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Cliff Asness’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Cliff Asness’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 		$1.44M Buy
18,148
+1,084
+6% +$84.9K ﹤0.01% 2812
2026
Q1 		$1.29M Buy
17,064
+5,242
+44% +$392K ﹤0.01% 2635
2025
Q4 		$822K Buy
11,822
+1,160
+11% +$79.7K ﹤0.01% 2663
2025
Q3 		$732K Hold
10,662
– – ﹤0.01% 2610
2025
Q2 		$693K Buy
10,662
+3,615
+51% +$225K ﹤0.01% 2426
2025
Q1 		$450K Hold
7,047
– – ﹤0.01% 2488
2024
Q4 		$483K Buy
+7,047
New +$509K ﹤0.01% 2269

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

Cliff Asness's SYLD Position: Q2 2026 in Review

Cliff Asness increased its Cambria Shareholder Yield ETF (SYLD) stake by 6.4% in Q2 2026, buying an estimated $84.9K and bringing the position to 18,148 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Cliff Asness first reported a position in SYLD in Q4 2024 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Cliff Asness held 18,148 shares of Cambria Shareholder Yield ETF worth $1.44M as of Q2 2026.
  • Cliff Asness bought 1,084 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $84.9K.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2812 holding.
  • Cliff Asness first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.