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Cambria Shareholder Yield ET (SYLD)

CUSIP: 132061201 | NYSE | 446 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Revolve Wealth Partners, LLC379,428
3.2% of portfolio›$30.6M
VestGen Advisors, LLC250,673
0.6% of portfolio›$20.2M
Opus Capital Group, LLC241,345
7.2% of portfolio›$19.5M
Compound Planning, Inc.215,270
0.4% of portfolio›$17.3M
Commonwealth Equity Services, LLC192,036
0.0% of portfolio›$15.5M
ALM First Financial Advisors, LLC177,700
0.8% of portfolio›$5.3M
Verum Partners LLC139,438
1.8% of portfolio›$11.2M
Brookstone Capital Management136,089
0.1% of portfolio›$11.0M
Fermata Advisors, LLC97,488
1.5% of portfolio›$7.9M
United Advisor Group, LLC80,319
0.6% of portfolio›$6.5M
Truist Financial Corp73,165
0.0% of portfolio›$5.9M
DKM Wealth Management, Inc.72,964
3.7% of portfolio›$5.9M
Breakwater Capital Group66,500
0.6% of portfolio›$5.4M
Moneco Advisors, LLC50,048
0.2% of portfolio›$4.0M
Laurel Wealth Advisors LLC32,705
0.2% of portfolio›$2.6M
Integrated Advisors Network LLC31,548
0.1% of portfolio›$2.5M
Aspect Partners, LLC27,440
0.8% of portfolio›$2.2M
Sigma Planning Corp26,186
0.1% of portfolio›$2.1M
MGO One Seven LLC25,962
0.0% of portfolio›$2.1M
Kingswood Wealth Advisors, LLC25,163
0.1% of portfolio›$2.0M
Wealth Enhancement Advisory Services, LLC24,700
0.0% of portfolio›$2.0M
D.A. Davidson & Co.23,590
0.0% of portfolio›$1.9M
Sherman Wealth Management LLC23,339
1.3% of portfolio›$1.9M
Nottingham Advisors, Inc.20,617
0.2% of portfolio›$1.7M
Cambridge Investment Research Advisors, Inc.19,608
0.0% of portfolio›$1.6M
Longview Financial Advisors, Inc.17,218
0.8% of portfolio›$1.4M
HB Wealth Management, LLC16,914
0.0% of portfolio›$1.4M
Sanchez Gaunt Capital Management, LLC16,630
0.7% of portfolio›$1.3M
Evanson Financial, LLC16,483
0.1% of portfolio›$1.3M
Southland Equity Partners LLC16,424
0.2% of portfolio›$1.3M
Visionary Wealth Advisors15,883
0.1% of portfolio›$1.3M
Comprehensive Wealth Management, LLC15,781
0.6% of portfolio›$1.3M
Oppenheimer & Co Inc14,390
0.0% of portfolio›$1.2M
Meridian Wealth Management, LLC14,351
0.0% of portfolio›$1.2M
Sheets Smith Wealth Management14,199
0.1% of portfolio›$1.1M
CFS Investment Advisory Services, LLC12,005
0.1% of portfolio›$980.3K
RFG Advisory, LLC9,434
0.0% of portfolio›$760.3K
Meridian Financial Advisors, LLC9,388
0.4% of portfolio›$756.6K
Kestra Advisory Services, LLC8,571
0.0% of portfolio›$690.7K
Compass Ion Advisors, LLC7,911
0.1% of portfolio›$637.6K
Davenport & Co LLC7,539
0.0% of portfolio›$607.6K
Wealth Management Partners, LLC6,768
0.1% of portfolio›$545.5K
Cowa, LLC6,227
0.1% of portfolio›$501.8K
Harel Insurance Investments & Financial Services Ltd.6,000
0.0% of portfolio›$484.0K
HBW Advisory Services LLC5,727
0.0% of portfolio›$461.6K
Financial Partners Group, Inc5,003
0.0% of portfolio›$403.2K
Sentinel Pension Advisors, LLC4,892
0.0% of portfolio›$394.2K
Apollon Wealth Management, LLC4,686
0.0% of portfolio›$377.6K
Farther Finance Advisors, LLC4,299
0.0% of portfolio›$346.5K
Capital Advisors, Ltd. LLC4,250
0.2% of portfolio›$342.0K
Avior Wealth Management, LLC4,191
0.0% of portfolio›$337.8K
Tcfg Investment Advisors, LLC4,121
0.1% of portfolio›$334.0K
Sagespring Wealth Partners, LLC4,099
0.0% of portfolio›$330.3K
Manchester Financial Inc4,071
0.1% of portfolio›$328.1K
Sovran Advisors, LLC3,828
0.0% of portfolio›$330.2K
Physician Wealth Advisors, Inc.3,667
0.0% of portfolio›$295.5K
Wedbush Securities Inc3,648
0.0% of portfolio›$294.0K
Mather Group, Llc.3,646
0.0% of portfolio›$293.8K
Park Avenue Securities LLC3,554
0.0% of portfolio›$286.0K
IFS Advisors, LLC3,402
0.1% of portfolio›$274.2K
Hubbell Strickland Wealth Management, LLC3,335
0.1% of portfolio›$268.8K
CX Institutional3,303
0.0% of portfolio›$266
StoneX Group Inc.3,262
0.0% of portfolio›$262.9K
Creative Planning3,245
0.0% of portfolio›$261.5K
Beacon Financial Advisory LLC3,036
0.0% of portfolio›$244.7K
Joseph P. Lucia & Associates, LLC2,725
0.1% of portfolio›$219.6K
RFG Holdings, Inc.2,715
0.0% of portfolio›$218.8K
Fifth Third Bancorp1,878
0.0% of portfolio›$151.3K
IFP Advisors, Inc1,670
0.0% of portfolio›$134.6K
Atlantic Edge Private Wealth Management, LLC1,550
0.0% of portfolio›$124.9K
True Wealth Design, LLC1,310
0.0% of portfolio›$105.6K
Accordant Advisory Group Inc1,000
0.1% of portfolio›$80.6K
Parallel Advisors, LLC710
0.0% of portfolio›$57.2K
Assetmark, Inc576
0.0% of portfolio›$46.4K
Entrust Financial LLC500
0.0% of portfolio›$40.3K
Root Financial Partners, LLC357
0.0% of portfolio›$28.8K
Ameliora Wealth Management Ltd.303
0.0% of portfolio›$24.4K
Hazlett, Burt & Watson, Inc.280
0.0% of portfolio›$23
CoreCap Advisors, LLC120
0.0% of portfolio›$9.7K
Nova Financial LLC80
0.0% of portfolio›$6.4K
Team Financial Group, LLC77
0.0% of portfolio›$6.2K
Latitude Advisors, LLC58
0.0% of portfolio›$4.7K
Yankcom Partnership26
0.0% of portfolio›$2.1K
Costello Asset Management, Inc23
0.0% of portfolio›$1.9K
Dhjj Financial Advisors, Ltd.14
0.0% of portfolio›$1.1K
JFS Wealth Advisors, LLC6
0.0% of portfolio›$484
Signature Equity Partners, LLC6
0.0% of portfolio›$484
StyleTurnoverLocationFiled
Revolve Wealth Partners, LLC
379,428$30.6M3.2%ETFVery LowHackensack, NJ2026-10-23
VestGen Advisors, LLC
250,673$20.2M0.6%GrowthMediumChicago, IL2026-10-27
Opus Capital Group, LLC
241,345$19.5M7.2%ETFVery LowCincinnati, OH2026-10-30
Compound Planning, Inc.
215,270$17.3M0.4%CoreLowNew York, NY2026-11-05
Commonwealth Equity Services, LLC
192,036$15.5M0.0%ETFLowWaltham, MA2026-11-02
ALM First Financial Advisors, LLC
177,700$5.3M0.8%ETFVery LowDallas, TX2026-10-13
Verum Partners LLC
139,438$11.2M1.8%ETFLowCharlotte, NC2026-10-21
Brookstone Capital Management
136,089$11.0M0.1%ETFMediumWheaton, IL2026-10-22
Fermata Advisors, LLC
97,488$7.9M1.5%ETFLowSonoma, CA2026-10-13
United Advisor Group, LLC
80,319$6.5M0.6%ETFLowCincinnati, OH2026-11-03
Truist Financial Corp
73,165$5.9M0.0%CoreLowCharlotte, NC2026-10-30
DKM Wealth Management, Inc.
72,964$5.9M3.7%YieldVery LowStockton, CA2026-10-09
Breakwater Capital Group
66,500$5.4M0.6%ETFLowParamus, NJ2026-10-09
Moneco Advisors, LLC
50,048$4.0M0.2%ETFLowFairfield, CT2026-11-05
Laurel Wealth Advisors LLC
32,705$2.6M0.2%CoreVery LowCharlotte, NC2026-10-27
Integrated Advisors Network LLC
31,548$2.5M0.1%GrowthMediumDallas, TX2026-10-20
Aspect Partners, LLC
27,440$2.2M0.8%ETFMediumFairfax, VA2026-10-20
Sigma Planning Corp
26,186$2.1M0.1%GrowthMediumAnn Arbor, MI2026-10-23
MGO One Seven LLC
25,962$2.1M0.0%GrowthLowBeachwood, OH2026-10-28
Kingswood Wealth Advisors, LLC
25,163$2.0M0.1%GrowthLowSan Diego, CA2026-10-23
Wealth Enhancement Advisory Services, LLC
24,700$2.0M0.0%CoreLowPlymouth, MN2026-10-13
D.A. Davidson & Co.
23,590$1.9M0.0%CoreLowGreat Falls, MT2026-10-28
Sherman Wealth Management LLC
23,339$1.9M1.3%ETFLowGaithersburg, MD2026-10-16
Nottingham Advisors, Inc.
20,617$1.7M0.2%ETFLowAmherst, NY2026-10-29
Cambridge Investment Research Advisors, Inc.
19,608$1.6M0.0%ETFLowFairfield, IA2026-11-02
Longview Financial Advisors, Inc.
17,218$1.4M0.8%ETFVery LowHuntsville, AL2026-10-09
HB Wealth Management, LLC
16,914$1.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Sanchez Gaunt Capital Management, LLC
16,630$1.3M0.7%ETFN/AReno, NV2026-11-03
Evanson Financial, LLC
16,483$1.3M0.1%ETFN/AMclean, VA2026-10-23
Southland Equity Partners LLC
16,424$1.3M0.2%ETFLowWildwood, MO2026-10-14
Visionary Wealth Advisors
15,883$1.3M0.1%ETFLowO'Fallon, IL2026-11-04
Comprehensive Wealth Management, LLC
15,781$1.3M0.6%ETFMediumLynnwood, WA2026-11-02
Oppenheimer & Co Inc
14,390$1.2M0.0%CoreLowNew York, NY2026-10-26
Meridian Wealth Management, LLC
14,351$1.2M0.0%GrowthLowLexington, KY2026-11-05
Sheets Smith Wealth Management
14,199$1.1M0.1%CoreLowWinston-Salem, NC2026-10-16
CFS Investment Advisory Services, LLC
12,005$980.3K0.1%ETFMediumTotowa, NJ2026-10-19
RFG Advisory, LLC
9,434$760.3K0.0%ETFMediumBirmingham, AL2026-11-03
Meridian Financial Advisors, LLC
9,388$756.6K0.4%ETFVery LowHolliston, MA2026-10-14
Kestra Advisory Services, LLC
8,571$690.7K0.0%CoreLowAustin, TX2026-11-02
Compass Ion Advisors, LLC
7,911$637.6K0.1%ETFVery LowConshohocken, PA2026-10-23
Davenport & Co LLC
7,539$607.6K0.0%CoreMediumRichmond, VA2026-10-14
Wealth Management Partners, LLC
6,768$545.5K0.1%Agg GrowthLowTucson, AZ2026-10-21
Cowa, LLC
6,227$501.8K0.1%ETFMediumTulsa, OK2026-10-30
Harel Insurance Investments & Financial Services Ltd.
6,000$484.0K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
HBW Advisory Services LLC
5,727$461.6K0.0%ETFMediumSimi Valley, CA2026-10-15
Financial Partners Group, Inc
5,003$403.2K0.0%ETFLowOverland Park, KS2026-10-19
Sentinel Pension Advisors, LLC
4,892$394.2K0.0%ETFLowWakefield, MA2026-11-02
Apollon Wealth Management, LLC
4,686$377.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Farther Finance Advisors, LLC
4,299$346.5K0.0%IndexLowSan Francisco, CA2026-10-08
Capital Advisors, Ltd. LLC
4,250$342.0K0.2%ETFLowShaker Heights, OH2026-10-27
Avior Wealth Management, LLC
4,191$337.8K0.0%ETFMediumOmaha, NE2026-10-13
Tcfg Investment Advisors, LLC
4,121$334.0K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Sagespring Wealth Partners, LLC
4,099$330.3K0.0%ETFLowFranklin, TN2026-10-22
Manchester Financial Inc
4,071$328.1K0.1%ETFMediumWestlake Village, CA2026-10-15
Sovran Advisors, LLC
3,828$330.2K0.0%ETFMediumSan Diego, CA2026-11-02
Physician Wealth Advisors, Inc.
3,667$295.5K0.0%ETFMediumMidvale, UT2026-10-20
Wedbush Securities Inc
3,648$294.0K0.0%CoreLowPasadena, CA2026-10-22
Mather Group, Llc.
3,646$293.8K0.0%ETFMediumChicago, IL2026-10-14
Park Avenue Securities LLC
3,554$286.0K0.0%ETFMediumNew York, NY2026-10-26
IFS Advisors, LLC
3,402$274.2K0.1%ETFLowOverland Park, KS2026-10-14
Hubbell Strickland Wealth Management, LLC
3,335$268.8K0.1%ETFVery LowNew Orleans, LA2026-10-29
CX Institutional
3,303$2660.0%CoreMediumAuburn, IN2026-10-02
StoneX Group Inc.
3,262$262.9K0.0%ETFMediumNew York, NY2026-11-03
Creative Planning
3,245$261.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Beacon Financial Advisory LLC
3,036$244.7K0.0%ETFLowCleveland, OH2026-10-16
Joseph P. Lucia & Associates, LLC
2,725$219.6K0.1%ETFVery LowYorktown Heights, NY2026-10-30
RFG Holdings, Inc.
2,715$218.8K0.0%ETFLowArgyle, TX2026-10-30
Fifth Third Bancorp
1,878$151.3K0.0%IndexVery LowCincinnati, OH2026-11-05
IFP Advisors, Inc
1,670$134.6K0.0%GrowthLowTampa, FL2026-10-16
Atlantic Edge Private Wealth Management, LLC
1,550$124.9K0.0%CoreLowJacksonville, FL2026-10-20
True Wealth Design, LLC
1,310$105.6K0.0%ETFMediumAkron, OH2026-10-13
Accordant Advisory Group Inc
1,000$80.6K0.1%ValueMediumAnnapolis, MD2026-10-29
Parallel Advisors, LLC
710$57.2K0.0%IndexLowSan Francisco, CA2026-11-03
Assetmark, Inc
576$46.4K0.0%ETFLowConcord, CA2026-10-21
Entrust Financial LLC
500$40.3K0.0%ETFLowWayne, PA2026-11-04
Root Financial Partners, LLC
357$28.8K0.0%ETFMediumEncinitas, CA2026-10-21
Ameliora Wealth Management Ltd.
303$24.4K0.0%ETFLowZurich, Switzerland2026-10-23
Hazlett, Burt & Watson, Inc.
280$230.0%CoreVery LowWheeling, WV2026-11-04
CoreCap Advisors, LLC
120$9.7K0.0%ETFMediumSouthfield, MI2026-10-08
Nova Financial LLC
80$6.4K0.0%N/AN/ATucson, AZ2026-11-04
Team Financial Group, LLC
77$6.2K0.0%ETFLowTemecula, CA2026-10-30
Latitude Advisors, LLC
58$4.7K0.0%ETFLowYorkville, IL2026-10-27
Yankcom Partnership
26$2.1K0.0%CoreVery LowYankton, SD2026-10-15
Costello Asset Management, Inc
23$1.9K0.0%CoreLowFeasterville, PA2026-10-30
Dhjj Financial Advisors, Ltd.
14$1.1K0.0%ETFVery LowNaperville, IL2026-10-23
JFS Wealth Advisors, LLC
6$4840.0%ETFVery LowHermitage, PA2026-11-03
Signature Equity Partners, LLC
6$4840.0%GrowthMediumColumbus, OH2026-10-29