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Cambria Shareholder Yield ETF

162 hedge funds and large institutions have $550M invested in Cambria Shareholder Yield ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 160162 (+2)

0.09% more ownership

Funds ownership: 64.42%64.5% (+0.09%)

8% less capital invested

Capital invested by funds: $596M → $550M (-$46.4M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

35% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 72

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
17
Increased
47
Reduced
72
Closed
14
Calls
$48K
Puts
Net Calls
+$48K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
World Investment Advisors
California
$336K +$332K +4,836 New
DAS
102
Diversify Advisory Services
Utah
$336K +$314K +4,565 New
PWA
103
Physician Wealth Advisors
Utah
$333K +$9.82K +143 +3%
CIAS
104
CFS Investment Advisory Services
New Jersey
$317K +$5.15K +75 +2%
AWM
105
Avior Wealth Management
Nebraska
$316K -$18K -262 -5%
DC
106
Davenport & Co
Virginia
$305K +$10.3K +150 +4%
CI
107
CX Institutional
Indiana
$303K -$65.5K -954 -18%
BIM
108
Baldwin Investment Management
Pennsylvania
$291K +$687 +10 +0.2%
AFP
109
ATLas Financial Planning
Georgia
$288K +$285K +4,143 New
SWP
110
Sagespring Wealth Partners
Tennessee
$283K +$549 +8 +0.2%
P
111
&Partners
Tennessee
$281K -$85.3K -1,242 -24%
MC
112
Moors & Cabot
Massachusetts
$266K -$11.3K -165 -4%
TWM
113
TCFG Wealth Management
California
$257K -$41.6K -606 -15%
MCC
114
Money Concepts Capital
Florida
$250K -$362K -5,269 -59%
CCC
115
Compass Capital Corp
Massachusetts
$247K +$218K +3,180 New
HSWM
116
Hubbell Strickland Wealth Management
Louisiana
$243K +$1.99K +29 +0.8%
MCA
117
MSH Capital Advisors
Arizona
$236K
BFA
118
Beacon Financial Advisory
Ohio
$233K -$56.9K -829 -20%
SG
119
StoneX Group
New York
$230K -$34.1K -496 -13%
AA
120
Ancora Advisors
Ohio
$226K -$3.43K -50 -2%
WS
121
Wedbush Securities
California
$223K +$5.36K +78 +2%
JPLA
122
Joseph P. Lucia & Associates
New York
$207K -$137 -2 -0.1%
GIA
123
Gladstone Institutional Advisory
Florida
$204K +$202K +2,937 New
BFPW
124
BOK Financial Private Wealth
Colorado
$203K
MWM
125
MorganRosel Wealth Management
Colorado
$201K +$198K +2,886 New