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Disclosery

FYLD CAMBRIA ETF TR

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CAMBRIA FGN SHR (fund)

62 managers (62 13F filers) reported a position in FYLD shares at 2024-12-31, 9,162,647 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
62
13F filers
62
New
5
Added
31
Reduced
12
Sold out
7
Shares held by filers
9,162,647

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Smith Anglin Financial, LLC2,307,924$58.2M5.46%+120,73113F-HRTimeline
Intellus Advisors LLC509,094$12.8M2.22%13F-HRTimeline
CWM, LLCin group CWM, LLC508,321$12.8M0.05%-20,26813F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC477,909$12M0.79%-20913F-HRTimeline
ALM First Financial Advisors, LLC447,938$11.3M2.67%+52,20613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC441,382$11.1M<0.01%13F-HR/ATimelineGroup
Longview Financial Advisors, Inc.346,789$8.74M6.89%+39,11513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth345,605$8.71M0.02%new13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC341,720$8.62M0.01%+87,37213F-HRTimeline
Opus Capital Group, LLC312,818$7.89M1%+23,96813F-HRTimeline
Cambria Investment Management, L.P.296,587$7.48M0.45%-647,32313F-HRTimeline
Cambridge Investment Research Advisors,…278,335$7.02M0.02%+12,06813F-HRTimeline
Insight Wealth Strategies, LLC211,730$5.34M0.72%+7,27713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP197,392$4.98M0.01%-49,59913F-HRTimelineGroup
LPL Financial LLC194,531$4.9M<0.01%+35,90313F-HRTimeline
Verum Partners LLC178,234$4.49M1.29%+26,28113F-HRTimeline
Fermata Advisors, LLC168,227$4.24M0.79%-6,21513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC160,328$4.04M0.08%new13F-HRTimeline
United Advisor Group, LLC130,472$3.29M0.65%+27,45013F-HRTimeline
Berkeley, Inc111,727$2.82M1.46%-110,91113F-HR/ATimeline
Savvy Advisors, Inc.105,237$2.65M0.32%+2,13013F-HRTimeline
Kesler, Norman & Wride, LLC100,710$2.54M0.55%-99,40913F-HRTimeline
Aspect Partners, LLC96,748$2.44M1.41%+5,88313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91,142$2.3M<0.01%+9,13513F-HRTimelineGroup
Modern Wealth Management, LLC75,162$1.89M0.07%+2,14513F-HR/ATimeline
Oregon Pacific Wealth Management, LLC65,505$1.65M1.62%13F-HRTimeline
ARQ WEALTH ADVISORS, LLC64,734$1.63M0.62%+9,54313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,093$1.49M<0.01%+3,48213F-HR/ATimelineGroup
NAPA WEALTH MANAGEMENT49,060$1.24M0.53%new13F-HRTimeline
Dynamic Advisor Solutions LLC48,654$1.23M0.05%+2,36713F-HRTimeline
CoreFirst Bank & Trust43,780$1.1M0.66%+1,54513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.38,743$977K<0.01%+8,76013F-HRTimelineGroup
D.A. DAVIDSON & CO.37,126$936K0.01%+3,15413F-HRTimeline
Betterment LLC35,018$883K<0.01%+32513F-HRTimeline
Sanctuary Advisors, LLC32,076$833K0.01%+1,28813F-HRTimeline
NewEdge Advisors, LLC32,182$811K<0.01%+3913F-HRTimeline
Geneos Wealth Management Inc.31,290$789K0.03%+2,71713F-HRTimeline
UBS Group AGin group UBS Group AG30,608$772K<0.01%-2,64613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,136$684K<0.01%+56313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC18,357$463K<0.01%+28013F-HRTimelineGroup
Gladstone Institutional Advisory LLC17,512$441K0.02%+30313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,426$389K<0.01%-4,23913F-HRTimelineGroup
Bravias Capital Group, LLC14,976$383K0.31%13F-HRTimeline
Meridian Financial Partners LLC12,568$317K0.17%-1,95813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,353$311K0.01%+31113F-HRTimeline
MML INVESTORS SERVICES, LLC11,601$292K<0.01%-4,98813F-HRTimeline
Snowden Capital Advisors LLC10,002$252K0.01%013F-HRTimeline
SAPIENT CAPITAL LLC9,905$250K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,887$47.6K<0.01%-55613F-HRTimeline
HARBOUR INVESTMENTS, INC.1,685$42.5K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,265$31.9K<0.01%013F-HR/ATimelineGroup
Allworth Financial LP1,220$31.2K<0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC1,225$30.9K0.02%new13F-HRTimeline
COMERICA BANK532$13.4K<0.01%013F-HR/ATimeline
PITTENGER & ANDERSON INC525$13.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC281$7.08K<0.01%+28013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.130$3.29K<0.01%+3713F-HRTimeline
Avior Wealth Management, LLC129$3.25K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$20<0.01%+113F-HRTimelineGroup
Continuum Advisory, LLC0$10<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$5<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.