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Disclosery

SYLD CAMBRIA ETF TR

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SHSHLD YIELD ETF (fund)

164 managers (164 13F filers) reported a position in SYLD shares at 2025-06-30, 9,297,797 shares in all. 13 filers opened a position and 24 filers sold out during the quarter.

Managers
164
13F filers
164
New
13
Added
46
Reduced
77
Sold out
24
Shares held by filers
9,297,797

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY806,590$52.5M<0.01%-243,22213F-HRTimelineGroup
LPL Financial LLC546,456$35.5M0.01%-236,69213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC509,081$33.1M0.01%+24,90513F-HRTimelineGroup
Intellus Advisors LLC475,582$30.9M4.61%-19,59213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC391,367$25.5M0.03%-78,78013F-HRTimeline
Revolve Wealth Partners, LLC366,072$23.8M3.11%+36,32713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth339,231$22.1M0.05%-10,16613F-HRTimelineGroup
UBS Group AGin group UBS Group AG321,319$20.9M<0.01%-21,51113F-HRTimelineGroup
VestGen Advisors, LLC311,389$20.2M0.81%+127,23713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…307,825$20M0.01%-111,88113F-HRTimelineGroup
360 Financial, Inc.246,693$16M5.09%+12,49113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/240,931$15.7M<0.01%-5,91713F-HRTimelineGroup
Compound Planning, Inc.236,710$15.4M0.58%+18,06013F-HRTimeline
Opus Capital Group, LLC223,534$14.5M1.74%-45313F-HRTimeline
ALM First Financial Advisors, LLC236,286$14.5M3.13%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC213,537$13.9M0.87%+15,97513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN201,027$13.1M<0.01%-1,00513F-HRTimelineGroup
HighTower Advisors, LLC195,999$12.7M0.02%+40,04813F-HRTimeline
Verum Partners LLC164,704$10.7M2.47%-16,08713F-HRTimeline
Cetera Investment Advisers157,916$10.3M0.02%-2,59513F-HRTimeline
CWM, LLCin group CWM, LLC150,310$9.78M0.03%-103,52513F-HRTimelineGroup
Fermata Advisors, LLC129,641$8.43M2.25%-11,83513F-HRTimeline
DKM Wealth Management, Inc.124,843$8.12M7%-11,71913F-HRTimeline
Arkadios Wealth Advisors112,900$7.34M0.22%+24,80613F-HRTimeline
MONECO ADVISORS, LLC102,480$6.66M0.62%-23,33313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management102,198$6.65M0.09%+25,59413F-HRTimelineGroup
Breakwater Capital Group98,757$6.42M1.05%-29,27313F-HRTimeline
Cambria Investment Management, L.P.81,862$5.32M0.36%-6,77613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79,330$5.16M<0.01%-84,57113F-HR/ATimelineGroup
Ethos Financial Group, LLC71,562$4.65M0.4%+7,62513F-HRTimeline
Private Advisor Group, LLC68,226$4.44M0.02%-9,92013F-HRTimeline
Cambridge Investment Research Advisors,…62,138$4.04M0.01%-11,07713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,461$3.93M<0.01%-13,94613F-HRTimelineGroup
Visionary Wealth Advisors59,297$3.86M0.2%-3,25113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,224$3.85M0.01%+1,42613F-HR/ATimelineGroup
Kesler, Norman & Wride, LLC58,592$3.81M0.68%-4813F-HRTimeline
Steward Partners Investment Advisory, L…56,279$3.66M0.03%+2,12913F-HRTimeline
Atlas Wealth LLC54,535$3.64M1.33%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…50,124$3.38M0.01%-9,21213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP44,445$2.89M<0.01%+3,51313F-HRTimelineGroup
Smith Anglin Financial, LLC38,963$2.53M0.23%-60,11313F-HRTimeline
MGO ONE SEVEN LLC38,340$2.49M0.08%-5,71013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,671$2.32M<0.01%-25,41913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC31,334$2.04M0.01%-15,28613F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC31,237$2.03M0.69%-2,42913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,514$1.92M<0.01%-4,84613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,136$1.89M<0.01%+13,74413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,272$1.84M0.02%+3,29213F-HRTimelineGroup
MANCHESTER FINANCIAL INC27,050$1.76M0.37%-21,56913F-HRTimeline
Laurel Wealth Advisors LLC26,832$1.74M0.26%+39013F-HR/ATimeline
Geneos Wealth Management Inc.23,937$1.56M0.04%-25,52313F-HRTimeline
Bravias Capital Group, LLC22,571$1.47M1.08%-11813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT22,299$1.45M0.17%-64113F-HRTimeline
Sigma Planning Corp22,097$1.44M0.04%+2,04013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC21,753$1.41M0.11%-2,27513F-HRTimeline
D.A. DAVIDSON & CO.21,451$1.39M0.01%-6,53213F-HRTimeline
Valued Retirements, Inc.21,092$1.37M1.55%-7,14113F-HRTimeline
J.W. COLE ADVISORS, INC.20,865$1.36M0.03%+1,59513F-HRTimeline
NOTTINGHAM ADVISORS, INC.20,617$1.34M0.2%-17413F-HRTimeline
Longview Financial Advisors, Inc.20,509$1.33M1.13%-2,72013F-HRTimeline
United Advisor Group, LLC19,767$1.29M0.22%+1,81513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,691$1.28M<0.01%-1,80713F-HRTimelineGroup
Aspect Partners, LLC19,510$1.27M0.63%+3,49513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,467$1.27M0.02%-35013F-HRTimelineGroup
MAI Capital Management18,146$1.18M0.01%-8,55313F-HRTimeline
Financial Partners Group, Inc17,684$1.15M0.16%-9,10013F-HRTimeline
Belpointe Asset Management LLC17,569$1.14M0.05%+5,00113F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…17,151$1.12M0.3%+86413F-HRTimeline
Southland Equity Partners LLC17,146$1.12M0.24%+1,20313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,537$1.08M<0.01%+1,30613F-HRTimelineGroup
Evanson Asset Management, LLC16,483$1.07M0.07%013F-HRTimeline
Snowden Capital Advisors LLC15,180$987K0.03%-8013F-HRTimeline
Janney Montgomery Scott LLC14,946$972K<0.01%-27,45213F-HRTimeline
Meridian Wealth Management, LLC14,860$966K0.04%+44313F-HRTimeline
RFG Advisory, LLC14,323$931K0.02%-22313F-HRTimeline
Mutual Advisors, LLC13,487$908K0.02%+12813F-HRTimeline
Meridian Financial Advisors, LLC13,634$887K0.57%-6213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,296$800K<0.01%-2,36513F-HR/ATimelineGroup
Betterment LLC12,048$783K<0.01%-14,49813F-HRTimeline
Sanctuary Advisors, LLC11,805$768K<0.01%-11,93513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,769$765K0.02%-12,17313F-HRTimelineGroup
TFG Advisers LLC11,627$756K0.26%-50313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,662$693K<0.01%+3,61513F-HRTimelineGroup
Beacon Pointe Advisors, LLC10,315$671K0.01%+1,64013F-HRTimeline
Compass Ion Advisors, LLC9,876$642K0.07%-6,69713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,100$592K0.04%+47713F-HRTimeline
RPS ADVISORY SOLUTIONS LLC8,936$581K0.32%new13F-HRTimeline
OxenFree Capital LLC8,730$568K0.35%+4213F-HRTimeline
Dorsey & Whitney Trust CO LLC8,620$561K0.03%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,460$550K0.04%-38,25713F-HRTimeline
COWA, LLC8,342$542K0.21%-9213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS8,253$537K0.2%+24413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,244$536K<0.01%+1,85913F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC8,232$535K0.09%+11113F-HRTimeline
ZEGA Investments, LLC8,170$531K0.13%+1,78213F-HRTimeline
Wealth Management Partners, LLC7,979$531K0.19%-50613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…7,000$455K0.01%+4,70013F-HRTimelineGroup
Comprehensive Wealth Management, LLC6,943$452K0.36%-5,67413F-HRTimeline
Astra Wealth Partners LLC6,810$443K0.36%-3,93413F-HRTimeline
&PARTNERS6,524$424K<0.01%-58713F-HRTimeline
Obermeyer Wealth Partners6,363$414K0.02%013F-HRTimeline
Genesis Wealth Advisors, LLC6,078$395K0.3%013F-HRTimeline
Waverly Advisors, LLC5,955$387K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC5,720$372K0.03%+28213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,524$359K<0.01%new13F-HR/ATimelineGroup
Capital Advisors, Ltd. LLC5,350$348K0.04%+14213F-HRTimeline
Beacon Financial Advisory LLC5,228$340K0.09%-43813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,927$320K<0.01%+3413F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,849$315K0.02%-99613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,695$305K0.02%-1,99513F-HRTimeline
Physician Wealth Advisors, Inc.4,673$304K0.05%-18713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,635$301K0.01%+2113F-HRTimelineGroup
Avior Wealth Management, LLC4,619$300K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.4,543$295K0.02%-6,22813F-HRTimeline
CFS Investment Advisory Services, LLC4,407$287K0.02%new13F-HRTimeline
Per Stirling Capital Management, LLC.4,379$285K0.04%-80113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,254$277K0.01%-3,22513F-HRTimelineGroup
Baldwin Investment Management, LLC4,213$274K0.03%+2013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,062$264K0.12%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC4,038$263K0.01%+18113F-HRTimeline
Moors & Cabot, Inc.4,030$262K0.01%-79913F-HRTimeline
HRT FINANCIAL LP3,678$239K<0.01%new13F-HRTimeline
Total Clarity Wealth Management, Inc.3,630$236K0.07%013F-HRTimeline
Hubbell Strickland Wealth Management, L…3,615$235K0.1%+4213F-HRTimeline
Koshinski Asset Management, Inc.3,592$234K0.02%-10013F-HRTimeline
MSH Capital Advisors LLC3,386$220K0.06%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,302$215K<0.01%-78013F-HRTimelineGroup
MorganRosel Wealth Management, LLC3,269$213K0.06%013F-HRTimeline
COMERICA BANK3,073$200K<0.01%-1,06613F-HRTimeline
BOK Financial Private Wealth, Inc.2,952$192K0.01%013F-HRTimeline
AE Wealth Management LLC1,986$129K<0.01%-77613F-HRTimeline
IFP Advisors, Inc1,843$120K<0.01%+27313F-HRTimeline
True Wealth Design, LLC1,574$102K0.04%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,500$97.5K0.02%13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,164$75.7K<0.01%-4,67713F-HRTimeline
PRIVATE TRUST CO NA1,015$66K0.01%+95613F-HRTimeline
Arax Advisory Partners1,000$65K<0.01%new13F-HRTimeline
Parallel Advisors, LLC710$46.2K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…683$44.4K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc540$35.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO422$27.4K<0.01%-9613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\418$27.2K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group414$26.9K<0.01%new13F-HR/ATimeline
Farther Finance Advisors, LLC367$23.9K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.303$19.7K0.01%-8,42013F-HRTimeline
Global Retirement Partners, LLC173$11.2K<0.01%13F-HRTimeline
JDM Financial Group LLC162$10.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV160$10.4K<0.01%-2,17513F-HRTimeline
Federation des caisses Desjardins du Qu…155$10.1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC153$9.95K<0.01%013F-HRTimeline
Dunhill Financial, LLC150$9.75K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC120$7.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC82$5.33K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC82$5K<0.01%new13F-HRTimelineGroup
CoreFirst Bank & Trust70$4.55K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC51$3.32K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC46$2.99K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC37$2.43K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC25$1.63K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC22$1.46K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.14$911<0.01%013F-HRTimeline
LGT Financial Advisors LLC1$67<0.01%-413F-HRTimeline
Sound Income Strategies, LLC1$65<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.