Cambria Shareholder Yield EtSYLDETF

13F holders, Q1 2026 (March 31)
167holders +5
19new positions
14sold out
2famous investors
$75.38avg. 13F price*

At the end of Q1 2026, 167 institutions reported holding Cambria Shareholder Yield Et (SYLD) in their 13F filings, up 5 from Q4 2025. 19 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($50.9M), Raymond James Financial Inc. ($31.2M) and LPL Financial LLC ($31.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Cambria Shareholder Yield Et
CUSIP
132061201
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 168Q1 2024Q2 2024: 183Q2 2024Q3 2024: 187Q3 2024Q4 2024: 188Q4 2024Q1 2025: 173Q1 2025Q2 2025: 163Q2 2025Q3 2025: 160Q3 2025Q4 2025: 162Q4 2025Q1 2026: 167Q1 2026Q2 2026: 165Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$18.7M
Exits14$3.1M

All 13F filers, Q4 2025 → Q1 2026: 666,701 shares bought and 514,958 shares sold, net +151,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 167 holders

Morgan Stanley 0.00% Add +4.8% 675,566 $50.9M
Raymond James Financial Inc. 0.01% Reduce -9.4% 414,022 $31.2M
LPL Financial LLC 0.01% Add +1.8% 410,658 $31.0M
Focus Partners Wealth 0.03% Add +4.7% 379,040 $28.6M
Revolve Wealth Partners, LLC 3.57% Reduce -5.9% 364,183 $27.5M
Intellus Advisors LLC 3.62% Reduce -0.2% 351,446 $26.5M
VestGen Advisors, LLC 0.62% Reduce -9.1% 284,979 $22.2M
Rothschild Investment LLC 1.09% Add +11.2% 275,419 $20.8M
ALM First Financial Advisors, LLC 3.45% Add +13.8% 268,778 $19.3M
Cetera Investment Advisers 0.02% Add +5.0% 250,789 $18.9M
UBS Group AG 0.00% Add +2.7% 248,381 $18.7M
Opus Capital Group, LLC 1.92% Add +0.7% 236,777 $17.9M
Verum Partners LLC 3.33% Add +4.2% 232,513 $17.5M
Compound Planning, Inc. 0.47% Reduce -27.5% 201,384 $15.2M
Commonwealth Equity Services, LLC 0.02% Reduce -14.5% 198,114 $14.9M
Cambria Investment Management, L.P. 0.70% Add +106.5% 165,443 $12.5M
HighTower Advisors, LLC 0.01% Reduce -2.1% 149,354 $11.3M
Arkadios Wealth Advisors 0.17% Add +3.8% 136,587 $10.3M
Atlas Wealth LLC 4.00% Add +9.5% 133,331 $10.1M
Cwm, LLC 0.02% Reduce -8.4% 125,688 $9.5M
Brookstone Capital Management 0.11% Add +4.5% 122,713 $9.3M
Fermata Advisors, LLC 1.72% Reduce -0.9% 101,077 $7.6M
Bank of America Corp. 0.00% Add +6.2% 95,515 $7.2M
Empowered Funds, LLC 0.04% New 90,949 $6.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -15.3% 82,733 $6.2M
Wells Fargo & Company 0.00% Reduce -36.8% 76,211 $5.7M
United Advisor Group, LLC 0.68% Add +19.5% 73,272 $5.5M
DKM Wealth Management, Inc. 3.95% Add +0.4% 72,737 $5.5M
Breakwater Capital Group 0.72% Reduce -4.4% 71,179 $5.4M
Integrated Advisors Network LLC 0.28% Add +79.2% 69,856 $5.3M
Visionary Wealth Advisors 0.23% Add +24.7% 68,673 $5.2M
Royal Bank of Canada 0.00% Reduce -14.4% 67,059 $5.1M
Ethos Financial Group, LLC 0.37% Reduce -1.4% 67,813 $5.0M
Kesler, Norman & Wride, LLC 0.75% Reduce -0.3% 57,955 $4.4M
Moneco Advisors, LLC 0.32% Reduce -19.9% 53,952 $4.1M
Truist Financial Corp. 0.00% Reduce -0.8% 47,652 $3.6M
Osaic Holdings, Inc. 0.01% Reduce -10.9% 45,180 $3.4M
Ritholtz Wealth Management 0.06% New 43,170 $3.3M
Waverly Advisors, LLC 0.02% Add +562.3% 42,181 $3.2M
Envestnet Asset Management Inc. 0.00% Reduce -33.0% 40,067 $3.0M
Susquehanna International Group, LLP 0.00% New 39,736 $3.0M
Savvy Advisors, Inc. 0.08% New 38,197 $2.9M
CoreFirst Bank & Trust 1.47% Add +49.8% 36,671 $2.8M
Laurel Wealth Advisors LLC 0.25% Add +9.6% 31,902 $2.5M
Stifel Financial Corp. 0.00% Reduce -21.6% 31,028 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -49.5% 28,698 $2.2M
Goldman Sachs Group Inc. 0.00% Add +63.3% 26,523 $2.0M
Kingswood Wealth Advisors, LLC 0.09% Add +2.0% 26,284 $2.0M
Aspect Partners, LLC 0.80% Add +3.4% 25,883 $2.0M
D.A. Davidson & Co. 0.01% Add +2.3% 25,233 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -30.9% 24,671 $1.9M
Rockefeller Capital Management L.P. 0.00% Add +1.7% 24,695 $1.9M
Sigma Planning Corp 0.05% Add +0.6% 24,385 $1.8M
Mgo One Seven LLC 0.03% Add +0.9% 22,400 $1.7M
Belpointe Asset Management LLC 0.06% Add +7.8% 22,327 $1.7M
Summit Wealth & Retirement Planning, Inc. 0.39% Add +4.5% 21,791 $1.6M
Cauble & Harre Wealth Management, Inc. 1.28% Add +16.7% 20,628 $1.6M
Sherman Wealth Management LLC 1.38% Reduce -1.1% 21,272 $1.6M
Bravias Capital Group, LLC 1.04% Add +2.4% 21,002 $1.6M
MML Investors Services, LLC 0.00% Reduce -38.9% 20,957 $1.6M
Private Advisor Group, LLC 0.01% Reduce -58.2% 20,693 $1.6M
Nottingham Advisors, Inc. 0.20% No change 20,617 $1.6M
Wealth Care LLC 1.31% — 19,555 $1.5M
Longview Financial Advisors, Inc. 0.86% Reduce -0.6% 18,770 $1.4M
Jones Financial Companies LLLP 0.00% Reduce -0.1% 18,932 $1.4M
Equitable Holdings, Inc. 0.01% Reduce -12.2% 19,984 $1.4M
Sheets Smith Wealth Management 0.15% Reduce -13.7% 18,156 $1.4M
AQR Capital Management 0.00% Add +44.3% 17,064 $1.3M
Sanchez Gaunt Capital Management, LLC 0.80% — 16,977 $1.3M
Southland Equity Partners LLC 0.24% Reduce -0.7% 16,529 $1.2M
Evanson Asset Management, LLC 0.07% No change 16,483 $1.2M
Mutual Advisors, LLC 0.03% Add +8.2% 15,848 $1.2M
Snowden Capital Advisors LLC 0.03% No change 15,544 $1.2M
Cowa, LLC 0.32% Reduce -1.2% 14,712 $1.1M
Meridian Wealth Management, LLC 0.04% Add +1.3% 14,621 $1.1M
Oppenheimer & Co. Inc. 0.01% Reduce -4.1% 14,065 $1.1M
Farther Finance Advisors, LLC 0.01% Add +3280.1% 12,405 $933K
Geneos Wealth Management Inc. 0.02% Reduce -35.3% 12,345 $931K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.4% 11,739 $885K
Meridian Financial Advisors, LLC 0.41% Reduce -13.1% 9,984 $753K
CFS Investment Advisory Services, LLC 0.05% Add +110.8% 9,603 $749K
RFG Advisory, LLC 0.01% Add +0.5% 9,725 $733K
Betterment LLC 0.00% Reduce -7.8% 9,064 $684K
Manchester Financial Inc. 0.13% Reduce -15.0% 8,972 $677K
Dorsey & Whitney Trust CO LLC 0.04% No change 8,620 $650K
Compass Ion Advisors, LLC 0.06% Reduce -5.5% 8,410 $634K
Valued Retirements, Inc. 0.60% Reduce -24.9% 8,136 $614K
Apollon Wealth Management, LLC 0.01% Reduce -25.7% 7,447 $562K
MAI Capital Management 0.00% Reduce -1.5% 7,217 $544K
ATLas Financial Planning LLC 0.49% Add +73.1% 7,172 $541K
Sanctuary Advisors, LLC 0.00% Reduce -7.5% 7,129 $538K
RPS Advisory Solutions LLC 0.30% Reduce -11.7% 6,900 $520K
Wealth Management Partners, LLC 0.15% Reduce -0.6% 6,856 $517K
World Investment Advisors 0.01% Add +40.0% 6,769 $510K
Astra Wealth Partners LLC 0.31% No change 6,583 $496K
Thoroughbred Financial Services, LLC 0.03% Add +2.7% 6,559 $494K
Baird Financial Group, Inc. 0.00% Add +30.5% 6,493 $490K
Comprehensive Wealth Management, LLC 0.25% Reduce -7.7% 6,489 $489K
Citadel Advisors 0.00% Reduce -62.7% 6,440 $486K
Van Hulzen Asset Management, LLC 0.04% Reduce -9.7% 6,379 $481K

"% of holder's portfolio" is SYLD's weight in each manager's 13F, not the share of Cambria Shareholder Yield Et the manager owns.

Show all 167 holders