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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

162 hedge funds and large institutions have $628M invested in Cambria Shareholder Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-10
Holders Change %
-5.81%
% of All Funds
2.17%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
44
Reduced
77
Closed
24
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$26.4M
2
VA
VestGen Advisors
Illinois
+$8.27M
3
AW
Atlas Wealth
Ohio
+$3.64M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.6M
5
RWP
Revolve Wealth Partners
New Jersey
+$2.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.8M
2
LPL Financial
LPL Financial
California
-$15.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$7.28M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$6.73M
5
RH
RFG Holdings
Texas
-$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MONECO Advisors
Connecticut
$6.66M -$1.52M -23,333 -19%
BCM
27
Brookstone Capital Management
Illinois
$6.65M +$1.66M +25,594 +33%
BCG
28
Breakwater Capital Group
New Jersey
$6.42M -$1.9M -29,273 -23%
CIM
29
Cambria Investment Management
California
$5.32M -$441K -6,776 -8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.16M -$5.5M -84,571 -52%
EFG
31
Ethos Financial Group
Pennsylvania
$4.65M +$496K +7,625 +12%
PAG
32
Private Advisor Group
New Jersey
$4.44M -$645K -9,920 -13%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$4.04M -$720K -11,077 -15%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.93M -$907K -13,946 -19%
VWA
35
Visionary Wealth Advisors
Illinois
$3.86M -$211K -3,251 -5%
KNW
36
Kesler Norman & Wride
Utah
$3.81M -$3.12K -48 -0.1%
SPIA
37
Steward Partners Investment Advisory
New York
$3.66M +$138K +2,129 +4%
AW
38
Atlas Wealth
Ohio
$3.64M +$3.64M +54,535 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$3.38M -$621K -9,212 -16%
Osaic Holdings
40
Osaic Holdings
Arizona
$3.25M -$670K -9,874 -17%
Truist Financial
41
Truist Financial
North Carolina
$2.89M +$228K +3,513 +9%
SAF
42
Smith Anglin Financial
Texas
$2.53M -$3.91M -60,113 -61%
MOS
43
MGO One Seven
Ohio
$2.49M -$371K -5,710 -13%
Stifel Financial
44
Stifel Financial
Missouri
$2.32M -$1.65M -25,419 -42%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.04M -$994K -15,286 -33%
PPH
46
Pure Portfolios Holdings
Oregon
$2.03M -$158K -2,429 -7%
Citadel Advisors
47
Citadel Advisors
Florida
$1.92M -$315K -4,846 -14%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.89M +$894K +13,744 +89%
EH
49
Equitable Holdings
New York
$1.84M +$214K +3,292 +13%
MF
50
Manchester Financial
California
$1.76M -$1.4M -21,569 -44%
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