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Disclosery

SYLD CAMBRIA ETF TR

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SHSHLD YIELD ETF (fund)

160 managers (160 13F filers) reported a position in SYLD shares at 2025-09-30, 8,696,034 shares in all. 17 filers opened a position and 18 filers sold out during the quarter.

Managers
160
13F filers
160
New
17
Added
50
Reduced
64
Sold out
18
Shares held by filers
8,696,034

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY710,378$48.8M<0.01%-96,21213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC534,253$36.7M0.01%+25,17213F-HRTimelineGroup
LPL Financial LLC489,925$33.6M0.01%-56,53113F-HRTimeline
Revolve Wealth Partners, LLC381,901$26.2M3.15%+15,82913F-HRTimeline
Intellus Advisors LLC365,753$25.1M3.43%-109,82913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth351,755$24.2M0.04%+12,52413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC325,869$22.4M0.03%-65,49813F-HRTimeline
VestGen Advisors, LLC316,144$21.7M0.72%+4,75513F-HRTimeline
Compound Planning, Inc.263,984$18.1M0.59%+27,27413F-HRTimeline
UBS Group AGin group UBS Group AG251,538$17.3M<0.01%-69,78113F-HRTimelineGroup
Cetera Investment Advisers240,841$16.5M0.02%+82,92513F-HRTimeline
ROTHSCHILD INVESTMENT LLC232,350$16M0.9%+18,81313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/229,446$15.8M<0.01%-11,48513F-HR/ATimelineGroup
Opus Capital Group, LLC224,463$15.4M1.73%+92913F-HRTimeline
ALM First Financial Advisors, LLC236,286$15.3M3.09%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN209,863$14.4M<0.01%+8,83613F-HRTimelineGroup
Verum Partners LLC189,446$13M2.76%+24,74213F-HRTimeline
HighTower Advisors, LLC180,424$12.4M0.01%-15,57513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA168,036$11.5M<0.01%+88,70613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…164,394$11.3M0.01%-143,43113F-HRTimelineGroup
CWM, LLCin group CWM, LLC138,954$9.54M0.03%-11,35613F-HRTimelineGroup
Fermata Advisors, LLC125,615$8.62M2.19%-4,02613F-HRTimeline
Arkadios Wealth Advisors122,153$8.39M0.21%+9,25313F-HRTimeline
Atlas Wealth LLC112,817$7.75M2.5%+58,28213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management108,014$7.42M0.09%+5,81613F-HRTimelineGroup
Breakwater Capital Group90,015$6.18M0.91%-8,74213F-HRTimeline
MONECO ADVISORS, LLC85,293$5.86M0.49%-17,18713F-HRTimeline
Cambria Investment Management, L.P.79,231$5.44M0.33%-2,63113F-HR/ATimeline
DKM Wealth Management, Inc.76,908$5.28M4.24%-47,93513F-HRTimeline
Ethos Financial Group, LLC68,857$4.73M0.37%-2,70513F-HRTimeline
Kesler, Norman & Wride, LLC62,144$4.26M0.83%+3,55213F-HRTimeline
Cambridge Investment Research Advisors,…60,064$4.12M0.01%-2,07413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,431$4.11M0.01%+20713F-HRTimelineGroup
Steward Partners Investment Advisory, L…59,250$4.07M0.02%+2,97113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,387$4.01M<0.01%-2,07413F-HRTimelineGroup
Private Advisor Group, LLC56,868$3.9M0.02%-11,35813F-HRTimeline
Visionary Wealth Advisors54,157$3.72M0.17%-5,14013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,603$3.34M<0.01%+4,15813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,360$2.7M<0.01%-10,76413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,190$2.42M<0.01%-48113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,514$2.37M<0.01%+5,00013F-HRTimelineGroup
MGO ONE SEVEN LLC34,064$2.34M0.05%-4,27613F-HRTimeline
United Advisor Group, LLC32,570$2.24M0.3%+12,80313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC31,676$2.17M0.68%+43913F-HRTimeline
MML INVESTORS SERVICES, LLC30,894$2.12M0.01%-44013F-HRTimeline
Laurel Wealth Advisors LLC28,307$1.94M0.27%+1,47513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,367$1.88M<0.01%-1,76913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,557$1.82M0.01%-1,71513F-HRTimelineGroup
Belpointe Asset Management LLC26,298$1.81M0.07%+8,72913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,833$1.77M0.11%+4,08013F-HRTimeline
D.A. DAVIDSON & CO.25,712$1.77M0.01%+4,26113F-HRTimeline
Sigma Planning Corp23,553$1.62M0.05%+1,45613F-HRTimeline
Geneos Wealth Management Inc.23,347$1.6M0.04%-59013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,647$1.56M<0.01%+2,95613F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT21,928$1.51M0.17%-37113F-HRTimeline
J.W. COLE ADVISORS, INC.21,573$1.48M0.03%+70813F-HRTimeline
Bravias Capital Group, LLC20,651$1.42M0.95%-1,92013F-HRTimeline
Aspect Partners, LLC20,639$1.42M0.64%+1,12913F-HRTimeline
NOTTINGHAM ADVISORS, INC.20,617$1.42M0.2%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…20,408$1.4M0.34%+3,25713F-HRTimeline
Longview Financial Advisors, Inc.20,137$1.38M0.99%-37213F-HRTimeline
Valued Retirements, Inc.21,092$1.37M1.55%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,267$1.25M0.02%-1,20013F-HRTimelineGroup
Southland Equity Partners LLC17,109$1.17M0.24%-3713F-HRTimeline
Evanson Asset Management, LLC16,483$1.13M0.06%013F-HRTimeline
MAI Capital Management16,244$1.12M0.01%-1,90213F-HRTimeline
Financial Partners Group, Inc16,205$1.11M0.14%-1,47913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,141$1.11M<0.01%-39613F-HRTimelineGroup
Meridian Wealth Management, LLC15,798$1.08M0.04%+93813F-HRTimeline
Snowden Capital Advisors LLC15,038$1.03M0.03%-14213F-HRTimeline
Mutual Advisors, LLC14,761$1.01M0.02%+1,27413F-HRTimeline
RFG Advisory, LLC14,421$990K0.02%+9813F-HRTimeline
COWA, LLC14,146$971K0.32%+5,80413F-HRTimeline
MANCHESTER FINANCIAL INC12,523$860K0.17%-14,52713F-HRTimeline
Meridian Financial Advisors, LLC12,493$858K0.48%-1,14113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,000$824K<0.01%-29613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,874$747K0.01%-89513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,662$732K<0.01%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP10,500$721K<0.01%new13F-HRTimelineGroup
Betterment LLC9,952$683K<0.01%-2,09613F-HRTimeline
Sanctuary Advisors, LLC9,565$657K<0.01%-2,24013F-HR/ATimeline
RPS ADVISORY SOLUTIONS LLC8,906$611K0.3%-3013F-HRTimeline
Compass Ion Advisors, LLC8,877$610K0.06%-99913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,872$609K0.04%-22813F-HRTimeline
Dorsey & Whitney Trust CO LLC8,620$592K0.03%013F-HRTimeline
CoreFirst Bank & Trust8,340$573K0.31%+8,27013F-HRTimeline
Wealth Management Partners, LLC7,752$532K0.17%-22713F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…7,000$479K<0.01%013F-HRTimelineGroup
Comprehensive Wealth Management, LLC6,834$469K0.33%-10913F-HRTimeline
Janney Montgomery Scott LLC6,785$466K<0.01%-8,16113F-HRTimeline
ZEGA Investments, LLC6,702$460K0.11%-1,46813F-HRTimeline
Astra Wealth Partners LLC6,671$458K0.32%-13913F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,631$455K0.03%-1,82913F-HRTimeline
Obermeyer Wealth Partners6,363$437K0.02%013F-HRTimeline
Waverly Advisors, LLC6,239$428K<0.01%+28413F-HRTimeline
Van Hulzen Asset Management, LLC6,144$422K0.03%+42413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS6,090$418K0.13%-2,16313F-HRTimeline
Genesis Wealth Advisors, LLC6,078$417K0.29%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,889$404K<0.01%-2,35513F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC5,737$394K0.06%-2,49513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,524$379K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC5,350$367K0.04%013F-HRTimeline
CX Institutional5,311$365K0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,967$341K<0.01%+4013F-HRTimelineGroup
&PARTNERS5,284$335K<0.01%-1,24013F-HRTimeline
Avior Wealth Management, LLC4,814$331K0.01%+19513F-HRTimeline
Physician Wealth Advisors, Inc.4,645$319K0.05%-2813F-HRTimeline
CFS Investment Advisory Services, LLC4,481$307K0.02%+7413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,370$300K0.01%+11613F-HRTimelineGroup
DAVENPORT & Co LLC4,238$291K<0.01%new13F-HRTimeline
Baldwin Investment Management, LLC4,179$287K0.03%-3413F-HRTimeline
Beacon Financial Advisory LLC4,174$287K0.07%-1,05413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,121$284K0.11%+5913F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC4,059$279K0.01%+2113F-HRTimeline
Moors & Cabot, Inc.3,995$274K0.01%-3513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,800$261K0.01%-83513F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC3,764$258K0.01%new13F-HRTimeline
Hubbell Strickland Wealth Management, L…3,463$238K0.1%-15213F-HRTimeline
MSH Capital Advisors LLC3,388$233K0.06%+213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,384$232K0.01%-1,46513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,303$227K<0.01%+113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,172$218K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC3,134$215K0.01%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC2,985$205K0.08%new13F-HRTimeline
Optivise Advisory Services LLC2,948$202K0.12%new13F-HRTimeline
BOK Financial Private Wealth, Inc.2,921$201K0.01%-3113F-HRTimeline
COMERICA BANK2,348$161K<0.01%-72513F-HRTimeline
AE Wealth Management LLC1,986$136K<0.01%013F-HRTimeline
IFP Advisors, Inc1,843$127K<0.01%013F-HR/ATimeline
CENTAURUS FINANCIAL, INC.1,828$126K0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,699$117K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,617$111K<0.01%+45313F-HRTimeline
True Wealth Design, LLC1,574$108K0.03%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,500$103K0.02%13F-HRTimelineGroup
Wealth Watch Advisors, INC1,392$95.6K0.04%new13F-HRTimeline
Arax Advisory Partners1,000$68.7K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.986$67.7K<0.01%new13F-HRTimeline
Allworth Financial LP976$67K<0.01%new13F-HRTimeline
Advisory Services Network, LLC756$51.9K<0.01%new13F-HRTimeline
Parallel Advisors, LLC710$48.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc540$37.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO465$31.9K<0.01%+4313F-HR/ATimelineGroup
Root Financial Partners, LLC438$30.1K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC367$25.2K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.303$20.8K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.275$19K0.01%new13F-HRTimeline
Global Retirement Partners, LLC198$13.6K<0.01%+2513F-HRTimeline
JDM Financial Group LLC162$11.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV160$11K<0.01%013F-HRTimeline
NewEdge Advisors, LLC153$10.5K<0.01%013F-HRTimeline
Dunhill Financial, LLC150$10.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC120$8.24K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…81$5.57K<0.01%-7413F-HRTimeline
Caitlin John, LLC75$5.15K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC38$2.58K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC25$1.72K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC23$1.55K<0.01%+113F-HRTimeline
DHJJ Financial Advisors, Ltd.14$962<0.01%013F-HRTimeline
LGT Financial Advisors LLC1$69<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$68<0.01%013F-HRTimeline