CAMBRIA SHAREHOLDER YIELD ET (SYLD) Institutional Shareholders
CAMBRIA SHAREHOLDER YIELD ET (SYLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $589.11M in SYLD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of SYLD tracked by InsiderSet, reporting ownership valued at approximately $50.94M in its March 31, 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 $56.25M, representing an estimated gain of +10.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed SYLD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Raymond James Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in CAMBRIA SHAREHOLDER YIELD ET (SYLD).
This page ranks the largest institutional SYLD 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
160
Total Reported Value
$589.11M
Largest Holder
Morgan Stanley
Largest Position
$50.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 675,566 | $50,944,441 | $56,247,625 | +$5,303,184 | +10.41% | |
| Raymond James Financial Inc | 0.01% | 414,022 | $31,221,424 | $34,471,472 | +$3,250,048 | +10.41% | |
| Lpl Financial Llc | 0.01% | 410,658 | $30,967,689 | $34,191,385 | +$3,223,696 | +10.41% | |
| Revolve Wealth Partners, Llc | 3.08% | 374,169 | $29,591,896 | $31,153,311 | +$1,561,415 | +5.28% | |
| Focus Partners Wealth | 0.03% | 379,040 | $28,583,432 | $31,558,870 | +$2,975,438 | +10.41% | |
| Intellus Advisors Llc | 3.62% | 351,446 | $26,502,567 | $29,261,394 | +$2,758,827 | +10.41% | |
| Vestgen Advisors, Llc | 0.62% | 284,979 | $22,218,387 | $23,727,352 | +$1,508,965 | +6.79% | |
| Verum Partners Llc | 3.14% | 262,774 | $20,781,985 | $21,878,563 | +$1,096,578 | +5.28% | |
| Rothschild Investment Llc | 1.09% | 275,419 | $20,769,314 | $22,931,386 | +$2,162,072 | +10.41% | |
| Cetera Investment Advisers | 0.02% | 250,789 | $18,911,965 | $20,880,692 | +$1,968,727 | +10.41% | |
| Ubs Group Ag | 0.00% | 248,381 | $18,730,410 | $20,680,202 | +$1,949,792 | +10.41% | |
| Commonwealth Equity Services, Llc | 0.02% | 195,037 | $15,424,870 | $16,238,781 | +$813,911 | +5.28% | |
| Compound Planning, Inc. | 0.47% | 201,384 | $15,186,375 | $16,767,232 | +$1,580,857 | +10.41% | |
| Alm First Financial Advisors, Llc | 2.37% | 177,700 | $14,053,742 | $14,795,302 | +$741,560 | +5.28% | |
| Cambria Investment Management, L.P. | 0.70% | 165,443 | $12,476,057 | $13,774,784 | +$1,298,727 | +10.41% | |
| Atlas Wealth Llc | 1.71% | 151,606 | $11,990,049 | $12,622,716 | +$632,667 | +5.28% | |
| Hightower Advisors, Llc | 0.01% | 149,354 | $11,264,252 | $12,435,214 | +$1,170,962 | +10.40% | |
| Brookstone Capital Management | 0.10% | 130,292 | $10,304,397 | $10,848,112 | +$543,715 | +5.28% | |
| Arkadios Wealth Advisors | 0.17% | 136,587 | $10,300,015 | $11,372,234 | +$1,072,219 | +10.41% | |
| Cwm, Llc | 0.02% | 125,688 | $9,478,120 | $10,464,783 | +$986,663 | +10.41% | |
| Fermata Advisors, Llc | 1.60% | 99,792 | $7,892,279 | $8,308,682 | +$416,403 | +5.28% | |
| Bank Of America Corp | 0.00% | 95,515 | $7,202,759 | $7,952,579 | +$749,820 | +10.41% | |
| Empowered Funds, Llc | 0.04% | 90,949 | $6,858,464 | $7,572,414 | +$713,950 | +10.41% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 82,733 | $6,238,901 | $6,888,350 | +$649,449 | +10.41% | |
| United Advisor Group, Llc | 0.66% | 78,241 | $6,187,841 | $6,514,346 | +$326,505 | +5.28% | |
| Wells Fargo & Company/Mn | 0.00% | 76,211 | $5,747,104 | $6,345,328 | +$598,224 | +10.41% | |
| Dkm Wealth Management, Inc. | 3.73% | 72,214 | $5,711,203 | $6,012,538 | +$301,335 | +5.28% | |
| Truist Financial Corp | 0.01% | 71,427 | $5,648,938 | $5,947,012 | +$298,074 | +5.28% | |
| Breakwater Capital Group | 0.67% | 70,058 | $5,540,705 | $5,833,029 | +$292,324 | +5.28% | |
| Integrated Advisors Network Llc | 0.28% | 69,856 | $5,267,841 | $5,816,211 | +$548,370 | +10.41% | |
| Visionary Wealth Advisors | 0.23% | 68,673 | $5,178,631 | $5,717,714 | +$539,083 | +10.41% | |
| Royal Bank Of Canada | 0.00% | 67,059 | $5,057,000 | $5,583,332 | +$526,332 | +10.41% | |
| Ethos Financial Group, Llc | 0.37% | 67,813 | $5,041,197 | $5,646,110 | +$604,913 | +12.00% | |
| Kesler, Norman & Wride, Llc | 0.67% | 53,864 | $4,259,932 | $4,484,717 | +$224,785 | +5.28% | |
| Moneco Advisors, Llc | 0.32% | 53,952 | $4,068,533 | $4,492,044 | +$423,511 | +10.41% | |
| Osaic Holdings, Inc. | 0.00% | 45,180 | $3,407,158 | $3,761,687 | +$354,529 | +10.41% | |
| Ritholtz Wealth Management | 0.06% | 43,170 | $3,255,416 | $3,594,334 | +$338,918 | +10.41% | |
| Waverly Advisors, Llc | 0.02% | 42,181 | $3,180,854 | $3,511,990 | +$331,136 | +10.41% | |
| Envestnet Asset Management Inc | 0.00% | 40,067 | $3,021,433 | $3,335,978 | +$314,545 | +10.41% | |
| Susquehanna International Group, Llp | 0.00% | 39,736 | $2,996,492 | $3,308,419 | +$311,927 | +10.41% | |
| Savvy Advisors, Inc. | 0.08% | 38,197 | $2,880,404 | $3,180,282 | +$299,878 | +10.41% | |
| Laurel Wealth Advisors Llc | 0.25% | 32,501 | $2,570,423 | $2,706,033 | +$135,610 | +5.28% | |
| Stifel Financial Corp | 0.00% | 31,028 | $2,340,084 | $2,583,391 | +$243,307 | +10.40% | |
| D.A. Davidson & Co. | 0.01% | 25,803 | $2,040,679 | $2,148,358 | +$107,679 | +5.28% | |
| Aspect Partners, Llc | 0.75% | 25,374 | $2,006,751 | $2,112,639 | +$105,888 | +5.28% | |
| Mgo One Seven Llc | 0.03% | 25,302 | $2,001,058 | $2,106,645 | +$105,587 | +5.28% | |
| Goldman Sachs Group Inc | 0.00% | 26,523 | $2,000,099 | $2,208,305 | +$208,206 | +10.41% | |
| Kingswood Wealth Advisors, Llc | 0.08% | 25,210 | $1,993,781 | $2,098,985 | +$105,204 | +5.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 24,700 | $1,987,110 | $2,056,522 | +$69,412 | +3.49% | |
| Belpointe Asset Management Llc | 0.06% | 24,276 | $1,919,926 | $2,021,220 | +$101,294 | +5.28% |
Frequently asked questions about SYLD
Who owns the most SYLD stock?
The largest holders of SYLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAMBRIA SHAREHOLDER YIELD ET (SYLD).
Is SYLD widely held by superinvestors?
Many widely followed stocks like SYLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SYLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.