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Funds Holding FYLD

On this page, we present all of the funds holding FYLD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FYLD, with a link to that fund's top holdings. The next columns indicate the amount of FYLD stock held by each of the funds holding FYLD, followed by the FYLD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 49 funds holding FYLD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Cambria Investment Management L.P.. For more details on the positions held by Cambria Investment Management L.P. (or by any of the other funds holding FYLD), click the fund name in the "Holder" column of the funds-holding-FYLD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Cambria Investment Management L.P.717,530$18,498 12/31/2023
     FYLD717,530$18,498 12/31/2023
Smith Anglin Financial LLC639,669$16,491 12/31/2023
     FYLD639,669$16,491 12/31/2023
CWM LLC550,619$14,872 03/31/2024
     FYLD550,619$14,872 03/31/2024
Raymond James & Associates521,442$13,443 12/31/2023
     FYLD521,442$13,443 12/31/2023
Connectus Wealth LLC341,237$8,797 12/31/2023
     FYLD341,237$8,797 12/31/2023
Opus Capital Group LLC305,457$7,875 12/31/2023
     FYLD305,457$7,875 12/31/2023
ALM First Financial Advisors LLC300,000$7,734 12/31/2023
     FYLD300,000$7,734 12/31/2023
Raymond James Financial Services Advisors Inc.224,572$5,789 12/31/2023
     FYLD224,572$5,789 12/31/2023
Insight Wealth Strategies LLC196,450$5,306 03/31/2024
     FYLD196,450$5,306 03/31/2024
Kesler Norman & Wride LLC192,525$5,200 03/31/2024
     FYLD192,525$5,200 03/31/2024
Cambridge Investment Research Advisors Inc.183,843$4,739 12/31/2023
     FYLD183,843$4,739 12/31/2023
Commonwealth Equity Services LLC177,473$4,575 12/31/2023
     FYLD177,473$4,575 12/31/2023
Fermata Advisors LLC158,251$4,274 03/31/2024
     FYLD158,251$4,274 03/31/2024
UBS Group AG114,708$2,957 12/31/2023
     FYLD114,708$2,957 12/31/2023
LPL Financial LLC82,540$2,128 12/31/2023
     FYLD82,540$2,128 12/31/2023
Citadel Advisors LLC77,953$2,010 12/31/2023
     FYLD77,953$2,010 12/31/2023
Western Wealth Management LLC54,458$1,404 12/31/2023
     FYLD54,458$1,404 12/31/2023
Stifel Financial Corp49,554$1,278 12/31/2023
     FYLD49,554$1,278 12/31/2023
Royal Bank of Canada48,660$1,254 12/31/2023
     FYLD48,660$1,254 12/31/2023
Kestra Advisory Services LLC43,239$1,115 12/31/2023
     FYLD43,239$1,115 12/31/2023
ARQ Wealth Advisors LLC42,946$1,107 12/31/2023
     FYLD42,946$1,107 12/31/2023
Dynamic Advisor Solutions LLC39,769$1,074 03/31/2024
     FYLD39,769$1,074 03/31/2024
Betterment LLC41,371$1,067 12/31/2023
     FYLD41,371$1,067 12/31/2023
Geneos Wealth Management Inc.33,469$863 12/31/2023
     FYLD33,469$863 12/31/2023
GWM Advisors LLC29,967$772 12/31/2023
     FYLD29,967$772 12/31/2023
Envestnet Asset Management Inc.23,017$593 12/31/2023
     FYLD23,017$593 12/31/2023
Lincoln National Corp19,445$501 12/31/2023
     FYLD19,445$501 12/31/2023
Mariner LLC18,077$466 12/31/2023
     FYLD18,077$466 12/31/2023
MML Investors Services LLC16,482$425 12/31/2023
     FYLD16,482$425 12/31/2023
Raymond James Trust N.A.15,013$387 12/31/2023
     FYLD15,013$387 12/31/2023
Truist Financial Corp14,963$386 12/31/2023
     FYLD14,963$386 12/31/2023
Advisor Group Holdings Inc.14,320$369 12/31/2023
     FYLD14,320$369 12/31/2023
Parsons Capital Management Inc. RI10,244$264 12/31/2023
     FYLD10,244$264 12/31/2023
D.A. Davidson & CO.8,722$225 12/31/2023
     FYLD8,722$225 12/31/2023
NBC Securities Inc.7,690$217 03/31/2024
     FYLD7,690$217 03/31/2024
ICA Group Wealth Management LLC6,768$174 12/31/2023
     FYLD6,768$174 12/31/2023
CoreFirst Bank & Trust5,150$133 12/31/2023
     FYLD5,150$133 12/31/2023
Harbour Investments Inc.1,300$34 12/31/2023
     FYLD1,300$34 12/31/2023
Morgan Stanley1,265$33 12/31/2023
     FYLD1,265$33 12/31/2023
Pittenger & Anderson Inc.928$24 12/31/2023
     FYLD928$24 12/31/2023
Retirement Group LLC425$11 12/31/2023
     FYLD425$11 12/31/2023
Quadrant Capital Group LLC227$6 12/31/2023
     FYLD227$6 12/31/2023
Valley National Advisers Inc.202$5 03/31/2024
     FYLD202$5 03/31/2024
Bradley & Co. Private Wealth Management LLC200$5 12/31/2023
     FYLD200$5 12/31/2023
Comerica Bank173$4 12/31/2023
     FYLD173$4 12/31/2023
JJJ Advisors Inc.50$1 03/31/2024
     FYLD50$1 03/31/2024
Hobbs Group Advisors LLC45$1 12/31/2023
     FYLD45$1 12/31/2023
DHJJ Financial Advisors Ltd.17$0 03/31/2024
     FYLD17$0 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     FYLD1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     FYLD0$0 12/31/2023

See Summary: Institutional Holders of FYLD
See Details: Top 10 Hedge Funds Holding FYLD
Also See: FYLD Holdings Changes

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