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Cambria Shareholder Yield ETF

160 hedge funds and large institutions have $596M invested in Cambria Shareholder Yield ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.64% more ownership

Funds ownership: 61.78%64.42% (+2.6%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less capital invested

Capital invested by funds: $604M → $596M (-$7.91M)

2% less funds holding

Funds holding: 163160 (-3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 64

Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
18
Increased
50
Reduced
64
Closed
18
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.8M -$6.51M -96,212 -12%
Raymond James Financial
2
Raymond James Financial
Florida
$36.7M +$1.7M +25,172 +5%
LPL Financial
3
LPL Financial
California
$33.6M -$3.83M -56,531 -10%
RWP
4
Revolve Wealth Partners
New Jersey
$26.2M +$1.07M +15,829 +4%
IA
5
Intellus Advisors
Florida
$25.1M -$7.44M -109,829 -23%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$24.2M +$848K +12,524 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$22.4M -$4.43M -65,498 -17%
VA
8
VestGen Advisors
Illinois
$21.7M +$322K +4,755 +2%
AFG
9
Atomi Financial Group
New York
$18.1M +$1.85M +27,274 +12%
UBS Group
10
UBS Group
Switzerland
$17.3M -$4.72M -69,781 -22%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$16.5M +$5.61M +82,925 +53%
RIL
12
Rothschild Investment LLC
Illinois
$16M +$1.27M +18,813 +9%
Bank of America
13
Bank of America
North Carolina
$15.8M -$778K -11,485 -5%
OCG
14
Opus Capital Group
Ohio
$15.4M +$62.9K +929 +0.4%
AFFA
15
ALM First Financial Advisors
Texas
$15.3M
Wells Fargo
16
Wells Fargo
California
$14.4M +$598K +8,836 +4%
VP
17
Verum Partners
North Carolina
$13M +$1.68M +24,742 +15%
HighTower Advisors
18
HighTower Advisors
Illinois
$12.4M -$1.05M -15,575 -8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.5M +$6.01M +88,706 +112%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$11.3M -$9.71M -143,431 -47%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$9.54M -$769K -11,356 -8%
FA
22
Fermata Advisors
California
$8.62M -$273K -4,026 -3%
AWA
23
Arkadios Wealth Advisors
Georgia
$8.39M +$627K +9,253 +8%
AW
24
Atlas Wealth
Ohio
$7.75M +$3.95M +58,282 +107%
BCM
25
Brookstone Capital Management
Illinois
$7.42M +$394K +5,816 +6%