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Disclosery

SYLD CAMBRIA ETF TR

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SHSHLD YIELD ETF (fund)

189 managers (190 13F filers) reported a position in SYLD shares at 2024-12-31, 11,830,469 shares in all. 14 filers opened a position and 18 filers sold out during the quarter.

Managers
189
13F filers
190
New
14
Added
82
Reduced
55
Sold out
18
Shares held by filers
11,830,469

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY1,109,732$76M0.01%+71,65413F-HR/ATimelineGroup
Smith Anglin Financial, LLC1,013,916$69.4M6.51%+49,21413F-HRTimeline
LPL Financial LLC846,459$58M0.02%+102,24513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC521,398$35.7M0.05%-33,90513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…481,024$32.9M0.03%+21,82913F-HRTimelineGroup
Intellus Advisors LLC469,653$32.2M5.57%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC423,408$29M0.01%13F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding359,483$24.6M+5,655Timeline
Focus Partners Wealthin group Focus Partners Wealth334,486$22.9M0.06%-307,88713F-HR/ATimelineGroup
Revolve Wealth Partners, LLC301,085$20.6M3.06%+10,02313F-HR/ATimeline
MANCHESTER FINANCIAL INC284,663$19.5M4.27%-53,76713F-HRTimeline
Opus Capital Group, LLC221,150$15.1M1.92%+51313F-HRTimeline
360 Financial, Inc.219,734$15M5.47%+12,92913F-HRTimeline
Cambria Investment Management, L.P.208,441$14.3M0.87%-6,51113F-HRTimeline
ALM First Financial Advisors, LLC209,767$13.4M3.18%+9,76713F-HRTimeline
Compound Planning, Inc.186,331$12.8M0.64%+46,70213F-HRTimeline
ROTHSCHILD INVESTMENT LLC185,854$12.7M0.83%+9,61713F-HRTimeline
Verum Partners LLC184,217$12.6M3.63%+15,46413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN173,736$11.9M<0.01%+60,26613F-HRTimelineGroup
DKM Wealth Management, Inc.167,182$11.4M10.85%13F-HRTimeline
Cetera Investment Advisers164,419$11.3M0.02%+104,71413F-HRTimeline
Fermata Advisors, LLC150,767$10.3M1.93%-5,75813F-HRTimeline
MONECO ADVISORS, LLC143,125$9.8M1.03%-15,00513F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/136,213$9.33M<0.01%+4,94513F-HRTimelineGroup
HighTower Advisors, LLC135,244$9.26M0.01%+5,75013F-HRTimeline
Accordant Advisory Group Inc133,879$9.17M8.84%+28,58913F-HRTimeline
CWM, LLCin group CWM, LLC124,944$8.55M0.04%+4,56713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA121,041$8.29M<0.01%-6,39513F-HRTimelineGroup
Breakwater Capital Group118,541$8.12M1.62%+1,61713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,088$6.44M0.01%+11,86113F-HRTimelineGroup
RFG Holdings, Inc.92,558$6.34M2.11%-81,66713F-HRTimeline
Private Advisor Group, LLC91,385$6.26M0.04%+2,07713F-HRTimeline
Heck Capital Advisors, LLC87,424$5.99M0.69%-8,04813F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…78,812$5.4M0.01%+1,43813F-HRTimelineGroup
Cambridge Investment Research Advisors,…74,775$5.12M0.02%+2,25313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management72,555$4.97M0.07%+2,02113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,938$4.93M<0.01%-12,15713F-HRTimelineGroup
Certified Advisory Corp70,837$4.85M0.53%+34713F-HRTimeline
Janney Montgomery Scott LLC69,492$4.76M0.01%+60,52713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…69,222$4.74M0.01%+7,61413F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC62,340$4.27M0.26%-37113F-HRTimeline
Kesler, Norman & Wride, LLC62,144$4.26M0.92%-24,16013F-HRTimeline
Visionary Wealth Advisors62,006$4.25M0.25%+3,19413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,050$3.97M0.01%-202,42613F-HR/ATimelineGroup
Almanack Investment Partners, LLC.53,081$3.63M0.56%+1,71013F-HRTimeline
Ethos Financial Group, LLC53,081$3.63M0.47%new13F-HRTimeline
Steward Partners Investment Advisory, L…50,603$3.46M0.03%+6,58613F-HRTimeline
Valued Retirements, Inc.45,944$3.15M4.24%-3,96913F-HRTimeline
MGO ONE SEVEN LLC45,237$3.1M0.12%+85913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,870$2.8M<0.01%+33113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.39,560$2.71M0.01%+3,66413F-HRTimelineGroup
Geneos Wealth Management Inc.36,540$2.5M0.09%-27013F-HRTimeline
MML INVESTORS SERVICES, LLC35,066$2.4M0.01%+1,51613F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC33,649$2.3M0.86%+3,49013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT31,940$2.19M0.27%013F-HRTimeline
Financial Partners Group, Inc30,103$2.06M0.3%-56,90913F-HRTimeline
Compass Ion Advisors, LLC28,980$1.98M0.24%-1,61513F-HRTimeline
D.A. DAVIDSON & CO.28,068$1.92M0.02%+4,67613F-HRTimeline
Betterment LLC26,371$1.81M<0.01%-62913F-HRTimeline
Gladstone Institutional Advisory LLC25,168$1.72M0.08%-4,90813F-HRTimeline
Laurel Wealth Advisors LLC24,712$1.69M0.26%+1,49313F-HRTimeline
Sanctuary Advisors, LLC23,066$1.64M0.01%+47213F-HRTimeline
Longview Financial Advisors, Inc.23,711$1.62M1.28%-1,61713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,683$1.62M0.04%+2,04813F-HRTimelineGroup
Edge Financial Advisors LLC23,483$1.61M1.44%-67113F-HRTimeline
Bravias Capital Group, LLC22,675$1.6M1.3%13F-HRTimeline
Dynamic Advisor Solutions LLC23,306$1.6M0.07%+1,42613F-HRTimeline
MAI Capital Management23,246$1.59M0.01%+2813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC23,152$1.59M0.12%+12,18713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,163$1.52M<0.01%-4,22113F-HRTimelineGroup
Sigma Planning Corp22,142$1.52M0.05%+10213F-HRTimeline
NOTTINGHAM ADVISORS, INC.20,791$1.42M0.18%013F-HRTimeline
J.W. COLE ADVISORS, INC.20,226$1.38M0.06%+2,58813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,367$1.33M<0.01%+8,18213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,942$1.3M0.02%-2,70013F-HRTimelineGroup
Aspect Partners, LLC18,252$1.25M0.72%-31713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,564$1.2M0.01%-1,85313F-HRTimelineGroup
United Advisor Group, LLC17,041$1.17M0.23%+8,86113F-HRTimeline
Evanson Asset Management, LLC16,483$1.13M0.08%013F-HRTimeline
Meridian Wealth Management, LLC15,304$1.05M0.05%+1,41113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,231$1.04M<0.01%013F-HRTimelineGroup
Southland Equity Partners LLC14,846$1.02M0.24%+1,01013F-HRTimeline
Snowden Capital Advisors LLC14,790$1.01M0.03%+28513F-HRTimeline
RFG Advisory, LLC14,624$1M0.03%-2,77513F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…14,601$1000K0.31%+3,39413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,419$987K<0.01%-32,24513F-HRTimelineGroup
Ausdal Financial Partners, Inc.14,303$979K0.08%-2,21113F-HRTimeline
Belpointe Asset Management LLC13,457$966K0.06%-1,06713F-HRTimeline
Mutual Advisors, LLC13,389$943K0.03%-1,72013F-HRTimeline
Meridian Financial Advisors, LLC13,645$934K0.65%-68013F-HRTimeline
TFG Advisers LLC12,162$833K0.3%+9913F-HRTimeline
Astra Wealth Partners LLC10,906$747K0.7%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,742$736K0.02%+2,65913F-HRTimelineGroup
World Investment Advisors10,453$716K0.02%+1,12413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,325$707K<0.01%-23,72513F-HRTimelineGroup
Comprehensive Wealth Management, LLC10,229$700K0.52%+73313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,926$680K0.05%-37813F-HRTimeline
Innovative Advisory Group, LLC9,831$673K0.6%13F-HRTimeline
SMITH, MOORE & CO.9,629$659K0.06%+1,01813F-HRTimeline
49 WEALTH MANAGEMENT, LLC8,728$598K0.09%-2,81813F-HRTimeline
Ameliora Wealth Management Ltd.8,723$597K0.22%013F-HRTimeline
Dorsey & Whitney Trust CO LLC8,620$590K0.03%013F-HRTimeline
Wealth Management Partners, LLC8,393$575K0.25%+1,85013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,057$552K0.1%-11113F-HRTimeline
OxenFree Capital LLC8,056$552K0.41%-14713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,005$548K0.05%+13513F-HRTimeline
Beacon Pointe Advisors, LLC7,526$515K0.01%+20113F-HRTimeline
Atria Wealth Solutions, Inc.7,506$514K0.01%+2,91113F-HRTimeline
Obermeyer Wealth Partners7,416$508K0.03%+1,42413F-HRTimeline
Aveo Capital Partners, LLC7,286$499K0.05%-7,02213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS7,162$490K0.21%+2,12013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,047$483K<0.01%new13F-HRTimelineGroup
&PARTNERS6,880$472K0.01%+43613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,548$448K0.03%-1,47013F-HRTimeline
Baldwin Investment Management, LLC6,462$442K0.06%+14413F-HRTimeline
Genesis Wealth Advisors, LLC6,078$416K0.36%13F-HRTimeline
Waverly Advisors, LLC6,025$413K0.01%new13F-HRTimeline
ZEGA Investments, LLC5,749$407K0.12%13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,927$406K0.01%+11413F-HRTimeline
Sharkey, Howes & Javer5,869$402K0.06%-19113F-HRTimeline
COWA, LLC5,795$397K0.18%+1,19813F-HRTimeline
Beacon Financial Advisory LLC5,712$391K0.13%+1813F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,697$390K0.01%+2,91213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,579$381K0.03%-439,02113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,381$368K0.01%13F-HRTimeline
Per Stirling Capital Management, LLC.5,310$364K0.05%new13F-HRTimeline
Capital Advisors, Ltd. LLC5,206$356K0.04%+113F-HRTimeline
DIVERSIFIED TRUST CO5,000$342K0.01%013F-HRTimeline
CFS Investment Advisory Services, LLC4,945$339K0.03%013F-HRTimeline
Moors & Cabot, Inc.4,923$337K0.02%-77713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,901$336K0.02%+47113F-HR/ATimelineGroup
Physician Wealth Advisors, Inc.4,861$333K0.06%-1013F-HRTimeline
Avior Wealth Management, LLC4,845$332K0.01%-19713F-HRTimeline
BOK Financial Private Wealth, Inc.4,435$304K0.02%013F-HRTimeline
Total Clarity Wealth Management, Inc.4,380$300K0.1%013F-HRTimeline
Koshinski Asset Management, Inc.4,282$293K0.03%-1,90013F-HRTimeline
Orion Porfolio Solutions, LLC4,245$291K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC4,245$291K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,080$279K0.01%-47913F-HRTimelineGroup
MorganRosel Wealth Management, LLC4,061$278K0.09%013F-HRTimeline
MSH Capital Advisors LLC4,033$276K0.09%+50313F-HRTimeline
Van Hulzen Asset Management, LLC4,029$276K0.02%+3913F-HRTimeline
GG Group Ventures, LLC3,636$249K0.33%-1,64313F-HRTimeline
Hubbell Strickland Wealth Management, L…3,599$246K0.12%+20613F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…3,522$241K0.04%013F-HRTimelineGroup
Quadrant Private Wealth Management, LLC3,442$236K0.06%-97413F-HRTimeline
OneDigital Investment Advisors LLC3,349$229K<0.01%+28913F-HRTimeline
COMERICA BANK3,339$229K<0.01%+213F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC3,330$228K0.01%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,180$227K0.09%13F-HRTimeline
Atria Investments, Inc3,297$226K<0.01%+7013F-HRTimeline
AE Wealth Management LLC3,294$226K<0.01%-19013F-HRTimeline
Independent Advisor Alliance3,201$219K<0.01%new13F-HRTimeline
Autumn Glory Partners, LLC3,180$218K0.11%013F-HRTimeline
Coppell Advisory Solutions LLC3,091$210K0.03%+73613F-HRTimeline
Mariner, LLCin group Mariner, LLC3,044$208K<0.01%new13F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC2,994$205K0.09%-11913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,966$203K0.02%+5013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,132$146K<0.01%+2,12713F-HRTimelineGroup
True Wealth Design, LLC1,560$107K0.04%013F-HRTimeline
NewEdge Advisors, LLC1,113$76.2K<0.01%013F-HRTimeline
Parallel Advisors, LLC710$48.6K<0.01%-87513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC700$47.9K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …653$44.7K0.01%013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC600$41.1K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc540$37K<0.01%+11013F-HRTimeline
GODSEY & GIBB, INC510$34.9K<0.01%new13F-HRTimeline
Allworth Financial LP388$27.5K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\381$26.1K<0.01%+8113F-HRTimelineGroup
Lindbrook Capital, LLC323$22.1K<0.01%+113F-HRTimeline
AllSquare Wealth Management LLC300$20.5K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.200$13.7K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC196$13.4K<0.01%-9113F-HRTimeline
Global Retirement Partners, LLC173$11.8K<0.01%013F-HRTimeline
JDM Financial Group LLC162$11.1K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…155$11K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…155$10.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC120$8.22K<0.01%013F-HRTimeline
Caitlin John, LLC75$5.13K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA59$4.04K<0.01%-1013F-HRTimeline
HighMark Wealth Management LLC50$3.45K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC46$3.15K<0.01%-1413F-HRTimelineGroup
Creekmur Asset Management LLC38$2.62K<0.01%-113F-HRTimeline
FMR LLCin group FMR LLC29$1.99K<0.01%+313F-HRTimelineGroup
WR Wealth Planners, LLC14$971<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.14$959<0.01%013F-HRTimeline
LGT Financial Advisors LLC5$374<0.01%-74513F-HRTimeline
Continuum Advisory, LLC0$21<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Sound Income Strategies, LLC0$10<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.