Intellus Advisors LLC SYLD — CAMBRIA SHAREHOLDER YIELD ETF

Ownership history in Intellus Advisors LLC  ·  6 quarters on record

AI Ownership Summary

Intellus Advisors LLC reported CAMBRIA SHAREHOLDER YIELD ETF (SYLD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 5.57% in 2024 Q4. The latest visible filing shows SYLD at 3.62% 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 SYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Intellus Advisors LLC's position in CAMBRIA 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

SYLD was reported at 3.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.57% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

SYLD stock page Intellus Advisors LLC fund profile Intellus Advisors LLC full holdings
How Intellus Advisors LLC held SYLD — position size vs. price
% of Fund (quarterly)    SYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 351,446 -731 -0.2% 3.62% $26.5M 2026-05-07 $78.35
2025 Q4 REDUCED — — — 352,177 -13,576 -3.7% 3.25% $24.5M 2026-02-06 $77.12
2025 Q3 REDUCED 23.1% +2.5% ❌ 365,753 -109,829 -23.1% 3.43% $25.1M 2025-11-12 $67.80
2025 Q2 REDUCED — — — 475,582 -19,592 -4.0% 4.61% $30.9M 2025-08-12 $65.44
2025 Q1 ADDED — — — 495,174 +25,521 +5.4% 5.52% $31.6M 2025-05-07 $59.97
2024 Q4 INITIATED — — — 469,653 — — 5.57% $32.2M 2025-02-11 $67.46

🏢 Other funds also holding SYLD

As of 2026 Q1 — sorted by position size

DKM Wealth Management, Inc. 3.95% Revolve Wealth Partners, LLC 3Y 3.57% ALM First Financial Advisors, LLC 3Y 3.45% Verum Partners LLC 3Y 3.33% Opus Capital Group, LLC 3Y 7Y 1.92% Fermata Advisors, LLC 3Y 1.72% Sherman Wealth Management LLC 1.38% Wealth Care LLC 1.31% ROTHSCHILD INVESTMENT LLC 1.09% Bravias Capital Group, LLC 1.04%

FAQ About Intellus Advisors LLC and SYLD

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

How long has Intellus Advisors LLC reported owning SYLD?

Intellus Advisors LLC reported SYLD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SYLD position in Intellus Advisors LLC's portfolio?

The largest reported portfolio weight for SYLD was 5.57% in 2024 Q4.

What is the latest reported SYLD position on this page?

The most recent filing on this page is 2026 Q1, when Intellus Advisors LLC reported 351,446 shares, equal to 3.62% of portfolio, with an estimated market value of $26.5M.

What does the chart on this SYLD ownership page compare?

The chart compares Intellus Advisors LLC's quarterly SYLD 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 Intellus Advisors LLC time their SYLD position?

Based on 13F filing dates vs. subsequent SYLD price moves, Intellus Advisors LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on SYLD relative to SPY over the holding period was -4.3%.

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