We are live on ! Find out more
SYLD icon

Cambria Shareholder Yield ETF

162 hedge funds and large institutions have $550M invested in Cambria Shareholder Yield ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 160162 (+2)

0.09% more ownership

Funds ownership: 64.42%64.5% (+0.09%)

8% less capital invested

Capital invested by funds: $596M → $550M (-$46.4M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

35% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 72

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
17
Increased
47
Reduced
72
Closed
14
Calls
$48K
Puts
Net Calls
+$48K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.8M -$4.53M -65,913 -9%
Raymond James Financial
2
Raymond James Financial
Florida
$31.8M -$5.3M -77,149 -14%
LPL Financial
3
LPL Financial
California
$28M -$5.95M -86,590 -18%
RWP
4
Revolve Wealth Partners
New Jersey
$26.9M +$349K +5,088 +1%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$25.2M +$707K +10,291 +3%
IA
6
Intellus Advisors
Florida
$24.5M -$932K -13,576 -4%
VA
7
VestGen Advisors
Illinois
$21.8M -$190K -2,762 -0.9%
AFG
8
Atomi Financial Group
New York
$19.3M +$950K +13,825 +5%
RIL
9
Rothschild Investment LLC
Illinois
$17.2M +$1.05M +15,305 +7%
UBS Group
10
UBS Group
Switzerland
$16.8M -$669K -9,740 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$16.6M -$140K -2,041 -0.8%
OCG
12
Opus Capital Group
Ohio
$16.3M +$733K +10,671 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$16.1M -$6.47M -94,155 -29%
VP
14
Verum Partners
North Carolina
$15.5M +$2.31M +33,671 +18%
AFFA
15
ALM First Financial Advisors
Texas
$15.5M
HighTower Advisors
16
HighTower Advisors
Illinois
$10.6M -$1.92M -27,903 -15%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$9.54M -$122K -1,775 -1%
AWA
18
Arkadios Wealth Advisors
Georgia
$9.15M +$649K +9,446 +8%
AW
19
Atlas Wealth
Ohio
$8.46M +$612K +8,910 +8%
Wells Fargo
20
Wells Fargo
California
$8.38M -$6.13M -89,308 -43%
BCM
21
Brookstone Capital Management
Illinois
$8.16M +$642K +9,353 +9%
FA
22
Fermata Advisors
California
$7.09M -$1.62M -23,582 -19%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$6.79M -$4.58M -66,697 -41%
Bank of America
24
Bank of America
North Carolina
$6.25M -$9.58M -139,509 -61%
CIM
25
Cambria Investment Management
California
$5.57M +$59.6K +867 +1%