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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

172 hedge funds and large institutions have $672M invested in Cambria Shareholder Yield ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-14
Holders Change %
-7.53%
% of All Funds
2.34%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
16
Increased
60
Reduced
77
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.22M
2
Bank of America
Bank of America
North Carolina
+$7.06M
3
AWA
Arkadios Wealth Advisors
Georgia
+$5.62M
4
Raymond James Financial
Raymond James Financial
Florida
+$3.88M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.73M

Top Sellers

1
SAF
Smith Anglin Financial
Texas
-$58.4M
2
MF
Manchester Financial
California
-$15.1M
3
AAG
Accordant Advisory Group
Maryland
-$9.17M
4
CIM
Cambria Investment Management
California
-$7.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$2.19M +$2.19M +34,360 New
PPH
52
Pure Portfolios Holdings
Oregon
$2.15M +$1.09K +17 +0.1%
VR
53
Valued Retirements
Texas
$1.8M -$1.13M -17,711 -39%
DADC
54
D.A. Davidson & Co
Montana
$1.79M -$5.42K -85 -0.3%
FPGK
55
Financial Partners Group (Kansas)
Kansas
$1.71M -$212K -3,319 -11%
MCM
56
MAI Capital Management
Ohio
$1.7M +$220K +3,453 +15%
Betterment LLC
57
Betterment LLC
New York
$1.69M +$11.2K +175 +0.7%
LWANC
58
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.69M +$110K +1,730 +7%
EH
59
Equitable Holdings
New York
$1.59M +$473K +7,416 +42%
KWA
60
Kingswood Wealth Advisors
California
$1.53M +$55.9K +876 +4%
AWM
61
Apollon Wealth Management
South Carolina
$1.53M +$16.5K +259 +1%
DAS
62
Dynamic Advisor Solutions
Arizona
$1.52M +$33.9K +531 +2%
LFA
63
Longview Financial Advisors
Alabama
$1.48M -$30.8K -482 -2%
SSWM
64
Sheets Smith Wealth Management
North Carolina
$1.46M -$574K -9,000 -28%
BCG
65
Bravias Capital Group
New Jersey
$1.45M +$893 +14 +0.1%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$1.37M +$136K +2,131 +11%
NA
67
Nottingham Advisors
New York
$1.33M – – –
SPC
68
Sigma Planning Corp
Michigan
$1.28M -$133K -2,085 -9%
OC
69
Oppenheimer & Co
New York
$1.26M +$55.8K +875 +5%
JWCA
70
J.W. Cole Advisors
Florida
$1.23M -$61K -956 -5%
UAG
71
United Advisor Group
Ohio
$1.15M +$58.1K +911 +5%
CIA
72
Compass Ion Advisors
Pennsylvania
$1.06M -$792K -12,407 -43%
EAM
73
Evanson Asset Management
California
$1.05M – – –
SWRP
74
Summit Wealth & Retirement Planning
California
$1.04M +$108K +1,686 +12%
AP
75
Aspect Partners
Virginia
$1.02M -$143K -2,237 -12%
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