Aspect Partners, LLC FYLD — CAMBRIA FOREIGN SHAREHOLDER YIELD ETF

Ownership history in Aspect Partners, LLC  ·  9 quarters on record

AI Ownership Summary

Aspect Partners, LLC reported CAMBRIA FOREIGN SHAREHOLDER YIELD ETF (FYLD) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.92% in 2026 Q1. The latest visible filing shows FYLD at 1.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aspect Partners, LLC's position in CAMBRIA FOREIGN SHAREHOLDER YIELD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FYLD was reported at 1.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.92% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FYLD stock page Aspect Partners, LLC fund profile Aspect Partners, LLC full holdings
How Aspect Partners, LLC held FYLD — position size vs. price
% of Fund (quarterly)    FYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 125,492 +1,105 +0.9% 1.92% $4.7M 2026-05-15 (Est.) $38.44
2025 Q4 ADDED — — — 124,387 +11,337 +10.0% 1.77% $4.0M 2026-01-23 $34.52
2025 Q3 ADDED — — — 113,050 +9,428 +9.1% 1.60% $3.5M 2025-11-06 $30.61
2025 Q2 ADDED — — — 103,622 +4,828 +4.9% 1.49% $3.0M 2025-08-06 $29.49
2025 Q1 ADDED — — — 98,794 +2,046 +2.1% 1.52% $2.7M 2025-04-24 $25.57
2024 Q4 ADDED — — — 96,748 +5,883 +6.5% 1.41% $2.4M 2025-02-03 $24.25
2024 Q3 ADDED — — — 90,865 +7,600 +9.1% 1.42% $2.5M 2024-10-15 $25.48
2024 Q2 ADDED — — — 83,265 +59,175 +245.6% 1.31% $2.2M 2024-07-15 $25.54
2024 Q1 INITIATED — — — 24,090 — — 0.51% $651K 2024-05-17 $25.67

🏢 Other funds also holding FYLD

As of 2026 Q1 — sorted by position size

Longview Financial Advisors, Inc. 9.05% ALM First Financial Advisors, LLC 3Y 2.94% Intellus Advisors LLC 2.91% Verum Partners LLC 3Y 1.91% LANE BROTHERS & CO INC 1.64% Fermata Advisors, LLC 3Y 1.47% Encompass More Asset Management 1.34% Opus Capital Group, LLC 3Y 7Y 1.16% ROTHSCHILD INVESTMENT LLC 1.14% Miller Global Investments, LLC 1.1%

FAQ About Aspect Partners, LLC and FYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aspect Partners, LLC reported owning FYLD?

Aspect Partners, LLC reported FYLD across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FYLD position in Aspect Partners, LLC's portfolio?

The largest reported portfolio weight for FYLD was 1.92% in 2026 Q1.

What is the latest reported FYLD position on this page?

The most recent filing on this page is 2026 Q1, when Aspect Partners, LLC reported 125,492 shares, equal to 1.92% of portfolio, with an estimated market value of $4.7M.

What does the chart on this FYLD ownership page compare?

The chart compares Aspect Partners, LLC's quarterly FYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aspect Partners, LLC time their FYLD position?

Based on 13F filing dates vs. subsequent FYLD price moves, Aspect Partners, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on FYLD relative to SPY over the holding period was +2.7%.

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