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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcBuy+5,3535,353$423.35KQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+3,2283,228$255.29KQ2 2026Aug 19, 2026
Empowered Funds, LlcBuy+1,776+2.0%92,725$7.33MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-290-1.5%19,694$1.56MQ2 2026Aug 17, 2026
Two Sigma Investments, LpBuy+34,90034,900$2.76MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+17,224+38.1%62,404$4.94MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-16,004-21.0%60,207$4.76MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+14,69414,694$1.16MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-12,654-18.9%54,405$4.30MQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-6,888-16.3%35,293$2.79MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+5,0895,089$402.47KQ2 2026Aug 14, 2026
Cambria Investment Management, L.P.Buy+4,172+2.5%169,615$13.41MQ2 2026Aug 14, 2026
World Investment AdvisorsSell-3,287-48.6%3,482$265.51KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-2,619-9.9%23,904$1.89MQ2 2026Aug 14, 2026
Jones Financial Companies LllpSell-1,977-10.4%16,955$1.36MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+1,341+8.5%17,189$1.36MQ2 2026Aug 14, 2026
&PartnersSell-1,174-29.0%2,868$226.79KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+1,084+6.4%18,148$1.44MQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,048-1.1%94,467$7.47MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+876876$69.28KQ2 2026Aug 14, 2026
Sanchez Gaunt Capital Management, LlcSell-413-2.4%16,564$1.31MQ2 2026Aug 14, 2026
Nfsg CorpBuy+259+12.3%2,372$187.59KQ2 2026Aug 14, 2026
Mai Capital ManagementSell-149-2.1%7,068$559.01KQ2 2026Aug 14, 2026
Betterment LlcSell-10-0.1%9,054$716.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+10+0.0%414,032$32.74MQ2 2026Aug 14, 2026
Ancora Advisors LlcBuy+1+0.0%3,254$257.31KQ2 2026Aug 14, 2026
Visionary Wealth AdvisorsSell-52,448-76.4%16,225$1.28MQ2 2026Aug 13, 2026
Morgan StanleyBuy+23,951+3.5%699,517$55.32MQ2 2026Aug 13, 2026
Quantinno Capital Management LpBuy+6,4006,400$506.16KQ2 2026Aug 13, 2026
Ubs Group AgSell-5,826-2.3%242,555$19.18MQ2 2026Aug 13, 2026
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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.