Public ownership evidence

Cambria Shareholder Yield ETF (SYLD) Ownership Disclosures

Read SYLD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Cambria Shareholder Yield ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
5,353
Value (USD)
$423,353
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SYLD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SYLD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-285,353$423,353None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,228$255,289None
Caitlin John, LLC2026-06-302026-08-1875$5,932None
Corient Private Wealth LP2026-06-302026-08-185,625$444,820None
Empowered Funds, LLC2026-06-302026-08-1892,725$7,333,333None
Equitable Holdings, Inc.2026-06-302026-08-1819,694$1,557,537None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-1516,564$1,310,004None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1581$6,408None
Mutual Advisors, LLC2026-06-302026-08-1517,189$1,359,426None
NFSG Corp2026-06-302026-08-152,372$187,594None
XTX Topco Ltd2026-06-302026-08-155,089$402,473None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,797$537,571None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,136$248,017None
OSAIC HOLDINGS, INC.2026-06-302026-08-1552,471$4,150,367None
Betterment LLC2026-06-302026-08-159,054$716,000None
GTS SECURITIES LLC2026-06-302026-08-1514,694$1,162,104None
Ancora Advisors LLC2026-06-302026-08-153,254$257,312None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1524$1,898None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15246$19,455None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15213$16,846None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15229$18,111None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15164$12,970None
Waverly Advisors, LLC2026-06-302026-08-1535,293$2,791,212None
&PARTNERS2026-06-302026-08-152,868$226,795None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1516,955$1,359,999None
MAI Capital Management2026-06-302026-08-157,068$559,008None
Cambria Investment Management, L.P.2026-06-302026-08-1592,725$7,333,333None
Cambria Investment Management, L.P.2026-06-302026-08-1576,890$6,080,992None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1518,148$1,435,284None
ROYAL BANK OF CANADA2026-06-302026-08-1554,399$4,302,000None
Dorsey & Whitney Trust CO LLC2026-06-302026-08-158,620$681,729None
World Investment Advisors2026-06-302026-08-153,482$265,509None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1534,900$2,760,133None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1523,904$1,890,493None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,051$478,553None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15310,562$24,561,358None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1597,419$7,704,580None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1511,994$948,546None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1548,213$3,812,989None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1564,902$5,132,904None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1529,565$2,338,142None
Valued Retirements, Inc.2026-06-302026-08-146,496$513,749None
Visionary Wealth Advisors2026-06-302026-08-1416,225$1,283,185None
Sanctuary Advisors, LLC2026-06-302026-08-146,314$499,357None
Van Hulzen Asset Management, LLC2026-06-302026-08-142,890$228,572None
Quantinno Capital Management LP2026-06-302026-08-146,400$506,156None
Rockefeller Capital Management L.P.2026-06-302026-08-1424,698$1,953,306None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1410,881$860,563None
UBS Group AG2026-06-302026-08-14601$47,531None
UBS Group AG2026-06-302026-08-14241,954$19,135,416None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Caitlin John, LLC ↗Corient Private Wealth LP ↗Empowered Funds, LLC ↗Equitable Holdings, Inc. ↗Sanchez Gaunt Capital Management, LLC ↗Federation des caisses Desjardins du Quebec ↗Mutual Advisors, LLC ↗NFSG Corp ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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