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Cambria Shareholder Yield ETF (SYLD) Institutional Ownership

Cambria Shareholder Yield ETF logo
$69.75 +0.50 (+0.72%)
Closing price 10/3/2025 03:56 PM Eastern
Extended Trading
$69.80 +0.05 (+0.08%)
As of 10/3/2025 04:10 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)
124
Total
Institutional Inflows
(last 12 months)
$403.26M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$214.85M
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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
9/26/2025Corient Private Wealth LLC5,524$359K0.0%N/A0.038%
9/4/2025Osaic Holdings Inc.59,224$3.85M0.0%+2.5%0.413%
8/18/2025Geneos Wealth Management Inc.23,937$1.56M0.0%-1.9%0.167%
8/15/2025Corient Private Wealth LLC5,524$359K0.0%N/A0.038%
8/15/2025Visionary Wealth Advisors59,297$3.86M0.2%-5.2%0.413%
8/15/2025MML Investors Services LLC31,334$2.04M0.0%-32.8%0.218%
8/15/2025Bank of America Corp DE240,931$15.67M0.0%-2.4%1.679%
8/14/2025Ausdal Financial Partners Inc.4,543$295K0.0%-57.8%0.032%
8/14/2025Raymond James Financial Inc.509,081$33.11M0.0%+5.1%3.548%
8/14/2025Betterment LLC12,048$783K0.0%-54.6%0.084%
8/13/2025Per Stirling Capital Management LLC.4,379$285K0.0%-15.5%0.031%
8/13/2025Beacon Pointe Advisors LLC10,315$671K0.0%+18.9%0.072%
8/13/2025Van Hulzen Asset Management LLC5,720$372K0.0%+5.2%0.040%
8/13/2025Valued Retirements Inc.21,092$1.37M1.5%-25.3%0.147%
8/13/2025VestGen Advisors LLC311,389$20.25M0.8%+69.1%2.170%
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%
8/11/2025United Advisor Group LLC19,767$1.29M0.2%+10.1%0.138%
8/11/2025Rothschild Investment LLC213,537$13.89M0.9%+8.1%1.488%
8/8/2025Financial Gravity Companies Inc.1,500$98K0.0%N/A0.010%
8/8/2025Rockefeller Capital Management L.P.12,296$800K0.0%-16.1%0.086%
8/8/2025Thoroughbred Financial Services LLC8,460$550K0.0%-81.9%0.059%
8/8/2025Cetera Investment Advisers157,916$10.27M0.0%-1.6%1.100%
8/8/2025Meridian Wealth Management LLC14,860$966K0.0%+3.1%0.104%
8/6/2025ZEGA Investments LLC8,170$531K0.1%+27.9%0.057%
8/6/2025AE Wealth Management LLC1,986$129K0.0%-28.1%0.014%
8/6/2025Summit Wealth & Retirement Planning Inc.17,151$1.12M0.3%+5.3%0.120%
8/6/2025Aspect Partners LLC19,510$1.27M0.6%+21.8%0.136%
8/6/2025RPS Advisory Solutions LLC8,936$581K0.3%N/A0.062%
8/6/2025Ethos Financial Group LLC71,562$4.65M0.4%+11.9%0.499%
8/6/2025Moors & Cabot Inc.4,030$262K0.0%-16.5%0.028%
8/6/2025360 Financial Inc.246,693$16.04M5.1%+5.3%1.719%
8/5/2025Atlas Wealth LLC54,535$3.64M1.3%N/A0.380%
8/5/2025Astra Wealth Partners LLC6,810$443K0.3%-36.6%0.047%
8/5/2025Sigma Planning Corp22,097$1.44M0.0%+10.2%0.154%
8/5/2025Harel Insurance Investments & Financial Services Ltd.7,000$455K0.0%+204.3%0.049%
8/4/2025Arkadios Wealth Advisors112,900$7.34M0.2%+28.2%0.787%
8/1/2025Envestnet Asset Management Inc.60,461$3.93M0.0%-18.7%0.421%
7/31/2025Opus Capital Group LLC223,534$14.54M1.7%-0.2%1.558%
7/31/2025Longview Financial Advisors Inc.20,509$1.33M1.1%-11.7%0.143%
7/30/2025Brookstone Capital Management102,198$6.65M0.1%+33.4%0.712%
7/30/2025D.A. Davidson & CO.21,451$1.40M0.0%-23.3%0.149%
7/30/2025Nottingham Advisors Inc.20,617$1.34M0.2%-0.8%0.144%
7/29/2025Manchester Financial Inc.27,050$1.76M0.4%-44.4%0.189%
7/29/2025Private Trust Co. NA1,015$66K0.0%+1,620.3%0.007%
7/28/2025Harbour Investments Inc.1,164$76K0.0%-80.1%0.008%
7/28/2025Sagespring Wealth Partners LLC4,038$263K0.0%+4.7%0.028%
7/28/2025RFG Advisory LLC14,323$931K0.0%-1.5%0.100%
7/28/2025Revolve Wealth Partners LLC366,072$23.81M3.1%+11.0%2.551%
7/25/2025MGO One Seven LLC38,340$2.49M0.1%-13.0%0.267%
7/25/2025CWM LLC150,310$9.78M0.0%-40.8%1.047%
7/25/2025Apollon Wealth Management LLC11,769$765K0.0%-50.8%0.082%
7/24/2025IFP Advisors Inc1,843$120K0.0%+17.4%0.013%
7/23/2025Pure Portfolios Holdings LLC31,237$2.03M0.7%-7.2%0.218%
7/23/2025Kingswood Wealth Advisors LLC21,753$1.42M0.1%-9.5%0.152%
7/23/2025Tcfg Wealth Management LLC4,062$264K0.1%N/A0.028%
7/22/2025Belpointe Asset Management LLC17,569$1.14M0.0%+39.8%0.122%
7/22/2025Beacon Financial Advisory LLC5,228$340K0.1%-7.7%0.036%
7/21/2025Ameritas Advisory Services LLC683$44K0.0%N/A0.005%
7/21/2025TFG Advisers LLC11,627$756K0.3%-4.1%0.081%
7/18/2025Truist Financial Corp44,445$2.89M0.0%+8.6%0.310%
7/17/2025Janney Montgomery Scott LLC14,946$972K0.0%-64.7%0.104%
7/17/2025Smith Anglin Financial LLC38,963$2.53M0.2%-60.7%0.272%
7/15/2025DKM Wealth Management Inc.124,843$8.12M7.0%-8.6%0.870%
7/15/2025Verum Partners LLC164,704$10.71M2.5%-8.9%1.148%
7/15/2025Sheets Smith Wealth Management22,299$1.45M0.2%-2.8%0.155%
7/15/2025Financial Partners Group Inc17,684$1.15M0.2%-34.0%0.123%
7/14/2025Southland Equity Partners LLC17,146$1.12M0.2%+7.5%0.117%
7/14/2025Physician Wealth Advisors Inc.4,673$304K0.0%-3.8%0.032%
7/11/2025Wealth Management Partners LLC7,979$531K0.2%-6.0%0.054%
7/11/2025Compass Ion Advisors LLC9,876$642K0.1%-40.4%0.067%
7/11/2025Kingstone Capital Partners Texas LLC30,096$2.08M0.0%N/A0.205%
7/10/2025Wealth Enhancement Advisory Services LLC50,124$3.38M0.0%-15.5%0.341%
7/9/2025Fermata Advisors LLC129,641$8.43M2.3%-8.4%0.882%
7/9/2025Breakwater Capital Group98,757$6.42M1.0%-22.9%0.672%
7/1/2025First 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%
5/20/2025Belpointe 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%
5/14/2025ZEGA Investments LLC6,388$408K0.1%+11.1%0.042%
5/13/2025Ethos 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%
5/13/2025Comprehensive Wealth Management LLC12,617$805K0.6%+23.3%0.083%
5/13/2025Cowa LLC8,434$538K0.2%+45.5%0.056%
(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, 199 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), Raymond James Financial Inc. ($33.11M), Intellus Advisors LLC ($30.93M), 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 180 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. ($932.49K), 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 5,999,586 shares in the last 24 months. This purchase volume represents approximately $403.26M in transactions.

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

Of the 93 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 3,256,315 shares in the last 24 months. This volume of shares sold represents approximately $214.85M in transactions.



This page (BATS:SYLD) was last updated on 10/6/2025 by MarketBeat.com Staff
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