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Cambria Shareholder Yield ETF (SYLD) Institutional Ownership

Cambria Shareholder Yield ETF logo
$68.34 -0.91 (-1.31%)
Closing price 03:58 PM Eastern
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$68.32 -0.02 (-0.02%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cambria Shareholder Yield ETF (BATS:SYLD)

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$400.32M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$211.37M
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SYLD Institutional Buying and Selling by Quarter

Cambria Shareholder Yield ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025Northwestern Mutual Wealth Management Co.307,825$20.02M0.0%-26.7%2.145%
8/12/2025J.W. Cole Advisors Inc.20,865$1.36M0.0%+8.3%0.145%
8/12/2025Laurel Wealth Advisors LLC1,744,885$113.47M0.1%+6,498.9%12.159%
8/12/2025Steward Partners Investment Advisory LLC56,279$3.66M0.0%+3.9%0.392%
8/12/2025CreativeOne Wealth LLC4,254$277K0.0%-43.1%0.030%
8/12/2025Intellus Advisors LLC475,582$30.93M4.6%-4.0%3.314%
8/12/2025MAI Capital Management18,146$1.18M0.0%-32.0%0.126%
8/11/2025 United Advisor Group LLC19,767$1.29M0.2%+10.1%0.138%
8/11/2025 Rothschild Investment LLC213,537$13.89M0.9%+8.1%1.488%
8/8/2025 Financial Gravity Companies Inc.1,500$98K0.0%N/A0.010%
8/8/2025 Rockefeller Capital Management L.P.12,296$800K0.0%-16.1%0.086%
8/8/2025 Thoroughbred Financial Services LLC8,460$550K0.0%-81.9%0.059%
8/8/2025 Cetera Investment Advisers157,916$10.27M0.0%-1.6%1.100%
8/8/2025 Meridian Wealth Management LLC14,860$966K0.0%+3.1%0.104%
8/6/2025 ZEGA Investments LLC8,170$531K0.1%+27.9%0.057%
8/6/2025 AE Wealth Management LLC1,986$129K0.0%-28.1%0.014%
8/6/2025 Summit Wealth & Retirement Planning Inc.17,151$1.12M0.3%+5.3%0.120%
8/6/2025 Aspect Partners LLC19,510$1.27M0.6%+21.8%0.136%
8/6/2025 RPS Advisory Solutions LLC8,936$581K0.3%N/A0.062%
8/6/2025 Ethos Financial Group LLC71,562$4.65M0.4%+11.9%0.499%
8/6/2025 Moors & Cabot Inc.4,030$262K0.0%-16.5%0.028%
8/6/2025 360 Financial Inc.246,693$16.04M5.1%+5.3%1.719%
8/5/2025 Atlas Wealth LLC54,535$3.64M1.3%N/A0.380%
8/5/2025 Astra Wealth Partners LLC6,810$443K0.3%-36.6%0.047%
8/5/2025 Sigma Planning Corp22,097$1.44M0.0%+10.2%0.154%
8/5/2025 Harel Insurance Investments & Financial Services Ltd.7,000$455K0.0%+204.3%0.049%
8/4/2025 Arkadios Wealth Advisors112,900$7.34M0.2%+28.2%0.787%
8/1/2025 Envestnet Asset Management Inc.60,461$3.93M0.0%-18.7%0.421%
7/31/2025 Opus Capital Group LLC223,534$14.54M1.7%-0.2%1.558%
7/31/2025 Longview Financial Advisors Inc.20,509$1.33M1.1%-11.7%0.143%
7/30/2025 Brookstone Capital Management102,198$6.65M0.1%+33.4%0.712%
7/30/2025 D.A. Davidson & CO.21,451$1.40M0.0%-23.3%0.149%
7/30/2025 Nottingham Advisors Inc.20,617$1.34M0.2%-0.8%0.144%
7/29/2025 Manchester Financial Inc.27,050$1.76M0.4%-44.4%0.189%
7/29/2025 Private Trust Co. NA1,015$66K0.0%+1,620.3%0.007%
7/28/2025 Harbour Investments Inc.1,164$76K0.0%-80.1%0.008%
7/28/2025 Sagespring Wealth Partners LLC4,038$263K0.0%+4.7%0.028%
7/28/2025 RFG Advisory LLC14,323$931K0.0%-1.5%0.100%
7/28/2025 Revolve Wealth Partners LLC366,072$23.81M3.1%+11.0%2.551%
7/25/2025 MGO One Seven LLC38,340$2.49M0.1%-13.0%0.267%
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7/25/2025 CWM LLC150,310$9.78M0.0%-40.8%1.047%
7/25/2025 Apollon Wealth Management LLC11,769$765K0.0%-50.8%0.082%
7/24/2025 IFP Advisors Inc1,843$120K0.0%+17.4%0.013%
7/23/2025 Pure Portfolios Holdings LLC31,237$2.03M0.7%-7.2%0.218%
7/23/2025 Kingswood Wealth Advisors LLC21,753$1.42M0.1%-9.5%0.152%
7/23/2025 Tcfg Wealth Management LLC4,062$264K0.1%N/A0.028%
7/22/2025 Belpointe Asset Management LLC17,569$1.14M0.0%+39.8%0.122%
7/22/2025 Beacon Financial Advisory LLC5,228$340K0.1%-7.7%0.036%
7/21/2025 Ameritas Advisory Services LLC683$44K0.0%N/A0.005%
7/21/2025 TFG Advisers LLC11,627$756K0.3%-4.1%0.081%
7/18/2025 Truist Financial Corp44,445$2.89M0.0%+8.6%0.310%
7/17/2025 Janney Montgomery Scott LLC14,946$972K0.0%-64.7%0.104%
7/17/2025 Smith Anglin Financial LLC38,963$2.53M0.2%-60.7%0.272%
7/15/2025 DKM Wealth Management Inc.124,843$8.12M7.0%-8.6%0.870%
7/15/2025 Verum Partners LLC164,704$10.71M2.5%-8.9%1.148%
7/15/2025 Sheets Smith Wealth Management22,299$1.45M0.2%-2.8%0.155%
7/15/2025 Financial Partners Group Inc17,684$1.15M0.2%-34.0%0.123%
7/14/2025 Southland Equity Partners LLC17,146$1.12M0.2%+7.5%0.117%
7/14/2025 Physician Wealth Advisors Inc.4,673$304K0.0%-3.8%0.032%
7/11/2025 Wealth Management Partners LLC7,979$531K0.2%-6.0%0.054%
7/11/2025 Compass Ion Advisors LLC9,876$642K0.1%-40.4%0.067%
7/11/2025 Kingstone Capital Partners Texas LLC30,096$2.08M0.0%N/A0.205%
7/10/2025 Wealth Enhancement Advisory Services LLC50,124$3.38M0.0%-15.5%0.341%
7/9/2025 Fermata Advisors LLC129,641$8.43M2.3%-8.4%0.882%
7/9/2025 Breakwater Capital Group98,757$6.42M1.0%-22.9%0.672%
7/1/2025 First National Bank Sioux Falls8,253$537K0.2%+3.0%0.056%
5/21/2025Geneos Wealth Management Inc.24,409$1.56M0.1%-33.2%0.161%
5/20/2025 Belpointe Asset Management LLC12,568$802K0.0%-6.6%0.083%
5/20/2025Focus Partners Wealth349,397$22.29M0.1%+4.5%2.306%
5/16/2025Jones Financial Companies Lllp671$43K0.0%-96.5%0.004%
5/15/2025Royal Bank of Canada163,901$10.46M0.0%+35.4%1.082%
5/15/2025Betterment LLC26,546$1.69M0.0%+0.7%0.175%
5/15/2025MAI Capital Management26,699$1.70M0.0%+14.9%0.176%
5/15/2025Baird Financial Group Inc.4,893$312K0.0%-87.6%0.032%
5/14/2025CreativeOne Wealth LLC7,479$477K0.0%-30.4%0.049%
5/14/2025Comerica Bank4,139$264K0.0%+24.0%0.027%
5/14/2025Northwestern Mutual Wealth Management Co.419,706$26.78M0.0%-12.7%2.770%
5/14/2025Van Hulzen Asset Management LLC5,438$347K0.0%+35.0%0.036%
5/14/2025Compound Planning Inc.218,650$13.95M0.6%+17.3%1.443%
5/14/2025 ZEGA Investments LLC6,388$408K0.1%+11.1%0.042%
5/13/2025 Ethos Financial Group LLC63,937$4.08M0.4%+20.5%0.422%
5/13/2025Steward Partners Investment Advisory LLC54,150$3.46M0.0%+7.0%0.357%
5/13/2025Raymond James Financial Inc.484,176$30.89M0.0%+14.4%3.196%
5/13/2025 Comprehensive Wealth Management LLC12,617$805K0.6%+23.3%0.083%
5/13/2025Cowa LLC8,434$538K0.2%+45.5%0.056%
5/13/2025 Nations Financial Group Inc. IA ADV5,845$373K0.0%-10.7%0.039%
5/13/2025 Heck Capital Advisors LLC85,246$5.44M0.6%-3.6%0.563%
5/13/2025 MSH Capital Advisors LLC3,385$216K0.1%-16.1%0.022%
5/13/2025 HighTower Advisors LLC155,951$9.95M0.0%+15.3%1.029%
5/12/2025 Meridian Wealth Management LLC14,417$920K0.0%-5.8%0.095%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
5/9/2025 Atria Wealth Solutions Inc.3,535$226K0.0%-52.9%0.022%
5/9/2025 Thoroughbred Financial Services LLC46,717$2.98M0.2%-25.1%0.295%
5/9/2025 Commonwealth Equity Services LLC470,147$30.00M0.0%-9.8%2.966%
5/8/2025MONECO Advisors LLC125,784$8.03M0.8%-11.3%0.794%
5/8/2025Certified Advisory Corp68,970$4.40M0.5%-2.6%0.435%
5/8/2025 MGO One Seven LLC44,050$2.81M0.1%-2.6%0.278%
5/8/2025 360 Financial Inc.234,202$14.94M5.4%+6.6%1.478%
5/8/2025 Arkadios Wealth Advisors88,094$5.62M0.2%N/A0.556%
5/7/2025 Baldwin Investment Management LLC4,193$267K0.0%-35.1%0.026%
5/7/2025LPL Financial LLC783,148$49.97M0.0%-7.5%4.941%
(Data available from 1/1/2016 forward)

SYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SYLD shares?

During the previous two years, 198 institutional investors and hedge funds held shares of Cambria Shareholder Yield ETF. The most heavily invested institutionals were Laurel Wealth Advisors LLC ($113.47M), LPL Financial LLC ($49.97M), Raymond James & Associates ($49.01M), Intellus Advisors LLC ($30.93M), Raymond James Financial Inc. ($30.89M), Commonwealth Equity Services LLC ($30.00M), and Revolve Wealth Partners LLC ($23.81M).Learn more on Cambria Shareholder Yield ETF's institutional investors.

Which institutional investors have been buying Cambria Shareholder Yield ETF's stock?

Of the 178 institutional investors that purchased Cambria Shareholder Yield ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Laurel Wealth Advisors LLC ($1.73M), Raymond James Financial Inc. ($907.59K), Smith Anglin Financial LLC ($606.20K), Intellus Advisors LLC ($495.17K), International Assets Investment Management LLC ($481.74K), Horizon Family Wealth Inc. ($317.79K), and LPL Financial LLC ($259.10K).

How much institutional buying is happening at Cambria Shareholder Yield ETF?

Institutional investors have bought a total of 6,077,489 shares in the last 24 months. This purchase volume represents approximately $408.72M in transactions.

Which of Cambria Shareholder Yield ETF's major shareholders have been selling company stock?

Of the 89 institutional investors that sold Cambria Shareholder Yield ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Smith Anglin Financial LLC ($974.95K), International Assets Investment Management LLC ($439.92K), Focus Partners Wealth ($307.89K), Northwestern Mutual Wealth Management Co. ($173.20K), CWM LLC ($103.53K), RFG Holdings Inc. ($103.28K), and Commonwealth Equity Services LLC ($89.36K).

How much institutional selling is happening at Cambria Shareholder Yield ETF?

Institutional investors have sold a total of 3,209,862 shares in the last 24 months. This volume of shares sold represents approximately $211.83M in transactions.


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This page (BATS:SYLD) was last updated on 8/13/2025 by MarketBeat.com Staff
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