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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

172 hedge funds and large institutions have $672M invested in Cambria Shareholder Yield ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-14
Holders Change %
-7.53%
% of All Funds
2.34%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
16
Increased
60
Reduced
77
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.22M
2
Bank of America
Bank of America
North Carolina
+$7.06M
3
AWA
Arkadios Wealth Advisors
Georgia
+$5.62M
4
Raymond James Financial
Raymond James Financial
Florida
+$3.88M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.73M

Top Sellers

1
SAF
Smith Anglin Financial
Texas
-$58.4M
2
MF
Manchester Financial
California
-$15.1M
3
AAG
Accordant Advisory Group
Maryland
-$9.17M
4
CIM
Cambria Investment Management
California
-$7.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67M -$3.82M -59,920 -5%
LPL Financial
2
LPL Financial
California
$50M -$4.04M -63,311 -7%
IA
3
Intellus Advisors
Florida
$31.6M +$1.63M +25,521 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$30.9M +$3.88M +60,768 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$30M -$3.27M -51,251 -10%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$26.8M -$3.91M -61,318 -13%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$22.3M +$951K +14,911 +4%
UBS Group
8
UBS Group
Switzerland
$21.9M -$987K -15,466 -4%
RWP
9
Revolve Wealth Partners
New Jersey
$21M +$1.83M +28,660 +10%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$16.2M +$8.22M +128,891 +103%
Bank of America
11
Bank of America
North Carolina
$15.7M +$7.06M +110,635 +81%
3F
12
360 Financial
Minnesota
$14.9M +$923K +14,468 +7%
OCG
13
Opus Capital Group
Ohio
$14.3M +$181K +2,837 +1%
AFFA
14
ALM First Financial Advisors
Texas
$14.2M +$1.6M +26,519 +13%
AFG
15
Atomi Financial Group
New York
$13.9M +$2.06M +32,319 +17%
Wells Fargo
16
Wells Fargo
California
$12.9M +$1.81M +28,296 +16%
RIL
17
Rothschild Investment LLC
Illinois
$12.6M +$747K +11,708 +6%
VA
18
VestGen Advisors
Illinois
$11.7M +$11.7M +184,152 New
VP
19
Verum Partners
North Carolina
$11.5M -$219K -3,426 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10.5M +$2.73M +42,860 +35%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$10.2M -$249K -3,908 -2%
HighTower Advisors
22
HighTower Advisors
Illinois
$9.95M +$1.32M +20,707 +15%
FA
23
Fermata Advisors
California
$9.03M -$593K -9,291 -6%
DWM
24
DKM Wealth Management
California
$8.71M -$1.95M -30,620 -18%
BCG
25
Breakwater Capital Group
New Jersey
$8.17M +$605K +9,489 +8%
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