EYLD Institutional Ownership & Shareholders

CAMBRIA EMERG SHRHLDR YIELD (EYLD) is currently held by 111 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $515.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Foster & Motley Inc is currently the largest disclosed institutional shareholder of EYLD tracked by InsiderSet, reporting ownership valued at approximately $47.49M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $47.38M, representing an estimated loss of -0.22% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed EYLD value among the investors covered in this analysis. Major shareholders include Foster & Motley Inc, Cambria Investment Management, L.P., Bank Of America Corp, and several other long-term asset managers with concentrated positions in CAMBRIA EMERG SHRHLDR YIELD (EYLD).

This page ranks the largest institutional EYLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

111

Total Reported Value

$515.86M

Largest Holder

Foster & Motley Inc

Largest Position

$47.49M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

104

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Foster & Motley Inc2.19%1,045,792$47,489,000$47,384,836-$104,164-0.22%
Cambria Investment Management, L.P.2.05%914,158$41,511,915$41,420,499-$91,416-0.22%
Bank Of America Corp0.00%743,579$33,765,935$33,691,564-$74,371-0.22%
Raymond James Financial Inc0.01%730,907$33,190,474$33,117,396-$73,078-0.22%
Sepio Capital, Lp1.12%587,434$27,961,872$26,616,635-$1,345,237-4.81%
Newedge Advisors, Llc0.07%537,367$24,401,851$24,348,099-$53,752-0.22%
Alm First Financial Advisors, Llc3.23%983,500$20,455,529$44,562,385+$24,106,856+117.85%
Ubs Group Ag0.00%442,277$20,083,799$20,039,571-$44,228-0.22%
Cetera Investment Advisers0.02%437,684$19,875,216$19,831,462-$43,754-0.22%
Vestgen Advisors, Llc0.47%320,769$15,268,610$14,534,043-$734,567-4.81%
Empowered Funds, Llc0.08%330,870$15,024,807$14,991,720-$33,087-0.22%
Lpl Financial Llc0.00%325,083$14,762,038$14,729,511-$32,527-0.22%
Integrated Wealth Concepts Llc0.09%313,381$14,230,637$14,199,293-$31,344-0.22%
Triagen Wealth Management Llc3.42%295,372$14,059,725$13,383,305-$676,420-4.81%
Trek Financial, Llc0.53%242,323$11,534,581$10,979,655-$554,926-4.81%
State Of Wisconsin Investment Board0.02%227,135$10,314,200$10,291,487-$22,713-0.22%
Warren Street Wealth Advisors, Llc1.86%181,142$8,225,660$8,207,544-$18,116-0.22%
Wealth Enhancement Advisory Services, Llc0.01%155,907$7,469,513$7,064,146-$405,367-5.43%
Welch Financial Planning, Llc4.27%161,416$7,329,901$7,313,759-$16,142-0.22%
Commonwealth Equity Services, Llc0.01%148,414$6,739,480$6,724,638-$14,842-0.22%
Westview Management Dba Westview Investment Advisors2.92%131,563$5,974,278$5,961,120-$13,158-0.22%
Sound Portfolio Advisors, Llc3.93%121,981$5,539,157$5,526,959-$12,198-0.22%
Rothschild Investment Llc0.20%120,466$5,470,338$5,458,314-$12,024-0.22%
United Advisor Group, Llc0.57%118,042$5,360,292$5,348,483-$11,809-0.22%
Ignite Planners, Llc0.66%106,500$5,069,177$4,825,515-$243,662-4.81%
Nations Financial Group Inc0.23%104,849$4,761,230$4,750,708-$10,522-0.22%
Professional Financial Management, Inc.4.77%98,353$4,681,603$4,456,374-$225,229-4.81%
One Plus One Wealth Management, Llc1.89%94,110$4,479,636$4,264,124-$215,512-4.81%
Osaic Holdings, Inc.0.00%91,586$4,159,015$4,149,762-$9,253-0.22%
Stewardship Concepts Financial Services Llc2.67%85,585$4,073,846$3,877,856-$195,990-4.81%
Susquehanna International Group, Llp0.00%78,984$3,586,663$3,578,765-$7,898-0.22%
Fermata Advisors, Llc0.66%71,967$3,425,616$3,260,825-$164,791-4.81%
Lexaurum Advisors, Llc0.37%68,620$3,266,289$3,109,172-$157,117-4.81%
Beacon Pointe Advisors, Llc0.01%70,719$3,211,334$3,204,278-$7,056-0.22%
Royal Bank Of Canada0.00%67,878$3,082,000$3,075,552-$6,448-0.21%
Equitable Holdings, Inc.0.02%64,441$2,926,266$2,919,822-$6,444-0.22%
Envestnet Asset Management Inc0.00%57,996$2,633,596$2,627,799-$5,797-0.22%
Kesler, Norman & Wride, Llc0.42%57,892$2,628,843$2,623,087-$5,756-0.22%
Fifth Third Securities, Inc.0.13%53,544$2,548,711$2,426,079-$122,632-4.81%
Aprio Wealth Management, Llc0.11%49,801$2,370,524$2,256,483-$114,041-4.81%
Davenport & Co Llc0.01%49,084$2,336,398$2,223,996-$112,402-4.81%
Principal Securities, Inc.0.02%44,153$2,004,988$2,000,572-$4,416-0.22%
Sunbelt Securities, Inc.0.13%48,365$2,002,810$2,191,418+$188,608+9.42%
Vise Technologies, Inc.0.02%41,000$1,951,601$1,857,710-$93,891-4.81%
Dynamic Advisor Solutions Llc0.05%39,555$1,882,803$1,792,237-$90,566-4.81%
Western Wealth Management, Llc0.06%39,789$1,806,820$1,802,840-$3,980-0.22%
Measured Wealth Private Client Group, Llc0.43%39,536$1,795,330$1,791,376-$3,954-0.22%
Lifetime Wealth Management P.C.1.07%37,232$1,772,256$1,686,982-$85,274-4.81%
Savvy Advisors, Inc.0.04%36,717$1,667,302$1,663,647-$3,655-0.22%
Snowden Capital Advisors Llc0.04%35,425$1,608,649$1,605,107-$3,542-0.22%
Showing 50 of 111

Frequently asked questions about EYLD

  • Who are the largest institutional holders of EYLD?

    The largest institutional holders of EYLD reported in the latest SEC Form 13F filings include Foster & Motley Inc, Cambria Investment Management, L.P., Bank Of America Corp, Raymond James Financial Inc, and Sepio Capital, Lp. InsiderSet ranks institutional holders by their latest reported EYLD position.

  • What is EYLD institutional ownership?

    This page tracks EYLD positions reported by institutional investment managers through SEC Form 13F. CAMBRIA EMERG SHRHLDR YIELD (EYLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own EYLD?

    InsiderSet currently tracks 111 institutional managers reporting EYLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EYLD shareholders.

  • How much EYLD stock do institutions own?

    Institutional investment managers disclosed approximately $515.86M in EYLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was EYLD institutional ownership last updated?

    The latest EYLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional EYLD holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EYLD position after the reporting date.

  • Are institutions buying or selling EYLD?

    Institutional buying and selling can be analyzed by comparing EYLD positions across consecutive 13F reporting periods. InsiderSet's EYLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EYLD ownership changes.

  • How has EYLD institutional ownership changed over time?

    InsiderSet tracks EYLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.