Cambria Shareholder Yield EtSYLDETF
13F holders, Q3 2024 (September 30)187holders +4
20new positions
16sold out
2famous investors
$70.89avg. 13F price*
At the end of Q3 2024, 187 institutions reported holding Cambria Shareholder Yield Et (SYLD) in their 13F filings, up 4 from Q2 2024. 20 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($75.1M), Smith Anglin Financial, LLC ($69.8M) and LPL Financial LLC ($53.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Cambria Shareholder Yield Et
- CUSIP
- 132061201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $10.3M |
| Exits | 16 | $12.6M |
All 13F filers, Q2 2024 → Q3 2024: 1,059,576 shares bought and 817,203 shares sold, net +242,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| Morgan Stanley | 0.01% | Add +5.7% | 1,038,078 | $75.1M |
| Smith Anglin Financial, LLC | 6.72% | Add +4.6% | 964,702 | $69.8M |
| LPL Financial LLC | 0.02% | Add +0.5% | 744,214 | $53.9M |
| Raymond James & Associates | 0.03% | Add +1.0% | 677,193 | $49.0M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.8% | 555,303 | $40.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -2.0% | 459,195 | $33.2M |
| Focus Partners Wealth | 0.10% | Add +126.8% | 642,373 | $29.9M |
| UBS Group AG | 0.01% | Reduce -3.6% | 353,828 | $25.6M |
| Manchester Financial Inc. | 5.31% | Reduce -2.1% | 338,430 | $24.5M |
| Revolve Wealth Partners, LLC | 3.22% | Add +2.8% | 291,062 | $21.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -0.1% | 260,476 | $18.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +10.5% | 231,936 | $16.8M |
| Opus Capital Group, LLC | 2.00% | Add +7.6% | 220,637 | $16.0M |
| Cambria Investment Management, L.P. | 0.93% | Reduce -49.3% | 214,952 | $15.6M |
| 360 Financial, Inc. | 5.53% | Add +2.9% | 206,805 | $15.0M |
| ALM First Financial Advisors, LLC | 3.36% | No change | 200,000 | $13.5M |
| Rothschild Investment LLC | 0.84% | Add +2.6% | 176,237 | $12.8M |
| RFG Holdings, Inc. | 4.45% | Reduce -8.4% | 174,225 | $12.6M |
| Verum Partners LLC | 3.59% | Add +21.7% | 168,753 | $12.2M |
| Moneco Advisors, LLC | 1.42% | Reduce -8.1% | 158,130 | $11.4M |
| Fermata Advisors, LLC | 2.30% | Add +5.0% | 156,525 | $11.3M |
| Compound Planning, Inc. | 0.63% | Add +39.0% | 139,629 | $10.1M |
| Bank of America Corp. | 0.00% | Add +9.5% | 131,268 | $9.5M |
| HighTower Advisors, LLC | 0.01% | Add +11.1% | 129,494 | $9.4M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 127,436 | $9.2M |
| Cwm, LLC | 0.04% | Add +18.9% | 120,377 | $8.7M |
| Breakwater Capital Group | 1.70% | Add +5.4% | 116,924 | $8.5M |
| Wells Fargo & Company | 0.00% | Add +55.7% | 113,470 | $8.2M |
| Accordant Advisory Group Inc | 8.47% | Add +6.4% | 105,290 | $7.6M |
| Heck Capital Advisors, LLC | 0.80% | Add +127.5% | 95,472 | $6.9M |
| Private Advisor Group, LLC | 0.04% | Add +3.7% | 89,308 | $6.5M |
| Financial Partners Group, Inc | 0.93% | Reduce -1.2% | 87,012 | $6.3M |
| Kesler, Norman & Wride, LLC | 1.23% | Reduce -3.6% | 86,304 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 84,095 | $6.1M |
| Stifel Financial Corp. | 0.01% | Add +10.0% | 82,227 | $6.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +5.8% | 77,374 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.2% | 72,522 | $5.2M |
| Brookstone Capital Management | 0.08% | Add +3.2% | 70,534 | $5.1M |
| Certified Advisory Corp | 0.57% | Add +1.7% | 70,490 | $5.1M |
| Thoroughbred Financial Services, LLC | 0.29% | Add +3.0% | 62,711 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.4% | 61,608 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +8.6% | 59,705 | $4.3M |
| Visionary Wealth Advisors | 0.26% | Add +23.2% | 58,812 | $4.3M |
| Almanack Investment Partners, LLC. | 0.58% | Add +7.9% | 51,371 | $3.7M |
| Valued Retirements, Inc. | 4.98% | No change | 49,913 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +29.3% | 46,664 | $3.4M |
| Mgo One Seven LLC | 0.14% | Reduce -8.0% | 44,378 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.4% | 44,017 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 40,539 | $2.9M |
| Geneos Wealth Management Inc. | 0.10% | Add +1.1% | 36,810 | $2.7M |
| Baird Financial Group, Inc. | 0.01% | New | 35,896 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -19.3% | 34,050 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +14.7% | 33,550 | $2.4M |
| Sheets Smith Wealth Management | 0.28% | Reduce -3.0% | 31,940 | $2.3M |
| Compass Ion Advisors, LLC | 0.27% | Reduce -7.9% | 30,595 | $2.2M |
| Pure Portfolios Holdings LLC | 0.82% | — | 30,159 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.11% | Reduce -71.5% | 30,076 | $2.2M |
| Betterment LLC | 0.00% | Reduce -3.0% | 27,000 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +201.3% | 26,384 | $1.9M |
| Longview Financial Advisors, Inc. | 1.34% | Reduce -5.2% | 25,328 | $1.8M |
| Edge Financial Advisors LLC | 1.55% | Add +15.9% | 24,154 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -62.6% | 22,594 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +29.8% | 23,392 | $1.7M |
| Laurel Wealth Advisors LLC | 0.27% | Add +10.9% | 23,219 | $1.7M |
| MAI Capital Management | 0.02% | Add +12.7% | 23,218 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +30.5% | 22,040 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +29.3% | 21,880 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +2.8% | 21,642 | $1.6M |
| Apollon Wealth Management, LLC | 0.04% | Add +17.1% | 21,635 | $1.6M |
| Nottingham Advisors, Inc. | 0.17% | New | 20,791 | $1.5M |
| Citadel Advisors | 0.00% | Add +249.2% | 19,661 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -18.8% | 19,417 | $1.4M |
| Aspect Partners, LLC | 0.75% | Add +0.2% | 18,569 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +7.7% | 17,638 | $1.3M |
| RFG Advisory, LLC | 0.04% | Reduce -4.5% | 17,399 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +10.4% | 16,514 | $1.2M |
| Evanson Asset Management, LLC | 0.08% | No change | 16,483 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,231 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +4.2% | 15,109 | $1.1M |
| Belpointe Asset Management LLC | 0.06% | Add +19.1% | 14,524 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +9.4% | 14,505 | $1.0M |
| Meridian Financial Advisors, LLC | 0.69% | Add +5.2% | 14,325 | $1.0M |
| Aveo Capital Partners, LLC | 0.11% | Reduce -47.6% | 14,308 | $1.0M |
| Meridian Wealth Management, LLC | 0.05% | New | 13,893 | $1.0M |
| Southland Equity Partners LLC | 0.24% | Add +20.5% | 13,836 | $1.0M |
| TFG Advisers LLC | 0.31% | Add +1.2% | 12,063 | $873K |
| 49 Wealth Management, LLC | 0.14% | Reduce -14.9% | 11,546 | $836K |
| Summit Wealth & Retirement Planning, Inc. | 0.26% | Add +39.9% | 11,207 | $811K |
| Jones Financial Companies LLLP | 0.00% | Add +133.8% | 11,185 | $808K |
| Kingswood Wealth Advisors, LLC | 0.06% | New | 10,965 | $794K |
| Money Concepts Capital Corp. | 0.06% | Add +5.3% | 10,304 | $746K |
| Comprehensive Wealth Management, LLC | 0.45% | Add +7.5% | 9,496 | $687K |
| World Investment Advisors | 0.02% | New | 9,329 | $675K |
| Raymond James Trust N.A. | 0.01% | Reduce -4.7% | 9,054 | $655K |
| Janney Montgomery Scott LLC | 0.00% | Add +42.5% | 8,965 | $649K |
| Ameliora Wealth Management Ltd. | 0.26% | Reduce -31.4% | 8,723 | $631K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 8,620 | $624K |
| Smith, Moore & Co. | 0.06% | Add +1.6% | 8,611 | $623K |
| OxenFree Capital LLC | 0.47% | Reduce -0.1% | 8,203 | $594K |
| United Advisor Group, LLC | 0.13% | Add +152.0% | 8,180 | $592K |
| Sentinel Pension Advisors, LLC | 0.11% | Add +40.6% | 8,168 | $591K |
| CreativeOne Wealth, LLC | 0.02% | New | 8,083 | $585K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +19.7% | 8,018 | $580K |
| Zega Financial, LLC | 0.19% | New | 7,918 | $573K |
| Founders Financial Securities LLC | 0.05% | Add +6.2% | 7,870 | $570K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +4.7% | 7,325 | $530K |
| 9258 Wealth Management, LLC | 0.07% | No change | 6,610 | $478K |
| Wealth Management Partners, LLC | 0.22% | Reduce -0.2% | 6,543 | $473K |
| &partners | 0.01% | New | 6,444 | $466K |
| Baldwin Investment Management, LLC | 0.06% | Add +112.8% | 6,318 | $457K |
| Koshinski Asset Management, Inc. | 0.04% | Add +22.9% | 6,182 | $447K |
| International Assets Investment Management, LLC | 0.04% | Reduce -2.4% | 6,143 | $445K |
| Sharkey, Howes & Javer | 0.06% | Reduce -13.5% | 6,060 | $439K |
| Obermeyer Wealth Partners | 0.02% | No change | 5,992 | $434K |
| Harbour Investments, Inc. | 0.01% | No change | 5,813 | $421K |
| Moors & Cabot, Inc. | 0.02% | Add +0.2% | 5,700 | $413K |
| Pinnacle Financial Partners Inc | 0.01% | New | 5,696 | $412K |
| Beacon Financial Advisory LLC | 0.14% | Reduce -12.3% | 5,694 | $412K |
| HRC Wealth Management, LLC | 0.26% | Add +0.9% | 5,484 | $397K |
| GG Group Ventures, LLC | 0.56% | Reduce -27.4% | 5,279 | $387K |
| Capital Advisors, Ltd. LLC | 0.05% | Add +0.0% | 5,205 | $377K |
| First National Bank Sioux Falls | 0.17% | New | 5,042 | $365K |
| Avior Wealth Management, LLC | 0.01% | Reduce -73.4% | 5,042 | $365K |
| Diversified Trust Co. | 0.01% | No change | 5,000 | $362K |
| CFS Investment Advisory Services, LLC | 0.03% | No change | 4,945 | $358K |
| Physician Wealth Advisors, Inc. | 0.06% | Reduce -10.2% | 4,871 | $353K |
| Cowa, LLC | 0.16% | Add +4.5% | 4,597 | $333K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.0% | 4,595 | $333K |
| Ancora Advisors LLC | 0.01% | Reduce -6.1% | 4,559 | $330K |
| D. E. Shaw & Co. | 0.00% | Reduce -7.9% | 4,498 | $326K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 4,435 | $321K |
| StoneX Group Inc. | 0.02% | Add +2.5% | 4,430 | $321K |
| Quadrant Private Wealth Management, LLC | 0.08% | Add +36.8% | 4,416 | $320K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +14.4% | 4,380 | $317K |
| MorganRosel Wealth Management, LLC | 0.10% | Reduce -4.3% | 4,061 | $294K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +1.4% | 3,990 | $289K |
| Merit Financial Group, LLC | 0.01% | Reduce -16.2% | 3,839 | $278K |
| HRT Financial LP | 0.00% | New | 3,699 | $267K |
| Mraz, Amerine & Associates, Inc. | 0.05% | No change | 3,548 | $257K |
| MSH Capital Advisors LLC | 0.08% | New | 3,530 | $255K |
| Blueprint Investment Partners LLC | 0.05% | No change | 3,522 | $255K |
| Advisory Services Network, LLC | 0.01% | No change | 3,722 | $254K |
| Park Avenue Securities LLC | 0.00% | No change | 3,514 | $254K |
| AE Wealth Management LLC | 0.00% | Reduce -44.6% | 3,484 | $252K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | Add +1.2% | 3,393 | $246K |
| Comerica Bank | 0.00% | Add +0.9% | 3,337 | $241K |
| Atria Investments, Inc | 0.00% | Reduce -17.7% | 3,227 | $234K |
| Autumn Glory Partners, LLC | 0.09% | Reduce -13.6% | 3,180 | $233K |
| Wedbush Securities Inc. | 0.01% | New | 3,206 | $232K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Reduce -0.8% | 3,113 | $225K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 3,060 | $221K |
| Creative Financial Designs Inc. | 0.02% | Reduce -32.7% | 2,916 | $211K |
| Prosperity Wealth Management, Inc. | 0.08% | New | 2,804 | $203K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 2,785 | $202K |
| Coppell Advisory Solutions LLC | 0.03% | Add +1371.9% | 2,355 | $170K |
| Parallel Advisors, LLC | 0.00% | Reduce -21.1% | 1,585 | $115K |
| True Wealth Design, LLC | 0.04% | Reduce -4.1% | 1,560 | $113K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 1,500 | $109K |
| NewEdge Advisors, LLC | 0.00% | Reduce -99.3% | 1,113 | $81K |
| LGT Financial Advisors LLC | 0.13% | Reduce -55.3% | 750 | $54K |
| Evermay Wealth Management LLC | 0.01% | No change | 700 | $51K |
| Financial Gravity Companies, Inc. | 0.01% | — | 653 | $47K |
| AdvisorNet Financial, Inc | 0.00% | No change | 430 | $31K |
| Lindbrook Capital, LLC | 0.00% | Add +0.9% | 322 | $23K |
| AllSquare Wealth Management LLC | 0.01% | No change | 300 | $22K |
| US Bancorp \de | 0.00% | No change | 300 | $22K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.9% | 287 | $21K |
| Fifth Third Bancorp | 0.00% | New | 212 | $15K |
| Global Retirement Partners, LLC | 0.00% | No change | 173 | $13K |
| 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% | No change | 155 | $11K |
| Dunhill Financial, LLC | 0.00% | New | 130 | $9K |
| CoreCap Advisors, LLC | 0.00% | New | 120 | $9K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -25.3% | 118 | $9K |
| Missouri Trust & Investment Co | 0.00% | No change | 77 | $6K |
| Caitlin John, LLC | 0.00% | Reduce -69.3% | 75 | $6K |
| Private Trust Co. NA | 0.00% | No change | 69 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 60 | $4K |
| HighMark Wealth Management LLC | 0.00% | New | 50 | $4K |
| Creekmur Asset Management LLC | 0.00% | Reduce -80.9% | 39 | $3K |
| Hobbs Group Advisors, LLC | 0.00% | Add +2.8% | 37 | $3K |
| FMR LLC | 0.00% | Add +4.0% | 26 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 14 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 5 | $365 |
| Simplex Trading, LLC | 0.00% | Reduce -93.8% | 10 | $0 |
"% of holder's portfolio" is SYLD's weight in each manager's 13F, not the share of Cambria Shareholder Yield Et the manager owns.