Vault-13

CAMBRIA ETF TR SYLD

SHSHLD YIELD ETF · ETP · CUSIP 132061201

163 institutional holders +2 vs Q3 2025
7,917,9047.9m shares reported held*
$549.7mreported value*
13 new 46 added 73 reduced 14 sold out net sold ≈ $58.8m (-845.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $69.43. Options: 1 managers hold calls ($48.0k notional), 0 hold puts (—).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 103Q4 22: 131Q1 23: 128Q2 23: 121Q3 23: 135Q4 23: 164Q1 24: 170Q2 24: 185Q3 24: 190Q4 24: 190Q1 25: 177Q2 25: 165Q3 25: 161Q4 25: 163163Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022103
Q4 2022131
Q1 2023128
Q2 2023121
Q3 2023135
Q4 2023164
Q1 2024170
Q2 2024185
Q3 2024190
Q4 2024190
Q1 2025177
Q2 2025165
Q3 2025161
Q4 2025163

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 24: 104 bought or addedQ1 24: 58 cut or sold outQ2 24: 113 bought or addedQ2 24: 48 cut or sold outQ2 24Q3 24: 102 bought or addedQ3 24: 71 cut or sold outQ4 24: 97 bought or addedQ4 24: 72 cut or sold outQ4 24Q1 25: 73 bought or addedQ1 25: 104 cut or sold outQ2 25: 60 bought or addedQ2 25: 99 cut or sold outQ2 25Q3 25: 69 bought or addedQ3 25: 81 cut or sold outQ4 25: 59 bought or addedQ4 25: 87 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202410458
Q2 202411348
Q3 202410271
Q4 20249772
Q1 202573104
Q2 20256099
Q3 20256981
Q4 20255987

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20k$40k$60kQ1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $1.4kQ2 25P/C —Q3 25 calls: $59.4kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $48.0kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$0$0—
Q2 2025$0$1.4k—
Q3 2025$59.4k$00.00
Q4 2025$48.0k$00.00

Biggest buyers

Integrated Advisors Network LLC New +38,973+39.0k
Verum Partners LLC Added +33,671+33.7k
United Advisor Group, LLC Added +28,723+28.7k
FLOW TRADERS U.S. LLC New +24,558+24.6k
CoreFirst Bank & Trust Added +16,147+16.1k
ROTHSCHILD INVESTMENT LLC Added +15,305+15.3k
Compound Planning, Inc. Added +13,825+13.8k
Rockefeller Capital Management L.P. Added +12,272+12.3k
Opus Capital Group, LLC Added +10,671+10.7k
Focus Partners Wealth Added +10,291+10.3k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -139,509-139.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -94,155-94.2k
ROYAL BANK OF CANADA Reduced -89,675-89.7k
WELLS FARGO & COMPANY/MN Reduced -89,308-89.3k
LPL Financial LLC Reduced -86,590-86.6k
RAYMOND JAMES FINANCIAL INC Reduced -77,149-77.1k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -66,697-66.7k
MORGAN STANLEY Reduced -65,913-65.9k
Steward Partners Investment Advisory, LLC Reduced -46,299-46.3k
HighTower Advisors, LLC Reduced -27,903-27.9k

Biggest calls

GROUP ONE TRADING LLC Reduced $48.0k7.8k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 644,465644.5k $44.8m $44.8m 0.00% Reduced -65.9k -65,913
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 457,104457.1k $31.8m $31.8m 0.01% Reduced -77.1k -77,149
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 403,335403.3k $28.0m $28.0m 0.01% Reduced -86.6k -86,590
4 Revolve Wealth Partners, LLC 3.16% of their portfolio Hackensack, NJ 386,989387.0k $26.9m $26.9m 3.16% Added +5.1k +5,088
5 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 362,046362.0k $25.2m $25.2m 0.03% Added +10.3k +10,291
6 Intellus Advisors LLC 3.25% of their portfolio NAPLES, FL 352,177352.2k $24.5m $24.5m 3.25% Reduced -13.6k -13,576
7 VestGen Advisors, LLC 0.93% of their portfolio CHICAGO, IL 313,382313.4k $21.8m $21.8m 0.93% Reduced -2.8k -2,762
8 Compound Planning, Inc. 0.57% of their portfolio NEW YORK, NY 277,809277.8k $19.3m $19.3m 0.57% Added +13.8k +13,825
9 ROTHSCHILD INVESTMENT LLC 0.95% of their portfolio CHICAGO, IL 247,655247.7k $17.2m $17.2m 0.95% Added +15.3k +15,305
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 241,798241.8k $16.8m $16.8m 0.00% Reduced -9.7k -9,740
11 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 238,800238.8k $16.6m $16.6m 0.02% Reduced -2.0k -2,041
12 ALM First Financial Advisors, LLC 3.07% of their portfolio DALLAS, TX 236,286236.3k $15.5m $15.5m 3.07% Unchanged
13 Opus Capital Group, LLC 1.77% of their portfolio CINCINNATI, OH 235,134235.1k $16.3m $16.3m 1.77% Added +10.7k +10,671
14 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 231,714231.7k $16.1m $16.1m 0.02% Reduced -94.2k -94,155
15 Verum Partners LLC 3.13% of their portfolio CHARLOTTE, NC 223,117223.1k $15.5m $15.5m 3.13% Added +33.7k +33,671
16 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 152,521152.5k $10.6m $10.6m 0.01% Reduced -27.9k -27,903
17 CWM, LLC 0.03% of their portfolio OMAHA, NE 137,179137.2k $9.5m $9.5m 0.03% Reduced -1.8k -1,775
18 Arkadios Wealth Advisors 0.18% of their portfolio ATLANTA, GA 131,599131.6k $9.1m $9.1m 0.18% Added +9.4k +9,446
19 Atlas Wealth LLC 2.57% of their portfolio CINCINNATI, OH 121,727121.7k $8.5m $8.5m 2.57% Added +8.9k +8,910
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 120,555120.6k $8.4m $8.4m 0.00% Reduced -89.3k -89,308
21 Brookstone Capital Management 0.09% of their portfolio WHEATON, IL 117,367117.4k $8.2m $8.2m 0.09% Added +9.4k +9,353
22 Fermata Advisors, LLC 1.70% of their portfolio SONOMA, CA 102,033102.0k $7.1m $7.1m 1.70% Reduced -23.6k -23,582
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 97,69797.7k $6.8m $6.8m 0.00% Reduced -66.7k -66,697
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 89,93789.9k $6.3m $6.3m 0.00% Reduced -139.5k -139,509
25 Cambria Investment Management, L.P. 0.32% of their portfolio Manhattan Beach, CA 80,09880.1k $5.6m $5.6m 0.32% Added +867 +867
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 78,36178.4k $5.4m $5.4m 0.00% Reduced -89.7k -89,675
27 Breakwater Capital Group 0.72% of their portfolio PARAMUS, NJ 74,49074.5k $5.2m $5.2m 0.72% Reduced -15.5k -15,525
28 DKM Wealth Management, Inc. 3.76% of their portfolio STOCKTON, CA 72,46272.5k $5.0m $5.0m 3.76% Reduced -4.4k -4,446
29 Ethos Financial Group, LLC 0.35% of their portfolio KING OF PRUSSIA, PA 68,74868.7k $4.8m $4.8m 0.35% Reduced -109 -109
30 MONECO ADVISORS, LLC 0.37% of their portfolio FAIRFIELD, CT 67,36067.4k $4.7m $4.7m 0.37% Reduced -17.9k -17,933
31 United Advisor Group, LLC 0.55% of their portfolio CINCINNATI, OH 61,29361.3k $4.3m $4.3m 0.55% Added +28.7k +28,723
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 59,80459.8k $4.2m $4.2m 0.00% Added +1.4k +1,417
33 Kesler, Norman & Wride, LLC 0.69% of their portfolio OGDEN, UT 58,10358.1k $4.0m $4.0m 0.69% Reduced -4.0k -4,041
34 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 56,83756.8k $4.0m $4.0m 0.01% Reduced -3.2k -3,227
35 Visionary Wealth Advisors 0.17% of their portfolio O'FALLON, IL 55,07955.1k $3.8m $3.8m 0.17% Added +922 +922
36 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 50,71350.7k $3.5m $3.5m 0.01% Reduced -8.7k -8,718
37 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 49,53149.5k $3.4m $3.4m 0.02% Reduced -7.3k -7,337
38 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 48,01748.0k $3.3m $3.3m 0.00% Reduced -586 -586
39 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 39,55339.6k $2.7m $2.7m 0.00% Added +4.4k +4,363
40 Integrated Advisors Network LLC 0.12% of their portfolio DALLAS, TX 38,97339.0k $2.7m $2.7m 0.12% New
41 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 35,71835.7k $2.6m $2.6m 0.00% Reduced -3.6k -3,642
42 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 34,29234.3k $2.4m $2.4m 0.01% Added +3.4k +3,398
43 PURE PORTFOLIOS HOLDINGS LLC 0.68% of their portfolio LAKE OSWEGO, OR 32,39532.4k $2.3m $2.3m 0.68% Added +719 +719
44 Laurel Wealth Advisors LLC 0.27% of their portfolio CHARLOTTE, NC 29,10729.1k $2.0m $2.0m 0.27% Added +800 +800
45 KINGSWOOD WEALTH ADVISORS, LLC 0.09% of their portfolio SAN DIEGO, CA 25,75525.8k $1.8m $1.8m 0.09% Reduced -78 -78
46 Aspect Partners, LLC 0.76% of their portfolio FAIRFAX, VA 25,03425.0k $1.7m $1.7m 0.76% Added +4.4k +4,395
47 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 24,66724.7k $1.7m $1.7m 0.01% Reduced -1.0k -1,045
48 FLOW TRADERS U.S. LLC 0.06% of their portfolio NEW YORK, NY 24,55824.6k $1.7m $1.7m 0.06% New
49 CoreFirst Bank & Trust 0.92% of their portfolio TOPEKA, KS 24,48724.5k $1.7m $1.7m 0.92% Added +16.1k +16,147
50 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 24,27224.3k $1.7m $1.7m 0.00% Added +12.3k +12,272
51 Sigma Planning Corp 0.05% of their portfolio ANN ARBOR, MI 24,24524.2k $1.7m $1.7m 0.05% Added +692 +692
52 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 22,75622.8k $1.6m $1.6m 0.01% Reduced -3.8k -3,801
53 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 22,20622.2k $1.5m $1.5m 0.03% Reduced -11.9k -11,858
54 Sherman Wealth Management LLC 1.30% of their portfolio GAITHERSBURG, MD 21,50721.5k $1.5m $1.5m 1.30% First filing
55 SHEETS SMITH WEALTH MANAGEMENT 0.16% of their portfolio WINSTON-SALEM, NC 21,03521.0k $1.5m $1.5m 0.16% Reduced -893 -893
56 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 0.34% of their portfolio EAGLE, ID 20,86020.9k $1.5m $1.5m 0.34% Added +452 +452
57 Belpointe Asset Management LLC 0.05% of their portfolio RENO, NV 20,72020.7k $1.4m $1.4m 0.05% Reduced -5.6k -5,578
58 NOTTINGHAM ADVISORS, INC. 0.20% of their portfolio AMHERST, NY 20,61720.6k $1.4m $1.4m 0.20% Unchanged
59 Bravias Capital Group, LLC 0.86% of their portfolio ISELIN, NJ 20,50720.5k $1.4m $1.4m 0.86% Reduced -144 -144
60 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 19,07619.1k $1.3m $1.3m 0.03% Reduced -4.3k -4,271
61 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 18,95119.0k $1.3m $1.3m 0.00% Reduced -3.7k -3,696
62 Longview Financial Advisors, Inc. 0.89% of their portfolio HUNTSVILLE, AL 18,89118.9k $1.3m $1.3m 0.89% Reduced -1.2k -1,246
63 Cauble & Harre Wealth Management, Inc. 1.03% of their portfolio SAINT LOUIS, MO 17,67517.7k $1.2m $1.2m 1.03% First filing
64 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,26717.3k $1.2m $1.2m 0.00% Reduced -17.2k -17,247
65 Southland Equity Partners LLC 0.23% of their portfolio WILDWOOD, MO 16,64316.6k $1.2m $1.2m 0.23% Reduced -466 -466
66 Evanson Asset Management, LLC 0.06% of their portfolio CARMEL, CA 16,48316.5k $1.1m $1.1m 0.06% Unchanged
67 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 16,24416.2k $1.1m $1.1m 0.00% Added +103 +103
68 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 15,54415.5k $1.1m $1.1m 0.03% Added +506 +506
69 COWA, LLC 0.32% of their portfolio Tulsa, OK 14,89514.9k $1.0m $1.0m 0.32% Added +749 +749
70 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 14,66514.7k $1.0m $1.0m 0.01% Reduced -3.6k -3,602
71 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 14,65114.7k $1.0m $1.0m 0.02% Reduced -110 -110
72 Meridian Wealth Management, LLC 0.04% of their portfolio LEXINGTON, KY 14,42914.4k $1.0m $1.0m 0.04% Reduced -1.4k -1,369
73 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 12,95113.0k $900.4k $900.4k 0.00% Reduced -46.3k -46,299
74 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 11,82211.8k $821.9k $821.9k 0.00% Added +1.2k +1,160
75 Meridian Financial Advisors, LLC 0.43% of their portfolio HOLLISTON, MA 11,48711.5k $798.6k $798.6k 0.43% Reduced -1.0k -1,006
76 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 11,04811.0k $768.1k $768.1k 0.00% Added +5.5k +5,524
77 Valued Retirements, Inc. 0.74% of their portfolio HOUSTON, TX 10,83210.8k $753.0k $753.0k 0.74% Reduced -10.3k -10,260
78 MANCHESTER FINANCIAL INC 0.14% of their portfolio Westlake Village, CA 10,55610.6k $733.8k $733.8k 0.14% Reduced -2.0k -1,967
79 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 10,02710.0k $697.0k $697.0k 0.01% Reduced -847 -847
80 Betterment LLC 0.00% of their portfolio NEW YORK, NY 9,8369.8k $684.0k $684.0k 0.00% Reduced -116 -116
81 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 9,6739.7k $672.5k $672.5k 0.01% Reduced -4.7k -4,748
82 Compass Ion Advisors, LLC 0.06% of their portfolio CONSHOHOCKEN, PA 8,9018.9k $618.8k $618.8k 0.06% Added +24 +24
83 Dorsey & Whitney Trust CO LLC 0.03% of their portfolio SIOUX FALLS, SD 8,6208.6k $599.3k $599.3k 0.03% Unchanged
84 RPS ADVISORY SOLUTIONS LLC 0.26% of their portfolio LOUISVILLE, KY 7,8117.8k $543.0k $543.0k 0.26% Reduced -1.1k -1,095
85 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,7097.7k $536.0k $536.0k 0.00% Reduced -25.6k -25,596
86 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 7,3297.3k $509.5k $509.5k 0.00% Reduced -8.9k -8,915
87 Van Hulzen Asset Management, LLC 0.04% of their portfolio EL DORADO HILLS, CA 7,0667.1k $491.3k $491.3k 0.04% Added +922 +922
88 Comprehensive Wealth Management, LLC 0.29% of their portfolio LYNNWOOD, WA 7,0297.0k $488.7k $488.7k 0.29% Added +195 +195
89 Wealth Management Partners, LLC 0.14% of their portfolio TUCSON, AZ 6,8976.9k $479.5k $479.5k 0.14% Reduced -855 -855
90 Financial Partners Group, Inc 0.06% of their portfolio Overland Park, KS 6,7736.8k $497.8k $497.8k 0.06% Reduced -9.4k -9,432
91 Astra Wealth Partners LLC 0.28% of their portfolio JERSEY CITY, NJ 6,5836.6k $457.6k $457.6k 0.28% Reduced -88 -88
92 THOROUGHBRED FINANCIAL SERVICES, LLC 0.03% of their portfolio BRENTWOOD, TN 6,3886.4k $444.0k $444.0k 0.03% Reduced -243 -243
93 Obermeyer Wealth Partners 0.02% of their portfolio ASPEN, CO 6,3796.4k $443.4k $443.4k 0.02% Added +16 +16
94 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6,3696.4k $442.8k $442.8k 0.00% Added +130 +130
95 Genesis Wealth Advisors, LLC 0.29% of their portfolio BRAINTREE, MA 6,0786.1k $422.5k $422.5k 0.29% Unchanged
96 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,8915.9k $409.5k $409.5k 0.00% Added +2 +2
97 SENTINEL PENSION ADVISORS, LLC 0.06% of their portfolio WAKEFIELD, MA 5,6035.6k $389.5k $389.5k 0.06% Reduced -134 -134
98 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,5395.5k $385.0k $385.0k 0.00% Reduced -1.2k -1,246
99 Capital Advisors, Ltd. LLC 0.04% of their portfolio SHAKER HEIGHTS, OH 5,3505.3k $372.0k $372.0k 0.04% Unchanged
100 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 4,9755.0k $345.9k $345.9k 0.00% Added +8 +8