Skip to main content
Equibles
EYLD logo

EYLD · Cambria Emerging Shareholder Yield ETF ETF

Alerts for EYLD

Use EYLD with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$50.12 +0.57 (+1.15%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 23
Total Value: $63,339,191
Total Shares: 2,224,770

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 23 13F filers · Δ vs Dec 31, 2022
Top Holder
59.1%
Jun 2020 → Mar 2023 · range 18.8% – 71.4%
+37.6 pts
Top 5
91.6%
Jun 2020 → Mar 2023 · range 58.0% – 99.6%
+24.5 pts
Top 10
97.9%
Jun 2020 → Mar 2023 · range 82.1% – 100.0%
+7.2 pts
HHI
3,818
Jun 2020 → Mar 2023 · range 952 – 5,329
Highly concentrated+2,669

Quarterly Activity

vs Dec 31, 2022
New
7
Increased
9
Decreased
5
Sold Out
15
Unchanged
2
Holder count: -8
Institutional value: +33.6%
Shares held: +31.6%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
Cambria Investment Management, L.P. +952,220 1,315,347
LPL Financial LLC +64,175 213,982
OSAIC HOLDINGS, INC. +50,005 59,834
NATIONS FINANCIAL GROUP INC, /IA/ /ADV +11,799 19,454
ROYAL BANK OF CANADA +475 5,814

Top Sellers

vs Dec 31, 2022
Institution Sold Now Holds Open
WealthPLAN Partners, LLC −12,984 1,079
Betterment LLC −2,300 37,677
WealthPlan Investment Management, LLC −1,079 12,984
Cetera Advisors LLC −469 178,782
Belpointe Asset Management LLC −162 986

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
JANE STREET GROUP, LLC 270,725 $7,707,540
OLD MISSION CAPITAL LLC 40,223 $1,145,148
Kestra Advisory Services, LLC 22,938 $653,044
Snowden Capital Advisors LLC 20,050 $570,823
Blueprint Investment Partners LLC 7,100 $202,137

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
RAYMOND JAMES & ASSOCIATES 234,051 $6,562,790
Raymond James Financial Services Advisors, Inc. 188,621 $5,288,932
TriaGen Wealth Management LLC 170,860 $4,790,914
Warren Street Wealth Advisors, LLC 120,166 $3,369,454
Western Wealth Management, LLC 52,927 $1,484,073
Filter: New 7 Increased 9 Reduced 5 Sold out 15 Unchanged 2
Showing 23 of 23
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Cambria Investment Management, L.P. EYLD $37,447,929 59.12% 1,315,347
JANE STREET GROUP, LLC EYLD $7,707,540 12.17% 270,725
LPL Financial LLC EYLD $6,092,067 9.62% 213,982
Cetera Advisors LLC EYLD $5,089,923 8.04% 178,782
OSAIC HOLDINGS, INC. EYLD $1,703,472 2.69% 59,834
OLD MISSION CAPITAL LLC EYLD $1,145,148 1.81% 40,223
Betterment LLC EYLD $1,072,664 1.69% 37,677
Kestra Advisory Services, LLC EYLD $653,044 1.03% 22,938
Snowden Capital Advisors LLC EYLD $570,823 0.90% 20,050
NATIONS FINANCIAL GROUP INC, /IA/ /ADV EYLD $553,855 0.87% 19,454
Bank of New York Mellon Corp EYLD $415,149 0.66% 14,582
WealthPlan Investment Management, LLC EYLD $369,654 0.58% 12,984
Blueprint Investment Partners LLC EYLD $202,137 0.32% 7,100
ROYAL BANK OF CANADA EYLD $165,524 0.26% 5,814
NewEdge Advisors, LLC EYLD $56,256 0.09% 1,976
WealthPLAN Partners, LLC EYLD $30,719 0.05% 1,079
Belpointe Asset Management LLC EYLD $28,071 0.04% 986
ICA Group Wealth Management, LLC EYLD $16,370 0.03% 575
Advisory Services Network, LLC EYLD $15,060 0.02% 529
HARBOUR INVESTMENTS, INC. EYLD $3,758 0.01% 132
MORGAN STANLEY EYLD $28 0.00% 1
WELLS FARGO & COMPANY/MN EYLD $0 0.00% 0
PROEQUITIES, INC. EYLD $0 0.00% 0