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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

186 hedge funds and large institutions have $1.1B invested in Cambria Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
22
Increased
82
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11.3M
2
LPL Financial
2
LPL Financial
California
$58M
3
Morgan Stanley
3
Morgan Stanley
New York
$76M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.76M
5
Wells Fargo
5
Wells Fargo
California
$11.9M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$293M
2
IAIM
2
International Assets Investment Management
Florida
$381K
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$22.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.97M
5
RH
5
RFG Holdings
Texas
$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$2.8M +$22.7K +331 +0.8%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.71M +$251K +3,664 +10%
GWM
53
Geneos Wealth Management
Colorado
$2.5M -$18.5K -270 -0.7%
MML Investors Services
54
MML Investors Services
Massachusetts
$2.4M +$104K +1,516 +5%
PPH
55
Pure Portfolios Holdings
Oregon
$2.3M +$239K +3,490 +12%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$2.19M – – –
FPGK
57
Financial Partners Group (Kansas)
Kansas
$2.06M -$3.9M -56,909 -65%
CIA
58
Compass Ion Advisors
Pennsylvania
$1.98M -$111K -1,615 -5%
DADC
59
D.A. Davidson & Co
Montana
$1.92M +$320K +4,676 +20%
Betterment LLC
60
Betterment LLC
New York
$1.81M -$43.1K -629 -2%
GIA
61
Gladstone Institutional Advisory
Florida
$1.72M -$336K -4,908 -16%
LWANC
62
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.69M +$102K +1,493 +6%
SA
63
Sanctuary Advisors
Indiana
$1.64M +$33.6K +472 +2%
LFA
64
Longview Financial Advisors
Alabama
$1.62M -$111K -1,617 -6%
AWM
65
Apollon Wealth Management
South Carolina
$1.62M +$140K +2,048 +9%
EFA
66
Edge Financial Advisors
Illinois
$1.61M -$45.9K -671 -3%
BCG
67
Bravias Capital Group
New Jersey
$1.6M +$1.6M +22,675 New
DAS
68
Dynamic Advisor Solutions
Arizona
$1.6M +$97.6K +1,426 +7%
MCM
69
MAI Capital Management
Ohio
$1.59M +$1.92K +28 +0.1%
KWA
70
Kingswood Wealth Advisors
California
$1.59M +$834K +12,187 +111%
Jane Street
71
Jane Street
New York
$1.52M -$289K -4,221 -16%
SPC
72
Sigma Planning Corp
Michigan
$1.52M +$6.98K +102 +0.5%
NA
73
Nottingham Advisors
New York
$1.42M – – –
JWCA
74
J.W. Cole Advisors
Florida
$1.38M +$177K +2,588 +15%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$1.33M +$560K +8,182 +73%
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