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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 %
CA
151
CoreCap Advisors
Michigan
$7.8K – – –
AssetMark Inc
152
AssetMark Inc
California
$5.33K +$5.33K +82 New
CAL
153
Capital Analysts LLC
Pennsylvania
$5K +$5K +82 New
CBT
154
CoreFirst Bank & Trust
Kansas
$4.55K +$4.55K +70 New
HWM
155
HighMark Wealth Management
Minnesota
$3.32K – – –
PS
156
Principal Securities
Iowa
$2.99K – – –
CAM
157
Creekmur Asset Management
Illinois
$2.43K – – –
Fidelity Investments
158
Fidelity Investments
Massachusetts
$1.63K – – –
CAM
159
Costello Asset Management
Pennsylvania
$1.46K – – –
DFA
160
DHJJ Financial Advisors
Illinois
$911 – – –
LFA
161
LGT Financial Advisors
Texas
$67 -$268 -4 -80%
HNB
162
Huntington National Bank
Ohio
$65 -$64 – –
SIS
163
Sound Income Strategies
Florida
$65 +$65 +1 New
RH
164
RFG Holdings
Texas
– -$5.55M -86,901 Closed
HCA
165
Heck Capital Advisors
Wisconsin
– -$5.44M -85,246 Closed
CAC
166
Certified Advisory Corp
Florida
– -$4.4M -68,970 Closed
DAS
167
Dynamic Advisor Solutions
Arizona
– -$1.52M -23,837 Closed
GIA
168
Gladstone Institutional Advisory
Florida
– -$395K -6,190 Closed
SHJ
169
Sharkey, Howes & Javer
Colorado
– -$377K -5,904 Closed
FTUS
170
Flow Traders U.S.
New York
– -$353K -5,538 Closed
4WM
171
49 Wealth Management
Texas
– -$351K -5,495 Closed
TSS
172
Two Sigma Securities
New York
– -$343K -5,374 Closed
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
– -$323K -5,058 Closed
DT
174
Diversified Trust
Tennessee
– -$319K -5,000 Closed
IAIM
175
International Assets Investment Management
Florida
– -$299K -4,680 Closed
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