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Cambria Shareholder Yield ETF

161 hedge funds and large institutions have $549M invested in Cambria Shareholder Yield ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

36% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 72

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.68M
2 +$2.31M
3 +$1.97M
4
FTUS
Flow Traders U.S.
New York
+$1.69M
5
CBT
CoreFirst Bank & Trust
Kansas
+$1.11M

Top Sellers

1 -$9.58M
2 -$6.47M
3 -$6.16M
4
Wells Fargo
Wells Fargo
California
-$6.13M
5
LPL Financial
LPL Financial
California
-$5.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.45M
BCG
27
Breakwater Capital Group
New Jersey
$5.18M
DWM
28
DKM Wealth Management
California
$5.04M
EFG
29
Ethos Financial Group
Pennsylvania
$4.78M
MA
30
MONECO Advisors
Connecticut
$4.68M
UAG
31
United Advisor Group
Ohio
$4.26M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$4.16M
KNW
33
Kesler Norman & Wride
Utah
$4.04M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.95M
VWA
35
Visionary Wealth Advisors
Illinois
$3.83M
Osaic Holdings
36
Osaic Holdings
Arizona
$3.53M
PAG
37
Private Advisor Group
New Jersey
$3.44M
Truist Financial
38
Truist Financial
North Carolina
$3.34M
Stifel Financial
39
Stifel Financial
Missouri
$2.75M
IAN
40
Integrated Advisors Network
Texas
$2.71M
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$2.58M
MML Investors Services
42
MML Investors Services
Massachusetts
$2.38M
PPH
43
Pure Portfolios Holdings
Oregon
$2.25M
LWANC
44
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.02M
KWA
45
Kingswood Wealth Advisors
California
$1.79M
AP
46
Aspect Partners
Virginia
$1.74M
DADC
47
D.A. Davidson & Co
Montana
$1.71M
FTUS
48
Flow Traders U.S.
New York
$1.71M
CBT
49
CoreFirst Bank & Trust
Kansas
$1.7M
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.69M