DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

SYLD

CAMBRIA ETF TR

181 institutions still hold CAMBRIA ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 132061201·181 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 3.1%

vs prior quarter

13F value held

$403M

53.0% inst. owned

of float

Holders

181

+106 QoQ

filers reporting

Activity

+50 / −99

+924 added · −740 reduced

this quarter

Concentration

12.65%

MORGAN STANLEY #1

top holder share

AI Holders Summary · Q1 2026

181 institutions reported SYLD in Q1 2026. MORGAN STANLEY leads at 12.7% of the visible book. +106 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

$51M676K0.00%Q1 2026 02

RAYMOND JAMES FINANCIAL INC

$31M414K0.01%Q1 2026 03

LPL Financial LLC

$31M411K0.01%Q1 2026 04

Revolve Wealth Partners, LLC

$27M364K3.57%Q1 2026 05

Intellus Advisors LLC

$27M351K3.62%Q1 2026 06

Focus Partners Wealth

$25M362K0.03%Q4 2025 07

VestGen Advisors, LLC

$22M285K0.59%Q1 2026 08

ROTHSCHILD INVESTMENT LLC

$21M275K1.09%Q1 2026 09

ALM First Financial Advisors, LLC

$19M269K3.45%Q1 2026 10

Cetera Investment Advisers

$19M251K0.02%Q1 2026 11

$19M248K0.00%Q1 2026 12

Verum Partners LLC

$18M233K3.33%Q1 2026 13

Compound Planning, Inc.

$15M201K0.47%Q1 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

$15M198K0.02%Q1 2026 15

Cambria Investment Management, L.P.

$12M165K0.70%Q1 2026 16

HighTower Advisors, LLC

$11M149K0.01%Q1 2026 17

Arkadios Wealth Advisors

$10M137K0.17%Q1 2026 18

Atlas Wealth LLC

$10M133K3.01%Q1 2026 19

$9M126K0.02%Q1 2026 20

Brookstone Capital Management

$9M123K0.11%Q1 2026

Page 1 of 10

161 more holders available. Log in →