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Cambria Shareholder Yield ETF

167 hedge funds and large institutions have $608M invested in Cambria Shareholder Yield ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $550M → $608M (+$58.6M)

3% more funds holding

Funds holding: 162167 (+5)

2.19% more ownership

Funds ownership: 64.5%66.7% (+2.2%)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

86% less call options, than puts

Call options by funds: $59K | Put options by funds: $422K

Holders
167
Holders Change
+5
Holders Change %
+3.09%
% of All Funds
2.06%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
22
Increased
54
Reduced
66
Closed
13
Calls
$59K
Puts
$422K
Net Calls
-$363K
Net Calls Change
-$411K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$50.9M +$2.32M +31,101 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$31.2M -$3.22M -43,082 -9%
LPL Financial
3
LPL Financial
California
$31M +$547K +7,323 +2%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$28.6M +$1.27M +16,994 +5%
RWP
5
Revolve Wealth Partners
New Jersey
$27.5M -$1.7M -22,806 -6%
IA
6
Intellus Advisors
Florida
$26.5M -$54.6K -731 -0.2%
VA
7
VestGen Advisors
Illinois
$22.2M -$2.12M -28,403 -9%
RIL
8
Rothschild Investment LLC
Illinois
$20.8M +$2.07M +27,764 +11%
AFFA
9
ALM First Financial Advisors
Texas
$19.3M +$2.43M +32,492 +14%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$18.9M +$896K +11,989 +5%
UBS Group
11
UBS Group
Switzerland
$18.7M +$492K +6,583 +3%
OCG
12
Opus Capital Group
Ohio
$17.9M +$123K +1,643 +0.7%
VP
13
Verum Partners
North Carolina
$17.5M +$702K +9,396 +4%
AFG
14
Atomi Financial Group
New York
$15.2M -$5.71M -76,425 -28%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$14.9M -$2.51M -33,600 -15%
CIM
16
Cambria Investment Management
California
$12.5M +$6.38M +85,345 +107%
HighTower Advisors
17
HighTower Advisors
Illinois
$11.3M -$237K -3,167 -2%
AWA
18
Arkadios Wealth Advisors
Georgia
$10.3M +$373K +4,988 +4%
AW
19
Atlas Wealth
Ohio
$10.1M +$867K +11,604 +10%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$9.48M -$859K -11,491 -8%
BCM
21
Brookstone Capital Management
Illinois
$9.25M +$400K +5,346 +5%
FA
22
Fermata Advisors
California
$7.62M -$71.4K -956 -0.9%
Bank of America
23
Bank of America
North Carolina
$7.2M +$417K +5,578 +6%
EF
24
Empowered Funds
Pennsylvania
$6.86M +$6.8M +90,949 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$6.24M -$1.12M -14,964 -15%