DaveManuel.com · Institutional Ownership · Who Owns It
CAMBRIA ETF TR (SYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
167
Reporting holders
$625.8M
Reported value
0.0%
Calls
0.0%
Puts
-3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Opus Capital Group, LLC | $18.9M | 239,067 | 1.83% | 13q | +1.0%+$181.1K |
| 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 |
| 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 | -21.0%-$1.3M |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $3.5M | 44,516 | 0.00% | 31q | +55.1%+$1.3M |
| RITHOLTZ WEALTH MANAGEMENT | $3.3M | 41,911 | 0.05% | 2q | -2.9%-$99.6K |
| 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% | 5q | +4.6%+$132.9K |
| 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 |
| 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 |
| Betterment LLC | $716.0K | 9,054 | 0.00% | 31q | HELD |
| 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 |
| 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 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $479.0K | 6,060 | 0.02% | 21q | -7.6%-$39.4K |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 57 | $130.5M | 1,618,097 | 5 | 17 | 16 | 0.0% |
| Q2 2026 | 167 | $625.8M | 7,910,259 | 11 | 55 | 61 | 0.0% |
| Q1 2026 | 170 | $608.8M | 8,070,919 | 20 | 47 | 63 | 0.1% |
| Q4 2025 | 164 | $549.8M | 7,919,061 | 13 | 39 | 70 | 0.0% |
| Q3 2025 | 162 | $597.7M | 8,721,395 | 17 | 49 | 61 | 0.0% |
| Q2 2025 | 165 | $610.0M | 9,389,968 | 13 | 43 | 72 | 0.0% |
| Q1 2025 | 177 | $674.2M | 10,579,890 | 14 | 56 | 73 | 0.0% |
| Q4 2024 | 192 | $832.3M | 12,165,495 | 14 | 75 | 53 | 0.0% |
| Q3 2024 | 190 | $841.8M | 12,223,508 | 22 | 79 | 51 | 0.1% |
| Q2 2024 | 185 | $800.3M | 11,712,752 | 25 | 87 | 36 | 0.0% |
| Q1 2024 | 172 | $941.4M | 12,854,002 | 25 | 78 | 37 | 0.0% |
| Q4 2023 | 164 | $741.1M | 11,014,638 | 25 | 68 | 32 | 0.0% |
| Q3 2023 | 134 | $552.8M | 8,952,833 | 18 | 62 | 28 | 0.0% |
| Q2 2023 | 121 | $501.2M | 8,191,668 | 8 | 46 | 37 | 0.0% |
| Q1 2023 | 129 | $498.7M | 8,519,809 | 12 | 56 | 33 | 0.0% |
| Q4 2022 | 131 | $449.5M | 7,565,517 | 29 | 41 | 37 | 0.0% |
| Q3 2022 | 100 | $2.4B | 45,706,011 | 13 | 45 | 23 | 0.0% |
| Q2 2022 | 99 | $2.1B | 38,271,369 | 11 | 48 | 20 | 0.0% |
| Q1 2022 | 97 | $1.2B | 19,520,169 | 24 | 45 | 13 | 0.0% |
| Q4 2021 | 85 | $661.5M | 10,240,656 | 17 | 32 | 14 | 0.0% |
| Q3 2021 | 71 | $210.2M | 3,488,447 | 18 | 27 | 8 | 0.0% |
| Q2 2021 | 63 | $167.0M | 2,608,133 | 22 | 15 | 6 | 0.0% |
| Q1 2021 | 44 | $153.3M | 2,547,899 | 15 | 11 | 7 | 0.0% |
| Q4 2020 | 34 | $36.5M | 788,876 | 6 | 8 | 7 | 0.0% |
| Q3 2020 | 31 | $1.1B | 31,976,302 | 3 | 6 | 10 | 0.0% |
| Q2 2020 | 30 | $2.1B | 65,875,487 | 4 | 2 | 18 | 0.0% |
| Q1 2020 | 35 | $3.8B | 149,725,147 | 1 | 10 | 11 | 0.0% |
| Q4 2019 | 46 | $6.2B | 152,643,859 | 8 | 12 | 10 | 0.0% |
| Q3 2019 | 43 | $5.6B | 153,104,773 | 9 | 6 | 12 | 0.0% |
| Q2 2019 | 35 | $5.6B | 154,165,047 | 0 | 12 | 9 | 0.0% |
| Q1 2019 | 42 | $5.5B | 153,298,044 | 2 | 11 | 15 | 0.0% |
| Q4 2018 | 40 | $5.0B | 153,412,992 | 1 | 1 | 3 | 0.0% |