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Cambria Shareholder Yield ETF

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

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

43% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 77

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1K
Net Calls
Net Calls Change

Top Sellers

1 -$15.8M
2 -$15.4M
3 -$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
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$1.56M
BCG
52
Bravias Capital Group
New Jersey
$1.47M
SSWM
53
Sheets Smith Wealth Management
North Carolina
$1.45M
SPC
54
Sigma Planning Corp
Michigan
$1.44M
KWA
55
Kingswood Wealth Advisors
California
$1.41M
DADC
56
D.A. Davidson & Co
Montana
$1.39M
VR
57
Valued Retirements
Texas
$1.37M
JWCA
58
J.W. Cole Advisors
Florida
$1.36M
NA
59
Nottingham Advisors
New York
$1.34M
LFA
60
Longview Financial Advisors
Alabama
$1.33M
UAG
61
United Advisor Group
Ohio
$1.29M
Jones Financial Companies
62
Jones Financial Companies
Missouri
$1.28M
AP
63
Aspect Partners
Virginia
$1.27M
OC
64
Oppenheimer & Co
New York
$1.27M
MCM
65
MAI Capital Management
Ohio
$1.18M
FPGK
66
Financial Partners Group (Kansas)
Kansas
$1.15M
BAM
67
Belpointe Asset Management
Nevada
$1.14M
SWRP
68
Summit Wealth & Retirement Planning
California
$1.12M
SEP
69
Southland Equity Partners
Missouri
$1.12M
Goldman Sachs
70
Goldman Sachs
New York
$1.08M
EAM
71
Evanson Asset Management
California
$1.07M
SCA
72
Snowden Capital Advisors
New York
$987K
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$972K
MWM
74
Meridian Wealth Management
Kentucky
$966K
RA
75
RFG Advisory
Alabama
$931K