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Cambria Shareholder Yield ETF (SYLD) Institutional Ownership

Cambria Shareholder Yield ETF logo
$60.56 -8.69 (-12.55%)
Closing price 05/1/2025 03:58 PM Eastern
Extended Trading
$60.22 -0.34 (-0.56%)
As of 05/1/2025 05:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Cambria Shareholder Yield ETF (BATS:SYLD)

Number of
Institutional Buyers
(last 12 months)
125
Total
Institutional Inflows
(last 12 months)
$320.07M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$162.09M
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SYLD Institutional Buying and Selling by Quarter

Cambria Shareholder Yield ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025CWM LLC253,835$16.20M0.1%+103.2%1.601%
5/1/2025Kesler Norman & Wride LLC58,640$3.74M0.7%-5.6%0.370%
4/30/2025 Financial Gravity Asset Management Inc.1,500$96K0.0%N/A0.009%
4/30/2025 Opus Capital Group LLC223,987$14.29M1.8%+1.3%1.413%
4/30/2025 49 Wealth Management LLC5,495$351K0.0%-37.0%0.035%
4/29/2025 Envestnet Asset Management Inc.74,407$4.75M0.0%+3.4%0.469%
4/29/2025 World Investment Advisors4,150$265K0.0%-60.3%0.026%
4/29/2025 ALM First Financial Advisors LLC236,286$14.22M3.1%+12.6%1.491%
4/29/2025 Brookstone Capital Management76,604$4.89M0.1%+5.6%0.483%
4/29/2025 Harel Insurance Investments & Financial Services Ltd.2,300$147K0.0%N/A0.015%
4/28/2025 Longview Financial Advisors Inc.23,229$1.48M1.3%-2.0%0.147%
4/25/2025 Koshinski Asset Management Inc.3,692$236K0.0%-13.8%0.023%
4/25/2025 MorganRosel Wealth Management LLC3,269$209K0.1%-19.5%0.021%
4/24/2025 Money Concepts Capital Corp8,623$550K0.0%-13.1%0.054%
4/24/2025 Aspect Partners LLC16,015$1.02M0.6%-12.3%0.101%
4/23/2025 Creative Financial Designs Inc. ADV2,335$149K0.0%-21.3%0.015%
4/23/2025 International Assets Investment Management LLC4,680$299K0.0%-16.1%0.030%
4/23/2025 Sheets Smith Wealth Management22,940$1.46M0.2%-28.2%0.145%
4/23/2025 Oppenheimer & Co. Inc.19,817$1.26M0.0%+4.6%0.125%
4/22/2025 Center for Financial Planning Inc.408$26K0.0%N/A0.003%
4/22/2025 OxenFree Capital LLC8,688$554K0.4%+7.8%0.055%
4/22/2025 Compass Ion Advisors LLC16,573$1.06M0.1%-42.8%0.105%
4/21/2025 Avior Wealth Management LLC4,619$295K0.0%-4.7%0.029%
4/21/2025 United Advisor Group LLC17,952$1.15M0.2%+5.3%0.113%
4/21/2025 Kingswood Wealth Advisors LLC24,028$1.53M0.1%+3.8%0.152%
4/17/2025 Sagespring Wealth Partners LLC3,857$246K0.0%-28.3%0.023%
4/17/2025 Sowell Financial Services LLC3,886$248K0.0%N/A0.023%
4/17/2025 Janney Montgomery Scott LLC42,398$2.71M0.0%-39.0%0.252%
4/17/2025 Total Clarity Wealth Management Inc.3,630$249K0.1%-17.1%0.022%
4/17/2025 Dynamic Advisor Solutions LLC23,837$1.52M0.1%+2.3%0.141%
4/16/2025 Southland Equity Partners LLC15,943$1.02M0.2%+7.4%0.095%
4/16/2025 Wealth Enhancement Advisory Services LLC59,336$3.79M0.0%-14.3%0.352%
4/16/2025 RFG Holdings Inc.86,901$5.55M1.8%-6.1%0.516%
4/15/2025 Laurel Wealth Advisors LLC26,442$1.69M0.3%+7.0%0.157%
4/15/2025 First National Bank Sioux Falls8,009$511K0.2%+11.8%0.048%
4/14/2025 Revolve Wealth Partners LLC329,745$21.04M3.0%+9.5%1.957%
4/11/2025 DKM Wealth Management Inc.136,562$8.71M9.5%-18.3%0.810%
4/11/2025 Verum Partners LLC180,791$11.53M3.1%-1.9%1.073%
4/10/2025 Breakwater Capital Group128,030$8.17M1.5%+8.0%0.760%
4/10/2025 Fermata Advisors LLC141,476$9.03M1.6%-6.2%0.840%
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4/10/2025 Smith Anglin Financial LLC99,076$6.32M0.7%-90.2%0.588%
4/8/2025 Rothschild Investment LLC197,562$12.60M0.8%+6.3%1.172%
3/17/2025 Wealth Enhancement Advisory Services LLC69,222$4.74M0.0%+12.4%0.399%
2/25/2025Heck Capital Advisors LLC88,463$6.06M0.4%N/A0.508%
2/24/2025 United Advisor Group LLC17,041$1.17M0.2%+108.3%0.098%
2/18/2025 49 Wealth Management LLC8,728$598K0.1%-24.4%0.051%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,187$81K0.0%N/A0.007%
2/17/2025Waverly Advisors LLC6,025$413K0.0%N/A0.035%
2/17/2025Visionary Wealth Advisors62,006$4.25M0.2%+5.4%0.363%
2/17/2025Snowden Capital Advisors LLC14,790$1.01M0.0%+2.0%0.086%
2/17/2025Obermeyer Wealth Partners7,416$508K0.0%+23.8%0.043%
2/17/2025Focus Partners Wealth334,486$22.90M0.1%-47.9%1.956%
2/17/2025Cetera Investment Advisers164,419$11.26M0.0%+175.4%0.962%
2/17/2025Baird Financial Group Inc.39,560$2.71M0.0%+10.2%0.231%
2/17/2025Baldwin Investment Management LLC6,462$442K0.1%+2.3%0.038%
2/17/2025Bank of America Corp DE136,213$9.33M0.0%+3.8%0.797%
2/17/2025Ancora Advisors LLC4,080$279K0.0%-10.5%0.024%
2/17/2025360 Financial Inc.219,734$15.05M5.4%+6.3%1.285%
2/14/2025Jane Street Group LLC22,163$1.52M0.0%-16.0%0.130%
2/14/2025GG Group Ventures LLC3,636$249K0.3%-31.1%0.021%
2/14/2025Beacon Pointe Advisors LLC7,526$515K0.0%+2.7%0.044%
2/14/2025Betterment LLC26,371$1.81M0.0%-2.3%0.154%
2/14/2025Coppell Advisory Solutions LLC3,091$210K0.0%+31.3%0.018%
2/14/2025MGO One Seven LLC45,237$3.10M0.1%+1.9%0.265%
2/14/2025Stifel Financial Corp94,088$6.44M0.0%+14.4%0.550%
2/14/2025 OneDigital Investment Advisors LLC3,349$229K0.0%+9.4%0.020%
2/14/2025MML Investors Services LLC35,066$2.40M0.0%+4.5%0.205%
2/13/2025MSH Capital Advisors LLC4,033$276K0.1%N/A0.024%
2/13/2025Belpointe Asset Management LLC13,457$966K0.1%-7.3%0.079%
2/13/2025CreativeOne Wealth LLC10,742$736K0.0%+32.9%0.063%
2/13/2025Mariner LLC3,044$208K0.0%N/A0.018%
2/13/2025 Sagespring Wealth Partners LLC5,381$368K0.0%N/A0.031%
2/13/2025Rockefeller Capital Management L.P.78,812$5.40M0.0%+1.9%0.461%
2/13/2025Raymond James Financial Inc.423,409$28.99M0.0%N/A2.476%
2/13/2025 Envestnet Asset Management Inc.71,938$4.93M0.0%-14.5%0.421%
2/13/2025Wells Fargo & Company MN173,736$11.90M0.0%+53.1%1.016%
2/13/2025Smith Moore & CO.9,629$659K0.1%+11.8%0.056%
2/12/2025 Astra Wealth Partners LLC10,906$747K0.7%N/A0.064%
2/12/2025Thoroughbred Financial Services LLC62,340$4.27M0.3%-0.6%0.365%
2/12/2025 World Investment Advisors10,453$716K0.0%+12.0%0.061%
2/12/2025 DKM Wealth Management Inc.167,182$11.45M10.9%N/A0.978%
2/12/2025Kesler Norman & Wride LLC62,144$4.26M0.9%-28.0%0.363%
2/12/2025Orion Portfolio Solutions LLC4,245$291K0.0%N/A0.025%
2/12/2025JPMorgan Chase & Co.2,132$146K0.0%+42,540.0%0.012%
2/12/2025Ausdal Financial Partners Inc.14,303$979K0.1%-13.4%0.084%
2/11/2025LPL Financial LLC846,459$57.96M0.0%+13.7%4.950%
2/11/2025Intellus Advisors LLC469,653$32.16M5.6%N/A2.747%
2/11/2025ZEGA Investments LLC5,749$407K0.1%N/A0.034%
2/11/2025Comprehensive Wealth Management LLC10,229$700K0.5%+7.7%0.060%
2/11/2025 Compass Ion Advisors LLC28,980$1.98M0.2%-5.3%0.169%
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2/10/2025Valued Retirements Inc.45,944$3.15M4.2%-8.0%0.269%
2/10/2025Commonwealth Equity Services LLC521,398$35.70M0.1%-6.1%3.049%
2/7/2025HighTower Advisors LLC135,244$9.26M0.0%+4.4%0.791%
2/7/2025Moors & Cabot Inc.4,923$337K0.0%-13.6%0.029%
2/7/2025Independent Advisor Alliance3,201$219K0.0%N/A0.019%
2/6/2025Ethos Financial Group LLC53,081$3.63M0.5%N/A0.310%
2/6/2025Raymond James Financial Inc.423,409$28.99M0.0%N/A2.476%
2/6/2025Steward Partners Investment Advisory LLC50,603$3.47M0.0%+15.0%0.296%
2/6/2025Bravias Capital Group LLC22,675$1.60M1.3%N/A0.133%
2/6/2025Meridian Wealth Management LLC15,304$1.05M0.0%+10.2%0.089%
(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, 191 institutional investors and hedge funds held shares of Cambria Shareholder Yield ETF. The most heavily invested institutionals were LPL Financial LLC ($57.96M), Raymond James & Associates ($49.01M), Commonwealth Equity Services LLC ($35.70M), Intellus Advisors LLC ($32.16M), Northwestern Mutual Wealth Management Co. ($32.01M), Raymond James Financial Inc. ($28.99M), and Focus Partners Wealth ($22.90M).Learn more on SYLD's institutional investors.

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

Of the 173 institutional investors that purchased Cambria Shareholder Yield ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($846.82K), Smith Anglin Financial LLC ($606.20K), International Assets Investment Management LLC ($481.74K), Intellus Advisors LLC ($469.65K), Commonwealth Equity Services LLC ($384.26K), LPL Financial LLC ($347.20K), and Horizon Family Wealth Inc. ($317.79K).

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

Institutional investors have bought a total of 7,921,518 shares in the last 24 months. This purchase volume represents approximately $530.19M in transactions.

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

Of the 83 institutional investors that sold Cambria Shareholder Yield ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Smith Anglin Financial LLC ($985.35K), International Assets Investment Management LLC ($457.06K), Raymond James Financial Services Advisors Inc. ($451.97K), Focus Partners Wealth ($307.89K), Commonwealth Equity Services LLC ($283.17K), Cambria Investment Management L.P. ($230.96K), and Savior LLC ($179.93K).

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

Institutional investors have sold a total of 4,280,530 shares in the last 24 months. This volume of shares sold represents approximately $279.48M in transactions.



This page (BATS:SYLD) was last updated on 5/2/2025 by MarketBeat.com Staff
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