CIM
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Cambria Investment Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Cambria Investment Management’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.5M Buy
165,443
+85,345
+107% +$6.38M 0.7% 11
2025
Q4 		$5.57M Buy
80,098
+867
+1% +$59.6K 0.33% 137
2025
Q3 		$5.44M Sell
79,231
-2,631
-3% -$178K 0.33% 134
2025
Q2 		$5.32M Sell
81,862
-6,776
-8% -$422K 0.36% 122
2025
Q1 		$5.77M Sell
88,638
-119,803
-57% -$8.11M 0.4% 122
2024
Q4 		$14.3M Sell
208,441
-6,511
-3% -$470K 0.87% 21
2024
Q3 		$15.6M Sell
214,952
-209,351
-49% -$14.6M 0.93% 21
2024
Q2 		$29M Sell
424,303
-8,619
-2% -$603K 1.77% 2
2024
Q1 		$31.7M Sell
432,922
-62,458
-13% -$4.29M 1.9% 2
2023
Q4 		$33.5M Buy
495,380
+135,711
+38% +$8.45M 2.33% 2
2023
Q3 		$22.2M Buy
359,669
+181,665
+102% +$11.4M 1.81% 4
2023
Q2 		$10.9M Sell
178,004
-4,796
-3% -$278K 0.91% 30
2023
Q1 		$10.7M Sell
182,800
-226,165
-55% -$14M 0.89% 30
2022
Q4 		$24.3M Buy
408,965
+245,197
+150% +$14.6M 2.03% 3
2022
Q3 		$8.61M Buy
163,768
+33,772
+26% +$1.95M 0.93% 22
2022
Q2 		$7.07M Sell
129,996
-139,442
-52% -$8.52M 0.92% 23
2022
Q1 		$17.2M Sell
269,438
-97,149
-27% -$6.2M 2.19% 2
2021
Q4 		$23.7M Sell
366,587
-2,779
-0.8% -$178K 3.97% 1
2021
Q3 		$22.2M Sell
369,366
-6,480
-2% -$400K 4.07% 1
2021
Q2 		$24.1M Sell
375,846
-3,793
-1% -$242K 4.13% 1
2021
Q1 		$22.8M Buy
379,639
+82,306
+28% +$4.55M 4.54% 1
2020
Q4 		$13.3M Sell
297,333
-63,824
-18% -$2.55M 4.51% 3
2020
Q3 		$12.5M Buy
361,157
+130,298
+56% +$4.47M 4.63% 2
2020
Q2 		$7.44M Buy
230,859
+415
+0.2% +$12.4K 2.76% 5
2020
Q1 		$5.8M Sell
230,444
-144,957
-39% -$5.08M 2.17% 17
2019
Q4 		$15.1M Buy
375,401
+169,821
+83% +$6.52M 3.99% 3
2019
Q3 		$7.49M Sell
205,580
-1,357
-0.7% -$48.3K 1.12% 17
2019
Q2 		$7.45M Sell
206,937
-3,768
-2% -$136K 1.14% 20
2019
Q1 		$7.59M Buy
210,705
+14,156
+7% +$505K 1.18% 13
2018
Q4 		$6.38M Sell
196,549
-121,870
-38% -$4.36M 1.08% 20
2018
Q3 		$12.6M Sell
318,419
-4,384
-1% -$173K 1.84% 3
2018
Q2 		$12.3M Buy
322,803
+24,265
+8% +$934K 1.82% 5
2018
Q1 		$11.3M Buy
298,538
+34,393
+13% +$1.34M 1.64% 5
2017
Q4 		$10.1M Buy
264,145
+145,253
+122% +$5.32M 1.41% 7
2017
Q3 		$4.22M Sell
118,892
-20,551
-15% -$708K 0.65% 73
2017
Q2 		$4.77M Sell
139,443
-66,510
-32% -$2.25M 1.03% 31
2017
Q1 		$7M Buy
205,953
+53,998
+36% +$1.82M 2.36% 4
2016
Q4 		$4.94M Buy
151,955
+85,469
+129% +$2.68M 2.06% 5
2016
Q3 		$2M Sell
66,486
-40,813
-38% -$1.2M 0.93% 15
2016
Q2 		$3.03M Buy
107,299
+53,183
+98% +$1.52M 1.4% 7
2016
Q1 		$1.56M Sell
54,116
-24,308
-31% -$668K 0.72% 56
2015
Q4 		$2.27M Buy
78,424
+45,440
+138% +$1.4M 0.91% 17
2015
Q3 		$960K Sell
32,984
-75,763
-70% -$2.33M 0.37% 122
2015
Q2 		$3.4M Buy
108,747
+1,612
+2% +$51.5K 1.04% 9
2015
Q1 		$3.41K Buy
107,135
+48,933
+84% +$1.55M 0.39% 10
2014
Q4 		$1.81M Buy
+58,202
New +$1.8M 0.65% 87

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambria Investment Management's SYLD Position: Q1 2026 in Review

Cambria Investment Management increased its Cambria Shareholder Yield ETF (SYLD) stake by 107% in Q1 2026, buying an estimated $6.38M and bringing the position to 165,443 shares worth $12.5M. The position accounts for 0.7% of the portfolio, ranked #11.

Cambria Investment Management first reported a position in SYLD in Q4 2014 and has held it in 46 quarters since. The position peaked at $33.5M in Q4 2023. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Cambria Investment Management held 165,443 shares of Cambria Shareholder Yield ETF worth $12.5M as of Q1 2026.
  • Cambria Investment Management bought 85,345 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $6.38M.
  • Cambria Shareholder Yield ETF made up 0.7% of Cambria Investment Management's portfolio in Q1 2026, its #11 holding.
  • Cambria Investment Management first reported a position in Cambria Shareholder Yield ETF in Q4 2014 and has held it in 46 quarters since.
  • Cambria Investment Management's Cambria Shareholder Yield ETF position peaked at $33.5M in Q4 2023.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.