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Cambria Shareholder Yield ETF

160 hedge funds and large institutions have $596M invested in Cambria Shareholder Yield ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 64

Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$59K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$16M
2 -$9.85M
3 -$7.54M
4
Morgan Stanley
Morgan Stanley
New York
-$6.61M
5
UBS Group
UBS Group
Switzerland
-$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$379K
CAL
102
Capital Advisors Ltd
Ohio
$367K
CI
103
CX Institutional
Indiana
$365K
Baird Financial Group
104
Baird Financial Group
Wisconsin
$341K
P
105
&Partners
Tennessee
$335K
AWM
106
Avior Wealth Management
Nebraska
$331K
PWA
107
Physician Wealth Advisors
Utah
$319K
CIAS
108
CFS Investment Advisory Services
New Jersey
$307K
CW
109
CreativeOne Wealth
Kansas
$300K
DC
110
Davenport & Co
Virginia
$291K
BIM
111
Baldwin Investment Management
Pennsylvania
$287K
BFA
112
Beacon Financial Advisory
Ohio
$287K
TWM
113
TCFG Wealth Management
California
$284K
SWP
114
Sagespring Wealth Partners
Tennessee
$279K
MC
115
Moors & Cabot
Massachusetts
$274K
SG
116
StoneX Group
New York
$261K
SWA
117
Sax Wealth Advisors
New Jersey
$258K
HSWM
118
Hubbell Strickland Wealth Management
Louisiana
$238K
MCA
119
MSH Capital Advisors
Arizona
$233K
NFG
120
Nations Financial Group
Iowa
$232K
AA
121
Ancora Advisors
Ohio
$227K
William Blair & Company
122
William Blair & Company
Illinois
$218K
WS
123
Wedbush Securities
California
$215K
JPLA
124
Joseph P. Lucia & Associates
New York
$205K
OAS
125
Optivise Advisory Services
Tennessee
$202K