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Cambria Shareholder Yield ETF

167 hedge funds and large institutions have $608M invested in Cambria Shareholder Yield ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $550M → $608M (+$58.6M)

3% more funds holding

Funds holding: 162167 (+5)

2.19% more ownership

Funds ownership: 64.5%66.7% (+2.2%)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

86% less call options, than puts

Call options by funds: $59K | Put options by funds: $422K

Holders
167
Holders Change
+5
Holders Change %
+3.09%
% of All Funds
2.06%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
22
Increased
54
Reduced
66
Closed
13
Calls
$59K
Puts
$422K
Net Calls
-$363K
Net Calls Change
-$411K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$5.75M -$3.31M -44,344 -37%
UAG
27
United Advisor Group
Ohio
$5.53M +$895K +11,979 +20%
DWM
28
DKM Wealth Management
California
$5.49M +$20.6K +275 +0.4%
BCG
29
Breakwater Capital Group
New Jersey
$5.37M -$247K -3,311 -4%
IAN
30
Integrated Advisors Network
Texas
$5.27M +$2.31M +30,883 +79%
VWA
31
Visionary Wealth Advisors
Illinois
$5.18M +$1.02M +13,594 +25%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$5.06M -$845K -11,302 -14%
EFG
33
Ethos Financial Group
Pennsylvania
$5.04M -$69.9K -935 -1%
KNW
34
Kesler Norman & Wride
Utah
$4.37M -$11.1K -148 -0.3%
MA
35
MONECO Advisors
Connecticut
$4.07M -$1M -13,408 -20%
Truist Financial
36
Truist Financial
North Carolina
$3.59M -$27.3K -365 -0.8%
Osaic Holdings
37
Osaic Holdings
Arizona
$3.41M -$414K -5,533 -11%
RWM
38
Ritholtz Wealth Management
New York
$3.26M +$3.23M +43,170 New
WA
39
Waverly Advisors
Alabama
$3.18M +$2.68M +35,812 +562%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$3.02M -$1.48M -19,737 -33%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$3M +$2.97M +39,736 New
SAI
42
Savvy Advisors Inc
New York
$2.88M +$2.85M +38,197 New
CBT
43
CoreFirst Bank & Trust
Kansas
$2.77M +$911K +12,184 +50%
LWANC
44
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.51M +$209K +2,795 +10%
Stifel Financial
45
Stifel Financial
Missouri
$2.34M -$637K -8,525 -22%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.16M -$2.1M -28,139 -50%
Goldman Sachs
47
Goldman Sachs
New York
$2M +$768K +10,279 +63%
KWA
48
Kingswood Wealth Advisors
California
$1.98M +$39.5K +529 +2%
AP
49
Aspect Partners
Virginia
$1.95M +$63.5K +849 +3%
DADC
50
D.A. Davidson & Co
Montana
$1.9M +$42.3K +566 +2%