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John Overdeck’s Cambria Shareholder Yield ETF SYLD Stock Holding History

John Overdeck’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 		$2.76M Buy
+34,900
New +$2.73M ﹤0.01% 2699
2025
Q4 		– Sell
-10,500
Closed -$721K – 4426
2025
Q3 		$721K Buy
+10,500
New +$711K ﹤0.01% 2794
2024
Q1 		– Sell
-16,800
Closed -$1.14M – 3379
2023
Q4 		$1.14M Buy
16,800
+9,600
+133% +$598K ﹤0.01% 2002
2023
Q3 		$445K Buy
+7,200
New +$451K ﹤0.01% 2326

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

John Overdeck's SYLD Position: Q2 2026 in Review

John Overdeck opened a new position in Cambria Shareholder Yield ETF (SYLD) in Q2 2026: 34,900 shares worth $2.76M. The stake represents ﹤0.01% of the portfolio and ranks #2699 among its holdings. This is a return to the name: John Overdeck previously reported a position in SYLD as recently as Q3 2025.

John Overdeck first reported a position in SYLD in Q3 2023 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • John Overdeck held 34,900 shares of Cambria Shareholder Yield ETF worth $2.76M as of Q2 2026.
  • Cambria Shareholder Yield ETF was a new John Overdeck position in Q2 2026.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2699 holding.
  • John Overdeck first reported a position in Cambria Shareholder Yield ETF in Q3 2023 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.