CAMBRIA SHAREHOLDER YIELD ET SYLD
$80.24
+1.1% 52w: $62.30 – $80.65
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data62.3071.4780.65
Jun 20, 2025 Jul 2, 2026
Institutional holders
167
+5 QoQ
13F value
$608.3M
+10.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.1×
$45K calls / $422K puts
Institutional value by quarter
Number of holders
Who owns SYLD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 675.6K | $50.9M | 0.0% | +4.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 414.0K | $31.2M | 0.0% | -9.4% |
| LPL Financial LLC | Bank broker | 410.7K | $31.0M | 0.0% | +1.8% |
| Focus Partners Wealth | Wealth advisor | 379.0K | $28.6M | 0.0% | +4.7% |
| Revolve Wealth Partners, LLC | Wealth advisor | 364.2K | $27.5M | 3.6% | -5.9% |
| Intellus Advisors LLC | Wealth advisor | 351.4K | $26.5M | 3.6% | -0.2% |
| VestGen Advisors, LLC | Wealth advisor | 285.0K | $22.2M | 0.6% | -9.1% |
| ROTHSCHILD INVESTMENT LLC | Diversified mechanical | 275.4K | $20.8M | 1.1% | +11.2% |
| ALM First Financial Advisors, LLC | Wealth advisor | 268.8K | $19.3M | 3.5% | +13.8% |
| Cetera Investment Advisers | Wealth advisor | 250.8K | $18.9M | 0.0% | +5.0% |
| UBS Group AG | Bank broker | 248.4K | $18.7M | 0.0% | +2.7% |
| Opus Capital Group, LLC | Wealth advisor | 236.8K | $17.9M | 1.9% | +0.7% |
| Verum Partners LLC | Wealth advisor | 232.5K | $17.5M | 3.3% | +4.2% |
| Compound Planning, Inc. | Wealth advisor | 201.4K | $15.2M | 0.5% | -27.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 198.1K | $14.9M | 0.0% | -14.5% |
| Cambria Investment Management, L.P. | Other | 165.4K | $12.5M | 0.7% | +106.6% |
| HighTower Advisors, LLC | Diversified mechanical | 149.4K | $11.3M | 0.0% | -2.1% |
| Arkadios Wealth Advisors | Wealth advisor | 136.6K | $10.3M | 0.2% | +3.8% |
| Atlas Wealth LLC | Other | 133.3K | $10.1M | 3.0% | +9.5% |
| CWM, LLC | Wealth advisor | 125.7K | $9.5M | 0.0% | -8.4% |
| Brookstone Capital Management | Wealth advisor | 122.7K | $9.3M | 0.1% | +4.6% |
| Fermata Advisors, LLC | Wealth advisor | 101.1K | $7.6M | 1.7% | -0.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 95.5K | $7.2M | 0.0% | +6.2% |
| Empowered Funds, LLC | Diversified mechanical | 90.9K | $6.9M | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 82.7K | $6.2M | 0.0% | -15.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 76.2K | $5.7M | 0.0% | -36.8% |
| United Advisor Group, LLC | Wealth advisor | 73.3K | $5.5M | 0.7% | +19.5% |
| DKM Wealth Management, Inc. | Wealth advisor | 72.7K | $5.5M | 4.0% | +0.4% |
| Breakwater Capital Group | Wealth advisor | 71.2K | $5.4M | 0.7% | -4.4% |
| Integrated Advisors Network LLC | Wealth advisor | 69.9K | $5.3M | 0.3% | +79.2% |
| Visionary Wealth Advisors | Wealth advisor | 68.7K | $5.2M | 0.2% | +24.7% |
| ROYAL BANK OF CANADA | Bank broker | 67.1K | $5.1M | 0.0% | -14.4% |
| Ethos Financial Group, LLC | Wealth advisor | 67.8K | $5.0M | 0.4% | -1.4% |
| Kesler, Norman & Wride, LLC | Other | 58.0K | $4.4M | 0.8% | -0.3% |
| MONECO ADVISORS, LLC | Wealth advisor | 54.0K | $4.1M | 0.3% | -19.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 47.7K | $3.6M | 0.0% | -0.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 45.2K | $3.4M | 0.0% | -10.9% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 43.2K | $3.3M | 0.1% | New |
| Waverly Advisors, LLC | Wealth advisor | 42.2K | $3.2M | 0.0% | +562.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 40.1K | $3.0M | 0.0% | -33.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 39.7K | $3.0M | 0.0% | New |
| Savvy Advisors, Inc. | Wealth advisor | 38.2K | $2.9M | 0.1% | New |
| CoreFirst Bank & Trust | Wealth advisor | 36.7K | $2.8M | 1.5% | +49.8% |
| Laurel Wealth Advisors LLC | Other | 31.9K | $2.5M | 0.2% | +9.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 31.0K | $2.3M | 0.0% | -21.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 28.7K | $2.2M | 0.0% | -49.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 26.5K | $2.0M | 0.0% | +63.3% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 26.3K | $2.0M | 0.1% | +2.1% |
| Aspect Partners, LLC | Wealth advisor | 25.9K | $2.0M | 0.8% | +3.4% |
| D.A. DAVIDSON & CO. | Wealth advisor | 25.2K | $1.9M | 0.0% | +2.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.