 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Laurel Wealth Advisors LLC | 32,501 | $3M | +599 | +1.9% | 16Q | SEC ↗ |
| 43 | STIFEL FINANCIAL CORP | 30,915 | $3M | -113 | -0.4% | 20Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC | 28,667 | $2M | +7,710 | +36.8% | 22Q | SEC ↗ |
| 45 | D.A. DAVIDSON & CO. | 25,803 | $2M | +570 | +2.3% | 11Q | SEC ↗ |
| 46 | Aspect Partners, LLC | 25,374 | $2M | -509 | -2.0% | 11Q | SEC ↗ |
| 47 | MGO ONE SEVEN LLC | 25,302 | $2M | +2,902 | +13.0% | 20Q | SEC ↗ |
| 48 | Sigma Planning Corp | 25,273 | $2M | +888 | +3.6% | 10Q | SEC ↗ |
| 49 | KINGSWOOD WEALTH ADVISORS, LLC | 25,210 | $2M | -1,074 | -4.1% | 8Q | SEC ↗ |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 24,700 | $2M | +29 | +0.1% | 12Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 34,900 | $3M |
| Evanson Financial, LLC | 16,483 | $1M |
| GTS SECURITIES LLC | 14,694 | $1M |
| Quantinno Capital Management LP | 6,400 | $520K |
| Corient Private Wealth LP | 5,353 | $435K |
| XTX Topco Ltd | 5,089 | $413K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,228 | $262K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2,877 | $234K |
| Maridea Wealth Management LLC | 2,866 | $233K |
| Financial Gravity Companies, Inc. | 1,327 | $108K |
| Integrated Wealth Concepts LLC | 927 | $75K |
| FIDUCIARY FINANCIAL ADVISORS | 876 | $71K |
| BlackRock, Inc. | 500 | $41K |
| Global Retirement Partners, LLC | 149 | $12K |
| JFS WEALTH ADVISORS, LLC | 6 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 39,736 | $3M |
| FLOW TRADERS U.S. LLC | 24,558 | $2M |
| CITADEL ADVISORS LLC | 6,440 | $523K |
| Obermeyer Wealth Partners | 6,363 | $517K |
| ZEGA Investments, LLC | 5,131 | $417K |
| Diversify Advisory Services, LLC | 4,565 | $371K |
| Harel Insurance Investments & Finan | 4,300 | $349K |
| Independent Advisor Alliance | 3,666 | $298K |
| Gladstone Institutional Advisory LL | 3,159 | $257K |
| MorganRosel Wealth Management, LLC | 2,886 | $234K |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,325 | $189K |
| Wealth Watch Advisors, INC | 1,460 | $119K |
| CENTAURUS FINANCIAL, INC. | 1,449 | $118K |
| TUCKER ASSET MANAGEMENT LLC | 903 | $73K |
| Advisory Services Network, LLC | 707 | $57K |
| Kohmann Bosshard Financial Services | 600 | $49K |
| Destiny Wealth Partners, LLC | 375 | $30K |
| Root Financial Partners, LLC | 357 | $29K |
| Sound Income Strategies, LLC | 336 | $27K |
| Dunhill Financial, LLC | 150 | $12K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Verum Partners LLC | +30,261 | +13.0% | 262,774 |
| MORGAN STANLEY | +23,951 | +3.5% | 699,517 |
| TRUIST FINANCIAL CORP | +23,775 | +49.9% | 71,427 |
| Atlas Wealth LLC | +18,275 | +13.7% | 151,606 |
| OSAIC HOLDINGS, INC. | +17,224 | +38.1% | 62,404 |
| Compound Planning, Inc. | +15,539 | +7.7% | 216,923 |
| ROTHSCHILD INVESTMENT LLC | +15,022 | +5.5% | 290,441 |
| LPL Financial LLC | +14,474 | +3.5% | 425,132 |
| Focus Partners Wealth | +11,084 | +2.9% | 390,124 |
| Revolve Wealth Partners, LLC | +9,986 | +2.7% | 374,169 |
| Comprehensive Wealth Management, LL | +9,770 | +150.6% | 16,259 |
| MML INVESTORS SERVICES, LLC | +7,710 | +36.8% | 28,667 |
| Brookstone Capital Management | +7,579 | +6.2% | 130,292 |
| Arkadios Wealth Advisors | +7,116 | +5.2% | 143,703 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +5,563 | +6.7% | 88,296 |
| United Advisor Group, LLC | +4,969 | +6.8% | 78,241 |
| HighTower Advisors, LLC | +4,430 | +3.0% | 153,784 |
| Cambria Investment Management, L.P. | +4,172 | +2.5% | 169,615 |
| Savvy Advisors, Inc. | +3,546 | +9.3% | 41,743 |
| Kestra Advisory Services, LLC | +3,165 | +69.4% | 7,727 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ALM First Financial Advisors, LLC | -91,078 | -33.9% | 177,700 |
| Visionary Wealth Advisors | -52,448 | -76.4% | 16,225 |
| Integrated Advisors Network LLC | -51,963 | -74.4% | 17,893 |
| WELLS FARGO & COMPANY/MN | -16,004 | -21.0% | 60,207 |
| ROYAL BANK OF CANADA | -12,660 | -18.9% | 54,399 |
| Private Advisor Group, LLC | -12,274 | -59.3% | 8,419 |
| Cetera Investment Advisers | -12,248 | -4.9% | 238,541 |
| CWM, LLC | -11,491 | -8.4% | 125,688 |
| Farther Finance Advisors, LLC | -6,988 | -56.3% | 5,417 |
| Waverly Advisors, LLC | -6,888 | -16.3% | 35,293 |
| Cambridge Investment Research Advis | -6,440 | -22.4% | 22,258 |
| UBS Group AG | -5,826 | -2.3% | 242,555 |
| MANCHESTER FINANCIAL INC | -4,911 | -54.7% | 4,061 |
| Kesler, Norman & Wride, LLC | -4,091 | -7.1% | 53,864 |
| VestGen Advisors, LLC | -3,998 | -1.4% | 280,981 |
| Van Hulzen Asset Management, LLC | -3,489 | -54.7% | 2,890 |
| World Investment Advisors | -3,287 | -48.6% | 3,482 |
| COMMONWEALTH EQUITY SERVICES, LLC | -3,077 | -1.6% | 195,037 |
| MONECO ADVISORS, LLC | -2,686 | -5.0% | 51,266 |
| GOLDMAN SACHS GROUP INC | -2,619 | -9.9% | 23,904 |