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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 %
AA
126
Ancora Advisors
Ohio
$215K -$50.7K -780 -19%
MWM
127
MorganRosel Wealth Management
Colorado
$213K – – –
Comerica Bank
128
Comerica Bank
Texas
$200K -$69.3K -1,066 -26%
BFPW
129
BOK Financial Private Wealth
Colorado
$192K – – –
AWM
130
AE Wealth Management
Kansas
$129K -$50.5K -776 -28%
IA
131
IFP Advisors
Florida
$120K +$17.8K +273 +17%
TWD
132
True Wealth Design
Ohio
$102K – – –
FGC
133
Financial Gravity Companies
Texas
$97.5K +$97.5K +1,500 New
HI
134
Harbour Investments
Wisconsin
$75.7K -$304K -4,677 -80%
PTC
135
Private Trust Company
Ohio
$66K +$62.2K +956 +1,620%
AAP
136
Arax Advisory Partners
Colorado
$65K +$65K +1,000 New
PA
137
Parallel Advisors
California
$46.2K – – –
AAS
138
Ameritas Advisory Services
Nebraska
$44.4K +$44.4K +683 New
AF
139
Advisornet Financial
Minnesota
$35.1K – – –
JPMorgan Chase & Co
140
JPMorgan Chase & Co
New York
$27.4K -$6.24K -96 -19%
US Bancorp
141
US Bancorp
Minnesota
$27.2K – – –
BIG
142
Brooklyn Investment Group
New York
$26.9K +$26.9K +414 New
FFA
143
Farther Finance Advisors
California
$23.9K – – –
AWM
144
Ameliora Wealth Management
Switzerland
$19.7K -$548K -8,420 -97%
GRP
145
Global Retirement Partners
California
$11.3K +$11.3K +173 New
JFG
146
JDM Financial Group
Texas
$10.5K – – –
CFD
147
Creative Financial Designs
Indiana
$10.4K -$141K -2,175 -93%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1K – – –
NA
149
NewEdge Advisors
Louisiana
$9.95K – – –
DF
150
Dunhill Financial
United Kingdom
$9.75K +$9.75K +150 New
4 5
6
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