Cambria Foreign ShareholderFYLDETF
13F holders, Q4 2024 (December 31)60holders +1
5new positions
6sold out
$25.21avg. 13F price*
At the end of Q4 2024, 60 institutions reported holding Cambria Foreign Shareholder (FYLD) in their 13F filings, up 1 from Q3 2024. 5 opened new positions and 6 sold out. The largest holders were Smith Anglin Financial, LLC ($58.2M), Intellus Advisors LLC ($12.8M) and Cwm, LLC ($12.8M).
- Company
- Cambria Foreign Shareholder
- CUSIP
- 132061300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $14.1M |
| Exits | 6 | $1.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,044,097 shares bought and 1,005,239 shares sold, net +38,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Smith Anglin Financial, LLC | 5.46% | Add +5.5% | 2,307,924 | $58.2M |
| Intellus Advisors LLC | 2.22% | — | 509,094 | $12.8M |
| Cwm, LLC | 0.05% | Reduce -3.8% | 508,321 | $12.8M |
| Rothschild Investment LLC | 0.79% | Reduce -0.0% | 477,909 | $12.0M |
| ALM First Financial Advisors, LLC | 2.67% | Add +13.2% | 447,938 | $11.3M |
| Raymond James Financial Inc. | 0.00% | — | 441,382 | $11.1M |
| Longview Financial Advisors, Inc. | 6.89% | Add +12.7% | 346,789 | $8.7M |
| Focus Partners Wealth | 0.02% | New | 345,605 | $8.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +34.4% | 341,720 | $8.6M |
| Opus Capital Group, LLC | 1.00% | Add +8.3% | 312,818 | $7.9M |
| Cambria Investment Management, L.P. | 0.45% | Reduce -68.6% | 296,587 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.5% | 278,335 | $7.0M |
| Insight Wealth Strategies, LLC | 0.72% | Add +3.6% | 211,730 | $5.3M |
| Stifel Financial Corp. | 0.01% | Reduce -20.1% | 197,392 | $5.0M |
| LPL Financial LLC | 0.00% | Add +22.6% | 194,531 | $4.9M |
| Verum Partners LLC | 1.30% | Add +17.3% | 178,234 | $4.5M |
| Fermata Advisors, LLC | 0.79% | Reduce -3.6% | 168,227 | $4.2M |
| Exchange Traded Concepts, LLC | 0.08% | New | 160,328 | $4.0M |
| United Advisor Group, LLC | 0.65% | Add +26.6% | 130,472 | $3.3M |
| Berkeley, Inc | 1.46% | Reduce -49.8% | 111,727 | $2.8M |
| Savvy Advisors, Inc. | 0.32% | Add +2.1% | 105,237 | $2.7M |
| Kesler, Norman & Wride, LLC | 0.55% | Reduce -49.7% | 100,710 | $2.5M |
| Aspect Partners, LLC | 1.41% | Add +6.5% | 96,748 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +11.1% | 91,142 | $2.3M |
| Modern Wealth Management, LLC | 0.07% | Add +2.9% | 75,162 | $1.9M |
| Oregon Pacific Wealth Management, LLC | 1.62% | — | 65,505 | $1.7M |
| Arq Wealth Advisors, LLC | 0.62% | Add +17.3% | 64,734 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +6.3% | 59,093 | $1.5M |
| Western Wealth Management, LLC | 0.07% | Reduce -5.7% | 54,251 | $1.4M |
| Napa Wealth Management | 0.53% | New | 49,060 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +5.1% | 48,654 | $1.2M |
| CoreFirst Bank & Trust | 0.66% | Add +3.7% | 43,780 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +29.2% | 38,743 | $977K |
| D.A. Davidson & Co. | 0.01% | Add +9.3% | 37,126 | $936K |
| Betterment LLC | 0.00% | Add +0.9% | 35,018 | $883K |
| Sanctuary Advisors, LLC | 0.01% | Add +4.2% | 32,076 | $833K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 32,182 | $811K |
| Geneos Wealth Management Inc. | 0.03% | Add +9.5% | 31,290 | $789K |
| UBS Group AG | 0.00% | Reduce -8.0% | 30,608 | $772K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 27,136 | $684K |
| Mariner, LLC | 0.00% | Add +1.6% | 18,357 | $463K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.8% | 17,512 | $441K |
| Truist Financial Corp. | 0.00% | Reduce -21.6% | 15,426 | $389K |
| Bravias Capital Group, LLC | 0.31% | — | 14,976 | $383K |
| Meridian Financial Partners LLC | 0.17% | Reduce -13.5% | 12,568 | $317K |
| Independent Financial Group, LLC | 0.01% | Add +2.6% | 12,353 | $311K |
| MML Investors Services, LLC | 0.00% | Reduce -30.1% | 11,601 | $292K |
| Snowden Capital Advisors LLC | 0.01% | No change | 10,002 | $252K |
| Sapient Capital LLC | 0.00% | No change | 9,905 | $250K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -22.8% | 1,887 | $48K |
| Harbour Investments, Inc. | 0.00% | No change | 1,685 | $42K |
| Morgan Stanley | 0.00% | No change | 1,265 | $32K |
| Allworth Financial LP | 0.00% | New | 1,220 | $31K |
| Sugar Maple Asset Management, LLC | 0.02% | New | 1,225 | $31K |
| Comerica Bank | 0.00% | No change | 532 | $13K |
| Pittenger & Anderson Inc. | 0.00% | No change | 525 | $13K |
| FMR LLC | 0.00% | Add +28000.0% | 281 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +39.8% | 130 | $3K |
| Avior Wealth Management, LLC | 0.00% | No change | 129 | $3K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $20 |
"% of holder's portfolio" is FYLD's weight in each manager's 13F, not the share of Cambria Foreign Shareholder the manager owns.