Cambria Shareholder Yield EtSYLDETF
13F holders, Q4 2024 (December 31)188holders +1
14new positions
18sold out
1famous investor
$68.41avg. 13F price*
At the end of Q4 2024, 188 institutions reported holding Cambria Shareholder Yield Et (SYLD) in their 13F filings, up 1 from Q3 2024. 14 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($76.0M), Smith Anglin Financial, LLC ($69.4M) and LPL Financial LLC ($58.0M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.3M |
| Exits | 18 | $4.5M |
All 13F filers, Q3 2024 → Q4 2024: 838,722 shares bought and 984,640 shares sold, net −145,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| Morgan Stanley | 0.01% | Add +6.9% | 1,109,732 | $76.0M |
| Smith Anglin Financial, LLC | 6.51% | Add +5.1% | 1,013,916 | $69.4M |
| LPL Financial LLC | 0.02% | Add +13.7% | 846,459 | $58.0M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -6.1% | 521,398 | $35.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +4.8% | 481,024 | $32.9M |
| Intellus Advisors LLC | 5.57% | — | 469,653 | $32.2M |
| Raymond James Financial Inc. | 0.01% | — | 423,408 | $29.0M |
| UBS Group AG | 0.01% | Add +1.3% | 358,296 | $24.5M |
| Focus Partners Wealth | 0.06% | Reduce -47.9% | 334,486 | $22.9M |
| Revolve Wealth Partners, LLC | 3.03% | Add +3.4% | 301,085 | $20.6M |
| Manchester Financial Inc. | 4.27% | Reduce -15.9% | 284,663 | $19.5M |
| Opus Capital Group, LLC | 1.92% | Add +0.2% | 221,150 | $15.1M |
| 360 Financial, Inc. | 5.44% | Add +6.3% | 219,734 | $15.0M |
| Cambria Investment Management, L.P. | 0.87% | Reduce -3.0% | 208,441 | $14.3M |
| ALM First Financial Advisors, LLC | 3.18% | Add +4.9% | 209,767 | $13.4M |
| Compound Planning, Inc. | 0.64% | Add +33.5% | 186,331 | $12.8M |
| Rothschild Investment LLC | 0.83% | Add +5.5% | 185,854 | $12.7M |
| Verum Partners LLC | 3.64% | Add +9.2% | 184,217 | $12.6M |
| Wells Fargo & Company | 0.00% | Add +53.1% | 173,736 | $11.9M |
| DKM Wealth Management, Inc. | 10.85% | — | 167,182 | $11.4M |
| Cetera Investment Advisers | 0.02% | Add +175.4% | 164,419 | $11.3M |
| Fermata Advisors, LLC | 1.93% | Reduce -3.7% | 150,767 | $10.3M |
| Moneco Advisors, LLC | 1.03% | Reduce -9.5% | 143,125 | $9.8M |
| Bank of America Corp. | 0.00% | Add +3.8% | 136,213 | $9.3M |
| HighTower Advisors, LLC | 0.01% | Add +4.4% | 135,244 | $9.3M |
| Accordant Advisory Group Inc | 8.84% | Add +27.1% | 133,879 | $9.2M |
| Cwm, LLC | 0.04% | Add +3.8% | 124,944 | $8.6M |
| Royal Bank of Canada | 0.00% | Reduce -5.0% | 121,041 | $8.3M |
| Breakwater Capital Group | 1.62% | Add +1.4% | 118,541 | $8.1M |
| Stifel Financial Corp. | 0.01% | Add +14.4% | 94,088 | $6.4M |
| RFG Holdings, Inc. | 2.11% | Reduce -46.9% | 92,558 | $6.3M |
| Private Advisor Group, LLC | 0.04% | Add +2.3% | 91,385 | $6.3M |
| Heck Capital Advisors, LLC | 0.69% | Reduce -8.4% | 87,424 | $6.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.9% | 78,812 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.1% | 74,775 | $5.1M |
| Brookstone Capital Management | 0.07% | Add +2.9% | 72,555 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.5% | 71,938 | $4.9M |
| Certified Advisory Corp | 0.53% | Add +0.5% | 70,837 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +675.1% | 69,492 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +12.4% | 69,222 | $4.7M |
| Thoroughbred Financial Services, LLC | 0.26% | Reduce -0.6% | 62,340 | $4.3M |
| Kesler, Norman & Wride, LLC | 0.92% | Reduce -28.0% | 62,144 | $4.3M |
| Visionary Wealth Advisors | 0.25% | Add +5.4% | 62,006 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -77.7% | 58,050 | $4.0M |
| Almanack Investment Partners, LLC. | 0.56% | Add +3.3% | 53,081 | $3.6M |
| Ethos Financial Group, LLC | 0.48% | New | 53,081 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +15.0% | 50,603 | $3.5M |
| Valued Retirements, Inc. | 4.24% | Reduce -8.0% | 45,944 | $3.1M |
| Mgo One Seven LLC | 0.12% | Add +1.9% | 45,237 | $3.1M |
| Truist Financial Corp. | 0.00% | Add +0.8% | 40,870 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Add +10.2% | 39,560 | $2.7M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -0.7% | 36,540 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +4.5% | 35,066 | $2.4M |
| Pure Portfolios Holdings LLC | 0.86% | Add +11.6% | 33,649 | $2.3M |
| Sheets Smith Wealth Management | 0.27% | No change | 31,940 | $2.2M |
| Financial Partners Group, Inc | 0.30% | Reduce -65.4% | 30,103 | $2.1M |
| Compass Ion Advisors, LLC | 0.24% | Reduce -5.3% | 28,980 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Add +20.0% | 28,068 | $1.9M |
| Betterment LLC | 0.00% | Reduce -2.3% | 26,371 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -16.3% | 25,168 | $1.7M |
| Laurel Wealth Advisors LLC | 0.26% | Add +6.4% | 24,712 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.1% | 23,066 | $1.6M |
| Longview Financial Advisors, Inc. | 1.28% | Reduce -6.4% | 23,711 | $1.6M |
| Apollon Wealth Management, LLC | 0.04% | Add +9.5% | 23,683 | $1.6M |
| Edge Financial Advisors LLC | 1.44% | Reduce -2.8% | 23,483 | $1.6M |
| Bravias Capital Group, LLC | 1.30% | — | 22,675 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +6.5% | 23,306 | $1.6M |
| MAI Capital Management | 0.01% | Add +0.1% | 23,246 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +111.1% | 23,152 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -16.0% | 22,163 | $1.5M |
| Sigma Planning Corp | 0.05% | Add +0.5% | 22,142 | $1.5M |
| Nottingham Advisors, Inc. | 0.18% | No change | 20,791 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +14.7% | 20,226 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +73.2% | 19,367 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -12.5% | 18,942 | $1.3M |
| Aspect Partners, LLC | 0.72% | Reduce -1.7% | 18,252 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -9.5% | 17,564 | $1.2M |
| United Advisor Group, LLC | 0.23% | Add +108.3% | 17,041 | $1.2M |
| Evanson Asset Management, LLC | 0.08% | No change | 16,483 | $1.1M |
| Meridian Wealth Management, LLC | 0.05% | Add +10.2% | 15,304 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,231 | $1.0M |
| Southland Equity Partners LLC | 0.24% | Add +7.3% | 14,846 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | Add +2.0% | 14,790 | $1.0M |
| RFG Advisory, LLC | 0.03% | Reduce -15.9% | 14,624 | $1.0M |
| Summit Wealth & Retirement Planning, Inc. | 0.31% | Add +30.3% | 14,601 | $1000K |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.1% | 14,419 | $987K |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -13.4% | 14,303 | $979K |
| Belpointe Asset Management LLC | 0.06% | Reduce -7.3% | 13,457 | $966K |
| Mutual Advisors, LLC | 0.03% | Reduce -11.4% | 13,389 | $943K |
| Meridian Financial Advisors, LLC | 0.65% | Reduce -4.8% | 13,645 | $934K |
| TFG Advisers LLC | 0.30% | Add +0.8% | 12,162 | $833K |
| Astra Wealth Partners LLC | 0.70% | — | 10,906 | $747K |
| CreativeOne Wealth, LLC | 0.02% | Add +32.9% | 10,742 | $736K |
| World Investment Advisors | 0.02% | Add +12.1% | 10,453 | $716K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -69.7% | 10,325 | $707K |
| Comprehensive Wealth Management, LLC | 0.52% | Add +7.7% | 10,229 | $700K |
| Money Concepts Capital Corp. | 0.05% | Reduce -3.7% | 9,926 | $680K |
| Innovative Advisory Group, LLC | 0.60% | — | 9,831 | $673K |
| Smith, Moore & Co. | 0.06% | Add +11.8% | 9,629 | $659K |
| 49 Wealth Management, LLC | 0.09% | Reduce -24.4% | 8,728 | $598K |
| Ameliora Wealth Management Ltd. | 0.22% | No change | 8,723 | $597K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 8,620 | $590K |
| Wealth Management Partners, LLC | 0.25% | Add +28.3% | 8,393 | $575K |
| Sentinel Pension Advisors, LLC | 0.10% | Reduce -1.4% | 8,057 | $552K |
| OxenFree Capital LLC | 0.41% | Reduce -1.8% | 8,056 | $552K |
| Founders Financial Securities LLC | 0.05% | Add +1.7% | 8,005 | $548K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +2.7% | 7,526 | $515K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +63.4% | 7,506 | $514K |
| Obermeyer Wealth Partners | 0.03% | Add +23.8% | 7,416 | $508K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -49.1% | 7,286 | $499K |
| First National Bank Sioux Falls | 0.21% | Add +42.0% | 7,162 | $490K |
| AQR Capital Management | 0.00% | New | 7,047 | $483K |
| &partners | 0.01% | Add +6.8% | 6,880 | $472K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -18.3% | 6,548 | $448K |
| Baldwin Investment Management, LLC | 0.06% | Add +2.3% | 6,462 | $442K |
| Genesis Wealth Advisors, LLC | 0.36% | — | 6,078 | $416K |
| Waverly Advisors, LLC | 0.01% | New | 6,025 | $413K |
| ZEGA Investments, LLC | 0.12% | — | 5,749 | $407K |
| Harbour Investments, Inc. | 0.01% | Add +2.0% | 5,927 | $406K |
| Sharkey, Howes & Javer | 0.06% | Reduce -3.1% | 5,869 | $402K |
| Cowa, LLC | 0.19% | Add +26.1% | 5,795 | $397K |
| Beacon Financial Advisory LLC | 0.13% | Add +0.3% | 5,712 | $391K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +104.6% | 5,697 | $390K |
| International Assets Investment Management, LLC | 0.03% | Reduce -9.2% | 5,579 | $381K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 5,381 | $368K |
| Per Stirling Capital Management, LLC. | 0.05% | New | 5,310 | $364K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +0.0% | 5,206 | $356K |
| Diversified Trust Co. | 0.01% | No change | 5,000 | $342K |
| CFS Investment Advisory Services, LLC | 0.03% | No change | 4,945 | $339K |
| Moors & Cabot, Inc. | 0.02% | Reduce -13.6% | 4,923 | $337K |
| StoneX Group Inc. | 0.02% | Add +10.6% | 4,901 | $336K |
| Physician Wealth Advisors, Inc. | 0.06% | Reduce -0.2% | 4,861 | $333K |
| Avior Wealth Management, LLC | 0.01% | Reduce -3.9% | 4,845 | $332K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 4,435 | $304K |
| Total Clarity Wealth Management, Inc. | 0.10% | No change | 4,380 | $300K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -30.7% | 4,282 | $293K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,245 | $291K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 4,245 | $291K |
| Ancora Advisors LLC | 0.01% | Reduce -10.5% | 4,080 | $279K |
| MorganRosel Wealth Management, LLC | 0.09% | No change | 4,061 | $278K |
| MSH Capital Advisors LLC | 0.09% | Add +14.3% | 4,033 | $276K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +1.0% | 4,029 | $276K |
| GG Group Ventures, LLC | 0.33% | Reduce -31.1% | 3,636 | $249K |
| Hubbell Strickland Wealth Management, LLC | 0.12% | Add +6.1% | 3,599 | $246K |
| Blueprint Investment Partners LLC | 0.04% | No change | 3,522 | $241K |
| Quadrant Private Wealth Management, LLC | 0.06% | Reduce -22.1% | 3,442 | $236K |
| OneDigital Investment Advisors LLC | 0.00% | Add +9.4% | 3,349 | $229K |
| Comerica Bank | 0.00% | Add +0.1% | 3,339 | $229K |
| Independent Financial Group, LLC | 0.01% | New | 3,330 | $228K |
| Compass Capital Corp. /Ma/ | 0.09% | — | 3,180 | $227K |
| Atria Investments, Inc | 0.00% | Add +2.2% | 3,297 | $226K |
| AE Wealth Management LLC | 0.00% | Reduce -5.5% | 3,294 | $226K |
| Independent Advisor Alliance | 0.00% | New | 3,201 | $219K |
| Autumn Glory Partners, LLC | 0.11% | No change | 3,180 | $218K |
| Coppell Advisory Solutions LLC | 0.03% | Add +31.3% | 3,091 | $210K |
| Mariner, LLC | 0.00% | New | 3,044 | $208K |
| Joseph P. Lucia & Associates, LLC | 0.09% | Reduce -3.8% | 2,994 | $205K |
| Creative Financial Designs Inc. | 0.02% | Add +1.7% | 2,966 | $203K |
| JPMorgan Chase & Co. | 0.00% | Add +42540.0% | 2,132 | $146K |
| True Wealth Design, LLC | 0.04% | No change | 1,560 | $107K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,187 | $81K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,113 | $76K |
| Parallel Advisors, LLC | 0.00% | Reduce -55.2% | 710 | $49K |
| Evermay Wealth Management LLC | 0.01% | No change | 700 | $48K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 653 | $45K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 600 | $41K |
| AdvisorNet Financial, Inc | 0.00% | Add +25.6% | 540 | $37K |
| Godsey & Gibb, Inc. | 0.00% | New | 510 | $35K |
| Allworth Financial LP | 0.00% | New | 388 | $27K |
| US Bancorp \de | 0.00% | Add +27.0% | 381 | $26K |
| Lindbrook Capital, LLC | 0.00% | Add +0.3% | 323 | $22K |
| AllSquare Wealth Management LLC | 0.01% | No change | 300 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | New | 200 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -31.7% | 196 | $13K |
| Global Retirement Partners, LLC | 0.00% | No change | 173 | $12K |
| JDM Financial Group LLC | 0.01% | No change | 162 | $11K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 155 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 155 | $11K |
| CoreCap Advisors, LLC | 0.00% | No change | 120 | $8K |
| Caitlin John, LLC | 0.00% | No change | 75 | $5K |
| Private Trust Co. NA | 0.00% | Reduce -14.5% | 59 | $4K |
| HighMark Wealth Management LLC | 0.00% | No change | 50 | $3K |
| Principal Securities, Inc. | 0.00% | Reduce -23.3% | 46 | $3K |
| Creekmur Asset Management LLC | 0.00% | Reduce -2.6% | 38 | $3K |
| FMR LLC | 0.00% | Add +11.5% | 29 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 14 | $971 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $959 |
| LGT Financial Advisors LLC | 0.00% | Reduce -99.3% | 5 | $374 |
"% of holder's portfolio" is SYLD's weight in each manager's 13F, not the share of Cambria Shareholder Yield Et the manager owns.