SYLD icon

Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

162 hedge funds and large institutions have $628M invested in Cambria Shareholder Yield ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-10
Holders Change %
-5.81%
% of All Funds
2.17%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
44
Reduced
77
Closed
24
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$26.4M
2
VA
VestGen Advisors
Illinois
+$8.27M
3
AW
Atlas Wealth
Ohio
+$3.64M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.6M
5
RWP
Revolve Wealth Partners
New Jersey
+$2.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.8M
2
LPL Financial
LPL Financial
California
-$15.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$7.28M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$6.73M
5
RH
RFG Holdings
Texas
-$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$1.56M -$1.66M -25,523 -52%
BCG
52
Bravias Capital Group
New Jersey
$1.47M -$7.67K -118 -0.5%
SSWM
53
Sheets Smith Wealth Management
North Carolina
$1.45M -$41.7K -641 -3%
SPC
54
Sigma Planning Corp
Michigan
$1.44M +$133K +2,040 +10%
KWA
55
Kingswood Wealth Advisors
California
$1.41M -$148K -2,275 -9%
DADC
56
D.A. Davidson & Co
Montana
$1.39M -$425K -6,532 -23%
VR
57
Valued Retirements
Texas
$1.37M -$464K -7,141 -25%
JWCA
58
J.W. Cole Advisors
Florida
$1.36M +$104K +1,595 +8%
NA
59
Nottingham Advisors
New York
$1.34M -$11.3K -174 -0.8%
LFA
60
Longview Financial Advisors
Alabama
$1.33M -$177K -2,720 -12%
UAG
61
United Advisor Group
Ohio
$1.29M +$118K +1,815 +10%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$1.28M -$118K -1,807 -8%
AP
63
Aspect Partners
Virginia
$1.27M +$227K +3,495 +22%
OC
64
Oppenheimer & Co
New York
$1.27M -$22.8K -350 -2%
MCM
65
MAI Capital Management
Ohio
$1.18M -$556K -8,553 -32%
FPGK
66
Financial Partners Group (Kansas)
Kansas
$1.15M -$592K -9,100 -34%
BAM
67
Belpointe Asset Management
Nevada
$1.14M +$325K +5,001 +40%
SWRP
68
Summit Wealth & Retirement Planning
California
$1.12M +$56.2K +864 +5%
SEP
69
Southland Equity Partners
Missouri
$1.12M +$78.2K +1,203 +8%
Goldman Sachs
70
Goldman Sachs
New York
$1.08M +$84.9K +1,306 +9%
EAM
71
Evanson Asset Management
California
$1.07M – – –
SCA
72
Snowden Capital Advisors
New York
$987K -$5.2K -80 -0.5%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$972K -$1.79M -27,452 -65%
MWM
74
Meridian Wealth Management
Kentucky
$966K +$28.8K +443 +3%
RA
75
RFG Advisory
Alabama
$931K -$14.5K -223 -2%
1 2
3
4 5