Cambria Shareholder Yield EtSYLDETF
13F holders, Q2 2024 (June 30)183holders +15
25new positions
10sold out
2famous investors
$68.33avg. 13F price*
At the end of Q2 2024, 183 institutions reported holding Cambria Shareholder Yield Et (SYLD) in their 13F filings, up 15 from Q1 2024. 25 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($67.1M), Smith Anglin Financial, LLC ($63.0M) and LPL Financial LLC ($50.5M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cambria Shareholder Yield Et
- CUSIP
- 132061201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $25.1M |
| Exits | 10 | $3.3M |
All 13F filers, Q1 2024 → Q2 2024: 1,417,361 shares bought and 630,387 shares sold, net +786,974 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 183 holders
| Morgan Stanley | 0.01% | Add +18.0% | 982,014 | $67.1M |
| Smith Anglin Financial, LLC | 6.36% | Add +4.6% | 922,338 | $63.0M |
| LPL Financial LLC | 0.03% | Add +16.8% | 740,220 | $50.5M |
| Raymond James & Associates | 0.03% | Add +8.4% | 670,340 | $45.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -4.4% | 559,509 | $38.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +6.5% | 468,799 | $32.0M |
| Cambria Investment Management, L.P. | 1.77% | Reduce -2.0% | 424,303 | $29.0M |
| UBS Group AG | 0.01% | Reduce -29.8% | 367,147 | $25.1M |
| Manchester Financial Inc. | 5.81% | Add +4.0% | 345,832 | $23.6M |
| Focus Partners Wealth | 0.07% | New | 283,293 | $19.3M |
| Revolve Wealth Partners, LLC | 3.19% | Add +4.9% | 283,173 | $19.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -12.8% | 260,771 | $17.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +13.7% | 209,956 | $14.3M |
| Opus Capital Group, LLC | 2.00% | Add +3.7% | 205,101 | $14.0M |
| 360 Financial, Inc. | 5.19% | Add +3.6% | 201,060 | $13.7M |
| ALM First Financial Advisors, LLC | 3.93% | No change | 200,000 | $13.7M |
| RFG Holdings, Inc. | 4.94% | Add +1.0% | 190,181 | $13.0M |
| Moneco Advisors, LLC | 1.73% | Add +8.9% | 172,002 | $11.7M |
| Rothschild Investment LLC | 0.82% | Add +7.2% | 171,751 | $11.7M |
| NewEdge Advisors, LLC | 0.08% | Add +2.9% | 164,255 | $11.2M |
| Fermata Advisors, LLC | 2.34% | Add +8.8% | 148,998 | $10.2M |
| Verum Partners LLC | 3.06% | Add +1741.5% | 138,613 | $9.5M |
| Royal Bank of Canada | 0.00% | Add +11.3% | 129,647 | $8.9M |
| Bank of America Corp. | 0.00% | Add +33.6% | 119,870 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Add +24.6% | 116,515 | $8.0M |
| Breakwater Capital Group | 1.72% | Add +9.9% | 110,954 | $7.6M |
| Gladstone Institutional Advisory LLC | 0.38% | Add +3.5% | 105,482 | $7.2M |
| Cwm, LLC | 0.03% | Add +9.8% | 101,204 | $6.9M |
| Compound Planning, Inc. | 0.51% | Add +51.8% | 100,434 | $6.9M |
| Accordant Advisory Group Inc | 6.58% | Add +0.7% | 98,986 | $6.8M |
| Kesler, Norman & Wride, LLC | 1.30% | Add +0.8% | 89,516 | $6.1M |
| Financial Partners Group, Inc | 0.95% | Reduce -2.5% | 88,054 | $6.0M |
| Private Advisor Group, LLC | 0.04% | Add +10.7% | 86,147 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.3% | 80,066 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.1% | 77,271 | $5.3M |
| Stifel Financial Corp. | 0.01% | Add +12.2% | 74,726 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +62.1% | 73,110 | $5.0M |
| Wells Fargo & Company | 0.00% | Add +94.9% | 72,891 | $5.0M |
| Integrated Advisors Network LLC | 0.26% | Reduce -49.6% | 72,522 | $5.0M |
| Brookstone Capital Management | 0.08% | Add +12.9% | 68,351 | $4.9M |
| Certified Advisory Corp | 0.59% | Add +1.0% | 69,291 | $4.7M |
| Per Stirling Capital Management, LLC. | 0.72% | Reduce -5.9% | 65,292 | $4.5M |
| Sanctuary Advisors, LLC | 0.03% | — | 60,444 | $4.2M |
| Thoroughbred Financial Services, LLC | 0.28% | Add +36.4% | 60,856 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +88.2% | 55,807 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +14.8% | 54,997 | $3.8M |
| Valued Retirements, Inc. | 5.17% | Add +13.7% | 49,913 | $3.4M |
| Mgo One Seven LLC | 0.16% | Reduce -12.7% | 48,212 | $3.3M |
| Visionary Wealth Advisors | 0.21% | Add +9.3% | 47,729 | $3.3M |
| Almanack Investment Partners, LLC. | 0.55% | Add +18.7% | 47,618 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +28.4% | 43,391 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +13.6% | 42,212 | $2.9M |
| Heck Capital Advisors, LLC | 0.36% | Reduce -5.2% | 41,960 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +22.8% | 41,014 | $2.8M |
| Geneos Wealth Management Inc. | 0.11% | Add +4.8% | 36,405 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +243.1% | 36,097 | $2.5M |
| Compass Ion Advisors, LLC | 0.35% | No change | 33,225 | $2.4M |
| Sheets Smith Wealth Management | 0.27% | Reduce -11.5% | 32,922 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +8.4% | 29,264 | $2.0M |
| Betterment LLC | 0.00% | Reduce -4.2% | 27,825 | $1.9M |
| Aveo Capital Partners, LLC | 0.21% | Reduce -32.5% | 27,305 | $1.9M |
| Longview Financial Advisors, Inc. | 1.39% | Add +2.7% | 26,722 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -18.5% | 23,899 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.8% | 21,057 | $1.4M |
| Laurel Wealth Advisors LLC | 0.25% | Add +5.4% | 20,930 | $1.4M |
| Edge Financial Advisors LLC | 1.47% | Add +92.1% | 20,846 | $1.4M |
| MAI Capital Management | 0.01% | Add +44.2% | 20,597 | $1.4M |
| Avior Wealth Management, LLC | 0.06% | Reduce -82.6% | 18,924 | $1.3M |
| Aspect Partners, LLC | 0.75% | Add +9.3% | 18,527 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +5.9% | 18,473 | $1.3M |
| RFG Advisory, LLC | 0.04% | Add +0.2% | 18,227 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +48.3% | 18,017 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +31.4% | 16,919 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +227.4% | 16,892 | $1.2M |
| Evanson Asset Management, LLC | 0.08% | No change | 16,483 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +2.6% | 16,376 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +17.1% | 14,499 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,231 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +81.3% | 14,958 | $1.0M |
| Meridian Financial Advisors, LLC | 0.67% | Add +16.2% | 13,613 | $929K |
| 49 Wealth Management, LLC | 0.18% | Reduce -87.3% | 13,571 | $923K |
| Snowden Capital Advisors LLC | 0.03% | Add +28.1% | 13,255 | $911K |
| Ameliora Wealth Management Ltd. | 0.39% | Reduce -76.5% | 12,723 | $869K |
| Essex Financial Services, Inc. | 0.06% | Add +3.1% | 12,758 | $867K |
| Belpointe Asset Management LLC | 0.06% | Add +76.2% | 12,200 | $833K |
| TFG Advisers LLC | 0.32% | Add +3.9% | 11,916 | $814K |
| Southland Equity Partners LLC | 0.22% | Add +4.5% | 11,479 | $784K |
| Money Concepts Capital Corp. | 0.06% | Add +6.0% | 9,781 | $668K |
| Raymond James Trust N.A. | 0.02% | Add +33.9% | 9,500 | $649K |
| Comprehensive Wealth Management, LLC | 0.44% | Add +22.9% | 8,835 | $603K |
| Jane Street Group, LLC | 0.00% | New | 8,757 | $598K |
| Dorsey & Whitney Trust CO LLC | 0.04% | New | 8,620 | $589K |
| Smith, Moore & Co. | 0.06% | Reduce -11.7% | 8,477 | $579K |
| OxenFree Capital LLC | 0.49% | Reduce -22.1% | 8,211 | $561K |
| Summit Wealth & Retirement Planning, Inc. | 0.19% | Add +168.3% | 8,010 | $547K |
| Founders Financial Securities LLC | 0.05% | No change | 7,411 | $506K |
| GG Group Ventures, LLC | 0.69% | — | 7,268 | $497K |
| Sharkey, Howes & Javer | 0.08% | No change | 7,004 | $478K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 6,996 | $478K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +21.9% | 6,697 | $457K |
| 9258 Wealth Management, LLC | 0.07% | No change | 6,610 | $451K |
| Wealth Management Partners, LLC | 0.22% | Add +6.5% | 6,557 | $448K |
| Beacon Financial Advisory LLC | 0.17% | Add +54.4% | 6,494 | $443K |
| International Assets Investment Management, LLC | 0.04% | Add +119.7% | 6,296 | $430K |
| AE Wealth Management LLC | 0.00% | Add +80.2% | 6,292 | $430K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,289 | $429K |
| Obermeyer Wealth Partners | 0.02% | New | 5,992 | $409K |
| Harbour Investments, Inc. | 0.01% | Add +0.0% | 5,813 | $397K |
| Sentinel Pension Advisors, LLC | 0.08% | Add +85.4% | 5,811 | $397K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -0.2% | 5,424 | $391K |
| Moors & Cabot, Inc. | 0.02% | Reduce -23.5% | 5,689 | $388K |
| Citadel Advisors | 0.00% | New | 5,631 | $384K |
| HRC Wealth Management, LLC | 0.25% | Add +9.2% | 5,434 | $371K |
| Capital Advisors, Ltd. LLC | 0.05% | Add +0.0% | 5,204 | $355K |
| Bank of Montreal | 0.00% | New | 5,039 | $348K |
| Diversified Trust Co. | 0.01% | No change | 5,000 | $341K |
| CFS Investment Advisory Services, LLC | 0.03% | New | 4,945 | $338K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -5.5% | 5,032 | $336K |
| D. E. Shaw & Co. | 0.00% | New | 4,883 | $333K |
| Ancora Advisors LLC | 0.01% | Add +708.8% | 4,853 | $331K |
| Jones Financial Companies LLLP | 0.00% | Add +136.1% | 4,783 | $327K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +57.0% | 4,690 | $320K |
| Tidal Investments LLC | 0.00% | Add +1.2% | 4,601 | $314K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.2% | 4,579 | $313K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -48.6% | 4,626 | $309K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 4,435 | $305K |
| James Investment Research, Inc. | 0.04% | Add +6.5% | 4,415 | $301K |
| Cowa, LLC | 0.16% | New | 4,397 | $300K |
| StoneX Group Inc. | 0.02% | Add +10.6% | 4,322 | $297K |
| Creative Financial Designs Inc. | 0.03% | Reduce -1.9% | 4,331 | $296K |
| MorganRosel Wealth Management, LLC | 0.10% | No change | 4,242 | $290K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -44.1% | 4,235 | $289K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +0.7% | 3,933 | $269K |
| Atria Investments, Inc | 0.00% | New | 3,922 | $268K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 3,830 | $262K |
| Advisory Services Network, LLC | 0.01% | New | 3,722 | $254K |
| Autumn Glory Partners, LLC | 0.13% | No change | 3,680 | $251K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 3,548 | $242K |
| Blueprint Investment Partners LLC | 0.05% | No change | 3,522 | $240K |
| Park Avenue Securities LLC | 0.00% | No change | 3,514 | $240K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | Add +7.5% | 3,352 | $229K |
| Comerica Bank | 0.00% | Reduce -10.7% | 3,307 | $226K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 3,228 | $222K |
| United Advisor Group, LLC | 0.07% | New | 3,246 | $222K |
| Joseph P. Lucia & Associates, LLC | 0.11% | No change | 3,138 | $214K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -6.7% | 3,066 | $209K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 3,060 | $209K |
| Baldwin Investment Management, LLC | 0.03% | Add +5.3% | 2,969 | $203K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,935 | $200K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 2,935 | $200K |
| Parallel Advisors, LLC | 0.00% | Reduce -36.2% | 2,010 | $137K |
| LGT Financial Advisors LLC | 0.24% | Reduce -19.3% | 1,679 | $115K |
| True Wealth Design, LLC | 0.03% | Reduce -6.0% | 1,626 | $111K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 989 | $68K |
| Financial Gravity Asset Management, Inc. | 0.01% | New | 876 | $60K |
| Allworth Financial LP | 0.00% | Reduce -1.9% | 808 | $57K |
| Evermay Wealth Management LLC | 0.01% | No change | 700 | $48K |
| AdvisorNet Financial, Inc | 0.00% | No change | 430 | $29K |
| Signaturefd, LLC | 0.00% | New | 350 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -91.3% | 322 | $22K |
| Lindbrook Capital, LLC | 0.00% | Add +0.6% | 319 | $22K |
| AllSquare Wealth Management LLC | 0.01% | No change | 300 | $20K |
| US Bancorp \de | 0.00% | No change | 300 | $20K |
| Opal Wealth Advisors, LLC | 0.01% | New | 248 | $17K |
| Caitlin John, LLC | 0.01% | No change | 244 | $17K |
| Creekmur Asset Management LLC | 0.00% | Reduce -87.0% | 204 | $14K |
| Global Retirement Partners, LLC | 0.00% | New | 173 | $12K |
| Halpern Financial, Inc. | 0.00% | New | 163 | $11K |
| JDM Financial Group LLC | 0.01% | No change | 162 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | — | 160 | $11K |
| First Command Advisory Services, Inc. | 0.00% | New | 158 | $11K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 155 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 155 | $11K |
| Simplex Trading, LLC | 0.00% | Add +250.0% | 161 | $10K |
| Missouri Trust & Investment Co | 0.00% | No change | 77 | $5K |
| Private Trust Co. NA | 0.00% | Reduce -66.2% | 69 | $5K |
| Continuum Advisory, LLC | 0.00% | No change | 63 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 60 | $4K |
| Hobbs Group Advisors, LLC | 0.00% | — | 36 | $2K |
| FMR LLC | 0.00% | Reduce -7.4% | 25 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 14 | $956 |
| WR Wealth Planners, LLC | 0.00% | Reduce -6.7% | 14 | $956 |
| JPMorgan Chase & Co. | 0.00% | Reduce -94.6% | 5 | $344 |
"% of holder's portfolio" is SYLD's weight in each manager's 13F, not the share of Cambria Shareholder Yield Et the manager owns.