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Who owns SYLDWhat SYLD owns — n/a

Who owns Cambria Shareholder Yield ETF?

Institutional ownership of SYLD from SEC Form 13F filings across 109 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.

109

13F holders

$417.3M

value, 2026 filers

47.6%

of shares outstanding (5.4M sh)

14

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY699,517$55.3M0.0%6.2%+3.5%
2LPL Financial LLC425,132$33.6M0.0%3.8%+3.5%
3RAYMOND JAMES FINANCIAL INC414,032$32.7M0.0%3.7%0.0%
4Focus Partners Wealth390,124$30.9M0.0%3.5%+2.9%
5ROTHSCHILD INVESTMENT LLC290,441$23.0M0.9%2.6%+5.5%
6VestGen Advisors, LLC280,981$22.2M0.6%2.5%-1.4%
7UBS Group AG242,555$19.2M0.0%2.2%-2.3%
8Cetera Investment Advisers238,541$18.9M0.0%2.1%-4.9%
9Compound Planning, Inc.216,923$17.2M0.4%1.9%+7.7%
10COMMONWEALTH EQUITY SERVICES, LLC195,037$15.4M0.0%1.7%-1.6%
11HighTower Advisors, LLC153,784$12.2M0.0%1.4%+3.0%
12Arkadios Wealth Advisors143,703$11.4M0.2%1.3%+5.2%
13Brookstone Capital Management130,292$10.3M0.1%1.2%+6.2%
14BANK OF AMERICA CORP /DE/94,467$7.5M0.0%0.8%-1.1%
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO88,296$7.0M0.0%0.8%+6.7%
16RITHOLTZ WEALTH MANAGEMENT83,822$6.6M0.1%0.7%+94.2%
17United Advisor Group, LLC78,241$6.2M0.7%0.7%+6.8%
18TRUIST FINANCIAL CORP71,427$5.6M0.0%0.6%+49.9%
19Ethos Financial Group, LLC70,915$5.6M0.4%0.6%+4.6%
20OSAIC HOLDINGS, INC.62,404$4.9M0.0%0.6%+38.1%
21WELLS FARGO & COMPANY/MN60,207$4.8M0.0%0.5%-21.0%
22ROYAL BANK OF CANADA54,405$4.3M0.0%0.5%-18.9%
23MONECO ADVISORS, LLC51,266$4.1M0.2%0.5%-5.0%
24Cambridge Investment Research Advisors, Inc.44,516$3,5200.0%0.4%+55.1%
25Savvy Advisors, Inc.41,743$3.3M0.1%0.4%+9.3%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.