Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$1.76M Sell
22,258
-6,440
-22% -$504K ﹤0.01% 1789
2026
Q1 		$2.16M Sell
28,698
-28,139
-50% -$2.1M 0.01% 1531
2025
Q4 		$3.95M Sell
56,837
-3,227
-5% -$222K 0.01% 1058
2025
Q3 		$4.12M Sell
60,064
-2,074
-3% -$140K 0.01% 1023
2025
Q2 		$4.04M Sell
62,138
-11,077
-15% -$690K 0.01% 967
2025
Q1 		$4.67M Sell
73,215
-1,560
-2% -$106K 0.02% 839
2024
Q4 		$5.12M Buy
74,775
+2,253
+3% +$163K 0.02% 795
2024
Q3 		$5.25M Sell
72,522
-4,749
-6% -$332K 0.02% 767
2024
Q2 		$5.28M Buy
77,271
+861
+1% +$60.2K 0.02% 729
2024
Q1 		$5.6M Buy
76,410
+7,633
+11% +$524K 0.02% 690
2023
Q4 		$4.65M Buy
68,777
+10,339
+18% +$644K 0.02% 741
2023
Q3 		$3.62M Buy
58,438
+4,345
+8% +$272K 0.02% 823
2023
Q2 		$3.31M Sell
54,093
-52,237
-49% -$3.02M 0.02% 874
2023
Q1 		$6.24M Buy
106,330
+20,876
+24% +$1.29M 0.03% 532
2022
Q4 		$5.07M Buy
85,454
+7,785
+10% +$465K 0.03% 607
2022
Q3 		$4.08M Buy
77,669
+5,540
+8% +$320K 0.02% 654
2022
Q2 		$3.92M Sell
72,129
-2,835
-4% -$173K 0.02% 700
2022
Q1 		$4.79M Buy
74,964
+15,274
+26% +$975K 0.02% 652
2021
Q4 		$3.86M Buy
59,690
+46,224
+343% +$2.96M 0.02% 780
2021
Q3 		$810K Buy
13,466
+3,275
+32% +$202K ﹤0.01% 1695
2021
Q2 		$653K Buy
10,191
+3,830
+60% +$245K ﹤0.01% 1848
2021
Q1 		$382K Buy
6,361
+14
+0.2% +$775 ﹤0.01% 2106
2020
Q4 		$283K Sell
6,347
-83
-1% -$3.32K ﹤0.01% 2188
2020
Q3 		$222K Buy
6,430
+19
+0.3% +$652 ﹤0.01% 2168
2020
Q2 		$207K Sell
6,411
-1,807
-22% -$54.1K ﹤0.01% 2151
2020
Q1 		$207K Sell
8,218
-417
-5% -$14.6K ﹤0.01% 1911
2019
Q4 		$348K Buy
8,635
+18
+0.2% +$691 ﹤0.01% 1818
2019
Q3 		$314K Buy
8,617
+17
+0.2% +$605 ﹤0.01% 1791
2019
Q2 		$310K Sell
8,600
-1,128
-12% -$40.7K ﹤0.01% 1732
2019
Q1 		$350K Sell
9,728
-1,350
-12% -$48.2K ﹤0.01% 1717
2018
Q4 		$360K Buy
11,078
+157
+1% +$5.62K ﹤0.01% 1533
2018
Q3 		$431K Buy
10,921
+161
+1% +$6.37K ﹤0.01% 1538
2018
Q2 		$407K Buy
10,760
+2,320
+27% +$89.3K ﹤0.01% 1526
2018
Q1 		$318K Buy
8,440
+1,620
+24% +$62.9K ﹤0.01% 1627
2017
Q4 		$262K Buy
+6,820
New +$250K ﹤0.01% 1740
2016
Q1 		– Sell
-7,712
Closed -$223K – 1657
2015
Q4 		$223K Sell
7,712
-836
-10% -$25.7K 0.01% 1298
2015
Q3 		$249K Buy
+8,548
New +$263K 0.01% 1123
2014
Q4 		– Sell
-25,519
Closed -$772K – 1480
2014
Q3 		$772K Buy
+25,519
New +$789K 0.02% 614
2013
Q4 		– Sell
-10,385
Closed -$281K – 1279
2013
Q3 		$281K Buy
+10,385
New +$277K 0.01% 865

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors's SYLD Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Cambria Shareholder Yield ETF (SYLD) stake by 22% in Q2 2026, selling an estimated $504K and leaving 22,258 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Cambridge Investment Research Advisors first reported a position in SYLD in Q3 2013 and has held it in 39 quarters since. The position peaked at $6.24M in Q1 2023. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Cambridge Investment Research Advisors held 22,258 shares of Cambria Shareholder Yield ETF worth $1.76M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 6,440 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $504K.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1789 holding.
  • Cambridge Investment Research Advisors first reported a position in Cambria Shareholder Yield ETF in Q3 2013 and has held it in 39 quarters since.
  • Cambridge Investment Research Advisors's Cambria Shareholder Yield ETF position peaked at $6.24M in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.