Cambria Shareholder Yield EtSYLDETF
13F holders, Q1 2024 (March 31)168holders
$73.23avg. 13F price*
At the end of Q1 2024, 168 institutions reported holding Cambria Shareholder Yield Et (SYLD) in their 13F filings. The largest holders were Smith Anglin Financial, LLC ($64.6M), Morgan Stanley ($61.0M) and LPL Financial LLC ($46.5M).
- Company
- Cambria Shareholder Yield Et
- CUSIP
- 132061201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $19.5M |
| Exits | 16 | $7.1M |
Ownership 168 holders
| Smith Anglin Financial, LLC | 6.67% | Add +2.7% | 881,415 | $64.6M |
| Morgan Stanley | 0.00% | Add +11.6% | 832,484 | $61.0M |
| LPL Financial LLC | 0.03% | Add +54.5% | 633,979 | $46.5M |
| Raymond James & Associates | 0.03% | Add +7.9% | 618,564 | $45.3M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -21.5% | 585,062 | $42.9M |
| UBS Group AG | 0.01% | Add +65.5% | 522,699 | $38.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +1.1% | 439,995 | $32.2M |
| Cambria Investment Management, L.P. | 1.90% | Reduce -12.6% | 432,922 | $31.7M |
| Manchester Financial Inc. | 6.35% | Add +0.7% | 332,426 | $24.4M |
| Osaic Holdings, Inc. | 0.05% | Reduce -0.9% | 298,884 | $21.7M |
| Revolve Wealth Partners, LLC | 3.38% | Add +3.2% | 269,955 | $19.8M |
| InterOcean Capital Group, LLC | 0.40% | Add +63.3% | 229,255 | $16.8M |
| ALM First Financial Advisors, LLC | 4.06% | No change | 200,000 | $14.7M |
| Opus Capital Group, LLC | 2.12% | Add +0.1% | 197,762 | $14.5M |
| 360 Financial, Inc. | 5.53% | Add +5.7% | 194,047 | $14.2M |
| RFG Holdings, Inc. | 5.81% | Reduce -22.2% | 188,284 | $13.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -17.9% | 184,613 | $13.5M |
| Rothschild Investment LLC | 0.85% | Add +12.6% | 160,265 | $11.7M |
| NewEdge Advisors, LLC | 0.10% | Add +2.3% | 159,576 | $11.7M |
| Moneco Advisors, LLC | 1.84% | Add +76.6% | 157,955 | $11.6M |
| Integrated Advisors Network LLC | 0.54% | Add +72.4% | 143,992 | $10.6M |
| Fermata Advisors, LLC | 2.26% | Add +3.1% | 136,889 | $10.0M |
| Royal Bank of Canada | 0.00% | Add +94.5% | 116,541 | $8.5M |
| Avior Wealth Management, LLC | 0.37% | Reduce -35.6% | 108,667 | $8.0M |
| 49 Wealth Management, LLC | 1.68% | Add +19.5% | 107,198 | $7.8M |
| Gladstone Institutional Advisory LLC | 0.41% | Add +47.0% | 101,877 | $7.5M |
| Breakwater Capital Group | 1.86% | Add +7.1% | 100,970 | $7.4M |
| Accordant Advisory Group Inc | 5.38% | — | 98,296 | $7.2M |
| HighTower Advisors, LLC | 0.01% | Add +14.5% | 93,537 | $6.9M |
| Cwm, LLC | 0.03% | Add +21.2% | 92,187 | $6.8M |
| Financial Partners Group, Inc | 1.06% | Reduce -62.3% | 90,324 | $6.6M |
| Bank of America Corp. | 0.00% | Add +791.4% | 89,688 | $6.6M |
| Kesler, Norman & Wride, LLC | 1.38% | Add +5.8% | 88,807 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.4% | 78,267 | $5.7M |
| Private Advisor Group, LLC | 0.04% | Add +17.6% | 77,824 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +11.1% | 76,410 | $5.6M |
| Per Stirling Capital Management, LLC. | 0.85% | Reduce -0.6% | 69,370 | $5.1M |
| Certified Advisory Corp | 0.70% | Add +1.8% | 68,590 | $5.0M |
| Stifel Financial Corp. | 0.01% | Add +11.9% | 66,633 | $4.9M |
| Compound Planning, Inc. | 0.45% | Add +151.3% | 66,172 | $4.8M |
| Brookstone Capital Management | 0.08% | Add +5.4% | 60,545 | $4.4M |
| Mgo One Seven LLC | 0.21% | Add +20.5% | 55,219 | $4.0M |
| Ameliora Wealth Management Ltd. | 1.80% | Reduce -3.0% | 54,104 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +149.7% | 47,916 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +230.5% | 45,105 | $3.3M |
| Thoroughbred Financial Services, LLC | 0.31% | Reduce -13.8% | 44,617 | $3.3M |
| Heck Capital Advisors, LLC | 0.49% | New | 44,263 | $3.2M |
| Valued Retirements, Inc. | 5.15% | Reduce -0.3% | 43,914 | $3.2M |
| Visionary Wealth Advisors | 0.22% | New | 43,660 | $3.2M |
| Almanack Investment Partners, LLC. | 0.50% | New | 40,120 | $2.9M |
| Aveo Capital Partners, LLC | 0.31% | New | 40,422 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +600.3% | 37,404 | $2.7M |
| Sheets Smith Wealth Management | 0.31% | Reduce -6.6% | 37,204 | $2.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.0% | 37,173 | $2.7M |
| Geneos Wealth Management Inc. | 0.12% | Add +61.0% | 34,749 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +13.6% | 33,784 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +4.6% | 33,411 | $2.4M |
| Compass Ion Advisors, LLC | 0.35% | Add +0.5% | 33,225 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +27.8% | 29,648 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -23.2% | 29,317 | $2.1M |
| Betterment LLC | 0.01% | Reduce -5.8% | 29,031 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -20.5% | 27,005 | $2.0M |
| Connectus Wealth, LLC | 0.05% | New | 26,236 | $1.9M |
| Longview Financial Advisors, Inc. | 1.43% | Reduce -3.3% | 26,010 | $1.9M |
| Eudaimonia Partners, LLC | 0.41% | No change | 23,575 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -13.8% | 20,680 | $1.5M |
| Retirement Group, LLC | 0.53% | Add +3.5% | 20,300 | $1.5M |
| Laurel Wealth Advisors LLC | 0.25% | Add +4.5% | 19,850 | $1.5M |
| RFG Advisory, LLC | 0.05% | No change | 18,189 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -3.3% | 17,447 | $1.3M |
| Aspect Partners, LLC | 0.98% | Add +4.6% | 16,955 | $1.2M |
| Evanson Asset Management, LLC | 0.09% | Add +0.6% | 16,483 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -1.9% | 15,956 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,231 | $1.1M |
| ICA Group Wealth Management, LLC | 0.22% | Add +74.8% | 15,053 | $1.1M |
| MAI Capital Management | 0.01% | Add +6.0% | 14,285 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | New | 12,876 | $943K |
| Mutual Advisors, LLC | 0.03% | Add +6.1% | 12,376 | $907K |
| Essex Financial Services, Inc. | 0.08% | Add +38.4% | 12,370 | $906K |
| D.A. Davidson & Co. | 0.01% | Add +95.1% | 12,153 | $890K |
| Meridian Financial Advisors, LLC | 0.64% | Reduce -2.1% | 11,718 | $859K |
| Lincoln National Corp. | 0.01% | Add +1.7% | 11,648 | $853K |
| TFG Advisers LLC | 0.33% | Add +9.5% | 11,473 | $841K |
| Southland Equity Partners LLC | 0.23% | Add +7.2% | 10,990 | $805K |
| Edge Financial Advisors LLC | 0.71% | — | 10,850 | $804K |
| OxenFree Capital LLC | 0.71% | Add +2.8% | 10,543 | $772K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.5% | 10,520 | $771K |
| Snowden Capital Advisors LLC | 0.02% | Add +11.8% | 10,345 | $763K |
| Smith, Moore & Co. | 0.07% | Add +4.3% | 9,599 | $703K |
| Money Concepts Capital Corp. | 0.06% | Add +2.0% | 9,226 | $676K |
| Diversify Advisory Services, LLC | 0.04% | — | 9,004 | $658K |
| Meridian Wealth Management, LLC | 0.10% | Add +143.6% | 8,371 | $613K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +37.0% | 8,250 | $604K |
| Qube Research & Technologies Ltd | 0.00% | New | 7,577 | $555K |
| Verum Partners LLC | 0.20% | New | 7,527 | $552K |
| Moors & Cabot, Inc. | 0.03% | Reduce -1.3% | 7,438 | $545K |
| Founders Financial Securities LLC | 0.06% | Add +29.1% | 7,411 | $543K |
| Comprehensive Wealth Management, LLC | 0.41% | Add +0.6% | 7,190 | $527K |
| Raymond James Trust N.A. | 0.01% | Add +26.8% | 7,095 | $520K |
| Sharkey, Howes & Javer | 0.08% | Reduce -3.5% | 7,004 | $513K |
| Belpointe Asset Management LLC | 0.04% | Add +126.0% | 6,926 | $508K |
| 9258 Wealth Management, LLC | 0.08% | Reduce -5.7% | 6,610 | $484K |
| Wealth Management Partners, LLC | 0.23% | Reduce -0.3% | 6,156 | $451K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.1% | 5,812 | $426K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -3.8% | 5,495 | $403K |
| Koshinski Asset Management, Inc. | 0.04% | Add +21.1% | 5,325 | $390K |
| Capital Advisors, Ltd. LLC | 0.05% | Add +0.0% | 5,202 | $381K |
| Sigma Planning Corp | 0.01% | New | 5,160 | $378K |
| Physician Wealth Advisors, Inc. | 0.08% | Add +1.5% | 5,433 | $377K |
| Diversified Trust Co. | 0.01% | New | 5,000 | $366K |
| HRC Wealth Management, LLC | 0.27% | New | 4,976 | $365K |
| Tidal Investments LLC | 0.01% | Add +2.3% | 4,548 | $333K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -4.3% | 4,435 | $327K |
| Creative Financial Designs Inc. | 0.03% | Add +0.6% | 4,414 | $323K |
| Merit Financial Group, LLC | 0.01% | New | 4,590 | $319K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +3.7% | 5,067 | $315K |
| MorganRosel Wealth Management, LLC | 0.11% | No change | 4,242 | $311K |
| Beacon Financial Advisory LLC | 0.15% | Add +0.9% | 4,205 | $308K |
| James Investment Research, Inc. | 0.04% | Add +6.7% | 4,144 | $304K |
| StoneX Group Inc. | 0.03% | Add +16.3% | 3,908 | $288K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -0.5% | 3,906 | $286K |
| Total Clarity Wealth Management, Inc. | 0.10% | New | 3,830 | $281K |
| Comerica Bank | 0.00% | Add +61.0% | 3,702 | $271K |
| Autumn Glory Partners, LLC | 0.13% | Add +2.7% | 3,680 | $270K |
| Farther Finance Advisors, LLC | 0.02% | New | 3,678 | $269K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 3,548 | $260K |
| Blueprint Investment Partners LLC | 0.05% | No change | 3,522 | $258K |
| Park Avenue Securities LLC | 0.00% | No change | 3,514 | $257K |
| AE Wealth Management LLC | 0.00% | Reduce -58.5% | 3,491 | $256K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -6.1% | 3,287 | $241K |
| Parallel Advisors, LLC | 0.01% | Reduce -49.1% | 3,150 | $231K |
| Hubbell Strickland Wealth Management, LLC | 0.12% | Add +1.0% | 3,119 | $230K |
| Joseph P. Lucia & Associates, LLC | 0.12% | Reduce -2.0% | 3,138 | $230K |
| Sentinel Pension Advisors, LLC | 0.05% | New | 3,134 | $230K |
| Parsons Capital Management Inc. | 0.02% | Reduce -11.0% | 3,127 | $229K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 3,060 | $224K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,988 | $219K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | New | 2,986 | $219K |
| International Assets Investment Management, LLC | 0.02% | New | 2,866 | $210K |
| Baldwin Investment Management, LLC | 0.03% | New | 2,819 | $207K |
| LGT Financial Advisors LLC | 0.18% | Reduce -7.4% | 2,080 | $152K |
| Jones Financial Companies LLLP | 0.00% | New | 2,026 | $148K |
| Parkside Financial Bank & Trust | 0.02% | Add +80.0% | 1,800 | $132K |
| True Wealth Design, LLC | 0.03% | No change | 1,729 | $127K |
| Creekmur Asset Management LLC | 0.04% | Reduce -51.9% | 1,575 | $115K |
| Allworth Financial LP | 0.00% | Add +559.2% | 824 | $60K |
| Evermay Wealth Management LLC | 0.01% | No change | 700 | $51K |
| Ancora Advisors LLC | 0.00% | No change | 600 | $44K |
| FNY Investment Advisers, LLC | 0.02% | New | 500 | $36K |
| AdvisorNet Financial, Inc | 0.00% | Add +30.3% | 430 | $32K |
| Lindbrook Capital, LLC | 0.00% | No change | 317 | $23K |
| AllSquare Wealth Management LLC | 0.01% | No change | 300 | $22K |
| US Bancorp \de | 0.00% | No change | 300 | $22K |
| Valley National Advisers Inc. | 0.00% | Add +50.0% | 300 | $21K |
| Caitlin John, LLC | 0.01% | No change | 244 | $18K |
| CoreCap Advisors, LLC | 0.00% | New | 225 | $16K |
| Private Trust Co. NA | 0.00% | No change | 204 | $15K |
| JDM Financial Group LLC | 0.01% | No change | 162 | $12K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 155 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -37.0% | 155 | $11K |
| JPMorgan Chase & Co. | 0.00% | Reduce -35.7% | 92 | $7K |
| Missouri Trust & Investment Co | 0.00% | No change | 77 | $6K |
| Continuum Advisory, LLC | 0.00% | New | 63 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 60 | $4K |
| Simplex Trading, LLC | 0.00% | New | 46 | $3K |
| FMR LLC | 0.00% | Add +8.0% | 27 | $2K |
| WR Wealth Planners, LLC | 0.00% | Reduce -99.9% | 15 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 10 | $738 |
"% of holder's portfolio" is SYLD's weight in each manager's 13F, not the share of Cambria Shareholder Yield Et the manager owns.