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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

161 hedge funds and large institutions have $626M invested in Cambria Shareholder Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 77 reducing their positions, and 24 closing their positions.

Holders
161
Holders Change
-11
Holders Change %
-6.4%
% of All Funds
2.16%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
43
Reduced
77
Closed
24
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.8M
2
VA
2
VestGen Advisors
Illinois
$20.2M
3
AW
3
Atlas Wealth
Ohio
$3.64M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$12.7M
5
RWP
5
Revolve Wealth Partners
New Jersey
$23.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.5M
2
LPL Financial
2
LPL Financial
California
$35.5M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$20M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$9.78M
5
RH
5
RFG Holdings
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.5M 806,590 -243,222 -23%
LPL Financial
2
LPL Financial
California
$35.5M 546,456 -236,692 -30%
Raymond James Financial
3
Raymond James Financial
Florida
$33.1M 509,081 +24,905 +5%
IA
4
Intellus Advisors
Florida
$30.9M 475,582 -19,592 -4%
LWANC
5
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.8M 1,744,885 +1,718,443 +6,499%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$25.5M 391,367 -78,780 -17%
RWP
7
Revolve Wealth Partners
New Jersey
$23.8M 366,072 +36,327 +11%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$22.1M 339,231 -10,166 -3%
UBS Group
9
UBS Group
Switzerland
$20.9M 321,319 -21,511 -6%
VA
10
VestGen Advisors
Illinois
$20.2M 311,389 +127,237 +69%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$20M 307,825 -111,881 -27%
3F
12
360 Financial
Minnesota
$16M 246,693 +12,491 +5%
Bank of America
13
Bank of America
North Carolina
$15.7M 240,931 -5,917 -2%
AFG
14
Atomi Financial Group
New York
$15.4M 236,710 +18,060 +8%
OCG
15
Opus Capital Group
Ohio
$14.5M 223,534 -453 -0.2%
AFFA
16
ALM First Financial Advisors
Texas
$14.5M 236,286 – –
RIL
17
Rothschild Investment LLC
Illinois
$13.9M 213,537 +15,975 +8%
Wells Fargo
18
Wells Fargo
California
$13.1M 201,027 -1,005 -0.5%
HighTower Advisors
19
HighTower Advisors
Illinois
$12.7M 195,999 +40,048 +26%
VP
20
Verum Partners
North Carolina
$10.7M 164,704 -16,087 -9%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$10.3M 157,916 -2,595 -2%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$9.78M 150,310 -103,525 -41%
FA
23
Fermata Advisors
California
$8.43M 129,641 -11,835 -8%
DWM
24
DKM Wealth Management
California
$8.12M 124,843 -11,719 -9%
AWA
25
Arkadios Wealth Advisors
Georgia
$7.34M 112,900 +24,806 +28%
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