RIL
SYLD icon

Rothschild Investment LLC’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Rothschild Investment LLC’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 		$23M Buy
290,441
+15,022
+5% +$1.18M 0.86% 18
2026
Q1 		$20.8M Buy
275,419
+27,764
+11% +$2.07M 1.09% 19
2025
Q4 		$17.2M Buy
247,655
+15,305
+7% +$1.05M 0.95% 23
2025
Q3 		$16M Buy
232,350
+18,813
+9% +$1.27M 0.9% 26
2025
Q2 		$13.9M Buy
213,537
+15,975
+8% +$995K 0.87% 29
2025
Q1 		$12.6M Buy
197,562
+11,708
+6% +$793K 0.84% 29
2024
Q4 		$12.7M Buy
185,854
+9,617
+5% +$694K 0.83% 28
2024
Q3 		$12.8M Buy
176,237
+4,486
+3% +$313K 0.84% 26
2024
Q2 		$11.7M Buy
171,751
+11,486
+7% +$803K 0.82% 30
2024
Q1 		$11.7M Buy
160,265
+17,954
+13% +$1.23M 0.85% 27
2023
Q4 		$9.62M Buy
142,311
+19,383
+16% +$1.21M 0.81% 30
2023
Q3 		$7.6M Buy
122,928
+8,637
+8% +$541K 0.64% 43
2023
Q2 		$6.99M Buy
114,291
+7,291
+7% +$422K 0.58% 45
2023
Q1 		$6.28M Buy
107,000
+19,935
+23% +$1.23M 0.55% 51
2022
Q4 		$5.16M Buy
87,065
+24,405
+39% +$1.46M 0.47% 60
2022
Q3 		$3.3M Buy
62,660
+12,593
+25% +$729K 0.33% 82
2022
Q2 		$2.72M Buy
50,067
+15,397
+44% +$941K 0.25% 99
2022
Q1 		$2.22M Buy
34,670
+14,170
+69% +$905K 0.17% 128
2021
Q4 		$1.32M Buy
20,500
+3,925
+24% +$251K 0.1% 187
2021
Q3 		$998K Buy
+16,575
New +$1.02M 0.08% 221

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
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
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Rothschild Investment LLC's SYLD Position: Q2 2026 in Review

Rothschild Investment LLC increased its Cambria Shareholder Yield ETF (SYLD) stake by 5.5% in Q2 2026, buying an estimated $1.18M and bringing the position to 290,441 shares worth $23M. The position accounts for 0.86% of the portfolio, ranked #18.

Rothschild Investment LLC first reported a position in SYLD in Q3 2021 and has held it in 20 quarters since. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Rothschild Investment LLC held 290,441 shares of Cambria Shareholder Yield ETF worth $23M as of Q2 2026.
  • Rothschild Investment LLC bought 15,022 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $1.18M.
  • Cambria Shareholder Yield ETF made up 0.86% of Rothschild Investment LLC's portfolio in Q2 2026, its #18 holding.
  • Rothschild Investment LLC first reported a position in Cambria Shareholder Yield ETF in Q3 2021 and has held it in 20 quarters since.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.