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Cambria Shareholder Yield ETF

162 hedge funds and large institutions have $550M invested in Cambria Shareholder Yield ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 160162 (+2)

0.09% more ownership

Funds ownership: 64.42%64.5% (+0.09%)

8% less capital invested

Capital invested by funds: $596M → $550M (-$46.4M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

35% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 72

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
17
Increased
47
Reduced
72
Closed
14
Calls
$48K
Puts
Net Calls
+$48K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.45M -$6.16M -89,675 -53%
BCG
27
Breakwater Capital Group
New Jersey
$5.18M -$1.07M -15,525 -17%
DWM
28
DKM Wealth Management
California
$5.04M -$305K -4,446 -6%
EFG
29
Ethos Financial Group
Pennsylvania
$4.78M -$7.49K -109 -0.2%
MA
30
MONECO Advisors
Connecticut
$4.68M -$1.23M -17,933 -21%
UAG
31
United Advisor Group
Ohio
$4.26M +$1.97M +28,723 +88%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$4.16M +$97.3K +1,417 +2%
KNW
33
Kesler Norman & Wride
Utah
$4.04M -$278K -4,041 -7%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.95M -$222K -3,227 -5%
VWA
35
Visionary Wealth Advisors
Illinois
$3.83M +$63.3K +922 +2%
Osaic Holdings
36
Osaic Holdings
Arizona
$3.53M -$599K -8,718 -15%
PAG
37
Private Advisor Group
New Jersey
$3.44M -$504K -7,337 -13%
Truist Financial
38
Truist Financial
North Carolina
$3.34M -$40.3K -586 -1%
Stifel Financial
39
Stifel Financial
Missouri
$2.75M +$300K +4,363 +12%
IAN
40
Integrated Advisors Network
Texas
$2.71M +$2.68M +38,973 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$2.58M -$250K -3,642 -9%
MML Investors Services
42
MML Investors Services
Massachusetts
$2.38M +$233K +3,398 +11%
PPH
43
Pure Portfolios Holdings
Oregon
$2.25M +$49.4K +719 +2%
LWANC
44
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.02M +$54.9K +800 +3%
KWA
45
Kingswood Wealth Advisors
California
$1.79M -$5.36K -78 -0.3%
AP
46
Aspect Partners
Virginia
$1.74M +$302K +4,395 +21%
DADC
47
D.A. Davidson & Co
Montana
$1.71M -$71.8K -1,045 -4%
FTUS
48
Flow Traders U.S.
New York
$1.71M +$1.69M +24,558 New
CBT
49
CoreFirst Bank & Trust
Kansas
$1.7M +$1.11M +16,147 +194%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.69M +$843K +12,272 +102%