DADC
SYLD icon

D.A. Davidson & Co’s Cambria Shareholder Yield ETF SYLD Stock Holding History

D.A. Davidson & Co’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 		$2.04M Buy
25,803
+570
+2% +$44.6K 0.01% 738
2026
Q1 		$1.9M Buy
25,233
+566
+2% +$42.3K 0.01% 715
2025
Q4 		$1.71M Sell
24,667
-1,045
-4% -$71.8K 0.01% 717
2025
Q3 		$1.77M Buy
25,712
+4,261
+20% +$289K 0.01% 683
2025
Q2 		$1.39M Sell
21,451
-6,532
-23% -$407K 0.01% 716
2025
Q1 		$1.79M Sell
27,983
-85
-0.3% -$5.76K 0.01% 599
2024
Q4 		$1.92M Buy
28,068
+4,676
+20% +$338K 0.02% 576
2024
Q3 		$1.69M Buy
23,392
+5,375
+30% +$375K 0.01% 602
2024
Q2 		$1.23M Buy
18,017
+5,864
+48% +$410K 0.01% 668
2024
Q1 		$890K Buy
12,153
+5,923
+95% +$407K 0.01% 778
2023
Q4 		$421K Buy
+6,230
New +$388K ﹤0.01% 1012
2017
Q3 		– Sell
-645
Closed -$22K – 1884
2017
Q2 		$22K Buy
+645
New +$21.9K ﹤0.01% 1801

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

D.A. Davidson & Co's SYLD Position: Q2 2026 in Review

D.A. Davidson & Co increased its Cambria Shareholder Yield ETF (SYLD) stake by 2.3% in Q2 2026, buying an estimated $44.6K and bringing the position to 25,803 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #738.

D.A. Davidson & Co first reported a position in SYLD in Q2 2017 and has held it in 12 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • D.A. Davidson & Co held 25,803 shares of Cambria Shareholder Yield ETF worth $2.04M as of Q2 2026.
  • D.A. Davidson & Co bought 570 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $44.6K.
  • Cambria Shareholder Yield ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #738 holding.
  • D.A. Davidson & Co first reported a position in Cambria Shareholder Yield ETF in Q2 2017 and has held it in 12 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.