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Disclosery

SYLD CAMBRIA ETF TR

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SHSHLD YIELD ETF (fund)

175 managers (175 13F filers) reported a position in SYLD shares at 2025-03-31, 10,575,102 shares in all. 14 filers opened a position and 27 filers sold out during the quarter.

Managers
175
13F filers
175
New
14
Added
61
Reduced
78
Sold out
27
Shares held by filers
10,575,102

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,049,812$67M<0.01%-59,92013F-HRTimelineGroup
LPL Financial LLC783,148$50M0.02%-63,31113F-HRTimeline
Intellus Advisors LLC495,174$31.6M5.52%+25,52113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC484,176$30.9M0.01%+60,76813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC470,147$30M0.04%-51,25113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…419,706$26.8M0.02%-61,31813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth349,397$22.3M0.06%+14,91113F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding342,830$21.9M-16,653Timeline
Revolve Wealth Partners, LLC329,745$21M3.04%+28,66013F-HRTimeline
CWM, LLCin group CWM, LLC253,835$16.2M0.06%+128,89113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/246,848$15.7M<0.01%+110,63513F-HRTimelineGroup
360 Financial, Inc.234,202$14.9M5.44%+14,46813F-HRTimeline
Opus Capital Group, LLC223,987$14.3M1.84%+2,83713F-HRTimeline
ALM First Financial Advisors, LLC236,286$14.2M3.25%+26,51913F-HRTimeline
Compound Planning, Inc.218,650$13.9M0.64%+32,31913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN202,032$12.9M<0.01%+28,29613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC197,562$12.6M0.84%+11,70813F-HRTimeline
VestGen Advisors, LLC184,152$11.7M0.53%13F-HRTimeline
Verum Partners LLC180,791$11.5M3.11%-3,42613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA163,901$10.5M<0.01%+42,86013F-HR/ATimelineGroup
Cetera Investment Advisers160,511$10.2M0.02%-3,90813F-HRTimeline
HighTower Advisors, LLC155,951$9.95M0.01%+20,70713F-HRTimeline
Fermata Advisors, LLC141,476$9.03M1.63%-9,29113F-HRTimeline
DKM Wealth Management, Inc.136,562$8.71M8.45%-30,62013F-HRTimeline
Breakwater Capital Group128,030$8.17M1.46%+9,48913F-HRTimeline
MONECO ADVISORS, LLC125,813$8.03M0.83%-17,31213F-HR/ATimeline
Smith Anglin Financial, LLC99,076$6.32M0.67%-914,84013F-HRTimeline
Cambria Investment Management, L.P.88,638$5.77M0.4%-119,80313F-HRTimeline
Arkadios Wealth Advisors88,094$5.62M0.21%new13F-HRTimeline
RFG Holdings, Inc.86,901$5.55M1.8%-5,65713F-HRTimeline
Heck Capital Advisors, LLC85,246$5.44M0.61%-2,17813F-HRTimeline
Private Advisor Group, LLC78,146$4.99M0.03%-13,23913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management76,604$4.89M0.07%+4,04913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC74,407$4.75M<0.01%+2,46913F-HRTimelineGroup
Cambridge Investment Research Advisors,…73,215$4.67M0.02%-1,56013F-HRTimeline
Certified Advisory Corp68,970$4.4M0.5%-1,86713F-HRTimeline
Ethos Financial Group, LLC63,937$4.08M0.39%+10,85613F-HRTimeline
Visionary Wealth Advisors62,548$3.99M0.24%+54213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,090$3.9M<0.01%-32,99813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…59,336$3.79M0.01%-9,88613F-HRTimeline
Kesler, Norman & Wride, LLC58,640$3.74M0.71%-3,50413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,798$3.69M0.01%-25213F-HRTimelineGroup
Steward Partners Investment Advisory, L…54,150$3.45M0.03%+3,54713F-HRTimeline
Geneos Wealth Management Inc.49,460$3.16M0.05%+12,92013F-HRTimeline
MANCHESTER FINANCIAL INC48,619$3.1M0.7%-236,04413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC46,717$2.98M0.19%-15,62313F-HRTimeline
MML INVESTORS SERVICES, LLC46,620$2.97M0.01%+11,55413F-HRTimeline
MGO ONE SEVEN LLC44,050$2.81M0.11%-1,18713F-HRTimeline
Janney Montgomery Scott LLC42,398$2.71M0.01%-27,09413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,932$2.61M<0.01%+6213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,360$2.19M<0.01%new13F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC33,666$2.15M0.79%+1713F-HRTimeline
Valued Retirements, Inc.28,233$1.8M2.37%-17,71113F-HRTimeline
D.A. DAVIDSON & CO.27,983$1.79M0.01%-8513F-HRTimeline
Financial Partners Group, Inc26,784$1.71M0.26%-3,31913F-HRTimeline
MAI Capital Management26,699$1.7M0.01%+3,45313F-HRTimeline
Betterment LLC26,546$1.69M<0.01%+17513F-HRTimeline
Laurel Wealth Advisors LLC26,442$1.69M0.26%+1,73013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,980$1.59M0.02%+7,41613F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC24,028$1.53M0.14%+87613F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,942$1.53M0.03%+25913F-HRTimelineGroup
Dynamic Advisor Solutions LLC23,837$1.52M0.05%+53113F-HRTimeline
Sanctuary Advisors, LLC23,740$1.51M0.01%+67413F-HRTimeline
Longview Financial Advisors, Inc.23,229$1.48M1.27%-48213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT22,940$1.46M0.18%-9,00013F-HRTimeline
Bravias Capital Group, LLC22,689$1.45M1.17%+1413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,498$1.37M<0.01%+2,13113F-HR/ATimelineGroup
NOTTINGHAM ADVISORS, INC.20,791$1.33M0.2%013F-HRTimeline
Sigma Planning Corp20,057$1.28M0.04%-2,08513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,817$1.26M0.02%+87513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.19,270$1.23M0.04%-95613F-HRTimeline
United Advisor Group, LLC17,952$1.15M0.23%+91113F-HRTimeline
Compass Ion Advisors, LLC16,573$1.06M0.12%-12,40713F-HRTimeline
Evanson Asset Management, LLC16,483$1.05M0.07%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…16,287$1.04M0.32%+1,68613F-HRTimeline
Aspect Partners, LLC16,015$1.02M0.58%-2,23713F-HRTimeline
Southland Equity Partners LLC15,943$1.02M0.24%+1,09713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,392$982K<0.01%+97313F-HRTimelineGroup
Snowden Capital Advisors LLC15,260$974K0.03%+47013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,231$972K<0.01%013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,661$935K<0.01%-64,15113F-HRTimelineGroup
RFG Advisory, LLC14,546$928K0.03%-7813F-HRTimeline
Meridian Wealth Management, LLC14,417$920K0.04%-88713F-HRTimeline
Meridian Financial Advisors, LLC13,696$874K0.61%+5113F-HRTimeline
Comprehensive Wealth Management, LLC12,617$805K0.56%+2,38813F-HRTimeline
Mutual Advisors, LLC13,359$804K0.02%-3013F-HRTimeline
Belpointe Asset Management LLC12,568$802K0.04%-88913F-HRTimeline
TFG Advisers LLC12,130$775K0.28%-3213F-HRTimeline
Ausdal Financial Partners, Inc.10,771$687K0.05%-3,53213F-HRTimeline
Astra Wealth Partners LLC10,744$685K0.65%-16213F-HRTimeline
Ameliora Wealth Management Ltd.8,723$557K0.21%013F-HRTimeline
Beacon Pointe Advisors, LLC8,675$553K0.01%+1,14913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,623$550K0.04%-1,30313F-HRTimeline
Dorsey & Whitney Trust CO LLC8,620$550K0.03%013F-HRTimeline
Wealth Management Partners, LLC8,485$541K0.25%+9213F-HRTimeline
COWA, LLC8,434$538K0.23%+2,63913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,121$518K0.1%+6413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS8,009$511K0.21%+84713F-HRTimeline
OxenFree Capital LLC8,688$498K0.38%+63213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,479$477K0.01%-3,26313F-HRTimelineGroup
&PARTNERS7,111$452K<0.01%+23113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,047$450K<0.01%013F-HRTimelineGroup
ZEGA Investments, LLC6,388$408K0.12%+63913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,385$407K<0.01%-3,94013F-HRTimelineGroup
Obermeyer Wealth Partners6,363$406K0.02%-1,05313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,690$404K0.03%-1,31513F-HRTimeline
Gladstone Institutional Advisory LLC6,190$395K0.02%-18,97813F-HRTimeline
Genesis Wealth Advisors, LLC6,078$388K0.31%013F-HRTimeline
Waverly Advisors, LLC5,955$380K<0.01%-7013F-HRTimeline
Sharkey, Howes & Javer5,904$377K0.05%+3513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,845$373K0.03%-70313F-HRTimeline
HARBOUR INVESTMENTS, INC.5,841$373K0.01%-8613F-HRTimeline
Beacon Financial Advisory LLC5,666$362K0.11%-4613F-HRTimeline
FLOW TRADERS U.S. LLC5,538$353K0.01%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,495$351K0.04%-3,23313F-HRTimeline
Van Hulzen Asset Management, LLC5,438$347K0.03%+1,40913F-HRTimeline
TWO SIGMA SECURITIES, LLC5,374$343K0.05%new13F-HRTimeline
Capital Advisors, Ltd. LLC5,208$332K0.04%+213F-HRTimeline
Per Stirling Capital Management, LLC.5,180$330K0.05%-13013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,058$323K<0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO5,000$319K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,893$312K<0.01%-34,66713F-HRTimelineGroup
Physician Wealth Advisors, Inc.4,860$310K0.05%-113F-HRTimeline
Moors & Cabot, Inc.4,829$308K0.02%-9413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,680$299K0.03%-89913F-HRTimeline
Avior Wealth Management, LLC4,619$295K0.01%-22613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,614$294K0.02%-28713F-HR/ATimelineGroup
Baldwin Investment Management, LLC4,193$267K0.03%-2,26913F-HRTimeline
World Investment Advisors4,150$265K0.01%-6,30313F-HRTimeline
COMERICA BANK4,139$264K<0.01%+80013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,082$260K0.01%+213F-HRTimelineGroup
Total Clarity Wealth Management, Inc.3,630$249K0.08%-75013F-HRTimeline
Sowell Financial Services LLC3,886$248K0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,857$246K0.01%-1,52413F-HRTimeline
Koshinski Asset Management, Inc.3,692$236K0.02%-59013F-HRTimeline
Hubbell Strickland Wealth Management, L…3,573$228K0.11%-2613F-HRTimeline
Atria Wealth Solutions, Inc.3,535$226K<0.01%-3,97113F-HRTimeline
Atria Investments, Inc3,404$217K<0.01%+10713F-HRTimeline
MSH Capital Advisors LLC3,385$216K0.07%-64813F-HRTimeline
MorganRosel Wealth Management, LLC3,269$209K0.06%-79213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,180$203K0.11%013F-HRTimeline
BOK Financial Private Wealth, Inc.2,952$188K0.01%-1,48313F-HRTimeline
AE Wealth Management LLC2,762$176K<0.01%-53213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,335$149K0.01%-63113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,300$147K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC1,574$100K0.04%+1413F-HRTimeline
IFP Advisors, Inc1,570$100K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,500$95.7K0.02%13F-HRTimelineGroup
Parallel Advisors, LLC710$45.3K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC700$44.7K0.01%013F-HRTimeline
AdvisorNet Financial, Inc540$34.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO518$33.1K<0.01%-1,61413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\418$26.7K<0.01%+3713F-HRTimelineGroup
Center for Financial Planning, Inc.408$26K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC367$23.6K<0.01%+17113F-HRTimeline
DAGCO, INC.344$21.9K0.01%new13F-HRTimeline
Lindbrook Capital, LLC326$20.8K<0.01%+313F-HRTimeline
JDM Financial Group LLC162$10.3K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…155$9.89K<0.01%013F-HRTimeline
NewEdge Advisors, LLC153$9.76K<0.01%-96013F-HRTimeline
AllSquare Wealth Management LLC150$9.57K0.01%-15013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.138$9K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC120$7.66K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA59$3.76K<0.01%013F-HRTimeline
HighMark Wealth Management LLC51$3.24K<0.01%+113F-HRTimeline
Dogwood Wealth Management LLC50$3.19K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC46$3.15K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC37$2.38K<0.01%-113F-HRTimeline
FMR LLCin group FMR LLC25$1.59K<0.01%-413F-HRTimelineGroup
Costello Asset Management, INC22$1.42K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC18$1K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.14$894<0.01%013F-HRTimeline
LGT Financial Advisors LLC5$321<0.01%013F-HRTimeline
Sound Income Strategies, LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-15513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.