Vault-13

CAMBRIA ETF TR SYLD

SHSHLD YIELD ETF · ETP · CUSIP 132061201

167 institutional holders -1 vs Q1 2026
7,818,0147.8m shares reported held*
$618.5mreported value*
12 new 64 added 63 reduced 12 sold out net sold ≈ $2.4m (-30.0k 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 ($7.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $79.11.

Trends to Q2 2026

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: 163Q1 26: 168Q2 26: 167167Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 2026168
Q2 2026167

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 73 bought or addedQ1 26: 81 cut or sold outQ2 26: 76 bought or addedQ2 26: 75 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410271
Q4 20249772
Q1 202573104
Q2 20256099
Q3 20256981
Q4 20255987
Q1 20267381
Q2 20267675

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ3 25 calls: $59.4kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $48.0kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $59.0kQ1 26 puts: $422.3kQ1 26P/C 7.15Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$59.4k$00.00
Q4 2025$48.0k$00.00
Q1 2026$59.0k$422.3k7.15
Q2 2026$0$0—

Biggest buyers

TWO SIGMA INVESTMENTS, LP New +34,900+34.9k
Verum Partners LLC Added +30,261+30.3k
MORGAN STANLEY Added +23,951+24.0k
TRUIST FINANCIAL CORP Added +23,775+23.8k
Atlas Wealth LLC Added +18,275+18.3k
OSAIC HOLDINGS, INC. Added +17,224+17.2k
Cambridge Investment Research Advisors, Inc. Added +15,818+15.8k
Compound Planning, Inc. Added +15,539+15.5k
ROTHSCHILD INVESTMENT LLC Added +15,022+15.0k
GTS SECURITIES LLC New +14,694+14.7k

Biggest sellers

ALM First Financial Advisors, LLC Reduced -91,078-91.1k
Visionary Wealth Advisors Reduced -52,448-52.4k
Integrated Advisors Network LLC Reduced -51,963-52.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -39,736-39.7k
WELLS FARGO & COMPANY/MN Reduced -16,004-16.0k
ROYAL BANK OF CANADA Reduced -12,654-12.7k
Private Advisor Group, LLC Reduced -12,274-12.3k
Cetera Investment Advisers Reduced -12,248-12.2k
Farther Finance Advisors, LLC Reduced -6,988-7.0k
Waverly Advisors, LLC Reduced -6,888-6.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 699,517699.5k $55.3m $55.3m 0.00% Added +24.0k +23,951
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 425,132425.1k $33.6m $33.6m 0.01% Added +14.5k +14,474
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 414,032414.0k $32.7m $32.7m 0.01% Added +10 +10
4 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 390,124390.1k $30.9m $30.9m 0.03% Added +11.1k +11,084
5 Revolve Wealth Partners, LLC 3.08% of their portfolio Hackensack, NJ 374,169374.2k $29.6m $29.6m 3.08% Added +10.0k +9,986
6 Intellus Advisors LLC 3.36% of their portfolio NAPLES, FL 350,274350.3k $27.7m $27.7m 3.36% Reduced -1.2k -1,172
7 ROTHSCHILD INVESTMENT LLC 0.86% of their portfolio CHICAGO, IL 290,441290.4k $23.0m $23.0m 0.86% Added +15.0k +15,022
8 VestGen Advisors, LLC 0.65% of their portfolio CHICAGO, IL 280,981281.0k $22.2m $22.2m 0.65% Reduced -4.0k -3,998
9 Verum Partners LLC 3.14% of their portfolio CHARLOTTE, NC 262,774262.8k $20.8m $20.8m 3.14% Added +30.3k +30,261
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 242,555242.6k $19.2m $19.2m 0.00% Reduced -5.8k -5,826
11 Opus Capital Group, LLC 1.83% of their portfolio CINCINNATI, OH 239,067239.1k $18.9m $18.9m 1.83% Added +2.3k +2,290
12 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 238,541238.5k $18.9m $18.9m 0.02% Reduced -12.2k -12,248
13 Compound Planning, Inc. 0.45% of their portfolio NEW YORK, NY 216,923216.9k $17.2m $17.2m 0.45% Added +15.5k +15,539
14 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 195,037195.0k $15.4m $15.4m 0.02% Reduced -3.1k -3,077
15 ALM First Financial Advisors, LLC 2.37% of their portfolio DALLAS, TX 177,700177.7k $14.1m $14.1m 2.37% Reduced -91.1k -91,078
16 Cambria Investment Management, L.P. 0.66% of their portfolio Manhattan Beach, CA 169,615169.6k $13.4m $13.4m 0.66% Added +4.2k +4,172
17 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 153,784153.8k $12.2m $12.2m 0.01% Added +4.4k +4,430
18 Atlas Wealth LLC 1.71% of their portfolio CINCINNATI, OH 151,606151.6k $12.0m $12.0m 1.71% Added +18.3k +18,275
19 Arkadios Wealth Advisors 0.17% of their portfolio ATLANTA, GA 143,703143.7k $11.4m $11.4m 0.17% Added +7.1k +7,116
20 Brookstone Capital Management 0.10% of their portfolio WHEATON, IL 130,292130.3k $10.3m $10.3m 0.10% Added +7.6k +7,579
21 Fermata Advisors, LLC 1.60% of their portfolio SONOMA, CA 99,79299.8k $7.9m $7.9m 1.60% Reduced -1.3k -1,285
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 94,46794.5k $7.5m $7.5m 0.00% Reduced -1.0k -1,048
23 Empowered Funds, LLC 0.04% of their portfolio NEWTOWN SQUARE, PA 92,72592.7k $7.3m $7.3m 0.04% Added +1.8k +1,776
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 88,29688.3k $7.0m $7.0m 0.00% Added +5.6k +5,563
25 United Advisor Group, LLC 0.66% of their portfolio CINCINNATI, OH 78,24178.2k $6.2m $6.2m 0.66% Added +5.0k +4,969
26 DKM Wealth Management, Inc. 3.73% of their portfolio STOCKTON, CA 72,21472.2k $5.7m $5.7m 3.73% Reduced -523 -523
27 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 71,42771.4k $5.6m $5.6m 0.01% Added +23.8k +23,775
28 Ethos Financial Group, LLC 0.37% of their portfolio KING OF PRUSSIA, PA 70,91570.9k $5.6m $5.6m 0.37% Added +3.1k +3,102
29 Breakwater Capital Group 0.67% of their portfolio PARAMUS, NJ 70,05870.1k $5.5m $5.5m 0.67% Reduced -1.1k -1,121
30 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 62,40462.4k $4.9m $4.9m 0.01% Added +17.2k +17,224
31 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 60,20760.2k $4.8m $4.8m 0.00% Reduced -16.0k -16,004
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 54,40554.4k $4.3m $4.3m 0.00% Reduced -12.7k -12,654
33 Kesler, Norman & Wride, LLC 0.67% of their portfolio OGDEN, UT 53,86453.9k $4.3m $4.3m 0.67% Reduced -4.1k -4,091
34 MONECO ADVISORS, LLC 0.25% of their portfolio FAIRFIELD, CT 51,26651.3k $4.1m $4.1m 0.25% Reduced -2.7k -2,686
35 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 44,51644.5k $3.5m $3.5m 0.00% Added +15.8k +15,818
36 RITHOLTZ WEALTH MANAGEMENT 0.05% of their portfolio NEW YORK, NY 41,91141.9k $3.3m $3.3m 0.05% Reduced -1.3k -1,259
37 Savvy Advisors, Inc. 0.07% of their portfolio NEW YORK, NY 41,74341.7k $3.3m $3.3m 0.07% Added +3.5k +3,546
38 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 41,32441.3k $3.3m $3.3m 0.00% Added +1.3k +1,257
39 CoreFirst Bank & Trust 1.51% of their portfolio TOPEKA, KS 38,35138.4k $3.0m $3.0m 1.51% Added +1.7k +1,680
40 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 35,29335.3k $2.8m $2.8m 0.02% Reduced -6.9k -6,888
41 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 34,90034.9k $2.8m $2.8m 0.00% New
42 Laurel Wealth Advisors LLC 0.25% of their portfolio CHARLOTTE, NC 32,50132.5k $2.6m $2.6m 0.25% Added +599 +599
43 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 30,91530.9k $2.4m $2.4m 0.00% Reduced -113 -113
44 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 28,66728.7k $2.3m $2.3m 0.00% Added +7.7k +7,710
45 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 25,80325.8k $2.0m $2.0m 0.01% Added +570 +570
46 Aspect Partners, LLC 0.75% of their portfolio FAIRFAX, VA 25,37425.4k $2.0m $2.0m 0.75% Reduced -509 -509
47 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 25,30225.3k $2.0m $2.0m 0.03% Added +2.9k +2,902
48 Sigma Planning Corp 0.05% of their portfolio ANN ARBOR, MI 25,27325.3k $2.0m $2.0m 0.05% Added +888 +888
49 KINGSWOOD WEALTH ADVISORS, LLC 0.08% of their portfolio SAN DIEGO, CA 25,21025.2k $2.0m $2.0m 0.08% Reduced -1.1k -1,074
50 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 24,70024.7k $2.0m $2.0m 0.00% Added +29 +29
51 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 24,69824.7k $2.0m $2.0m 0.00% Added +3 +3
52 Belpointe Asset Management LLC 0.06% of their portfolio RENO, NV 24,27624.3k $1.9m $1.9m 0.06% Added +1.9k +1,949
53 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,90423.9k $1.9m $1.9m 0.00% Reduced -2.6k -2,619
54 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 0.38% of their portfolio EAGLE, ID 22,64722.6k $1.8m $1.8m 0.38% Added +856 +856
55 Sherman Wealth Management LLC 1.30% of their portfolio GAITHERSBURG, MD 21,86121.9k $1.7m $1.7m 1.30% Added +589 +589
56 NOTTINGHAM ADVISORS, INC. 0.20% of their portfolio AMHERST, NY 20,61720.6k $1.7m $1.7m 0.20% Unchanged
57 Cauble & Harre Wealth Management, Inc. 1.27% of their portfolio SAINT LOUIS, MO 20,02820.0k $1.6m $1.6m 1.27% Reduced -600 -600
58 Bravias Capital Group, LLC 0.94% of their portfolio ISELIN, NJ 20,01920.0k $1.6m $1.6m 0.94% Reduced -983 -983
59 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 19,69419.7k $1.6m $1.6m 0.01% Reduced -290 -290
60 Wealth Care LLC 1.26% of their portfolio MERRITT ISLAND, FL 19,60919.6k $1.6m $1.6m 1.26% Added +54 +54
61 Longview Financial Advisors, Inc. 0.89% of their portfolio HUNTSVILLE, AL 19,21219.2k $1.5m $1.5m 0.89% Added +442 +442
62 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 18,14818.1k $1.4m $1.4m 0.00% Added +1.1k +1,084
63 Integrated Advisors Network LLC 0.07% of their portfolio DALLAS, TX 17,89317.9k $1.4m $1.4m 0.07% Reduced -52.0k -51,963
64 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 17,18917.2k $1.4m $1.4m 0.03% Added +1.3k +1,341
65 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 16,95517.0k $1.4m $1.4m 0.00% Reduced -2.0k -1,977
66 Sanchez Gaunt Capital Management, LLC 0.73% of their portfolio RENO, NV 16,56416.6k $1.3m $1.3m 0.73% Reduced -413 -413
67 Evanson Financial, LLC 0.06% of their portfolio MCLEAN, VA 16,48316.5k $1.3m $1.3m 0.06% First filing
68 Southland Equity Partners LLC 0.23% of their portfolio WILDWOOD, MO 16,48216.5k $1.3m $1.3m 0.23% Reduced -47 -47
69 Comprehensive Wealth Management, LLC 0.59% of their portfolio LYNNWOOD, WA 16,25916.3k $1.3m $1.3m 0.59% Added +9.8k +9,770
70 Visionary Wealth Advisors 0.05% of their portfolio O'FALLON, IL 16,22516.2k $1.3m $1.3m 0.05% Reduced -52.4k -52,448
71 SHEETS SMITH WEALTH MANAGEMENT 0.13% of their portfolio WINSTON-SALEM, NC 16,19316.2k $1.3m $1.3m 0.13% Reduced -2.0k -1,963
72 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 15,54415.5k $1.2m $1.2m 0.03% Unchanged
73 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 14,71114.7k $1.2m $1.2m 0.01% Added +646 +646
74 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 14,69414.7k $1.2m $1.2m 0.02% New
75 Meridian Wealth Management, LLC 0.04% of their portfolio LEXINGTON, KY 14,39114.4k $1.1m $1.1m 0.04% Reduced -230 -230
76 COWA, LLC 0.27% of their portfolio Tulsa, OK 13,80513.8k $1.1m $1.1m 0.27% Reduced -907 -907
77 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 12,34512.3k $976.4k $976.4k 0.02% Unchanged
78 CFS Investment Advisory Services, LLC 0.06% of their portfolio TOTOWA, NJ 12,00412.0k $963.2k $963.2k 0.06% Added +2.4k +2,401
79 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 10,88110.9k $860.6k $860.6k 0.00% Reduced -858 -858
80 ATLas Financial Planning LLC 0.61% of their portfolio ALPHARETTA, GA 9,5719.6k $756.9k $756.9k 0.61% Added +2.4k +2,399
81 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 9,4149.4k $744.5k $744.5k 0.01% Reduced -311 -311
82 Meridian Financial Advisors, LLC 0.36% of their portfolio HOLLISTON, MA 9,3869.4k $742.3k $742.3k 0.36% Reduced -598 -598
83 Betterment LLC 0.00% of their portfolio NEW YORK, NY 9,0549.1k $716.0k $716.0k 0.00% Reduced -10 -10
84 Dorsey & Whitney Trust CO LLC 0.03% of their portfolio SIOUX FALLS, SD 8,6208.6k $681.7k $681.7k 0.03% Unchanged
85 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,4198.4k $665.8k $665.8k 0.00% Reduced -12.3k -12,274
86 Compass Ion Advisors, LLC 0.05% of their portfolio CONSHOHOCKEN, PA 7,8647.9k $621.9k $621.9k 0.05% Reduced -546 -546
87 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,7277.7k $611.1k $611.1k 0.00% Added +3.2k +3,165
88 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 7,2777.3k $575.5k $575.5k 0.00% Added +2.2k +2,215
89 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 7,0687.1k $559.0k $559.0k 0.00% Reduced -149 -149
90 RPS ADVISORY SOLUTIONS LLC 0.35% of their portfolio LOUISVILLE, KY 6,7466.7k $533.5k $533.5k 0.35% Reduced -154 -154
91 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 6,6366.6k $524.8k $524.8k 0.00% Added +143 +143
92 Wealth Management Partners, LLC 0.12% of their portfolio TUCSON, AZ 6,6236.6k $523.8k $523.8k 0.12% Reduced -233 -233
93 Astra Wealth Partners LLC 0.29% of their portfolio JERSEY CITY, NJ 6,5836.6k $520.6k $520.6k 0.29% Unchanged
94 Valued Retirements, Inc. 0.46% of their portfolio HOUSTON, TX 6,4966.5k $513.7k $513.7k 0.46% Reduced -1.6k -1,640
95 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 6,4006.4k $506.2k $506.2k 0.00% New
96 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,3146.3k $499.4k $499.4k 0.00% Reduced -815 -815
97 Genesis Wealth Advisors, LLC 0.29% of their portfolio BRAINTREE, MA 6,0786.1k $480.7k $480.7k 0.29% Unchanged
98 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 6,0606.1k $479.0k $479.0k 0.02% Reduced -499 -499
99 HBW ADVISORY SERVICES LLC 0.04% of their portfolio SIMI VALLEY, CA 5,4555.5k $431.4k $431.4k 0.04% Added +1.1k +1,080
100 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5,4175.4k $428.7k $428.7k 0.00% Reduced -7.0k -6,988