Cambria Shareholder Yield EtSYLDETF

13F holders, Q2 2026 (June 30)
165holders −2
11new positions
12sold out
1famous investor
$79.11avg. 13F price*

At the end of Q2 2026, 165 institutions reported holding Cambria Shareholder Yield Et (SYLD) in their 13F filings, down 2 from Q1 2026. 11 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($55.3M), LPL Financial LLC ($33.6M) and Raymond James Financial Inc. ($32.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Cambria Shareholder Yield Et
CUSIP
132061201
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 168Q1 2024Q2 2024: 183Q2 2024Q3 2024: 187Q3 2024Q4 2024: 188Q4 2024Q1 2025: 173Q1 2025Q2 2025: 163Q2 2025Q3 2025: 160Q3 2025Q4 2025: 162Q4 2025Q1 2026: 167Q1 2026Q2 2026: 165Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions11$6.1M
Exits12$5.3M

All 13F filers, Q1 2026 → Q2 2026: 350,258 shares bought and 403,412 shares sold, net −53,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 165 holders

Morgan Stanley 0.00% Add +3.5% 699,517 $55.3M
LPL Financial LLC 0.01% Add +3.5% 425,132 $33.6M
Raymond James Financial Inc. 0.01% Add +0.0% 414,032 $32.7M
Focus Partners Wealth 0.03% Add +2.9% 390,124 $30.9M
Revolve Wealth Partners, LLC 3.08% Add +2.7% 374,169 $29.6M
Intellus Advisors LLC 3.36% Reduce -0.3% 350,274 $27.7M
Rothschild Investment LLC 0.86% Add +5.5% 290,441 $23.0M
VestGen Advisors, LLC 0.65% Reduce -1.4% 280,981 $22.2M
Verum Partners LLC 3.14% Add +13.0% 262,774 $20.8M
UBS Group AG 0.00% Reduce -2.4% 242,555 $19.2M
Opus Capital Group, LLC 1.83% Add +1.0% 239,067 $18.9M
Cetera Investment Advisers 0.02% Reduce -4.9% 238,541 $18.9M
Compound Planning, Inc. 0.45% Add +7.7% 216,923 $17.2M
Commonwealth Equity Services, LLC 0.02% Reduce -1.6% 195,037 $15.4M
ALM First Financial Advisors, LLC 2.37% Reduce -33.9% 177,700 $14.1M
Cambria Investment Management, L.P. 0.66% Add +2.5% 169,615 $13.4M
HighTower Advisors, LLC 0.01% Add +3.0% 153,784 $12.2M
Atlas Wealth LLC 1.94% Add +13.7% 151,606 $12.0M
Arkadios Wealth Advisors 0.17% Add +5.2% 143,703 $11.4M
Brookstone Capital Management 0.10% Add +6.2% 130,292 $10.3M
Fermata Advisors, LLC 1.60% Reduce -1.3% 99,792 $7.9M
Bank of America Corp. 0.00% Reduce -1.1% 94,467 $7.5M
Empowered Funds, LLC 0.04% Add +1.9% 92,725 $7.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.7% 88,296 $7.0M
United Advisor Group, LLC 0.66% Add +6.8% 78,241 $6.2M
DKM Wealth Management, Inc. 3.73% Reduce -0.7% 72,214 $5.7M
Truist Financial Corp. 0.01% Add +49.9% 71,427 $5.6M
Ethos Financial Group, LLC 0.38% Add +4.6% 70,915 $5.6M
Breakwater Capital Group 0.67% Reduce -1.6% 70,058 $5.5M
Osaic Holdings, Inc. 0.01% Add +38.1% 62,404 $4.9M
Wells Fargo & Company 0.00% Reduce -21.0% 60,207 $4.8M
Royal Bank of Canada 0.00% Reduce -18.9% 54,405 $4.3M
Kesler, Norman & Wride, LLC 0.67% Reduce -7.1% 53,864 $4.3M
Moneco Advisors, LLC 0.25% Reduce -5.0% 51,266 $4.1M
Ritholtz Wealth Management 0.05% Reduce -2.9% 41,911 $3.3M
Savvy Advisors, Inc. 0.07% Add +9.3% 41,743 $3.3M
Envestnet Asset Management Inc. 0.00% Add +3.1% 41,324 $3.3M
CoreFirst Bank & Trust 1.51% Add +4.6% 38,351 $3.0M
Waverly Advisors, LLC 0.02% Reduce -16.3% 35,293 $2.8M
Two Sigma Investments, LP 0.00% New 34,900 $2.8M
Laurel Wealth Advisors LLC 0.25% Add +1.9% 32,501 $2.6M
Stifel Financial Corp. 0.00% Reduce -0.4% 30,915 $2.4M
MML Investors Services, LLC 0.00% Add +36.8% 28,667 $2.3M
D.A. Davidson & Co. 0.01% Add +2.3% 25,803 $2.0M
Aspect Partners, LLC 0.75% Reduce -2.0% 25,374 $2.0M
Mgo One Seven LLC 0.03% Add +13.0% 25,302 $2.0M
Sigma Planning Corp 0.05% Add +3.6% 25,273 $2.0M
Kingswood Wealth Advisors, LLC 0.08% Reduce -4.1% 25,210 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.1% 24,700 $2.0M
Rockefeller Capital Management L.P. 0.00% Add +0.0% 24,698 $2.0M
Belpointe Asset Management LLC 0.06% Add +8.7% 24,276 $1.9M
Goldman Sachs Group Inc. 0.00% Reduce -9.9% 23,904 $1.9M
Summit Wealth & Retirement Planning, Inc. 0.38% Add +3.9% 22,647 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -22.4% 22,258 $1.8M
Sherman Wealth Management LLC 1.30% Add +2.8% 21,861 $1.7M
Nottingham Advisors, Inc. 0.20% No change 20,617 $1.7M
Cauble & Harre Wealth Management, Inc. 1.27% Reduce -2.9% 20,028 $1.6M
Bravias Capital Group, LLC 0.94% Reduce -4.7% 20,019 $1.6M
Equitable Holdings, Inc. 0.01% Reduce -1.4% 19,694 $1.6M
Wealth Care LLC 1.26% Add +0.3% 19,609 $1.6M
Longview Financial Advisors, Inc. 0.89% Add +2.4% 19,212 $1.5M
AQR Capital Management 0.00% Add +6.3% 18,148 $1.4M
Integrated Advisors Network LLC 0.07% Reduce -74.4% 17,893 $1.4M
Jones Financial Companies LLLP 0.00% Reduce -10.4% 16,955 $1.4M
Mutual Advisors, LLC 0.03% Add +8.5% 17,189 $1.4M
Sanchez Gaunt Capital Management, LLC 0.73% Reduce -2.4% 16,564 $1.3M
Evanson Financial, LLC 0.06% — 16,483 $1.3M
Southland Equity Partners LLC 0.23% Reduce -0.3% 16,482 $1.3M
Comprehensive Wealth Management, LLC 0.59% Add +150.6% 16,259 $1.3M
Visionary Wealth Advisors 0.05% Reduce -76.4% 16,225 $1.3M
Sheets Smith Wealth Management 0.13% Reduce -10.8% 16,193 $1.3M
Snowden Capital Advisors LLC 0.03% No change 15,544 $1.2M
Oppenheimer & Co. Inc. 0.01% Add +4.6% 14,711 $1.2M
GTS Securities LLC 0.02% New 14,694 $1.2M
Meridian Wealth Management, LLC 0.04% Reduce -1.6% 14,391 $1.1M
Cowa, LLC 0.30% Reduce -6.2% 13,805 $1.1M
Geneos Wealth Management Inc. 0.02% No change 12,345 $976K
CFS Investment Advisory Services, LLC 0.06% Add +25.0% 12,004 $963K
Steward Partners Investment Advisory, LLC 0.00% Reduce -7.3% 10,881 $861K
ATLas Financial Planning LLC 0.61% Add +33.5% 9,571 $757K
RFG Advisory, LLC 0.01% Reduce -3.2% 9,414 $745K
Meridian Financial Advisors, LLC 0.36% Reduce -6.0% 9,386 $742K
Betterment LLC 0.00% Reduce -0.1% 9,054 $716K
Dorsey & Whitney Trust CO LLC 0.03% No change 8,620 $682K
Private Advisor Group, LLC 0.00% Reduce -59.3% 8,419 $666K
Compass Ion Advisors, LLC 0.05% Reduce -6.5% 7,864 $622K
Kestra Advisory Services, LLC 0.00% Add +69.4% 7,727 $611K
DAVENPORT & Co LLC 0.00% Add +43.8% 7,277 $576K
MAI Capital Management 0.00% Reduce -2.1% 7,068 $559K
RPS Advisory Solutions LLC 0.35% Reduce -2.2% 6,746 $534K
Baird Financial Group, Inc. 0.00% Add +2.2% 6,636 $525K
Wealth Management Partners, LLC 0.12% Reduce -3.4% 6,623 $524K
Astra Wealth Partners LLC 0.29% No change 6,583 $521K
Valued Retirements, Inc. 0.46% Reduce -20.2% 6,496 $514K
Quantinno Capital Management LP 0.00% New 6,400 $506K
Sanctuary Advisors, LLC 0.00% Reduce -11.4% 6,314 $499K
Genesis Wealth Advisors, LLC 0.29% No change 6,078 $481K
Thoroughbred Financial Services, LLC 0.02% Reduce -7.6% 6,060 $479K
HBW Advisory Services LLC 0.04% Add +24.7% 5,455 $431K
Farther Finance Advisors, LLC 0.00% Reduce -56.3% 5,417 $429K

"% of holder's portfolio" is SYLD's weight in each manager's 13F, not the share of Cambria Shareholder Yield Et the manager owns.

Show all 165 holders