MYLD Institutional Ownership & Shareholders
CAMBRIA MICRO&SMCAP YIELD (MYLD) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.77M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alm First Financial Advisors, Llc is currently the largest disclosed institutional shareholder of MYLD tracked by InsiderSet, reporting ownership valued at approximately $11.65M in its September 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 $12.31M, representing an estimated gain of +5.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MYLD value among the investors covered in this analysis. Major shareholders include Alm First Financial Advisors, Llc, Cambria Investment Management, L.P., Kesler, Norman & Wride, Llc, and several other long-term asset managers with concentrated positions in CAMBRIA MICRO&SMCAP YIELD (MYLD).
This page ranks the largest institutional MYLD 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
13
Total Reported Value
$27.77M
Largest Holder
Alm First Financial Advisors, Llc
Largest Position
$11.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alm First Financial Advisors, Llc | 1.84% | 365,477 | $11,649,579 | $12,311,495 | +$661,916 | +5.68% | |
| Cambria Investment Management, L.P. | 0.54% | 341,943 | $10,922,993 | $11,518,726 | +$595,733 | +5.45% | |
| Kesler, Norman & Wride, Llc | 0.30% | 59,254 | $1,892,802 | $1,996,036 | +$103,234 | +5.45% | |
| One Plus One Wealth Management, Llc | 0.54% | 40,146 | $1,279,654 | $1,352,362 | +$72,708 | +5.68% | |
| Betterment Llc | 0.00% | 20,145 | $643,000 | $678,606 | +$35,606 | +5.54% | |
| Centric Wealth Management | 0.09% | 18,435 | $549,251 | $621,003 | +$71,752 | +13.06% | |
| Zega Investments, Llc | 0.08% | 15,247 | $487,049 | $513,612 | +$26,563 | +5.45% | |
| Ascentis Wealth Management, Llc | 0.05% | 9,937 | $317,400 | $334,739 | +$17,339 | +5.46% | |
| Ubs Group Ag | 0.00% | 161 | $5,143 | $5,423 | +$280 | +5.45% | |
| Jpmorgan Chase & Co | 0.00% | 85 | $2,731 | $2,863 | +$132 | +4.85% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 14 | $447 | $472 | +$25 | +5.50% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $3 | — | — | — |
Frequently asked questions about MYLD
Who are the largest institutional holders of MYLD?
The largest institutional holders of MYLD reported in the latest SEC Form 13F filings include Alm First Financial Advisors, Llc, Cambria Investment Management, L.P., Kesler, Norman & Wride, Llc, One Plus One Wealth Management, Llc, and Betterment Llc. InsiderSet ranks institutional holders by their latest reported MYLD position.
What is MYLD institutional ownership?
This page tracks MYLD positions reported by institutional investment managers through SEC Form 13F. CAMBRIA MICRO&SMCAP YIELD (MYLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MYLD?
InsiderSet currently tracks 13 institutional managers reporting MYLD 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 MYLD shareholders.
How much MYLD stock do institutions own?
Institutional investment managers disclosed approximately $27.77M in MYLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MYLD institutional ownership last updated?
The latest MYLD 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 MYLD 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 MYLD position after the reporting date.
Are institutions buying or selling MYLD?
Institutional buying and selling can be analyzed by comparing MYLD positions across consecutive 13F reporting periods. InsiderSet's MYLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MYLD ownership changes.
How has MYLD institutional ownership changed over time?
InsiderSet tracks MYLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.