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Cambria Shareholder Yield ETF (SYLD) Institutional Ownership

Cambria Shareholder Yield ETF logo
$63.10 -6.16 (-8.89%)
Closing price 03:57 PM Eastern
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$62.76 -0.33 (-0.52%)
As of 05:58 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)
129
Total
Institutional Inflows
(last 12 months)
$325.93M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$182.14M
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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
5/21/2025 Geneos 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%
5/20/2025 Focus Partners Wealth349,397$22.29M0.1%+4.5%2.306%
5/16/2025 Jones Financial Companies Lllp671$43K0.0%-96.5%0.004%
5/15/2025 Royal Bank of Canada163,901$10.46M0.0%+35.4%1.082%
5/15/2025 Betterment LLC26,546$1.69M0.0%+0.7%0.175%
5/15/2025 MAI Capital Management26,699$1.70M0.0%+14.9%0.176%
5/15/2025 Baird Financial Group Inc.4,893$312K0.0%-87.6%0.032%
5/14/2025 CreativeOne Wealth LLC7,479$477K0.0%-30.4%0.049%
5/14/2025 Comerica Bank4,139$264K0.0%+24.0%0.027%
5/14/2025 Northwestern Mutual Wealth Management Co.419,706$26.78M0.0%-12.7%2.770%
5/14/2025 Van Hulzen Asset Management LLC5,438$347K0.0%+35.0%0.036%
5/14/2025 Compound 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%
5/13/2025 Steward Partners Investment Advisory LLC54,150$3.46M0.0%+7.0%0.357%
5/13/2025 Raymond 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%
5/13/2025 Cowa 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%
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%
5/8/2025 MONECO Advisors LLC125,784$8.03M0.8%-11.3%0.794%
5/8/2025 Certified 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%
5/7/2025 LPL Financial LLC783,148$49.97M0.0%-7.5%4.941%
5/7/2025 Valued Retirements Inc.28,233$1.80M2.4%-38.5%0.178%
5/7/2025 Intellus Advisors LLC495,174$31.59M5.5%+5.4%3.124%
5/6/2025 Cetera Investment Advisers160,511$10.24M0.0%-2.4%1.013%
5/6/2025 AE Wealth Management LLC2,762$176K0.0%-16.2%0.017%
5/6/2025 Financial Partners Group Inc26,784$1.71M0.3%-11.0%0.169%
5/6/2025 Obermeyer Wealth Partners6,363$406K0.0%-14.2%0.040%
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5/5/2025 Summit Wealth & Retirement Planning Inc.16,287$1.04M0.3%+11.5%0.103%
5/5/2025 J.W. Cole Advisors Inc.19,270$1.23M0.0%-4.7%0.122%
5/5/2025 IFP Advisors Inc1,570$100K0.0%N/A0.010%
5/5/2025 Private Advisor Group LLC78,146$4.99M0.0%-14.5%0.493%
5/2/2025 Apollon Wealth Management LLC23,942$1.53M0.0%+1.1%0.151%
5/2/2025 Sigma Planning Corp20,057$1.28M0.0%-9.4%0.127%
5/1/2025 CWM LLC253,835$16.20M0.1%+103.2%1.601%
5/1/2025 Kesler 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%
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%
2/25/2025 Heck Capital Advisors LLC88,463$6.06M0.4%N/A0.508%
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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%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,187$81K0.0%N/A0.007%
2/17/2025 Waverly Advisors LLC6,025$413K0.0%N/A0.035%
2/17/2025 Visionary Wealth Advisors62,006$4.25M0.2%+5.4%0.363%
2/17/2025 Snowden Capital Advisors LLC14,790$1.01M0.0%+2.0%0.086%
2/17/2025 Obermeyer Wealth Partners7,416$508K0.0%+23.8%0.043%
2/17/2025 Focus Partners Wealth334,486$22.90M0.1%-47.9%1.956%
2/17/2025 Cetera Investment Advisers164,419$11.26M0.0%+175.4%0.962%
2/17/2025 Baird Financial Group Inc.39,560$2.71M0.0%+10.2%0.231%
(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, 195 institutional investors and hedge funds held shares of Cambria Shareholder Yield ETF. The most heavily invested institutionals were LPL Financial LLC ($49.97M), Raymond James & Associates ($49.01M), Intellus Advisors LLC ($31.59M), Raymond James Financial Inc. ($30.89M), Commonwealth Equity Services LLC ($30.00M), Northwestern Mutual Wealth Management Co. ($26.78M), and Focus Partners Wealth ($22.29M).Learn more on SYLD's institutional investors.

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

Of the 178 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. ($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), LPL Financial LLC ($259.10K), and Atomi Financial Group Inc. ($201.21K).

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

Institutional investors have bought a total of 7,863,858 shares in the last 24 months. This purchase volume represents approximately $528.51M in transactions.

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

Of the 96 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), Commonwealth Equity Services LLC ($334.42K), Focus Partners Wealth ($307.89K), Savior LLC ($179.93K), and RFG Holdings Inc. ($170.53K).

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

Institutional investors have sold a total of 4,268,991 shares in the last 24 months. This volume of shares sold represents approximately $280.53M in transactions.



This page (BATS:SYLD) was last updated on 5/22/2025 by MarketBeat.com Staff
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