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Disclosery

SYLD CAMBRIA ETF TR

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SHSHLD YIELD ETF (fund)

166 managers (167 13F filers) reported a position in SYLD shares at 2026-03-31, 8,070,368 shares in all. 19 filers opened a position and 14 filers sold out during the quarter.

Managers
166
13F filers
167
New
19
Added
54
Reduced
66
Sold out
14
Shares held by filers
8,070,368

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY675,566$50.9M<0.01%+31,10113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC414,022$31.2M0.01%-43,08213F-HRTimelineGroup
LPL Financial LLC410,658$31M0.01%+7,32313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth379,040$28.6M0.03%+16,99413F-HRTimelineGroup
Revolve Wealth Partners, LLC364,183$27.5M3.57%-22,80613F-HRTimeline
Intellus Advisors LLC351,446$26.5M3.62%-73113F-HRTimeline
VestGen Advisors, LLC284,979$22.2M0.62%-28,40313F-HRTimeline
ROTHSCHILD INVESTMENT LLC275,419$20.8M1.09%+27,76413F-HRTimeline
ALM First Financial Advisors, LLC268,778$19.3M3.45%+32,49213F-HRTimeline
Cetera Investment Advisers250,789$18.9M0.02%+11,98913F-HRTimeline
UBS Group AGin group UBS Group AG248,381$18.7M<0.01%+6,58313F-HRTimelineGroup
Opus Capital Group, LLC236,777$17.9M1.92%+1,64313F-HRTimeline
Verum Partners LLC232,513$17.5M3.33%+9,39613F-HRTimeline
Compound Planning, Inc.201,384$15.2M0.47%-76,42513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC198,114$14.9M0.02%-33,60013F-HRTimeline
Cambria Investment Management, L.P.165,443$12.5M0.7%+85,34513F-HRTimeline
HighTower Advisors, LLC149,354$11.3M0.01%-3,16713F-HRTimeline
Arkadios Wealth Advisors136,587$10.3M0.17%+4,98813F-HRTimeline
Atlas Wealth LLC133,331$10.1M3.01%+11,60413F-HR/ATimeline
CWM, LLCin group CWM, LLC125,688$9.48M0.02%-11,49113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management122,713$9.25M0.11%+5,34613F-HRTimelineGroup
Fermata Advisors, LLC101,077$7.62M1.72%-95613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/95,515$7.2M<0.01%+5,57813F-HRTimelineGroup
Empowered Funds, LLC90,949$6.86M0.04%new13F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…82,733$6.24M<0.01%-14,96413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN76,211$5.75M<0.01%-44,34413F-HR/ATimelineGroup
United Advisor Group, LLC73,272$5.53M0.68%+11,97913F-HRTimeline
DKM Wealth Management, Inc.72,737$5.49M3.95%+27513F-HRTimeline
Breakwater Capital Group71,179$5.37M0.72%-3,31113F-HRTimeline
Integrated Advisors Network LLC69,856$5.27M0.28%+30,88313F-HRTimeline
Visionary Wealth Advisors68,673$5.18M0.23%+13,59413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,059$5.06M<0.01%-11,30213F-HRTimelineGroup
Ethos Financial Group, LLC67,813$5.04M0.37%-93513F-HRTimeline
Kesler, Norman & Wride, LLC57,955$4.37M0.75%-14813F-HRTimeline
MONECO ADVISORS, LLC53,952$4.07M0.32%-13,40813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,652$3.59M<0.01%-36513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,180$3.41M<0.01%-5,53313F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT43,170$3.26M0.06%new13F-HRTimeline
Waverly Advisors, LLC42,181$3.18M0.02%+35,81213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,067$3.02M<0.01%-19,73713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,736$3M<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.38,197$2.88M0.08%new13F-HRTimeline
CoreFirst Bank & Trust36,671$2.77M1.47%+12,18413F-HRTimeline
Laurel Wealth Advisors LLC31,902$2.51M0.25%+2,79513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,028$2.34M<0.01%-8,52513F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,698$2.16M0.01%-28,13913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,523$2M<0.01%+10,27913F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC26,284$1.98M0.09%+52913F-HRTimeline
Aspect Partners, LLC25,883$1.95M0.8%+84913F-HRTimeline
D.A. DAVIDSON & CO.25,233$1.9M0.01%+56613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,671$1.86M<0.01%-11,04713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,695$1.86M<0.01%+42313F-HRTimelineGroup
Sigma Planning Corp24,385$1.84M0.05%+14013F-HRTimeline
MGO ONE SEVEN LLC22,400$1.69M0.03%+19413F-HRTimeline
Belpointe Asset Management LLC22,327$1.68M0.06%+1,60713F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…21,791$1.64M0.39%+93113F-HRTimeline
Cauble & Harre Wealth Management, Inc.20,628$1.61M1.28%+2,95313F-HRTimeline
Sherman Wealth Management LLC21,272$1.6M1.38%-23513F-HRTimeline
Bravias Capital Group, LLC21,002$1.58M1.04%+49513F-HRTimeline
MML INVESTORS SERVICES, LLC20,957$1.58M<0.01%-13,33513F-HRTimeline
Private Advisor Group, LLC20,693$1.56M0.01%-28,83813F-HRTimeline
NOTTINGHAM ADVISORS, INC.20,617$1.55M0.2%013F-HRTimeline
Wealth Care LLC19,555$1.47M1.31%13F-HRTimeline
Longview Financial Advisors, Inc.18,770$1.42M0.86%-12113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,932$1.41M<0.01%-1913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,984$1.39M0.01%-2,77213F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT18,156$1.37M0.15%-2,87913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,064$1.29M<0.01%+5,24213F-HRTimelineGroup
Sanchez Gaunt Capital Management, LLC16,977$1.28M0.8%13F-HRTimeline
Southland Equity Partners LLC16,529$1.25M0.24%-11413F-HRTimeline
Evanson Asset Management, LLC16,483$1.24M0.07%013F-HRTimeline
Mutual Advisors, LLC15,848$1.2M0.03%+1,19713F-HRTimeline
Snowden Capital Advisors LLC15,544$1.17M0.03%013F-HRTimeline
COWA, LLC14,712$1.11M0.3%-18313F-HRTimeline
Meridian Wealth Management, LLC14,621$1.1M0.04%+19213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,065$1.06M0.01%-60013F-HRTimelineGroup
Farther Finance Advisors, LLC12,405$933K0.01%+12,03813F-HRTimeline
Geneos Wealth Management Inc.12,345$931K0.02%-6,73113F-HRTimeline
Steward Partners Investment Advisory, L…11,739$885K<0.01%-1,21213F-HRTimeline
Meridian Financial Advisors, LLC9,984$753K0.41%-1,50313F-HRTimeline
CFS Investment Advisory Services, LLC9,603$749K0.05%+5,04713F-HRTimeline
RFG Advisory, LLC9,725$733K0.01%+5213F-HRTimeline
Betterment LLC9,064$684K<0.01%-77213F-HRTimeline
MANCHESTER FINANCIAL INC8,972$677K0.13%-1,58413F-HRTimeline
Dorsey & Whitney Trust CO LLC8,620$650K0.04%013F-HRTimeline
Compass Ion Advisors, LLC8,410$634K0.06%-49113F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding8,242$623K+4,727Timeline
Valued Retirements, Inc.8,136$614K0.6%-2,69613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,447$562K0.01%-2,58013F-HRTimelineGroup
MAI Capital Management7,217$544K<0.01%-11213F-HRTimeline
ATLas Financial Planning LLC7,172$541K0.49%+3,02913F-HRTimeline
Sanctuary Advisors, LLC7,129$538K<0.01%-58013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,900$520K0.3%-91113F-HRTimeline
Wealth Management Partners, LLC6,856$517K0.15%-4113F-HRTimeline
World Investment Advisors6,769$510K0.01%+1,93313F-HRTimeline
Astra Wealth Partners LLC6,583$496K0.31%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,559$494K0.03%+17113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,493$490K<0.01%+1,51813F-HRTimelineGroup
Comprehensive Wealth Management, LLC6,489$489K0.25%-54013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,440$486K<0.01%-10,82713F-HRTimelineGroup
Van Hulzen Asset Management, LLC6,379$481K0.04%-68713F-HRTimeline
Obermeyer Wealth Partners6,363$480K0.02%-1613F-HRTimeline
Genesis Wealth Advisors, LLC6,078$458K0.31%013F-HRTimeline
Financial Partners Group, Inc5,464$412K0.05%-1,30913F-HRTimeline
Capital Advisors, Ltd. LLC5,350$403K0.05%013F-HRTimeline
Janney Montgomery Scott LLC5,139$388K<0.01%-40013F-HRTimeline
ZEGA Investments, LLC5,131$387K0.07%new13F-HRTimeline
DAVENPORT & Co LLC5,062$382K<0.01%+67413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC5,028$379K0.06%-57513F-HRTimeline
Physician Wealth Advisors, Inc.4,794$362K0.05%+613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,562$344K<0.01%-1,32913F-HRTimelineGroup
Avior Wealth Management, LLC4,491$339K0.01%-6113F-HRTimeline
HBW ADVISORY SERVICES LLC4,375$330K0.03%new13F-HRTimeline
Sovran Advisors, LLC4,125$328K0.03%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…4,300$324K<0.01%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC4,085$308K0.01%+1813F-HRTimeline
&PARTNERS4,042$305K<0.01%013F-HRTimeline
Baldwin Investment Management, LLC4,012$303K0.04%-17713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,999$302K<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.3,899$294K0.02%+59513F-HRTimelineGroup
CX Institutional3,878$292K0.01%-47913F-HRTimeline
Moors & Cabot, Inc.3,830$289K0.01%013F-HRTimeline
Independent Advisor Alliance3,666$276K<0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,498$264K0.01%-10513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,180$251K0.09%013F-HRTimeline
Hubbell Strickland Wealth Management, L…3,305$249K0.1%-18713F-HRTimeline
Beacon Financial Advisory LLC3,279$247K0.06%-6613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,253$245K0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC3,228$243K0.01%+1613F-HRTimeline
Gladstone Institutional Advisory LLC3,159$238K0.01%+22213F-HRTimeline
MSH Capital Advisors LLC2,873$217K0.05%-51513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,820$213K0.05%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC2,733$206K0.07%-25013F-HRTimeline
RFG Holdings, Inc.2,691$203K0.05%new13F-HRTimeline
NFSG Corp2,113$159K0.03%+50513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,899$143K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,847$139K<0.01%+213F-HRTimeline
IFP Advisors, Inc1,670$126K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,562$118K0.01%-1,35913F-HRTimeline
Atlantic Edge Private Wealth Management…1,550$117K0.03%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,327$100K0.02%-17313F-HRTimelineGroup
True Wealth Design, LLC1,322$99.7K0.03%-25213F-HRTimeline
Allworth Financial LP1,282$96.7K<0.01%+513F-HRTimeline
AE Wealth Management LLC1,218$91.8K<0.01%-7313F-HRTimeline
Arax Advisory Partners1,000$75.4K<0.01%013F-HRTimeline
Accordant Advisory Group Inc1,000$75.4K0.05%013F-HRTimeline
FMR LLCin group FMR LLC921$69.5K<0.01%+89613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO789$58.7K<0.01%013F-HR/ATimelineGroup
Parallel Advisors, LLC710$53.5K<0.01%013F-HR/ATimeline
Advisory Services Network, LLC707$53.3K<0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC375$28.3K<0.01%new13F-HRTimeline
Root Financial Partners, LLC357$26.9K<0.01%-8113F-HRTimeline
Sound Income Strategies, LLC336$25.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc320$24.1K<0.01%-22013F-HRTimeline
Ameliora Wealth Management Ltd.303$22.8K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC296$22.3K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.277$21K0.01%+113F-HRTimeline
NewEdge Advisors, LLC153$11.5K<0.01%013F-HR/ATimeline
CoreCap Advisors, LLC120$9.05K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…81$6.11K<0.01%013F-HRTimeline
Team Financial Group, LLC76$5.76K<0.01%new13F-HRTimeline
Caitlin John, LLC75$5.66K<0.01%013F-HRTimeline
MATHER GROUP, LLC.40$3.02K<0.01%new13F-HRTimeline
Costello Asset Management, INC23$1.71K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.14$1.06K<0.01%013F-HRTimeline
Signature Equity Partners, LLC6$452<0.01%013F-HRTimeline