Who owns Cambria Shareholder Yield ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SYLD from SEC Form 13F filings across 165 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 165 institutions disclosed 7.9M shares of Cambria Shareholder Yield ETF worth $624.0M — about 70.1% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
165
13F holders
$624.0M
value, 2026 filers
70.1%
of shares outstanding (7.9M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SYLD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 699,517 | $55.3M | 0.0% | 6.2% | +3.5% |
| 2 | LPL Financial LLC | 425,132 | $33.6M | 0.0% | 3.8% | +3.5% |
| 3 | RAYMOND JAMES FINANCIAL INC | 414,032 | $32.7M | 0.0% | 3.7% | 0.0% |
| 4 | Focus Partners Wealth | 390,124 | $30.9M | 0.0% | 3.5% | +2.9% |
| 5 | Revolve Wealth Partners, LLC | 374,169 | $29.6M | 3.1% | 3.3% | +2.7% |
| 6 | Intellus Advisors LLC | 350,274 | $27.7M | 3.4% | 3.1% | -0.3% |
| 7 | ROTHSCHILD INVESTMENT LLC | 290,441 | $23.0M | 0.9% | 2.6% | +5.5% |
| 8 | VestGen Advisors, LLC | 280,981 | $22.2M | 0.6% | 2.5% | -1.4% |
| 9 | Verum Partners LLC | 262,774 | $20.8M | 3.1% | 2.3% | +13.0% |
| 10 | UBS Group AG | 242,555 | $19.2M | 0.0% | 2.2% | -2.3% |
| 11 | Opus Capital Group, LLC | 239,067 | $18.9M | 1.8% | 2.1% | +1.0% |
| 12 | Cetera Investment Advisers | 238,541 | $18.9M | 0.0% | 2.1% | -4.9% |
| 13 | Compound Planning, Inc. | 216,923 | $17.2M | 0.4% | 1.9% | +7.7% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 195,037 | $15.4M | 0.0% | 1.7% | -1.6% |
| 15 | ALM First Financial Advisors, LLC | 177,700 | $14.1M | 2.4% | 1.6% | -33.9% |
| 16 | Cambria Investment Management, L.P. | 169,615 | $13.4M | 0.7% | 1.5% | +2.5% |
| 17 | HighTower Advisors, LLC | 153,784 | $12.2M | 0.0% | 1.4% | +3.0% |
| 18 | Atlas Wealth LLC | 151,606 | $12.0M | 1.7% | 1.3% | +13.7% |
| 19 | Arkadios Wealth Advisors | 143,703 | $11.4M | 0.2% | 1.3% | +5.2% |
| 20 | Brookstone Capital Management | 130,292 | $10.3M | 0.1% | 1.2% | +6.2% |
| 21 | Fermata Advisors, LLC | 99,792 | $7.9M | 1.6% | 0.9% | -1.3% |
| 22 | BANK OF AMERICA CORP /DE/ | 94,467 | $7.5M | 0.0% | 0.8% | -1.1% |
| 23 | Empowered Funds, LLC | 92,725 | $7.3M | 0.0% | 0.8% | +2.0% |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 88,296 | $7.0M | 0.0% | 0.8% | +6.7% |
| 25 | United Advisor Group, LLC | 78,241 | $6.2M | 0.7% | 0.7% | +6.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.