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Cambria Shareholder Yield ETF

161 hedge funds and large institutions have $549M invested in Cambria Shareholder Yield ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

36% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 72

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.68M
2 +$2.31M
3 +$1.97M
4
FTUS
Flow Traders U.S.
New York
+$1.69M
5
CBT
CoreFirst Bank & Trust
Kansas
+$1.11M

Top Sellers

1 -$9.58M
2 -$6.47M
3 -$6.16M
4
Wells Fargo
Wells Fargo
California
-$6.13M
5
LPL Financial
LPL Financial
California
-$5.95M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Diversify Advisory Services
Utah
$336K
PWA
102
Physician Wealth Advisors
Utah
$333K
CIAS
103
CFS Investment Advisory Services
New Jersey
$317K
AWM
104
Avior Wealth Management
Nebraska
$316K
DC
105
Davenport & Co
Virginia
$305K
CI
106
CX Institutional
Indiana
$303K
BIM
107
Baldwin Investment Management
Pennsylvania
$291K
AFP
108
ATLas Financial Planning
Georgia
$288K
SWP
109
Sagespring Wealth Partners
Tennessee
$283K
P
110
&Partners
Tennessee
$281K
MC
111
Moors & Cabot
Massachusetts
$266K
TWM
112
TCFG Wealth Management
California
$257K
MCC
113
Money Concepts Capital
Florida
$250K
CCC
114
Compass Capital Corp
Massachusetts
$247K
HSWM
115
Hubbell Strickland Wealth Management
Louisiana
$243K
MCA
116
MSH Capital Advisors
Arizona
$236K
BFA
117
Beacon Financial Advisory
Ohio
$233K
SG
118
StoneX Group
New York
$230K
AA
119
Ancora Advisors
Ohio
$226K
WS
120
Wedbush Securities
California
$223K
JPLA
121
Joseph P. Lucia & Associates
New York
$207K
GIA
122
Gladstone Institutional Advisory
Florida
$204K
BFPW
123
BOK Financial Private Wealth
Colorado
$203K
MWM
124
MorganRosel Wealth Management
Colorado
$201K
FHA
125
Flagship Harbor Advisors
Massachusetts
$162K