Cambria Shareholder Yield EtSYLDETF
13F holders, Q2 2025 (June 30)163holders −10
13new positions
24sold out
2famous investors
$64.96avg. 13F price*
At the end of Q2 2025, 163 institutions reported holding Cambria Shareholder Yield Et (SYLD) in their 13F filings, down 10 from Q1 2025. 13 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($52.5M), LPL Financial LLC ($35.5M) and Raymond James Financial Inc. ($33.1M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.5M |
| Exits | 24 | $20.9M |
All 13F filers, Q1 2025 → Q2 2025: 475,498 shares bought and 1,727,599 shares sold, net −1,252,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 163 holders
| Morgan Stanley | 0.00% | Reduce -23.2% | 806,590 | $52.5M |
| LPL Financial LLC | 0.01% | Reduce -30.2% | 546,456 | $35.5M |
| Raymond James Financial Inc. | 0.01% | Add +5.1% | 509,081 | $33.1M |
| Intellus Advisors LLC | 4.61% | Reduce -4.0% | 475,582 | $30.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -16.8% | 391,367 | $25.5M |
| Revolve Wealth Partners, LLC | 3.11% | Add +11.0% | 366,072 | $23.8M |
| Focus Partners Wealth | 0.05% | Reduce -2.9% | 339,231 | $22.1M |
| UBS Group AG | 0.00% | Reduce -6.3% | 321,319 | $20.9M |
| VestGen Advisors, LLC | 0.81% | Add +69.1% | 311,389 | $20.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -26.7% | 307,825 | $20.0M |
| 360 Financial, Inc. | 5.06% | Add +5.3% | 246,693 | $16.0M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 240,931 | $15.7M |
| Compound Planning, Inc. | 0.58% | Add +8.3% | 236,710 | $15.4M |
| Opus Capital Group, LLC | 1.74% | Reduce -0.2% | 223,534 | $14.5M |
| ALM First Financial Advisors, LLC | 3.13% | No change | 236,286 | $14.5M |
| Rothschild Investment LLC | 0.87% | Add +8.1% | 213,537 | $13.9M |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 201,027 | $13.1M |
| HighTower Advisors, LLC | 0.02% | Add +25.7% | 195,999 | $12.7M |
| Verum Partners LLC | 2.47% | Reduce -8.9% | 164,704 | $10.7M |
| Cetera Investment Advisers | 0.02% | Reduce -1.6% | 157,916 | $10.3M |
| Cwm, LLC | 0.03% | Reduce -40.8% | 150,310 | $9.8M |
| Fermata Advisors, LLC | 2.25% | Reduce -8.4% | 129,641 | $8.4M |
| DKM Wealth Management, Inc. | 7.00% | Reduce -8.6% | 124,843 | $8.1M |
| Arkadios Wealth Advisors | 0.22% | Add +28.2% | 112,900 | $7.3M |
| Moneco Advisors, LLC | 0.62% | Reduce -18.6% | 102,480 | $6.7M |
| Brookstone Capital Management | 0.09% | Add +33.4% | 102,198 | $6.6M |
| Breakwater Capital Group | 1.05% | Reduce -22.9% | 98,757 | $6.4M |
| Cambria Investment Management, L.P. | 0.36% | Reduce -7.6% | 81,862 | $5.3M |
| Royal Bank of Canada | 0.00% | Reduce -51.6% | 79,330 | $5.2M |
| Ethos Financial Group, LLC | 0.40% | Add +11.9% | 71,562 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -12.7% | 68,226 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -15.1% | 62,138 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.7% | 60,461 | $3.9M |
| Visionary Wealth Advisors | 0.20% | Reduce -5.2% | 59,297 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +2.5% | 59,224 | $3.9M |
| Kesler, Norman & Wride, LLC | 0.68% | Reduce -0.1% | 58,592 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +3.9% | 56,279 | $3.7M |
| Atlas Wealth LLC | 1.80% | New | 54,535 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -15.5% | 50,124 | $3.4M |
| Truist Financial Corp. | 0.00% | Add +8.6% | 44,445 | $2.9M |
| Smith Anglin Financial, LLC | 0.23% | Reduce -60.7% | 38,963 | $2.5M |
| Mgo One Seven LLC | 0.08% | Reduce -13.0% | 38,340 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -41.6% | 35,671 | $2.3M |
| MML Investors Services, LLC | 0.01% | Reduce -32.8% | 31,334 | $2.0M |
| Pure Portfolios Holdings LLC | 0.69% | Reduce -7.2% | 31,237 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -14.1% | 29,514 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +89.3% | 29,136 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +13.2% | 28,272 | $1.8M |
| Manchester Financial Inc. | 0.37% | Reduce -44.4% | 27,050 | $1.8M |
| Laurel Wealth Advisors LLC | 0.26% | Add +1.5% | 26,832 | $1.7M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -1.9% | 23,937 | $1.6M |
| Bravias Capital Group, LLC | 1.08% | Reduce -0.5% | 22,571 | $1.5M |
| Sheets Smith Wealth Management | 0.17% | Reduce -2.8% | 22,299 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +10.2% | 22,097 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -9.5% | 21,753 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -23.3% | 21,451 | $1.4M |
| Valued Retirements, Inc. | 1.55% | Reduce -25.3% | 21,092 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +8.3% | 20,865 | $1.4M |
| Nottingham Advisors, Inc. | 0.20% | Reduce -0.8% | 20,617 | $1.3M |
| Longview Financial Advisors, Inc. | 1.13% | Reduce -11.7% | 20,509 | $1.3M |
| United Advisor Group, LLC | 0.22% | Add +10.1% | 19,767 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Reduce -8.4% | 19,691 | $1.3M |
| Aspect Partners, LLC | 0.63% | Add +21.8% | 19,510 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -1.8% | 19,467 | $1.3M |
| MAI Capital Management | 0.01% | Reduce -32.0% | 18,146 | $1.2M |
| Financial Partners Group, Inc | 0.16% | Reduce -34.0% | 17,684 | $1.2M |
| Belpointe Asset Management LLC | 0.05% | Add +39.8% | 17,569 | $1.1M |
| Summit Wealth & Retirement Planning, Inc. | 0.30% | Add +5.3% | 17,151 | $1.1M |
| Southland Equity Partners LLC | 0.24% | Add +7.5% | 17,146 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.6% | 16,537 | $1.1M |
| Evanson Asset Management, LLC | 0.07% | No change | 16,483 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.5% | 15,180 | $987K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -64.8% | 14,946 | $972K |
| Meridian Wealth Management, LLC | 0.04% | Add +3.1% | 14,860 | $966K |
| RFG Advisory, LLC | 0.02% | Reduce -1.5% | 14,323 | $931K |
| Mutual Advisors, LLC | 0.02% | Add +1.0% | 13,487 | $908K |
| Meridian Financial Advisors, LLC | 0.57% | Reduce -0.5% | 13,634 | $887K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.1% | 12,296 | $800K |
| Betterment LLC | 0.00% | Reduce -54.6% | 12,048 | $783K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -50.3% | 11,805 | $768K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -50.8% | 11,769 | $765K |
| TFG Advisers LLC | 0.26% | Reduce -4.2% | 11,627 | $756K |
| AQR Capital Management | 0.00% | Add +51.3% | 10,662 | $693K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +18.9% | 10,315 | $671K |
| Compass Ion Advisors, LLC | 0.07% | Reduce -40.4% | 9,876 | $642K |
| Money Concepts Capital Corp. | 0.04% | Add +5.5% | 9,100 | $592K |
| RPS Advisory Solutions LLC | 0.32% | New | 8,936 | $581K |
| OxenFree Capital LLC | 0.35% | Add +0.5% | 8,730 | $568K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 8,620 | $561K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -81.9% | 8,460 | $550K |
| Cowa, LLC | 0.21% | Reduce -1.1% | 8,342 | $542K |
| First National Bank Sioux Falls | 0.20% | Add +3.0% | 8,253 | $537K |
| Kestra Advisory Services, LLC | 0.00% | Add +29.1% | 8,244 | $536K |
| Sentinel Pension Advisors, LLC | 0.09% | Add +1.4% | 8,232 | $535K |
| ZEGA Investments, LLC | 0.13% | Add +27.9% | 8,170 | $531K |
| Wealth Management Partners, LLC | 0.19% | Reduce -6.0% | 7,979 | $531K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +204.3% | 7,000 | $455K |
| Comprehensive Wealth Management, LLC | 0.36% | Reduce -45.0% | 6,943 | $452K |
| Astra Wealth Partners LLC | 0.36% | Reduce -36.6% | 6,810 | $443K |
| &partners | 0.00% | Reduce -8.3% | 6,524 | $424K |
| Obermeyer Wealth Partners | 0.02% | No change | 6,363 | $414K |
| Genesis Wealth Advisors, LLC | 0.30% | No change | 6,078 | $395K |
| Waverly Advisors, LLC | 0.00% | No change | 5,955 | $387K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +5.2% | 5,720 | $372K |
| Corient Private Wealth LP | 0.00% | New | 5,524 | $359K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +2.7% | 5,350 | $348K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -7.7% | 5,228 | $340K |
| Baird Financial Group, Inc. | 0.00% | Add +0.7% | 4,927 | $320K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -17.0% | 4,849 | $315K |
| Founders Financial Securities LLC | 0.02% | Reduce -29.8% | 4,695 | $305K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -3.9% | 4,673 | $304K |
| StoneX Group Inc. | 0.01% | Add +0.5% | 4,635 | $301K |
| Avior Wealth Management, LLC | 0.01% | No change | 4,619 | $300K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -57.8% | 4,543 | $295K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 4,407 | $287K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -15.5% | 4,379 | $285K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -43.1% | 4,254 | $277K |
| Baldwin Investment Management, LLC | 0.03% | Add +0.5% | 4,213 | $274K |
| TCFG Wealth Management, LLC | 0.12% | New | 4,062 | $264K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +4.7% | 4,038 | $263K |
| Moors & Cabot, Inc. | 0.01% | Reduce -16.6% | 4,030 | $262K |
| HRT Financial LP | 0.00% | New | 3,678 | $239K |
| Total Clarity Wealth Management, Inc. | 0.07% | No change | 3,630 | $236K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +1.2% | 3,615 | $235K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -2.7% | 3,592 | $234K |
| MSH Capital Advisors LLC | 0.06% | Add +0.0% | 3,386 | $220K |
| Ancora Advisors LLC | 0.00% | Reduce -19.1% | 3,302 | $215K |
| MorganRosel Wealth Management, LLC | 0.06% | No change | 3,269 | $213K |
| Comerica Bank | 0.00% | Reduce -25.8% | 3,073 | $200K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,952 | $192K |
| AE Wealth Management LLC | 0.00% | Reduce -28.1% | 1,986 | $129K |
| IFP Advisors, Inc | 0.00% | Add +17.4% | 1,843 | $120K |
| True Wealth Design, LLC | 0.04% | No change | 1,574 | $102K |
| Financial Gravity Companies, Inc. | 0.02% | — | 1,500 | $98K |
| Harbour Investments, Inc. | 0.00% | Reduce -80.1% | 1,164 | $76K |
| Private Trust Co. NA | 0.01% | Add +1620.3% | 1,015 | $66K |
| Arax Advisory Partners | 0.00% | New | 1,000 | $65K |
| Parallel Advisors, LLC | 0.00% | No change | 710 | $46K |
| Ameritas Advisory Services, LLC | 0.00% | New | 683 | $44K |
| AdvisorNet Financial, Inc | 0.00% | No change | 540 | $35K |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.5% | 422 | $27K |
| US Bancorp \de | 0.00% | No change | 418 | $27K |
| Brooklyn Investment Group | 0.00% | New | 414 | $27K |
| Farther Finance Advisors, LLC | 0.00% | No change | 367 | $24K |
| Ameliora Wealth Management Ltd. | 0.01% | Reduce -96.5% | 303 | $20K |
| Global Retirement Partners, LLC | 0.00% | — | 173 | $11K |
| JDM Financial Group LLC | 0.01% | No change | 162 | $11K |
| Creative Financial Designs Inc. | 0.00% | Reduce -93.2% | 160 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 155 | $10K |
| NewEdge Advisors, LLC | 0.00% | No change | 153 | $10K |
| Dunhill Financial, LLC | 0.00% | New | 150 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 120 | $8K |
| Assetmark, Inc. | 0.00% | New | 82 | $5K |
| Capital Analysts, LLC | 0.00% | New | 82 | $5K |
| CoreFirst Bank & Trust | 0.00% | New | 70 | $5K |
| HighMark Wealth Management LLC | 0.00% | No change | 51 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 46 | $3K |
| Creekmur Asset Management LLC | 0.00% | No change | 37 | $2K |
| FMR LLC | 0.00% | No change | 25 | $2K |
| Costello Asset Management, INC | 0.00% | No change | 22 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $911 |
| LGT Financial Advisors LLC | 0.00% | Reduce -80.0% | 1 | $67 |
| Sound Income Strategies, LLC | 0.00% | Add +0.0% | 1 | $65 |
"% of holder's portfolio" is SYLD's weight in each manager's 13F, not the share of Cambria Shareholder Yield Et the manager owns.