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Cambria Shareholder Yield ETF

160 hedge funds and large institutions have $596M invested in Cambria Shareholder Yield ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.64% more ownership

Funds ownership: 61.78%64.42% (+2.6%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less capital invested

Capital invested by funds: $604M → $596M (-$7.91M)

2% less funds holding

Funds holding: 163160 (-3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 64

Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
50
Reduced
64
Closed
18
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
26
Breakwater Capital Group
New Jersey
$6.18M -$592K -8,742 -9%
MA
27
MONECO Advisors
Connecticut
$5.86M -$1.16M -17,187 -17%
CIM
28
Cambria Investment Management
California
$5.44M -$178K -2,631 -3%
DWM
29
DKM Wealth Management
California
$5.28M -$3.25M -47,935 -38%
EFG
30
Ethos Financial Group
Pennsylvania
$4.73M -$183K -2,705 -4%
KNW
31
Kesler Norman & Wride
Utah
$4.26M +$241K +3,552 +6%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.12M -$140K -2,074 -3%
Osaic Holdings
33
Osaic Holdings
Arizona
$4.11M +$14K +207 +0.3%
SPIA
34
Steward Partners Investment Advisory
New York
$4.07M +$201K +2,971 +5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$4.01M -$140K -2,074 -3%
PAG
36
Private Advisor Group
New Jersey
$3.9M -$769K -11,358 -17%
VWA
37
Visionary Wealth Advisors
Illinois
$3.72M -$348K -5,140 -9%
Truist Financial
38
Truist Financial
North Carolina
$3.34M +$282K +4,158 +9%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$2.7M -$729K -10,764 -21%
Stifel Financial
40
Stifel Financial
Missouri
$2.42M -$32.6K -481 -1%
Citadel Advisors
41
Citadel Advisors
Florida
$2.37M +$339K +5,000 +17%
MOS
42
MGO One Seven
Ohio
$2.34M -$290K -4,276 -11%
UAG
43
United Advisor Group
Ohio
$2.24M +$867K +12,803 +65%
PPH
44
Pure Portfolios Holdings
Oregon
$2.17M +$29.7K +439 +1%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.12M -$29.8K -440 -1%
LWANC
46
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.94M +$99.9K +1,475 +5%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.88M -$120K -1,769 -6%
EH
48
Equitable Holdings
New York
$1.82M -$116K -1,715 -6%
BAM
49
Belpointe Asset Management
Nevada
$1.81M +$591K +8,729 +50%
KWA
50
Kingswood Wealth Advisors
California
$1.77M +$276K +4,080 +19%