Cambria Shareholder Yield EtSYLDETF
13F holders, Q4 2025 (December 31)162holders +2
13new positions
14sold out
2famous investors
$69.42avg. 13F price*
At the end of Q4 2025, 162 institutions reported holding Cambria Shareholder Yield Et (SYLD) in their 13F filings, up 2 from Q3 2025. 13 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($44.8M), Raymond James Financial Inc. ($31.8M) and LPL Financial LLC ($28.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.2M |
| Exits | 14 | $6.8M |
All 13F filers, Q3 2025 → Q4 2025: 285,745 shares bought and 1,112,692 shares sold, net −826,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Morgan Stanley | 0.00% | Reduce -9.3% | 644,465 | $44.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -14.4% | 457,104 | $31.8M |
| LPL Financial LLC | 0.01% | Reduce -17.7% | 403,335 | $28.0M |
| Revolve Wealth Partners, LLC | 3.16% | Add +1.3% | 386,989 | $26.9M |
| Focus Partners Wealth | 0.03% | Add +2.9% | 362,046 | $25.2M |
| Intellus Advisors LLC | 3.25% | Reduce -3.7% | 352,177 | $24.5M |
| VestGen Advisors, LLC | 0.93% | Reduce -0.9% | 313,382 | $21.8M |
| Compound Planning, Inc. | 0.57% | Add +5.2% | 277,809 | $19.3M |
| Rothschild Investment LLC | 0.95% | Add +6.6% | 247,655 | $17.2M |
| UBS Group AG | 0.00% | Reduce -3.9% | 241,798 | $16.8M |
| Cetera Investment Advisers | 0.02% | Reduce -0.8% | 238,800 | $16.6M |
| Opus Capital Group, LLC | 1.77% | Add +4.8% | 235,134 | $16.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -28.9% | 231,714 | $16.1M |
| Verum Partners LLC | 3.13% | Add +17.8% | 223,117 | $15.5M |
| ALM First Financial Advisors, LLC | 3.07% | No change | 236,286 | $15.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -15.5% | 152,521 | $10.6M |
| Cwm, LLC | 0.03% | Reduce -1.3% | 137,179 | $9.5M |
| Arkadios Wealth Advisors | 0.18% | Add +7.7% | 131,599 | $9.1M |
| Atlas Wealth LLC | 3.37% | Add +7.9% | 121,727 | $8.5M |
| Wells Fargo & Company | 0.00% | Reduce -42.6% | 120,555 | $8.4M |
| Brookstone Capital Management | 0.09% | Add +8.7% | 117,367 | $8.2M |
| Fermata Advisors, LLC | 1.70% | Reduce -18.8% | 102,033 | $7.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -40.6% | 97,697 | $6.8M |
| Bank of America Corp. | 0.00% | Reduce -60.8% | 89,937 | $6.3M |
| Cambria Investment Management, L.P. | 0.33% | Add +1.1% | 80,098 | $5.6M |
| Royal Bank of Canada | 0.00% | Reduce -53.4% | 78,361 | $5.4M |
| Breakwater Capital Group | 0.72% | Reduce -17.3% | 74,490 | $5.2M |
| DKM Wealth Management, Inc. | 3.76% | Reduce -5.8% | 72,462 | $5.0M |
| Ethos Financial Group, LLC | 0.35% | Reduce -0.2% | 68,748 | $4.8M |
| Moneco Advisors, LLC | 0.37% | Reduce -21.0% | 67,360 | $4.7M |
| United Advisor Group, LLC | 0.55% | Add +88.2% | 61,293 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 59,804 | $4.2M |
| Kesler, Norman & Wride, LLC | 0.69% | Reduce -6.5% | 58,103 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.4% | 56,837 | $4.0M |
| Visionary Wealth Advisors | 0.17% | Add +1.7% | 55,079 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.7% | 50,713 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -12.9% | 49,531 | $3.4M |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 48,017 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +12.4% | 39,553 | $2.7M |
| Integrated Advisors Network LLC | 0.12% | New | 38,973 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.3% | 35,718 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +11.0% | 34,292 | $2.4M |
| Pure Portfolios Holdings LLC | 0.68% | Add +2.3% | 32,395 | $2.3M |
| Laurel Wealth Advisors LLC | 0.27% | Add +2.8% | 29,107 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -0.3% | 25,755 | $1.8M |
| Aspect Partners, LLC | 0.76% | Add +21.3% | 25,034 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -4.1% | 24,667 | $1.7M |
| Flow Traders U.S. LLC | 0.06% | New | 24,558 | $1.7M |
| CoreFirst Bank & Trust | 0.92% | Add +193.6% | 24,487 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +102.3% | 24,272 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +2.9% | 24,245 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Reduce -14.3% | 22,756 | $1.6M |
| Mgo One Seven LLC | 0.03% | Reduce -34.8% | 22,206 | $1.5M |
| Sherman Wealth Management LLC | 1.30% | — | 21,507 | $1.5M |
| Sheets Smith Wealth Management | 0.16% | Reduce -4.1% | 21,035 | $1.5M |
| Summit Wealth & Retirement Planning, Inc. | 0.34% | Add +2.2% | 20,860 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Reduce -21.2% | 20,720 | $1.4M |
| Nottingham Advisors, Inc. | 0.20% | No change | 20,617 | $1.4M |
| Bravias Capital Group, LLC | 0.86% | Reduce -0.7% | 20,507 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -18.3% | 19,076 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Reduce -16.3% | 18,951 | $1.3M |
| Longview Financial Advisors, Inc. | 0.89% | Reduce -6.2% | 18,891 | $1.3M |
| Cauble & Harre Wealth Management, Inc. | 1.03% | — | 17,675 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -50.0% | 17,267 | $1.2M |
| Southland Equity Partners LLC | 0.23% | Reduce -2.7% | 16,643 | $1.2M |
| Evanson Asset Management, LLC | 0.06% | No change | 16,483 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.6% | 16,244 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +3.4% | 15,544 | $1.1M |
| Cowa, LLC | 0.32% | Add +5.3% | 14,895 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -19.7% | 14,665 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -0.8% | 14,651 | $1.0M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -8.7% | 14,429 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -78.1% | 12,951 | $900K |
| AQR Capital Management | 0.00% | Add +10.9% | 11,822 | $822K |
| Meridian Financial Advisors, LLC | 0.43% | Reduce -8.1% | 11,487 | $799K |
| Valued Retirements, Inc. | 0.74% | Reduce -48.6% | 10,832 | $753K |
| Manchester Financial Inc. | 0.14% | Reduce -15.7% | 10,556 | $734K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.8% | 10,027 | $697K |
| Betterment LLC | 0.00% | Reduce -1.2% | 9,836 | $684K |
| RFG Advisory, LLC | 0.01% | Reduce -32.9% | 9,673 | $672K |
| Compass Ion Advisors, LLC | 0.06% | Add +0.3% | 8,901 | $619K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 8,620 | $599K |
| RPS Advisory Solutions LLC | 0.26% | Reduce -12.3% | 7,811 | $543K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -19.4% | 7,709 | $536K |
| MAI Capital Management | 0.00% | Reduce -54.9% | 7,329 | $510K |
| Financial Partners Group, Inc | 0.06% | Reduce -58.2% | 6,773 | $498K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +15.0% | 7,066 | $491K |
| Comprehensive Wealth Management, LLC | 0.29% | Add +2.9% | 7,029 | $489K |
| Wealth Management Partners, LLC | 0.14% | Reduce -11.0% | 6,897 | $479K |
| Astra Wealth Partners LLC | 0.28% | Reduce -1.3% | 6,583 | $458K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -3.7% | 6,388 | $444K |
| Obermeyer Wealth Partners | 0.02% | Add +0.3% | 6,379 | $443K |
| Waverly Advisors, LLC | 0.00% | Add +2.1% | 6,369 | $443K |
| Genesis Wealth Advisors, LLC | 0.29% | No change | 6,078 | $423K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.0% | 5,891 | $410K |
| Sentinel Pension Advisors, LLC | 0.06% | Reduce -2.3% | 5,603 | $390K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.4% | 5,539 | $385K |
| Corient Private Wealth LP | 0.00% | No change | 5,524 | $384K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 5,350 | $372K |
| Baird Financial Group, Inc. | 0.00% | Add +0.2% | 4,975 | $346K |
| World Investment Advisors | 0.01% | New | 4,836 | $336K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,565 | $336K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +3.1% | 4,788 | $333K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +1.7% | 4,556 | $317K |
| Avior Wealth Management, LLC | 0.01% | Reduce -5.4% | 4,552 | $316K |
| DAVENPORT & Co LLC | 0.00% | Add +3.5% | 4,388 | $305K |
| CX Institutional | 0.01% | Reduce -18.0% | 4,357 | $303K |
| Baldwin Investment Management, LLC | 0.03% | Add +0.2% | 4,189 | $291K |
| ATLas Financial Planning LLC | 0.28% | — | 4,143 | $288K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.2% | 4,067 | $283K |
| &partners | 0.00% | Reduce -23.5% | 4,042 | $281K |
| Moors & Cabot, Inc. | 0.01% | Reduce -4.1% | 3,830 | $266K |
| TCFG Wealth Management, LLC | 0.10% | Reduce -14.7% | 3,515 | $257K |
| Money Concepts Capital Corp. | 0.01% | Reduce -59.4% | 3,603 | $250K |
| Compass Capital Corp. /Ma/ | 0.10% | New | 3,180 | $247K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.8% | 3,492 | $243K |
| MSH Capital Advisors LLC | 0.05% | No change | 3,388 | $236K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -19.9% | 3,345 | $233K |
| StoneX Group Inc. | 0.01% | Reduce -13.1% | 3,304 | $230K |
| Ancora Advisors LLC | 0.00% | Reduce -1.5% | 3,253 | $226K |
| Wedbush Securities Inc. | 0.01% | Add +2.5% | 3,212 | $223K |
| Joseph P. Lucia & Associates, LLC | 0.07% | Reduce -0.1% | 2,983 | $207K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,937 | $204K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,921 | $203K |
| MorganRosel Wealth Management, LLC | 0.05% | New | 2,886 | $201K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,325 | $162K |
| Harbour Investments, Inc. | 0.00% | Add +14.1% | 1,845 | $128K |
| Comerica Bank | 0.00% | Reduce -22.7% | 1,815 | $126K |
| IFP Advisors, Inc | 0.00% | Reduce -9.4% | 1,670 | $116K |
| NFSG Corp | 0.02% | New | 1,608 | $112K |
| True Wealth Design, LLC | 0.03% | No change | 1,574 | $109K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 1,500 | $104K |
| Wealth Watch Advisors, INC | 0.04% | Add +4.9% | 1,460 | $101K |
| Centaurus Financial, Inc. | 0.00% | Reduce -20.7% | 1,449 | $101K |
| AE Wealth Management LLC | 0.00% | Reduce -35.0% | 1,291 | $90K |
| Allworth Financial LP | 0.00% | Add +30.8% | 1,277 | $89K |
| Accordant Advisory Group Inc | 0.05% | New | 1,000 | $70K |
| Arax Advisory Partners | 0.00% | No change | 1,000 | $70K |
| Tucker Asset Management LLC | 0.02% | New | 903 | $63K |
| JPMorgan Chase & Co. | 0.00% | Add +69.7% | 789 | $55K |
| Parallel Advisors, LLC | 0.00% | No change | 710 | $49K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 600 | $42K |
| AdvisorNet Financial, Inc | 0.00% | No change | 540 | $38K |
| Root Financial Partners, LLC | 0.00% | No change | 438 | $30K |
| Farther Finance Advisors, LLC | 0.00% | No change | 367 | $26K |
| Sound Income Strategies, LLC | 0.00% | Add +33500.0% | 336 | $25K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 303 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.4% | 276 | $19K |
| Global Retirement Partners, LLC | 0.00% | No change | 198 | $14K |
| 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 |
| Premier Financial Group | 0.00% | New | 82 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 81 | $6K |
| Caitlin John, LLC | 0.00% | No change | 75 | $5K |
| Creative Financial Designs Inc. | 0.00% | Reduce -71.9% | 45 | $3K |
| FMR LLC | 0.00% | No change | 25 | $2K |
| Costello Asset Management, INC | 0.00% | No change | 23 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $974 |
| Signature Equity Partners, LLC | 0.00% | — | 6 | $417 |
| LGT Financial Advisors LLC | 0.00% | No change | 1 | $70 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -99.9% | 1 | $45 |
"% of holder's portfolio" is SYLD's weight in each manager's 13F, not the share of Cambria Shareholder Yield Et the manager owns.