Cambria Shareholder Yield EtSYLDETF
13F holders, Q1 2025 (March 31)173holders −15
14new positions
27sold out
2famous investors
$63.72avg. 13F price*
At the end of Q1 2025, 173 institutions reported holding Cambria Shareholder Yield Et (SYLD) in their 13F filings, down 15 from Q4 2024. 14 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($67.0M), LPL Financial LLC ($50.0M) and Intellus Advisors LLC ($31.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $9.4M |
| Exits | 27 | $21.3M |
All 13F filers, Q4 2024 → Q1 2025: 773,429 shares bought and 2,234,868 shares sold, net −1,461,439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| Morgan Stanley | 0.00% | Reduce -5.4% | 1,049,812 | $67.0M |
| LPL Financial LLC | 0.02% | Reduce -7.5% | 783,148 | $50.0M |
| Intellus Advisors LLC | 5.52% | Add +5.4% | 495,174 | $31.6M |
| Raymond James Financial Inc. | 0.01% | Add +14.3% | 484,176 | $30.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -9.8% | 470,147 | $30.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -12.8% | 419,706 | $26.8M |
| Focus Partners Wealth | 0.06% | Add +4.5% | 349,397 | $22.3M |
| UBS Group AG | 0.00% | Reduce -4.3% | 342,830 | $21.9M |
| Revolve Wealth Partners, LLC | 3.04% | Add +9.5% | 329,745 | $21.0M |
| Cwm, LLC | 0.06% | Add +103.2% | 253,835 | $16.2M |
| Bank of America Corp. | 0.00% | Add +81.2% | 246,848 | $15.7M |
| 360 Financial, Inc. | 5.41% | Add +6.6% | 234,202 | $14.9M |
| Opus Capital Group, LLC | 1.84% | Add +1.3% | 223,987 | $14.3M |
| ALM First Financial Advisors, LLC | 3.25% | Add +12.6% | 236,286 | $14.2M |
| Compound Planning, Inc. | 0.64% | Add +17.3% | 218,650 | $13.9M |
| Wells Fargo & Company | 0.00% | Add +16.3% | 202,032 | $12.9M |
| Rothschild Investment LLC | 0.84% | Add +6.3% | 197,562 | $12.6M |
| VestGen Advisors, LLC | 0.53% | — | 184,152 | $11.7M |
| Verum Partners LLC | 3.11% | Reduce -1.9% | 180,791 | $11.5M |
| Royal Bank of Canada | 0.00% | Add +35.4% | 163,901 | $10.5M |
| Cetera Investment Advisers | 0.02% | Reduce -2.4% | 160,511 | $10.2M |
| HighTower Advisors, LLC | 0.01% | Add +15.3% | 155,951 | $9.9M |
| Fermata Advisors, LLC | 1.63% | Reduce -6.2% | 141,476 | $9.0M |
| DKM Wealth Management, Inc. | 8.45% | Reduce -18.3% | 136,562 | $8.7M |
| Breakwater Capital Group | 1.46% | Add +8.0% | 128,030 | $8.2M |
| Moneco Advisors, LLC | 0.83% | Reduce -12.1% | 125,813 | $8.0M |
| Smith Anglin Financial, LLC | 0.67% | Reduce -90.2% | 99,076 | $6.3M |
| Cambria Investment Management, L.P. | 0.40% | Reduce -57.5% | 88,638 | $5.8M |
| Arkadios Wealth Advisors | 0.21% | New | 88,094 | $5.6M |
| RFG Holdings, Inc. | 1.80% | Reduce -6.1% | 86,901 | $5.5M |
| Heck Capital Advisors, LLC | 0.61% | Reduce -2.5% | 85,246 | $5.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -14.5% | 78,146 | $5.0M |
| Brookstone Capital Management | 0.07% | Add +5.6% | 76,604 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 74,407 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.1% | 73,215 | $4.7M |
| Certified Advisory Corp | 0.50% | Reduce -2.6% | 68,970 | $4.4M |
| Ethos Financial Group, LLC | 0.39% | Add +20.4% | 63,937 | $4.1M |
| Visionary Wealth Advisors | 0.24% | Add +0.9% | 62,548 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -35.1% | 61,090 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -14.3% | 59,336 | $3.8M |
| Kesler, Norman & Wride, LLC | 0.71% | Reduce -5.6% | 58,640 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.4% | 57,798 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +7.0% | 54,150 | $3.5M |
| Manchester Financial Inc. | 0.70% | Reduce -82.9% | 48,619 | $3.1M |
| Thoroughbred Financial Services, LLC | 0.19% | Reduce -25.1% | 46,717 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +33.0% | 46,620 | $3.0M |
| Mgo One Seven LLC | 0.11% | Reduce -2.6% | 44,050 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -39.0% | 42,398 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 40,932 | $2.6M |
| Citadel Advisors | 0.00% | New | 34,360 | $2.2M |
| Pure Portfolios Holdings LLC | 0.79% | Add +0.1% | 33,666 | $2.1M |
| Valued Retirements, Inc. | 2.37% | Reduce -38.5% | 28,233 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.3% | 27,983 | $1.8M |
| Financial Partners Group, Inc | 0.26% | Reduce -11.0% | 26,784 | $1.7M |
| MAI Capital Management | 0.01% | Add +14.8% | 26,699 | $1.7M |
| Betterment LLC | 0.00% | Add +0.7% | 26,546 | $1.7M |
| Laurel Wealth Advisors LLC | 0.26% | Add +7.0% | 26,442 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Add +42.2% | 24,980 | $1.6M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -33.2% | 24,409 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +3.8% | 24,028 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +1.1% | 23,942 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +2.3% | 23,837 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.9% | 23,740 | $1.5M |
| Longview Financial Advisors, Inc. | 1.27% | Reduce -2.0% | 23,229 | $1.5M |
| Sheets Smith Wealth Management | 0.18% | Reduce -28.2% | 22,940 | $1.5M |
| Bravias Capital Group, LLC | 1.17% | Add +0.1% | 22,689 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +11.0% | 21,498 | $1.4M |
| Nottingham Advisors, Inc. | 0.20% | No change | 20,791 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -9.4% | 20,057 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +4.6% | 19,817 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -4.7% | 19,270 | $1.2M |
| United Advisor Group, LLC | 0.23% | Add +5.3% | 17,952 | $1.1M |
| Compass Ion Advisors, LLC | 0.12% | Reduce -42.8% | 16,573 | $1.1M |
| Evanson Asset Management, LLC | 0.07% | No change | 16,483 | $1.1M |
| Summit Wealth & Retirement Planning, Inc. | 0.32% | Add +11.6% | 16,287 | $1.0M |
| Aspect Partners, LLC | 0.58% | Reduce -12.3% | 16,015 | $1.0M |
| Southland Equity Partners LLC | 0.24% | Add +7.4% | 15,943 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +6.8% | 15,392 | $982K |
| Snowden Capital Advisors LLC | 0.03% | Add +3.2% | 15,260 | $974K |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,231 | $972K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -81.4% | 14,661 | $935K |
| RFG Advisory, LLC | 0.03% | Reduce -0.5% | 14,546 | $928K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -5.8% | 14,417 | $920K |
| Meridian Financial Advisors, LLC | 0.61% | Add +0.4% | 13,696 | $874K |
| Comprehensive Wealth Management, LLC | 0.56% | Add +23.4% | 12,617 | $805K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.2% | 13,359 | $804K |
| Belpointe Asset Management LLC | 0.04% | Reduce -6.6% | 12,568 | $802K |
| TFG Advisers LLC | 0.28% | Reduce -0.3% | 12,130 | $775K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -24.7% | 10,771 | $687K |
| Astra Wealth Partners LLC | 0.65% | Reduce -1.5% | 10,744 | $685K |
| Ameliora Wealth Management Ltd. | 0.21% | No change | 8,723 | $557K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +15.3% | 8,675 | $553K |
| Money Concepts Capital Corp. | 0.04% | Reduce -13.1% | 8,623 | $550K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 8,620 | $550K |
| Wealth Management Partners, LLC | 0.25% | Add +1.1% | 8,485 | $541K |
| Cowa, LLC | 0.23% | Add +45.5% | 8,434 | $538K |
| Sentinel Pension Advisors, LLC | 0.10% | Add +0.8% | 8,121 | $518K |
| First National Bank Sioux Falls | 0.21% | Add +11.8% | 8,009 | $511K |
| OxenFree Capital LLC | 0.38% | Add +7.8% | 8,688 | $498K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -30.4% | 7,479 | $477K |
"% of holder's portfolio" is SYLD's weight in each manager's 13F, not the share of Cambria Shareholder Yield Et the manager owns.