Mercer Global Advisors
SYLD icon

Mercer Global Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Mercer Global 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 		$255K Buy
+3,228
New +$253K ﹤0.01% 2993
2025
Q2 		– Sell
-5,058
Closed -$323K – 2372
2025
Q1 		$323K Buy
+5,058
New +$343K ﹤0.01% 1724

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

Mercer Global Advisors's SYLD Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Cambria Shareholder Yield ETF (SYLD) in Q2 2026: 3,228 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #2993 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in SYLD as recently as Q1 2025.

Mercer Global Advisors first reported a position in SYLD in Q1 2025 and has held it in 2 quarters since. The position peaked at $323K in Q1 2025. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Mercer Global Advisors held 3,228 shares of Cambria Shareholder Yield ETF worth $255K as of Q2 2026.
  • Cambria Shareholder Yield ETF was a new Mercer Global Advisors position in Q2 2026.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2993 holding.
  • Mercer Global Advisors first reported a position in Cambria Shareholder Yield ETF in Q1 2025 and has held it in 2 quarters since.
  • Mercer Global Advisors's Cambria Shareholder Yield ETF position peaked at $323K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.