ETF Holders

Who owns SYLD?

Other

Cambria Shareholder Yield ETF · Cambria

166 institutions reported holding SYLD, worth $625.8M, in Form 13F filings for June 30, 2026.

13F holders
166
Institutional value
$625.8M
Change from prior quarter
+5.3%
+$31.4M, with price moves
New and sold-out firms
17 / 12
63 added, 63 trimmed

Top 10 institutional holders of SYLD

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$55.3M699,517+23,951 shares
LPL Financial LLCFort Mill, SC$33.6M425,132+14,474 shares
Raymond James Financial Inc.St. Petersburg, FL$32.7M414,032+10 shares
Focus Partners WealthSt Louis, MO$30.9M390,124+11,084 shares
Revolve Wealth Partners, LLCHackensack, NJ$29.6M374,169+9,986 shares
Intellus Advisors LLCNaples, FL$27.7M350,274−1,172 shares
Rothschild Investment LLCChicago, IL$23.0M290,441+15,022 shares
VestGen Advisors, LLCChicago, IL$22.2M280,981−3,998 shares
Verum Partners LLCCharlotte, NC$20.8M262,774+30,261 shares
UBS Group AGZurich, Switzerland$19.2M242,555−5,826 shares
156 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: SYLD vs TPYP, SYLD vs CVLC, SYLD vs EBI, SYLD vs ALLW.

Frequently asked questions

Who owns SYLD?

166 institutional managers reported holding SYLD in Form 13F filings for June 30, 2026, worth $625.8M in total. The largest reported position was held by Morgan Stanley, at $55.3M.

Did institutions buy or sell SYLD last quarter?

Reported 13F value rose 5.3% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 12 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is SYLD ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.