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Disclosery

SYLD CAMBRIA ETF TR

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SHSHLD YIELD ETF (fund)

162 managers (162 13F filers) reported a position in SYLD shares at 2025-12-31, 7,912,380 shares in all. 13 filers opened a position and 14 filers sold out during the quarter.

Managers
162
13F filers
162
New
13
Added
46
Reduced
72
Sold out
14
Shares held by filers
7,912,380

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY644,465$44.8M<0.01%-65,91313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC457,104$31.8M0.01%-77,14913F-HRTimelineGroup
LPL Financial LLC403,335$28M0.01%-86,59013F-HRTimeline
Revolve Wealth Partners, LLC386,989$26.9M3.16%+5,08813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth362,046$25.2M0.03%+10,29113F-HRTimelineGroup
Intellus Advisors LLC352,177$24.5M3.25%-13,57613F-HRTimeline
VestGen Advisors, LLC313,382$21.8M0.93%-2,76213F-HRTimeline
Compound Planning, Inc.277,809$19.3M0.57%+13,82513F-HRTimeline
ROTHSCHILD INVESTMENT LLC247,655$17.2M0.95%+15,30513F-HRTimeline
UBS Group AGin group UBS Group AG241,798$16.8M<0.01%-9,74013F-HRTimelineGroup
Cetera Investment Advisers238,800$16.6M0.02%-2,04113F-HRTimeline
Opus Capital Group, LLC235,134$16.3M1.77%+10,67113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC231,714$16.1M0.02%-94,15513F-HRTimeline
Verum Partners LLC223,117$15.5M3.13%+33,67113F-HRTimeline
ALM First Financial Advisors, LLC236,286$15.5M3.07%013F-HRTimeline
HighTower Advisors, LLC152,521$10.6M0.01%-27,90313F-HRTimeline
CWM, LLCin group CWM, LLC137,179$9.54M0.03%-1,77513F-HRTimelineGroup
Arkadios Wealth Advisors131,599$9.15M0.18%+9,44613F-HRTimeline
Atlas Wealth LLC121,727$8.46M2.57%+8,91013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN120,555$8.38M<0.01%-89,30813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management117,367$8.16M0.09%+9,35313F-HRTimelineGroup
Fermata Advisors, LLC102,033$7.09M1.7%-23,58213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…97,697$6.79M<0.01%-66,69713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/89,937$6.25M<0.01%-139,50913F-HRTimelineGroup
Cambria Investment Management, L.P.80,098$5.57M0.32%+86713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA78,361$5.45M<0.01%-89,67513F-HRTimelineGroup
Breakwater Capital Group74,490$5.18M0.72%-15,52513F-HRTimeline
DKM Wealth Management, Inc.72,462$5.04M3.76%-4,44613F-HRTimeline
Ethos Financial Group, LLC68,748$4.78M0.35%-10913F-HRTimeline
MONECO ADVISORS, LLC67,360$4.68M0.37%-17,93313F-HRTimeline
United Advisor Group, LLC61,293$4.26M0.55%+28,72313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC59,804$4.16M<0.01%+1,41713F-HRTimelineGroup
Kesler, Norman & Wride, LLC58,103$4.04M0.69%-4,04113F-HRTimeline
Cambridge Investment Research Advisors,…56,837$3.95M0.01%-3,22713F-HRTimeline
Visionary Wealth Advisors55,079$3.83M0.17%+92213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,713$3.53M0.01%-8,71813F-HRTimelineGroup
Private Advisor Group, LLC49,531$3.44M0.02%-7,33713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,017$3.34M<0.01%-58613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,553$2.75M<0.01%+4,36313F-HRTimelineGroup
Integrated Advisors Network LLC38,973$2.71M0.12%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,718$2.58M<0.01%-3,64213F-HRTimeline
MML INVESTORS SERVICES, LLC34,292$2.38M0.01%+3,39813F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC32,395$2.25M0.68%+71913F-HRTimeline
Laurel Wealth Advisors LLC29,107$2.02M0.27%+80013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,755$1.79M0.09%-7813F-HRTimeline
Aspect Partners, LLC25,034$1.74M0.76%+4,39513F-HRTimeline
D.A. DAVIDSON & CO.24,667$1.71M0.01%-1,04513F-HRTimeline
FLOW TRADERS U.S. LLC24,558$1.71M0.06%new13F-HRTimeline
CoreFirst Bank & Trust24,487$1.7M0.92%+16,14713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,272$1.69M<0.01%+12,27213F-HR/ATimelineGroup
Sigma Planning Corp24,245$1.69M0.05%+69213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,756$1.58M0.01%-3,80113F-HRTimelineGroup
MGO ONE SEVEN LLC22,206$1.54M0.03%-11,85813F-HRTimeline
Sherman Wealth Management LLC21,507$1.5M1.3%13F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT21,035$1.46M0.16%-89313F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…20,860$1.45M0.34%+45213F-HRTimeline
Belpointe Asset Management LLC20,720$1.44M0.05%-5,57813F-HRTimeline
NOTTINGHAM ADVISORS, INC.20,617$1.43M0.2%013F-HRTimeline
Bravias Capital Group, LLC20,507$1.43M0.86%-14413F-HRTimeline
Geneos Wealth Management Inc.19,076$1.33M0.03%-4,27113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,951$1.32M<0.01%-3,69613F-HRTimelineGroup
Longview Financial Advisors, Inc.18,891$1.31M0.89%-1,24613F-HRTimeline
Cauble & Harre Wealth Management, Inc.17,675$1.23M1.03%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,267$1.2M<0.01%-17,24713F-HRTimelineGroup
Southland Equity Partners LLC16,643$1.16M0.23%-46613F-HRTimeline
Evanson Asset Management, LLC16,483$1.15M0.06%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,244$1.13M<0.01%+10313F-HR/ATimelineGroup
Snowden Capital Advisors LLC15,544$1.08M0.03%+50613F-HRTimeline
COWA, LLC14,895$1.04M0.32%+74913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,665$1.02M0.01%-3,60213F-HRTimelineGroup
Mutual Advisors, LLC14,651$1.02M0.02%-11013F-HRTimeline
Meridian Wealth Management, LLC14,429$1M0.04%-1,36913F-HRTimeline
Steward Partners Investment Advisory, L…12,951$900K<0.01%-46,29913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,822$822K<0.01%+1,16013F-HRTimelineGroup
Meridian Financial Advisors, LLC11,487$799K0.43%-1,00613F-HRTimeline
Valued Retirements, Inc.10,832$753K0.74%-10,26013F-HRTimeline
MANCHESTER FINANCIAL INC10,556$734K0.14%-1,96713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,027$697K0.01%-84713F-HRTimelineGroup
Betterment LLC9,836$684K<0.01%-11613F-HRTimeline
RFG Advisory, LLC9,673$672K0.01%-4,74813F-HRTimeline
Compass Ion Advisors, LLC8,901$619K0.06%+2413F-HRTimeline
Dorsey & Whitney Trust CO LLC8,620$599K0.03%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC7,811$543K0.26%-1,09513F-HRTimeline
Sanctuary Advisors, LLC7,709$536K<0.01%-1,85613F-HRTimeline
MAI Capital Management7,329$510K<0.01%-8,91513F-HRTimeline
Financial Partners Group, Inc6,773$498K0.06%-9,43213F-HRTimeline
Van Hulzen Asset Management, LLC7,066$491K0.04%+92213F-HRTimeline
Comprehensive Wealth Management, LLC7,029$489K0.29%+19513F-HRTimeline
Wealth Management Partners, LLC6,897$479K0.14%-85513F-HRTimeline
Astra Wealth Partners LLC6,583$458K0.28%-8813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,388$444K0.03%-24313F-HRTimeline
Obermeyer Wealth Partners6,379$443K0.02%+1613F-HRTimeline
Waverly Advisors, LLC6,369$443K<0.01%+13013F-HRTimeline
Genesis Wealth Advisors, LLC6,078$423K0.29%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,891$410K<0.01%+213F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC5,603$390K0.06%-13413F-HRTimeline
Janney Montgomery Scott LLC5,539$385K<0.01%-1,24613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,524$384K<0.01%013F-HR/ATimelineGroup
Capital Advisors, Ltd. LLC5,350$372K0.04%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,975$346K<0.01%+813F-HRTimelineGroup
World Investment Advisors4,836$336K0.01%new13F-HR/ATimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,565$336K0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.4,788$333K0.05%+14313F-HRTimeline
CFS Investment Advisory Services, LLC4,556$317K0.02%+7513F-HRTimeline
Avior Wealth Management, LLC4,552$316K0.01%-26213F-HRTimeline
DAVENPORT & Co LLC4,388$305K<0.01%+15013F-HRTimeline
CX Institutional4,357$303K0.01%-95413F-HRTimeline
Baldwin Investment Management, LLC4,189$291K0.03%+1013F-HRTimeline
ATLas Financial Planning LLC4,143$288K0.28%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,067$283K0.01%+813F-HRTimeline
&PARTNERS4,042$281K<0.01%-1,24213F-HRTimeline
Moors & Cabot, Inc.3,830$266K0.01%-16513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,515$257K0.1%-60613F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP3,603$250K0.01%-5,26913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,180$247K0.09%new13F-HRTimeline
Hubbell Strickland Wealth Management, L…3,492$243K0.1%+2913F-HRTimeline
MSH Capital Advisors LLC3,388$236K0.05%013F-HRTimeline
Beacon Financial Advisory LLC3,345$233K0.05%-82913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,304$230K0.01%-49613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,253$226K<0.01%-5013F-HRTimelineGroup
WEDBUSH SECURITIES INC3,212$223K0.01%+7813F-HRTimeline
Joseph P. Lucia & Associates, LLC2,983$207K0.07%-213F-HRTimeline
Gladstone Institutional Advisory LLC2,937$204K0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.2,921$203K0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC2,886$201K0.05%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,325$162K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,845$128K<0.01%+22813F-HRTimeline
COMERICA BANK1,815$126K<0.01%-53313F-HRTimeline
IFP Advisors, Inc1,670$116K<0.01%-17313F-HRTimeline
NFSG Corp1,608$112K0.02%new13F-HRTimeline
True Wealth Design, LLC1,574$109K0.03%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,500$104K0.02%013F-HRTimelineGroup
Wealth Watch Advisors, INC1,460$101K0.04%+6813F-HRTimeline
CENTAURUS FINANCIAL, INC.1,449$101K<0.01%-37913F-HRTimeline
AE Wealth Management LLC1,291$89.8K<0.01%-69513F-HRTimeline
Allworth Financial LP1,277$88.8K<0.01%+30113F-HRTimeline
Arax Advisory Partners1,000$69.5K<0.01%013F-HRTimeline
Accordant Advisory Group Inc1,000$69.5K0.05%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC903$62.8K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO789$54.9K<0.01%+32413F-HRTimelineGroup
Parallel Advisors, LLC710$49.4K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC600$41.7K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc540$37.5K<0.01%013F-HRTimeline
Root Financial Partners, LLC438$30.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC367$25.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC336$24.7K<0.01%+33513F-HRTimeline
Ameliora Wealth Management Ltd.303$21.1K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.276$19K0.01%+113F-HRTimeline
Global Retirement Partners, LLC198$13.8K<0.01%013F-HRTimeline
NewEdge Advisors, LLC153$10.6K<0.01%013F-HRTimeline
Dunhill Financial, LLC150$10.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC120$8.34K<0.01%013F-HRTimeline
Premier Financial Group82$5.73K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…81$5.63K<0.01%013F-HRTimeline
Caitlin John, LLC75$5.21K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV45$3.13K<0.01%-11513F-HRTimeline
FMR LLCin group FMR LLC25$1.74K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC23$1.57K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.14$974<0.01%013F-HRTimeline
Signature Equity Partners, LLC6$417<0.01%13F-HRTimeline
LGT Financial Advisors LLC1$70<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1$45<0.01%-98513F-HRTimeline