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Cambria Shareholder Yield ETF

165 hedge funds and large institutions have $606M invested in Cambria Shareholder Yield ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% more funds holding

Funds holding: 162165 (+3)

20% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 66

86% less call options, than puts

Call options by funds: $59K | Put options by funds: $422K

Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$59K
Puts
$422K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.86M
SPC
52
Sigma Planning Corp
Michigan
$1.84M
MOS
53
MGO One Seven
Ohio
$1.69M
BAM
54
Belpointe Asset Management
Nevada
$1.68M
SWRP
55
Summit Wealth & Retirement Planning
California
$1.64M
CHWM
56
Cauble & Harre Wealth Management
Missouri
$1.61M
SWM
57
Sherman Wealth Management
Maryland
$1.6M
BCG
58
Bravias Capital Group
New Jersey
$1.58M
MML Investors Services
59
MML Investors Services
Massachusetts
$1.58M
PAG
60
Private Advisor Group
New Jersey
$1.56M
NA
61
Nottingham Advisors
New York
$1.55M
WCL
62
Wealth Care LLC
Florida
$1.47M
LFA
63
Longview Financial Advisors
Alabama
$1.42M
Jones Financial Companies
64
Jones Financial Companies
Missouri
$1.41M
EH
65
Equitable Holdings
New York
$1.39M
SSWM
66
Sheets Smith Wealth Management
North Carolina
$1.37M
AQR Capital Management
67
AQR Capital Management
Connecticut
$1.29M
SGCM
68
Sanchez Gaunt Capital Management
Nevada
$1.28M
SEP
69
Southland Equity Partners
Missouri
$1.25M
EAM
70
Evanson Asset Management
California
$1.24M
MA
71
Mutual Advisors
Nebraska
$1.2M
SCA
72
Snowden Capital Advisors
New York
$1.17M
CL
73
COWA LLC
Oklahoma
$1.11M
MWM
74
Meridian Wealth Management
Kentucky
$1.1M
OC
75
Oppenheimer & Co
New York
$1.06M