CAMBRIA ETF TR (SYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
157
Reporting holders
$604.6M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $55.3M | 699,517 | 0.00% | 35q | +3.5%+$1.9M |
| LPL Financial LLC | $33.6M | 425,132 | 0.01% | 31q | +3.5%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $32.7M | 414,032 | 0.01% | 7q | HELD |
| Focus Partners Wealth | $30.9M | 390,124 | 0.03% | 9q | +2.9%+$876.6K |
| Revolve Wealth Partners, LLC | $29.6M | 374,169 | 3.07% | 15q | +2.7%+$789.8K |
| Intellus Advisors LLC | $27.7M | 350,274 | 3.36% | 7q | HELD |
| ROTHSCHILD INVESTMENT LLC | $23.0M | 290,441 | 0.86% | 11q | +5.5%+$1.2M |
| VestGen Advisors, LLC | $22.2M | 280,981 | 0.65% | 6q | -1.4%-$316.2K |
| Verum Partners LLC | $20.8M | 262,774 | 3.11% | 10q | +13.0%+$2.4M |
| UBS Group AG | $19.2M | 242,555 | 0.00% | 31q | -2.3%-$460.8K |
| Cetera Investment Advisers | $18.9M | 238,541 | 0.02% | 12q | -4.9%-$968.7K |
| Compound Planning, Inc. | $17.2M | 216,923 | 0.45% | 14q | +7.7%+$1.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $15.4M | 195,037 | 0.02% | 31q | -1.6%-$243.4K |
| ALM First Financial Advisors, LLC | $14.1M | 177,700 | 2.37% | 15q | -33.9%-$7.2M |
| Cambria Investment Management, L.P. | $13.4M | 169,615 | 0.66% | 31q | +2.5%+$330.0K |
| HighTower Advisors, LLC | $12.2M | 153,784 | 0.01% | 17q | +3.0%+$350.4K |
| Atlas Wealth LLC | $12.0M | 151,606 | 1.71% | 5q | +13.7%+$1.4M |
| Arkadios Wealth Advisors | $11.4M | 143,703 | 0.17% | 6q | +5.2%+$562.8K |
| Brookstone Capital Management | $10.3M | 130,292 | 0.10% | 31q | +6.2%+$599.4K |
| Fermata Advisors, LLC | $7.9M | 99,792 | 1.60% | 19q | -1.3%-$101.6K |
| BANK OF AMERICA CORP /DE/ | $7.5M | 94,467 | 0.00% | 11q | -1.1%-$82.9K |
| Empowered Funds, LLC | $7.3M | 92,725 | 0.04% | 2q | +2.0%+$140.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.0M | 88,296 | 0.00% | 20q | +6.7%+$440.0K |
| RITHOLTZ WEALTH MANAGEMENT | $6.6M | 83,822 | 0.05% | 2q | +94.2%+$3.2M |
| United Advisor Group, LLC | $6.2M | 78,241 | 0.65% | 9q | +6.8%+$393.0K |
| DKM Wealth Management, Inc. | $5.7M | 72,214 | 3.73% | 7q | -0.7%-$41.4K |
| TRUIST FINANCIAL CORP | $5.6M | 71,427 | 0.01% | 12q | +49.9%+$1.9M |
| Ethos Financial Group, LLC | $5.6M | 70,915 | 0.37% | 7q | +4.6%+$245.3K |
| Breakwater Capital Group | $5.5M | 70,058 | 0.66% | 15q | -1.6%-$88.7K |
| OSAIC HOLDINGS, INC. | $4.9M | 62,404 | 0.01% | 26q | +38.1%+$1.4M |
| WELLS FARGO & COMPANY/MN | $4.8M | 60,207 | 0.00% | 31q | -60.5%-$7.3M |
| ROYAL BANK OF CANADA | $4.3M | 54,405 | 0.00% | 31q | -18.9%-$1.0M |
| Kesler, Norman & Wride, LLC | $4.3M | 53,864 | 0.67% | 17q | -7.1%-$323.5K |
| MONECO ADVISORS, LLC | $4.1M | 51,266 | 0.25% | 21q | -5.0%-$212.4K |
| Savvy Advisors, Inc. | $3.3M | 41,743 | 0.07% | 2q | +9.3%+$280.4K |
| ENVESTNET ASSET MANAGEMENT INC | $3.3M | 41,324 | 0.00% | 22q | +3.1%+$99.4K |
| CoreFirst Bank & Trust | $3.0M | 38,351 | 1.51% | 4q | +56.6%+$1.1M |
| Waverly Advisors, LLC | $2.8M | 35,293 | 0.02% | 7q | -16.3%-$544.8K |
| TWO SIGMA INVESTMENTS, LP | $2.8M | 34,900 | 0.00% | new | NEW |
| Laurel Wealth Advisors LLC | $2.6M | 32,501 | 0.25% | 16q | +1.9%+$47.4K |
| STIFEL FINANCIAL CORP | $2.4M | 30,915 | 0.00% | 20q | HELD |
| MML INVESTORS SERVICES, LLC | $2.3M | 28,667 | 0.00% | 22q | +36.8%+$609.8K |
| D.A. DAVIDSON & CO. | $2.0M | 25,803 | 0.01% | 11q | +2.3%+$45.1K |
| Aspect Partners, LLC | $2.0M | 25,374 | 0.75% | 11q | -2.0%-$40.3K |
| MGO ONE SEVEN LLC | $2.0M | 25,302 | 0.03% | 20q | +13.0%+$229.5K |
| Sigma Planning Corp | $2.0M | 25,273 | 0.05% | 10q | +3.6%+$70.2K |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.0M | 25,210 | 0.08% | 8q | -4.1%-$84.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 24,700 | 0.00% | 12q | HELD |
| Rockefeller Capital Management L.P. | $2.0M | 24,698 | 0.00% | 23q | HELD |
| Belpointe Asset Management LLC | $1.9M | 24,276 | 0.06% | 11q | +8.7%+$154.1K |
| GOLDMAN SACHS GROUP INC | $1.9M | 23,904 | 0.00% | 11q | -9.9%-$207.1K |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $1.8M | 22,647 | 0.38% | 10q | +3.9%+$67.7K |
| Sherman Wealth Management LLC | $1.7M | 21,861 | 1.30% | 3q | +2.8%+$46.6K |
| NOTTINGHAM ADVISORS, INC. | $1.7M | 20,617 | 0.20% | 8q | HELD |
| Cauble & Harre Wealth Management, Inc. | $1.6M | 20,028 | 1.27% | 3q | -2.9%-$47.5K |
| Bravias Capital Group, LLC | $1.6M | 20,019 | 0.94% | 7q | -4.7%-$77.7K |
| Equitable Holdings, Inc. | $1.6M | 19,694 | 0.01% | 19q | -1.5%-$22.9K |
| Wealth Care LLC | $1.6M | 19,609 | 1.26% | 2q | HELD |
| Longview Financial Advisors, Inc. | $1.5M | 19,212 | 0.89% | 11q | +2.4%+$35.0K |
| AQR CAPITAL MANAGEMENT LLC | $1.4M | 18,148 | 0.00% | 7q | +6.4%+$85.7K |
| Integrated Advisors Network LLC | $1.4M | 17,893 | 0.07% | 3q | -74.4%-$4.1M |
| JONES FINANCIAL COMPANIES LLLP | $1.4M | 16,955 | 0.00% | 10q | -10.4%-$158.6K |
| Mutual Advisors, LLC | $1.4M | 17,189 | 0.03% | 23q | +8.5%+$106.1K |
| Sanchez Gaunt Capital Management, LLC | $1.3M | 16,564 | 0.73% | 2q | -2.4%-$32.7K |
| Evanson Financial, LLC | $1.3M | 16,483 | 0.06% | new | FIRST |
| Southland Equity Partners LLC | $1.3M | 16,482 | 0.23% | 16q | HELD |
| Comprehensive Wealth Management, LLC | $1.3M | 16,259 | 0.59% | 18q | +150.6%+$772.7K |
| Visionary Wealth Advisors | $1.3M | 16,225 | 0.05% | 10q | -76.4%-$4.1M |
| SHEETS SMITH WEALTH MANAGEMENT | $1.3M | 16,193 | 0.13% | 18q | -10.8%-$155.2K |
| Snowden Capital Advisors LLC | $1.2M | 15,544 | 0.03% | 12q | HELD |
| OPPENHEIMER & CO INC | $1.2M | 14,711 | 0.01% | 17q | +4.6%+$51.1K |
| GTS SECURITIES LLC | $1.2M | 14,694 | 0.02% | new | NEW |
| Meridian Wealth Management, LLC | $1.1M | 14,391 | 0.04% | 8q | -1.6%-$18.2K |
| COWA, LLC | $1.1M | 13,805 | 0.27% | 9q | -6.2%-$71.7K |
| Geneos Wealth Management Inc. | $976.4K | 12,345 | 0.02% | 42q | HELD |
| CFS Investment Advisory Services, LLC | $963.2K | 12,004 | 0.06% | 5q | +25.0%+$192.6K |
| Corient Private Wealth LP | $889.6K | 11,249 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $860.6K | 10,881 | 0.00% | 18q | -7.3%-$67.9K |
| ATLas Financial Planning LLC | $756.9K | 9,571 | 0.61% | 3q | +33.4%+$189.7K |
| RFG Advisory, LLC | $744.5K | 9,414 | 0.01% | 19q | -3.2%-$24.6K |
| Meridian Financial Advisors, LLC | $742.3K | 9,386 | 0.36% | 19q | -6.0%-$47.3K |
| Dorsey & Whitney Trust CO LLC | $681.7K | 8,620 | 0.03% | 9q | HELD |
| Private Advisor Group, LLC | $665.8K | 8,419 | 0.00% | 19q | -59.3%-$970.7K |
| Compass Ion Advisors, LLC | $621.9K | 7,864 | 0.05% | 18q | -6.5%-$43.2K |
| Kestra Advisory Services, LLC | $611.1K | 7,727 | 0.00% | 21q | +69.4%+$250.3K |
| DAVENPORT & Co LLC | $575.5K | 7,277 | 0.00% | 4q | +43.8%+$175.2K |
| MAI Capital Management | $559.0K | 7,068 | 0.00% | 12q | -2.1%-$11.8K |
| RPS ADVISORY SOLUTIONS LLC | $533.5K | 6,746 | 0.35% | 5q | -2.2%-$12.2K |
| Baird Financial Group, Inc. | $524.8K | 6,636 | 0.00% | 8q | +2.2%+$11.3K |
| Wealth Management Partners, LLC | $523.8K | 6,623 | 0.12% | 14q | -3.4%-$18.4K |
| Astra Wealth Partners LLC | $520.6K | 6,583 | 0.28% | 7q | HELD |
| Valued Retirements, Inc. | $513.7K | 6,496 | 0.46% | 11q | -20.2%-$129.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $510.6K | 6,456 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $506.2K | 6,400 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $499.4K | 6,314 | 0.00% | 9q | -11.4%-$64.5K |
| Genesis Wealth Advisors, LLC | $480.7K | 6,078 | 0.29% | 7q | HELD |
| HBW ADVISORY SERVICES LLC | $431.4K | 5,455 | 0.04% | 2q | +24.7%+$85.4K |
| Farther Finance Advisors, LLC | $428.7K | 5,417 | 0.00% | 10q | -56.3%-$553.0K |
| Apollon Wealth Management, LLC | $418.0K | 5,286 | 0.01% | 13q | -29.0%-$170.9K |
| Financial Partners Group, Inc | $408.4K | 5,165 | 0.04% | 21q | -5.5%-$23.6K |
Showing the largest 100 of 167 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 157 | $604.6M | 7,642,368 | 13 | 52 | 56 | 0.0% |
| Q1 2026 | 156 | $588.6M | 7,802,487 | 18 | 45 | 58 | 0.1% |
| Q4 2025 | 151 | $515.7M | 7,428,398 | 12 | 37 | 63 | 0.0% |
| Q3 2025 | 148 | $543.0M | 7,925,232 | 13 | 48 | 55 | 0.0% |
| Q2 2025 | 151 | $550.5M | 8,474,770 | 10 | 41 | 65 | 0.0% |
| Q1 2025 | 163 | $597.8M | 9,382,681 | 10 | 51 | 69 | 0.0% |
| Q4 2024 | 179 | $752.9M | 11,006,108 | 13 | 71 | 50 | 0.0% |
| Q3 2024 | 174 | $754.1M | 10,651,784 | 19 | 72 | 48 | 0.1% |
| Q2 2024 | 171 | $706.9M | 10,344,383 | 22 | 80 | 34 | 0.0% |
| Q1 2024 | 157 | $861.0M | 11,756,749 | 23 | 73 | 32 | 0.0% |
| Q4 2023 | 153 | $658.8M | 9,797,000 | 24 | 62 | 30 | 0.0% |
| Q3 2023 | 121 | $469.2M | 7,600,133 | 16 | 54 | 26 | 0.0% |
| Q2 2023 | 108 | $423.4M | 6,919,046 | 7 | 40 | 33 | 0.0% |
| Q1 2023 | 113 | $434.1M | 7,420,722 | 11 | 49 | 29 | 0.0% |
| Q4 2022 | 111 | $387.8M | 6,725,699 | 25 | 40 | 26 | 0.0% |
| Q3 2022 | 101 | $320.2M | 6,081,258 | 13 | 45 | 23 | 0.0% |
| Q2 2022 | 101 | $291.7M | 5,357,169 | 12 | 48 | 20 | 0.0% |
| Q1 2022 | 99 | $294.2M | 4,773,704 | 25 | 45 | 13 | 0.0% |
| Q4 2021 | 86 | $184.2M | 2,855,631 | 17 | 32 | 15 | 0.0% |
| Q3 2021 | 72 | $132.3M | 2,194,729 | 18 | 27 | 8 | 0.0% |
| Q2 2021 | 64 | $167.0M | 2,609,119 | 22 | 15 | 6 | 0.0% |
| Q1 2021 | 46 | $153.3M | 2,548,927 | 15 | 12 | 8 | 0.0% |
| Q4 2020 | 35 | $37.8M | 819,893 | 6 | 8 | 8 | 0.0% |
| Q3 2020 | 31 | $27.9M | 751,558 | 3 | 6 | 10 | 0.0% |
| Q2 2020 | 30 | $22.7M | 641,786 | 4 | 2 | 18 | 0.0% |
| Q1 2020 | 35 | $25.1M | 896,125 | 1 | 10 | 11 | 0.0% |
| Q4 2019 | 46 | $50.1M | 1,206,448 | 8 | 12 | 10 | 0.0% |
| Q3 2019 | 43 | $38.5M | 1,009,021 | 9 | 6 | 12 | 0.0% |
| Q2 2019 | 35 | $39.0M | 1,034,331 | 0 | 12 | 9 | 0.0% |
| Q1 2019 | 42 | $45.8M | 1,275,219 | 2 | 11 | 15 | 0.0% |
| Q4 2018 | 40 | $31.4M | 963,594 | 1 | 1 | 3 | 0.0% |