Cambria Shareholder Yield ET ETF (SYLD): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow SYLD for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 167

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$79.09

+4.9% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of SYLD (all 13F filers)

Morgan Stanley700 KBank or trading desk+24 K
LPL Financial425 KWealth adviser+14 K
Raymond James Financial414 KWealth adviser+10
Focus Partners Wealth390 KWealth adviser+11 K
Revolve Wealth Partners374 KWealth adviser+9,986
Intellus Advisors350 KType not verified−1,172
Rothschild Investment290 KType not verified+15 K
VestGen Advisors281 KType not verified−3,998
Verum Partners263 KType not verified+30 K
UBS Group243 KBank or trading desk−5,826

Filer	Type
Morgan Stanley	Bank or trading desk	700 K	+24 K	$55.3M
LPL Financial	Wealth adviser	425 K	+14 K	$33.6M
Raymond James Financial	Wealth adviser	414 K	+10	$32.7M
Focus Partners Wealth	Wealth adviser	390 K	+11 K	$30.9M
Revolve Wealth Partners	Wealth adviser	374 K	+9,986	$29.6M
Intellus Advisors	Type not verified	350 K	−1,172	$27.7M
Rothschild Investment	Type not verified	290 K	+15 K	$23.0M
VestGen Advisors	Type not verified	281 K	−3,998	$22.2M
Verum Partners	Type not verified	263 K	+30 K	$20.8M
UBS Group	Bank or trading desk	243 K	−5,826	$19.2M

Morgan Stanley
Shares
700 K
Change
+24 K
See more
Type
Bank or trading desk
Value
$55.3M
LPL Financial
Shares
425 K
Change
+14 K
See more
Type
Wealth adviser
Value
$33.6M
Raymond James Financial
Shares
414 K
Change
+10
See more
Type
Wealth adviser
Value
$32.7M
Focus Partners Wealth
Shares
390 K
Change
+11 K
See more
Type
Wealth adviser
Value
$30.9M
Revolve Wealth Partners
Shares
374 K
Change
+9,986
See more
Type
Wealth adviser
Value
$29.6M
Intellus Advisors
Shares
350 K
Change
−1,172
See more
Type
Type not verified
Value
$27.7M
Rothschild Investment
Shares
290 K
Change
+15 K
See more
Type
Type not verified
Value
$23.0M
VestGen Advisors
Shares
281 K
Change
−3,998
See more
Type
Type not verified
Value
$22.2M
Verum Partners
Shares
263 K
Change
+30 K
See more
Type
Type not verified
Value
$20.8M
UBS Group
Shares
243 K
Change
−5,826
See more
Type
Bank or trading desk
Value
$19.2M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗