Cambria Shareholder Yield EtSYLDETF
13F holders, Q3 2025 (September 30)160holders −3
17new positions
18sold out
2famous investors
$68.54avg. 13F price*
At the end of Q3 2025, 160 institutions reported holding Cambria Shareholder Yield Et (SYLD) in their 13F filings, down 3 from Q2 2025. 17 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($48.8M), Raymond James Financial Inc. ($36.7M) and LPL Financial LLC ($33.6M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $3.1M |
| Exits | 18 | $19.3M |
All 13F filers, Q2 2025 → Q3 2025: 503,637 shares bought and 1,054,810 shares sold, net −551,173 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 160 holders
| Morgan Stanley | 0.00% | Reduce -11.9% | 710,378 | $48.8M |
| Raymond James Financial Inc. | 0.01% | Add +4.9% | 534,253 | $36.7M |
| LPL Financial LLC | 0.01% | Reduce -10.3% | 489,925 | $33.6M |
| Revolve Wealth Partners, LLC | 3.15% | Add +4.3% | 381,901 | $26.2M |
| Intellus Advisors LLC | 3.43% | Reduce -23.1% | 365,753 | $25.1M |
| Focus Partners Wealth | 0.04% | Add +3.7% | 351,755 | $24.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -16.7% | 325,869 | $22.4M |
| VestGen Advisors, LLC | 0.72% | Add +1.5% | 316,144 | $21.7M |
| Compound Planning, Inc. | 0.59% | Add +11.5% | 263,984 | $18.1M |
| UBS Group AG | 0.00% | Reduce -21.7% | 251,538 | $17.3M |
| Cetera Investment Advisers | 0.02% | Add +52.5% | 240,841 | $16.5M |
| Rothschild Investment LLC | 0.90% | Add +8.8% | 232,350 | $16.0M |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 229,446 | $15.8M |
| Opus Capital Group, LLC | 1.73% | Add +0.4% | 224,463 | $15.4M |
| ALM First Financial Advisors, LLC | 3.09% | No change | 236,286 | $15.3M |
| Wells Fargo & Company | 0.00% | Add +4.4% | 209,863 | $14.4M |
| Verum Partners LLC | 2.77% | Add +15.0% | 189,446 | $13.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.0% | 180,424 | $12.4M |
| Royal Bank of Canada | 0.00% | Add +111.8% | 168,036 | $11.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -46.6% | 164,394 | $11.3M |
| Cwm, LLC | 0.03% | Reduce -7.6% | 138,954 | $9.5M |
| Fermata Advisors, LLC | 2.19% | Reduce -3.1% | 125,615 | $8.6M |
| Arkadios Wealth Advisors | 0.21% | Add +8.2% | 122,153 | $8.4M |
| Atlas Wealth LLC | 3.31% | Add +106.9% | 112,817 | $7.7M |
| Brookstone Capital Management | 0.09% | Add +5.7% | 108,014 | $7.4M |
| Breakwater Capital Group | 0.91% | Reduce -8.8% | 90,015 | $6.2M |
| Moneco Advisors, LLC | 0.49% | Reduce -16.8% | 85,293 | $5.9M |
| Cambria Investment Management, L.P. | 0.33% | Reduce -3.2% | 79,231 | $5.4M |
| DKM Wealth Management, Inc. | 4.24% | Reduce -38.4% | 76,908 | $5.3M |
| Ethos Financial Group, LLC | 0.37% | Reduce -3.8% | 68,857 | $4.7M |
| Kesler, Norman & Wride, LLC | 0.83% | Add +6.1% | 62,144 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.3% | 60,064 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +0.3% | 59,431 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.3% | 59,250 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.4% | 58,387 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -16.6% | 56,868 | $3.9M |
| Visionary Wealth Advisors | 0.17% | Reduce -8.7% | 54,157 | $3.7M |
| Truist Financial Corp. | 0.00% | Add +9.4% | 48,603 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -21.5% | 39,360 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 35,190 | $2.4M |
| Citadel Advisors | 0.00% | Add +16.9% | 34,514 | $2.4M |
| Mgo One Seven LLC | 0.05% | Reduce -11.2% | 34,064 | $2.3M |
| United Advisor Group, LLC | 0.30% | Add +64.8% | 32,570 | $2.2M |
| Pure Portfolios Holdings LLC | 0.68% | Add +1.4% | 31,676 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -1.4% | 30,894 | $2.1M |
| Laurel Wealth Advisors LLC | 0.27% | Add +5.5% | 28,307 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.1% | 27,367 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.1% | 26,557 | $1.8M |
| Belpointe Asset Management LLC | 0.07% | Add +49.7% | 26,298 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +18.8% | 25,833 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +19.9% | 25,712 | $1.8M |
| Sigma Planning Corp | 0.05% | Add +6.6% | 23,553 | $1.6M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -2.5% | 23,347 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +15.0% | 22,647 | $1.6M |
| Sheets Smith Wealth Management | 0.17% | Reduce -1.7% | 21,928 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +3.4% | 21,573 | $1.5M |
| Bravias Capital Group, LLC | 0.95% | Reduce -8.5% | 20,651 | $1.4M |
| Aspect Partners, LLC | 0.64% | Add +5.8% | 20,639 | $1.4M |
| Nottingham Advisors, Inc. | 0.20% | No change | 20,617 | $1.4M |
| Summit Wealth & Retirement Planning, Inc. | 0.34% | Add +19.0% | 20,408 | $1.4M |
| Longview Financial Advisors, Inc. | 0.99% | Reduce -1.8% | 20,137 | $1.4M |
| Valued Retirements, Inc. | 1.55% | No change | 21,092 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -6.2% | 18,267 | $1.3M |
| Southland Equity Partners LLC | 0.24% | Reduce -0.2% | 17,109 | $1.2M |
| Evanson Asset Management, LLC | 0.06% | No change | 16,483 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -10.5% | 16,244 | $1.1M |
| Financial Partners Group, Inc | 0.14% | Reduce -8.4% | 16,205 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.4% | 16,141 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +6.3% | 15,798 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.9% | 15,038 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Add +9.4% | 14,761 | $1.0M |
| RFG Advisory, LLC | 0.02% | Add +0.7% | 14,421 | $990K |
| Cowa, LLC | 0.34% | Add +69.6% | 14,146 | $971K |
| Manchester Financial Inc. | 0.17% | Reduce -53.7% | 12,523 | $860K |
| Meridian Financial Advisors, LLC | 0.48% | Reduce -8.4% | 12,493 | $858K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.4% | 12,000 | $824K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.6% | 10,874 | $747K |
| AQR Capital Management | 0.00% | No change | 10,662 | $732K |
| Two Sigma Investments, LP | 0.00% | New | 10,500 | $721K |
| Betterment LLC | 0.00% | Reduce -17.4% | 9,952 | $683K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -19.0% | 9,565 | $657K |
| RPS Advisory Solutions LLC | 0.30% | Reduce -0.3% | 8,906 | $611K |
| Compass Ion Advisors, LLC | 0.06% | Reduce -10.1% | 8,877 | $610K |
| Money Concepts Capital Corp. | 0.04% | Reduce -2.5% | 8,872 | $609K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 8,620 | $592K |
| CoreFirst Bank & Trust | 0.31% | Add +11814.3% | 8,340 | $573K |
| Wealth Management Partners, LLC | 0.17% | Reduce -2.8% | 7,752 | $532K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 7,000 | $479K |
| Comprehensive Wealth Management, LLC | 0.33% | Reduce -1.6% | 6,834 | $469K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -54.6% | 6,785 | $466K |
| ZEGA Investments, LLC | 0.11% | Reduce -18.0% | 6,702 | $460K |
| Astra Wealth Partners LLC | 0.32% | Reduce -2.0% | 6,671 | $458K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -21.6% | 6,631 | $455K |
| Obermeyer Wealth Partners | 0.02% | No change | 6,363 | $437K |
| Waverly Advisors, LLC | 0.00% | Add +4.8% | 6,239 | $428K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +7.4% | 6,144 | $422K |
| First National Bank Sioux Falls | 0.13% | Reduce -26.2% | 6,090 | $418K |
| Genesis Wealth Advisors, LLC | 0.29% | No change | 6,078 | $417K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -28.6% | 5,889 | $404K |
| Sentinel Pension Advisors, LLC | 0.06% | Reduce -30.3% | 5,737 | $394K |
| Corient Private Wealth LP | 0.00% | No change | 5,524 | $379K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 5,350 | $367K |
| CX Institutional | 0.01% | New | 5,311 | $365K |
| Baird Financial Group, Inc. | 0.00% | Add +0.8% | 4,967 | $341K |
| &partners | 0.00% | Reduce -19.0% | 5,284 | $335K |
| Avior Wealth Management, LLC | 0.01% | Add +4.2% | 4,814 | $331K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -0.6% | 4,645 | $319K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +1.7% | 4,481 | $307K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.7% | 4,370 | $300K |
| DAVENPORT & Co LLC | 0.00% | New | 4,238 | $291K |
| Baldwin Investment Management, LLC | 0.03% | Reduce -0.8% | 4,179 | $287K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -20.2% | 4,174 | $287K |
| TCFG Wealth Management, LLC | 0.11% | Add +1.4% | 4,121 | $284K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.5% | 4,059 | $279K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.9% | 3,995 | $274K |
| StoneX Group Inc. | 0.01% | Reduce -18.0% | 3,800 | $261K |
| Sax Wealth Advisors, LLC | 0.01% | New | 3,764 | $258K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Reduce -4.2% | 3,463 | $238K |
| MSH Capital Advisors LLC | 0.06% | Add +0.1% | 3,388 | $233K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -30.2% | 3,384 | $232K |
| Ancora Advisors LLC | 0.00% | Add +0.0% | 3,303 | $227K |
| Blair William & Co. | 0.00% | New | 3,172 | $218K |
| Wedbush Securities Inc. | 0.01% | New | 3,134 | $215K |
| Joseph P. Lucia & Associates, LLC | 0.08% | New | 2,985 | $205K |
| Optivise Advisory Services LLC | 0.12% | New | 2,948 | $202K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -1.1% | 2,921 | $201K |
| Comerica Bank | 0.00% | Reduce -23.6% | 2,348 | $161K |
| AE Wealth Management LLC | 0.00% | No change | 1,986 | $136K |
| IFP Advisors, Inc | 0.00% | No change | 1,843 | $127K |
| Centaurus Financial, Inc. | 0.01% | New | 1,828 | $126K |
| Optiver Holding B.V. | 0.00% | New | 1,699 | $117K |
| Harbour Investments, Inc. | 0.00% | Add +38.9% | 1,617 | $111K |
| True Wealth Design, LLC | 0.03% | No change | 1,574 | $108K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 1,500 | $103K |
| Wealth Watch Advisors, INC | 0.04% | New | 1,392 | $96K |
| Arax Advisory Partners | 0.00% | No change | 1,000 | $69K |
| Sunbelt Securities, Inc. | 0.00% | New | 986 | $68K |
| Allworth Financial LP | 0.00% | New | 976 | $67K |
| Advisory Services Network, LLC | 0.00% | New | 756 | $52K |
| Parallel Advisors, LLC | 0.00% | No change | 710 | $49K |
| AdvisorNet Financial, Inc | 0.00% | No change | 540 | $37K |
| JPMorgan Chase & Co. | 0.00% | Add +10.2% | 465 | $32K |
| Root Financial Partners, LLC | 0.00% | New | 438 | $30K |
| Farther Finance Advisors, LLC | 0.00% | No change | 367 | $25K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 303 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 275 | $19K |
| Global Retirement Partners, LLC | 0.00% | Add +14.4% | 198 | $14K |
| JDM Financial Group LLC | 0.00% | No change | 162 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 160 | $11K |
| NewEdge Advisors, LLC | 0.00% | No change | 153 | $11K |
| Dunhill Financial, LLC | 0.00% | No change | 150 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 120 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -47.7% | 81 | $6K |
| Caitlin John, LLC | 0.00% | New | 75 | $5K |
| Creekmur Asset Management LLC | 0.00% | Add +2.7% | 38 | $3K |
| FMR LLC | 0.00% | No change | 25 | $2K |
| Costello Asset Management, INC | 0.00% | Add +4.5% | 23 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $962 |
| LGT Financial Advisors LLC | 0.00% | No change | 1 | $69 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $68 |
"% of holder's portfolio" is SYLD's weight in each manager's 13F, not the share of Cambria Shareholder Yield Et the manager owns.