SYLD Institutional Ownership & Shareholders
CAMBRIA SHAREHOLDER YIELD ET (SYLD) is currently held by 166 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $576.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of SYLD tracked by InsiderSet, reporting ownership valued at approximately $55.32M 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 $60.32M, representing an estimated gain of +9.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed SYLD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, 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
166
Total Reported Value
$576.68M
Largest Holder
Morgan Stanley
Largest Position
$55.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
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% | 699,517 | $55,322,704 | $60,319,351 | +$4,996,647 | +9.03% | |
| Lpl Financial Llc | 0.01% | 425,132 | $33,622,339 | $36,659,132 | +$3,036,793 | +9.03% | |
| Raymond James Financial Inc | 0.01% | 414,032 | $32,744,491 | $35,701,979 | +$2,957,488 | +9.03% | |
| Focus Partners Wealth | 0.03% | 390,124 | $30,853,742 | $33,640,393 | +$2,786,651 | +9.03% | |
| Revolve Wealth Partners, Llc | 3.20% | 379,428 | $30,578,136 | $32,718,076 | +$2,139,940 | +7.00% | |
| Intellus Advisors Llc | 3.36% | 350,274 | $27,702,067 | $30,204,127 | +$2,502,060 | +9.03% | |
| Rothschild Investment Llc | 0.86% | 290,441 | $22,970,100 | $25,044,727 | +$2,074,627 | +9.03% | |
| Vestgen Advisors, Llc | 0.62% | 250,673 | $20,201,768 | $21,615,533 | +$1,413,765 | +7.00% | |
| Ubs Group Ag | 0.00% | 242,555 | $19,182,947 | $20,915,518 | +$1,732,571 | +9.03% | |
| Cetera Investment Advisers | 0.02% | 238,541 | $18,865,460 | $20,569,390 | +$1,703,930 | +9.03% | |
| Compound Planning, Inc. | 0.45% | 216,923 | $17,155,807 | $18,705,270 | +$1,549,463 | +9.03% | |
| Commonwealth Equity Services, Llc | 0.02% | 192,036 | $15,476,220 | $16,559,264 | +$1,083,044 | +7.00% | |
| Cambria Investment Management, L.P. | 0.66% | 169,615 | $13,414,325 | $14,625,901 | +$1,211,576 | +9.03% | |
| Atlas Wealth Llc | 1.71% | 151,606 | $11,990,049 | $13,072,985 | +$1,082,936 | +9.03% | |
| Arkadios Wealth Advisors | 0.17% | 143,703 | $11,365,038 | $12,391,510 | +$1,026,472 | +9.03% | |
| Verum Partners Llc | 1.83% | 139,438 | $11,237,295 | $12,023,739 | +$786,444 | +7.00% | |
| Brookstone Capital Management | 0.11% | 136,089 | $10,967,446 | $11,734,954 | +$767,508 | +7.00% | |
| Cwm, Llc | 0.02% | 125,688 | $9,478,120 | $10,838,076 | +$1,359,956 | +14.35% | |
| Fermata Advisors, Llc | 1.52% | 97,488 | $7,856,522 | $8,406,390 | +$549,868 | +7.00% | |
| Bank Of America Corp | 0.00% | 94,467 | $7,471,046 | $8,145,889 | +$674,843 | +9.03% | |
| Empowered Funds, Llc | 0.04% | 92,725 | $7,333,333 | $7,995,677 | +$662,344 | +9.03% | |
| United Advisor Group, Llc | 0.66% | 78,241 | $6,187,841 | $6,746,721 | +$558,880 | +9.03% | |
| Truist Financial Corp | 0.01% | 73,165 | $5,896,353 | $6,309,018 | +$412,665 | +7.00% | |
| Dkm Wealth Management, Inc. | 3.72% | 72,964 | $5,880,190 | $6,291,686 | +$411,496 | +7.00% | |
| Ethos Financial Group, Llc | 0.37% | 70,915 | $5,608,444 | $6,115,000 | +$506,556 | +9.03% | |
| Breakwater Capital Group | 0.64% | 66,500 | $5,359,216 | $5,734,295 | +$375,079 | +7.00% | |
| Alm First Financial Advisors, Llc | 0.84% | 177,700 | $5,317,006 | $15,323,071 | +$10,006,065 | +188.19% | |
| Osaic Holdings, Inc. | 0.01% | 62,404 | $4,935,955 | $5,381,097 | +$445,142 | +9.02% | |
| Wells Fargo & Company/Mn | 0.00% | 60,207 | $4,761,535 | $5,191,650 | +$430,115 | +9.03% | |
| Royal Bank Of Canada | 0.00% | 54,405 | $4,302,000 | $4,691,343 | +$389,343 | +9.05% | |
| Kesler, Norman & Wride, Llc | 0.67% | 53,864 | $4,259,932 | $4,644,693 | +$384,761 | +9.03% | |
| Moneco Advisors, Llc | 0.25% | 51,266 | $4,054,458 | $4,420,667 | +$366,209 | +9.03% | |
| Ritholtz Wealth Management | 0.05% | 41,911 | $3,314,582 | $3,613,986 | +$299,404 | +9.03% | |
| Savvy Advisors, Inc. | 0.07% | 41,743 | $3,301,335 | $3,599,499 | +$298,164 | +9.03% | |
| Envestnet Asset Management Inc | 0.00% | 41,324 | $3,268,172 | $3,563,369 | +$295,197 | +9.03% | |
| Corefirst Bank & Trust | 1.51% | 38,351 | $3,033,061 | $3,307,007 | +$273,946 | +9.03% | |
| Waverly Advisors, Llc | 0.02% | 35,293 | $2,791,212 | $3,043,315 | +$252,103 | +9.03% | |
| Two Sigma Investments, Lp | 0.00% | 34,900 | $2,760,133 | $3,009,427 | +$249,294 | +9.03% | |
| Laurel Wealth Advisors Llc | 0.24% | 32,705 | $2,635,665 | $2,820,152 | +$184,487 | +7.00% | |
| Integrated Advisors Network Llc | 0.12% | 31,548 | $2,542,454 | $2,720,384 | +$177,930 | +7.00% | |
| Stifel Financial Corp | 0.00% | 30,915 | $2,444,963 | $2,665,800 | +$220,837 | +9.03% | |
| Mml Investors Services, Llc | 0.00% | 28,667 | $2,267,215 | $2,471,955 | +$204,740 | +9.03% | |
| Aspect Partners, Llc | 0.84% | 27,440 | $2,211,388 | $2,366,151 | +$154,763 | +7.00% | |
| Sigma Planning Corp | 0.05% | 26,186 | $2,110,368 | $2,258,019 | +$147,651 | +7.00% | |
| Mgo One Seven Llc | 0.03% | 25,962 | $2,092,278 | $2,238,703 | +$146,425 | +7.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 24,700 | $2,033,580 | $2,129,881 | +$96,301 | +4.74% | |
| Kingswood Wealth Advisors, Llc | 0.08% | 25,163 | $2,027,886 | $2,169,805 | +$141,919 | +7.00% | |
| Rockefeller Capital Management L.P. | 0.00% | 24,698 | $1,953,306 | $2,129,709 | +$176,403 | +9.03% | |
| Belpointe Asset Management Llc | 0.06% | 24,276 | $1,919,926 | $2,093,319 | +$173,393 | +9.03% | |
| D.A. Davidson & Co. | 0.01% | 23,590 | $1,901,118 | $2,034,166 | +$133,048 | +7.00% |
Frequently asked questions about SYLD
Who are the largest institutional holders of SYLD?
The largest institutional holders of SYLD reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, Focus Partners Wealth, and Revolve Wealth Partners, Llc. InsiderSet ranks institutional holders by their latest reported SYLD position.
What is SYLD institutional ownership?
This page tracks SYLD positions reported by institutional investment managers through SEC Form 13F. CAMBRIA SHAREHOLDER YIELD ET (SYLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SYLD?
InsiderSet currently tracks 166 institutional managers reporting SYLD 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 SYLD shareholders.
How much SYLD stock do institutions own?
Institutional investment managers disclosed approximately $576.68M in SYLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SYLD institutional ownership last updated?
The latest SYLD 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 SYLD 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 SYLD position after the reporting date.
Are institutions buying or selling SYLD?
Institutional buying and selling can be analyzed by comparing SYLD positions across consecutive 13F reporting periods. InsiderSet's SYLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SYLD ownership changes.
How has SYLD institutional ownership changed over time?
InsiderSet tracks SYLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.