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Cambria Shareholder Yield ETF

157 hedge funds and large institutions have $595M invested in Cambria Shareholder Yield ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$59K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$16M
2 -$9.85M
3 -$7.54M
4
Morgan Stanley
Morgan Stanley
New York
-$6.61M
5
UBS Group
UBS Group
Switzerland
-$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
26
Breakwater Capital Group
New Jersey
$6.18M
MA
27
MONECO Advisors
Connecticut
$5.86M
DWM
28
DKM Wealth Management
California
$5.28M
CIM
29
Cambria Investment Management
California
$5.24M
EFG
30
Ethos Financial Group
Pennsylvania
$4.73M
KNW
31
Kesler Norman & Wride
Utah
$4.26M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.12M
Osaic Holdings
33
Osaic Holdings
Arizona
$4.11M
SPIA
34
Steward Partners Investment Advisory
New York
$4.07M
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$4.01M
PAG
36
Private Advisor Group
New Jersey
$3.9M
VWA
37
Visionary Wealth Advisors
Illinois
$3.72M
Truist Financial
38
Truist Financial
North Carolina
$3.34M
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$2.7M
Stifel Financial
40
Stifel Financial
Missouri
$2.42M
Citadel Advisors
41
Citadel Advisors
Florida
$2.37M
MOS
42
MGO One Seven
Ohio
$2.34M
UAG
43
United Advisor Group
Ohio
$2.24M
PPH
44
Pure Portfolios Holdings
Oregon
$2.17M
MML Investors Services
45
MML Investors Services
Massachusetts
$2.12M
LWANC
46
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.94M
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.88M
EH
48
Equitable Holdings
New York
$1.82M
BAM
49
Belpointe Asset Management
Nevada
$1.81M
KWA
50
Kingswood Wealth Advisors
California
$1.77M