CAMBRIA SHAREHOLDER YIELD ET (SYLD) Institutional Ownership Changes & 13F Activity
CAMBRIA SHAREHOLDER YIELD ET (SYLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Visionary Wealth Advisors, Two Sigma Investments, Lp, Morgan Stanley, Osaic Holdings, Inc., and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Buy | +5,353 | — | 5,353 | $423.35K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +3,228 | — | 3,228 | $255.29K | Q2 2026 | Aug 19, 2026 |
| Empowered Funds, Llc | Buy | +1,776 | +2.0% | 92,725 | $7.33M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -290 | -1.5% | 19,694 | $1.56M | Q2 2026 | Aug 17, 2026 |
| Two Sigma Investments, Lp | Buy | +34,900 | — | 34,900 | $2.76M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +17,224 | +38.1% | 62,404 | $4.94M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -16,004 | -21.0% | 60,207 | $4.76M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +14,694 | — | 14,694 | $1.16M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -12,654 | -18.9% | 54,405 | $4.30M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -6,888 | -16.3% | 35,293 | $2.79M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +5,089 | — | 5,089 | $402.47K | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | Buy | +4,172 | +2.5% | 169,615 | $13.41M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -3,287 | -48.6% | 3,482 | $265.51K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -2,619 | -9.9% | 23,904 | $1.89M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -1,977 | -10.4% | 16,955 | $1.36M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +1,341 | +8.5% | 17,189 | $1.36M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -1,174 | -29.0% | 2,868 | $226.79K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +1,084 | +6.4% | 18,148 | $1.44M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -1,048 | -1.1% | 94,467 | $7.47M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +876 | — | 876 | $69.28K | Q2 2026 | Aug 14, 2026 |
| Sanchez Gaunt Capital Management, Llc | Sell | -413 | -2.4% | 16,564 | $1.31M | Q2 2026 | Aug 14, 2026 |
| Nfsg Corp | Buy | +259 | +12.3% | 2,372 | $187.59K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -149 | -2.1% | 7,068 | $559.01K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -10 | -0.1% | 9,054 | $716.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +10 | +0.0% | 414,032 | $32.74M | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors Llc | Buy | +1 | +0.0% | 3,254 | $257.31K | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | Sell | -52,448 | -76.4% | 16,225 | $1.28M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +23,951 | +3.5% | 699,517 | $55.32M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Buy | +6,400 | — | 6,400 | $506.16K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -5,826 | -2.3% | 242,555 | $19.18M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about SYLD activity
Which institutional owners are buying SYLD?
Institutional owners buying SYLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SYLD activity?
"Buy" means an investor increased their reported position in SYLD compared to the prior reporting period. This reflects growing exposure to CAMBRIA SHAREHOLDER YIELD ET (SYLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SYLD increasing?
Institutional interest in SYLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.