Rockefeller Capital Management
SYLD icon

Rockefeller Capital Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Rockefeller Capital Management’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 		$1.95M Buy
24,698
+3
+0% +$235 ﹤0.01% 1387
2026
Q1 		$1.86M Buy
24,695
+423
+2% +$31.6K ﹤0.01% 1333
2025
Q4 		$1.69M Buy
24,272
+12,272
+102% +$843K ﹤0.01% 1334
2025
Q3 		$824K Sell
12,000
-296
-2% -$20K ﹤0.01% 1513
2025
Q2 		$800K Sell
12,296
-2,365
-16% -$147K ﹤0.01% 1403
2025
Q1 		$935K Sell
14,661
-64,151
-81% -$4.34M ﹤0.01% 1286
2024
Q4 		$5.4M Buy
78,812
+1,438
+2% +$104K 0.01% 702
2024
Q3 		$5.6M Buy
77,374
+4,264
+6% +$298K 0.02% 675
2024
Q2 		$4.99M Buy
73,110
+28,005
+62% +$1.96M 0.01% 688
2024
Q1 		$3.3M Buy
45,105
+31,458
+231% +$2.16M 0.01% 830
2023
Q4 		$922K Hold
13,647
– – ﹤0.01% 1169
2023
Q3 		$844K Hold
13,647
– – ﹤0.01% 1139
2023
Q2 		$835K Hold
13,647
– – ﹤0.01% 1159
2023
Q1 		$801K Hold
13,647
– – ﹤0.01% 1158
2022
Q4 		$809K Hold
13,647
– – ﹤0.01% 1088
2022
Q3 		$717K Sell
13,647
-28
-0.2% -$1.62K ﹤0.01% 1136
2022
Q2 		$744K Buy
13,675
+28
+0.2% +$1.71K ﹤0.01% 1102
2022
Q1 		$872K Buy
13,647
+1,647
+14% +$105K ﹤0.01% 1101
2021
Q4 		$775K Hold
12,000
– – ﹤0.01% 1145
2021
Q3 		$722K Hold
12,000
– – ﹤0.01% 1123
2021
Q2 		$768K Hold
12,000
– – ﹤0.01% 1028
2021
Q1 		$720K Hold
12,000
– – ﹤0.01% 898
2020
Q4 		$535K Buy
+12,000
New +$479K ﹤0.01% 889

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

Rockefeller Capital Management's SYLD Position: Q2 2026 in Review

Rockefeller Capital Management increased its Cambria Shareholder Yield ETF (SYLD) stake by 0.01% in Q2 2026, buying an estimated $235 and bringing the position to 24,698 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Rockefeller Capital Management first reported a position in SYLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.6M in Q3 2024. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Rockefeller Capital Management held 24,698 shares of Cambria Shareholder Yield ETF worth $1.95M as of Q2 2026.
  • Rockefeller Capital Management bought 3 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $235.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1387 holding.
  • Rockefeller Capital Management first reported a position in Cambria Shareholder Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • Rockefeller Capital Management's Cambria Shareholder Yield ETF position peaked at $5.6M in Q3 2024.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

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