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Disclosery

SYLD CAMBRIA ETF TR

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SHSHLD YIELD ETF (fund)

165 managers (166 13F filers) reported a position in SYLD shares at 2026-06-30, 7,888,481 shares in all. 12 filers opened a position and 12 filers sold out during the quarter.

Managers
165
13F filers
166
New
12
Added
63
Reduced
64
Sold out
12
Shares held by filers
7,888,481

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY699,517$55.3M<0.01%+23,95113F-HRTimelineGroup
LPL Financial LLC425,132$33.6M0.01%+14,47413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC414,032$32.7M0.01%+1013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth390,124$30.9M0.03%+11,08413F-HRTimelineGroup
Revolve Wealth Partners, LLC374,169$29.6M3.08%+9,98613F-HRTimeline
Intellus Advisors LLC350,274$27.7M3.36%-1,17213F-HRTimeline
ROTHSCHILD INVESTMENT LLC290,441$23M0.86%+15,02213F-HRTimeline
VestGen Advisors, LLC280,981$22.2M0.65%-3,99813F-HRTimeline
Verum Partners LLC262,774$20.8M3.14%+30,26113F-HRTimeline
UBS Group AGin group UBS Group AG242,555$19.2M<0.01%-5,82613F-HRTimelineGroup
Opus Capital Group, LLC239,067$18.9M1.83%+2,29013F-HRTimeline
Cetera Investment Advisers238,541$18.9M0.02%-12,24813F-HRTimeline
Compound Planning, Inc.216,923$17.2M0.45%+15,53913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC195,037$15.4M0.02%-3,07713F-HRTimeline
ALM First Financial Advisors, LLC177,700$14.1M2.37%-91,07813F-HRTimeline
Cambria Investment Management, L.P.169,615$13.4M0.66%+4,17213F-HRTimeline
HighTower Advisors, LLC153,784$12.2M0.01%+4,43013F-HRTimeline
Atlas Wealth LLC151,606$12M1.71%+18,27513F-HRTimeline
Arkadios Wealth Advisors143,703$11.4M0.17%+7,11613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management130,292$10.3M0.1%+7,57913F-HRTimelineGroup
Fermata Advisors, LLC99,792$7.89M1.6%-1,28513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/94,467$7.47M<0.01%-1,04813F-HRTimelineGroup
Empowered Funds, LLC92,725$7.33M0.04%+1,77613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…88,296$6.98M<0.01%+5,56313F-HRTimelineGroup
United Advisor Group, LLC78,241$6.19M0.66%+4,96913F-HRTimeline
DKM Wealth Management, Inc.72,214$5.71M3.73%-52313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP71,427$5.65M0.01%+23,77513F-HRTimelineGroup
Ethos Financial Group, LLC70,915$5.61M0.37%+3,10213F-HRTimeline
Breakwater Capital Group70,058$5.54M0.67%-1,12113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.62,404$4.94M0.01%+17,22413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60,207$4.76M<0.01%-16,00413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA54,405$4.3M<0.01%-12,65413F-HRTimelineGroup
Kesler, Norman & Wride, LLC53,864$4.26M0.67%-4,09113F-HRTimeline
MONECO ADVISORS, LLC51,266$4.05M0.25%-2,68613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT41,911$3.31M0.05%-1,25913F-HR/ATimeline
Savvy Advisors, Inc.41,743$3.3M0.07%+3,54613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,324$3.27M<0.01%+1,25713F-HRTimelineGroup
CoreFirst Bank & Trust38,351$3.03M1.51%+1,68013F-HRTimeline
Waverly Advisors, LLC35,293$2.79M0.02%-6,88813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP34,900$2.76M<0.01%new13F-HRTimelineGroup
Laurel Wealth Advisors LLC32,501$2.57M0.25%+59913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,915$2.44M<0.01%-11313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC28,667$2.27M<0.01%+7,71013F-HRTimeline
D.A. DAVIDSON & CO.25,803$2.04M0.01%+57013F-HRTimeline
Aspect Partners, LLC25,374$2.01M0.75%-50913F-HRTimeline
MGO ONE SEVEN LLC25,302$2M0.03%+2,90213F-HRTimeline
Sigma Planning Corp25,273$2M0.05%+88813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,210$1.99M0.08%-1,07413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,700$1.99M<0.01%+2913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,698$1.95M<0.01%+313F-HRTimelineGroup
Belpointe Asset Management LLC24,276$1.92M0.06%+1,94913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,904$1.89M<0.01%-2,61913F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…22,647$1.79M0.38%+85613F-HRTimeline
Cambridge Investment Research Advisors,…22,258$1.76M<0.01%-6,44013F-HR/ATimeline
Sherman Wealth Management LLC21,861$1.73M1.3%+58913F-HRTimeline
NOTTINGHAM ADVISORS, INC.20,617$1.7M0.2%013F-HRTimeline
Cauble & Harre Wealth Management, Inc.20,028$1.58M1.27%-60013F-HRTimeline
Bravias Capital Group, LLC20,019$1.58M0.94%-98313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,694$1.56M0.01%-29013F-HRTimelineGroup
Wealth Care LLC19,609$1.55M1.26%+5413F-HRTimeline
Longview Financial Advisors, Inc.19,212$1.52M0.89%+44213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,148$1.44M<0.01%+1,08413F-HRTimelineGroup
Integrated Advisors Network LLC17,893$1.42M0.07%-51,96313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,955$1.36M<0.01%-1,97713F-HRTimelineGroup
Mutual Advisors, LLC17,189$1.36M0.03%+1,34113F-HRTimeline
Sanchez Gaunt Capital Management, LLC16,564$1.31M0.73%-41313F-HRTimeline
Evanson Financial, LLC16,483$1.3M0.06%13F-HRTimeline
Southland Equity Partners LLC16,482$1.3M0.23%-4713F-HRTimeline
Comprehensive Wealth Management, LLC16,259$1.29M0.59%+9,77013F-HRTimeline
Visionary Wealth Advisors16,225$1.28M0.05%-52,44813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT16,193$1.28M0.13%-1,96313F-HRTimeline
Snowden Capital Advisors LLC15,544$1.23M0.03%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,711$1.16M0.01%+64613F-HRTimelineGroup
GTS SECURITIES LLC14,694$1.16M0.02%new13F-HRTimeline
Meridian Wealth Management, LLC14,391$1.14M0.04%-23013F-HRTimeline
COWA, LLC13,805$1.09M0.27%-90713F-HRTimeline
Geneos Wealth Management Inc.12,345$976K0.02%013F-HRTimeline
CFS Investment Advisory Services, LLC12,004$963K0.06%+2,40113F-HRTimeline
Steward Partners Investment Advisory, L…10,881$861K<0.01%-85813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding10,604$839K+6,042Timeline
ATLas Financial Planning LLC9,571$757K0.61%+2,39913F-HRTimeline
RFG Advisory, LLC9,414$745K0.01%-31113F-HRTimeline
Meridian Financial Advisors, LLC9,386$742K0.36%-59813F-HRTimeline
Betterment LLC9,054$716K<0.01%-1013F-HRTimeline
Dorsey & Whitney Trust CO LLC8,620$682K0.03%013F-HRTimeline
Private Advisor Group, LLC8,419$666K<0.01%-12,27413F-HRTimeline
Compass Ion Advisors, LLC7,864$622K0.05%-54613F-HRTimeline
DAVENPORT & Co LLC7,277$576K<0.01%+2,21513F-HRTimeline
MAI Capital Management7,068$559K<0.01%-14913F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,746$534K0.35%-15413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,636$525K<0.01%+14313F-HRTimelineGroup
Wealth Management Partners, LLC6,623$524K0.12%-23313F-HRTimeline
Astra Wealth Partners LLC6,583$521K0.29%013F-HRTimeline
Valued Retirements, Inc.6,496$514K0.46%-1,64013F-HRTimeline
Quantinno Capital Management LP6,400$506K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC6,314$499K<0.01%-81513F-HRTimeline
Genesis Wealth Advisors, LLC6,078$481K0.29%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,060$479K0.02%-49913F-HRTimeline
HBW ADVISORY SERVICES LLC5,455$431K0.04%+1,08013F-HRTimeline
Farther Finance Advisors, LLC5,417$429K<0.01%-6,98813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,353$423K<0.01%new13F-HR/ATimelineGroup
Capital Advisors, Ltd. LLC5,350$423K0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,286$418K0.01%-2,16113F-HRTimelineGroup
Janney Montgomery Scott LLC5,235$414K<0.01%+9613F-HRTimeline
Financial Partners Group, Inc5,165$408K0.04%-29913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,892$406K0.05%-13613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,089$402K0.01%new13F-HRTimelineGroup
Sovran Advisors, LLC4,149$352K0.03%+2413F-HRTimeline
Baldwin Investment Management, LLC4,430$350K0.03%+41813F-HRTimeline
Avior Wealth Management, LLC4,260$337K0.01%-23113F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC4,121$330K0.11%013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC4,096$324K<0.01%+1113F-HRTimeline
MANCHESTER FINANCIAL INC4,061$321K0.06%-4,91113F-HRTimeline
CX Institutional3,810$301K0.01%-6813F-HRTimeline
Physician Wealth Advisors, Inc.3,721$294K0.04%-1,07313F-HRTimeline
Moors & Cabot, Inc.3,500$277K0.01%-33013F-HRTimeline
WEDBUSH SECURITIES INC3,470$274K0.01%+24213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,180$271K0.09%013F-HRTimeline
World Investment Advisors3,482$266K<0.01%-3,28713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,335$264K0.01%-56413F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…3,318$262K0.09%+1313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,254$257K<0.01%+113F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC3,236$256K0.04%+41613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,228$255K<0.01%new13F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP3,066$243K0.01%-43213F-HRTimeline
Beacon Financial Advisory LLC3,023$239K0.05%-25613F-HRTimeline
Van Hulzen Asset Management, LLC2,890$229K0.02%-3,48913F-HRTimeline
&PARTNERS2,868$227K<0.01%-1,17413F-HRTimeline
Maridea Wealth Management LLC2,866$227K0.02%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC2,733$216K0.06%013F-HRTimeline
RFG Holdings, Inc.2,701$214K0.04%+1013F-HRTimeline
MSH Capital Advisors LLC2,625$208K0.04%-24813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,567$203K<0.01%-1,43213F-HRTimelineGroup
NFSG Corp2,372$188K0.02%+25913F-HRTimeline
FMR LLCin group FMR LLC2,271$180K<0.01%+1,35013F-HRTimelineGroup
Arax Advisory Partners2,000$158K<0.01%+1,00013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,891$150K<0.01%-813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,868$148K<0.01%+2113F-HRTimeline
IFP Advisors, Inc1,670$132K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,562$124K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,550$123K0.03%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,327$105K0.02%13F-HRTimelineGroup
True Wealth Design, LLC1,310$104K0.02%-1213F-HRTimeline
Allworth Financial LP1,293$102K<0.01%+1113F-HRTimeline
MATHER GROUP, LLC.1,190$94.1K<0.01%+1,15013F-HRTimeline
AE Wealth Management LLC1,172$92.7K<0.01%-4613F-HRTimeline
Accordant Advisory Group Inc1,000$79.1K0.05%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO958$76.3K<0.01%+16913F-HRTimelineGroup
Integrated Wealth Concepts LLC927$73.4K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS876$69.3K0.01%new13F-HRTimeline
Parallel Advisors, LLC710$56.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC657$52K<0.01%+36113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.500$39.5K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc320$25.3K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.303$24K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.278$22K0.01%+113F-HRTimeline
NewEdge Advisors, LLC153$12.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC149$11.8K<0.01%13F-HRTimeline
CoreCap Advisors, LLC120$9.49K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…81$6.41K<0.01%013F-HRTimeline
Caitlin John, LLC75$5.93K<0.01%013F-HRTimeline
Costello Asset Management, INC23$1.8K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.14$1.11K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC6$475<0.01%new13F-HRTimeline
Signature Equity Partners, LLC6$475<0.01%013F-HRTimeline