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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 %
Morgan Stanley
1
Morgan Stanley
New York
$52.5M -$15.8M -243,222 -23%
LPL Financial
2
LPL Financial
California
$35.5M -$15.4M -236,692 -30%
Raymond James Financial
3
Raymond James Financial
Florida
$33.1M +$1.62M +24,905 +5%
IA
4
Intellus Advisors
Florida
$30.9M -$1.27M -19,592 -4%
LWANC
5
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.8M +$26.4M +1,718,443 +6,499%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$25.5M -$5.12M -78,780 -17%
RWP
7
Revolve Wealth Partners
New Jersey
$23.8M +$2.36M +36,327 +11%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$22.1M -$661K -10,166 -3%
UBS Group
9
UBS Group
Switzerland
$20.9M -$1.4M -21,511 -6%
VA
10
VestGen Advisors
Illinois
$20.2M +$8.27M +127,237 +69%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$20M -$7.28M -111,881 -27%
3F
12
360 Financial
Minnesota
$16M +$812K +12,491 +5%
Bank of America
13
Bank of America
North Carolina
$15.7M -$385K -5,917 -2%
AFG
14
Atomi Financial Group
New York
$15.4M +$1.17M +18,060 +8%
OCG
15
Opus Capital Group
Ohio
$14.5M -$29.5K -453 -0.2%
AFFA
16
ALM First Financial Advisors
Texas
$14.5M – – –
RIL
17
Rothschild Investment LLC
Illinois
$13.9M +$1.04M +15,975 +8%
Wells Fargo
18
Wells Fargo
California
$13.1M -$65.4K -1,005 -0.5%
HighTower Advisors
19
HighTower Advisors
Illinois
$12.7M +$2.6M +40,048 +26%
VP
20
Verum Partners
North Carolina
$10.7M -$1.05M -16,087 -9%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$10.3M -$169K -2,595 -2%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$9.78M -$6.73M -103,525 -41%
FA
23
Fermata Advisors
California
$8.43M -$770K -11,835 -8%
DWM
24
DKM Wealth Management
California
$8.12M -$762K -11,719 -9%
AWA
25
Arkadios Wealth Advisors
Georgia
$7.34M +$1.61M +24,806 +28%
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