Free Trial
→ I was wrong about Trump (From Porter & Company) (Ad) Free SYLD Stock Alerts

Cambria Shareholder Yield ETF (SYLD) Institutional Ownership

Cambria Shareholder Yield ETF logo
$67.35 -1.90 (-2.74%)
As of 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$323.35M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$182.14M
Get SYLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Cambria Shareholder Yield ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SYLD Institutional Buying and Selling by Quarter

Cambria Shareholder Yield ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/20/2025Belpointe 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%
5/13/2025Nations Financial Group Inc. IA ADV5,845$373K0.0%-10.7%0.039%
5/13/2025Heck Capital Advisors LLC85,246$5.44M0.6%-3.6%0.563%
5/13/2025MSH Capital Advisors LLC3,385$216K0.1%-16.1%0.022%
5/13/2025HighTower Advisors LLC155,951$9.95M0.0%+15.3%1.029%
5/12/2025Meridian Wealth Management LLC14,417$920K0.0%-5.8%0.095%
5/9/2025Atria Wealth Solutions Inc.3,535$226K0.0%-52.9%0.022%
5/9/2025Thoroughbred Financial Services LLC46,717$2.98M0.2%-25.1%0.295%
5/9/2025Commonwealth 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%
5/8/2025MGO One Seven LLC44,050$2.81M0.1%-2.6%0.278%
5/8/2025360 Financial Inc.234,202$14.94M5.4%+6.6%1.478%
5/8/2025Arkadios Wealth Advisors88,094$5.62M0.2%N/A0.556%
5/7/2025Baldwin Investment Management LLC4,193$267K0.0%-35.1%0.026%
5/7/2025LPL Financial LLC783,148$49.97M0.0%-7.5%4.941%
5/7/2025Valued Retirements Inc.28,233$1.80M2.4%-38.5%0.178%
5/7/2025Intellus Advisors LLC495,174$31.59M5.5%+5.4%3.124%
5/6/2025Cetera Investment Advisers160,511$10.24M0.0%-2.4%1.013%
5/6/2025AE Wealth Management LLC2,762$176K0.0%-16.2%0.017%
5/6/2025Financial Partners Group Inc26,784$1.71M0.3%-11.0%0.169%
Top Picks for Trump’s Pro-Crypto America (Ad)

Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…

Claim your pass to the Crypto Community Summit here (free for a limited time)
5/6/2025Obermeyer Wealth Partners6,363$406K0.0%-14.2%0.040%
5/5/2025Summit Wealth & Retirement Planning Inc.16,287$1.04M0.3%+11.5%0.103%
5/5/2025J.W. Cole Advisors Inc.19,270$1.23M0.0%-4.7%0.122%
5/5/2025IFP Advisors Inc1,570$100K0.0%N/A0.010%
5/5/2025Private Advisor Group LLC78,146$4.99M0.0%-14.5%0.493%
5/2/2025Apollon Wealth Management LLC23,942$1.53M0.0%+1.1%0.151%
5/2/2025Sigma Planning Corp20,057$1.28M0.0%-9.4%0.127%
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%
4/30/2025Financial Gravity Asset Management Inc.1,500$96K0.0%N/A0.009%
4/30/2025Opus Capital Group LLC223,987$14.29M1.8%+1.3%1.413%
4/30/202549 Wealth Management LLC5,495$351K0.0%-37.0%0.035%
4/29/2025Envestnet Asset Management Inc.74,407$4.75M0.0%+3.4%0.469%
4/29/2025World Investment Advisors4,150$265K0.0%-60.3%0.026%
4/29/2025ALM First Financial Advisors LLC236,286$14.22M3.1%+12.6%1.491%
4/29/2025Brookstone Capital Management76,604$4.89M0.1%+5.6%0.483%
4/29/2025Harel Insurance Investments & Financial Services Ltd.2,300$147K0.0%N/A0.015%
4/28/2025Longview Financial Advisors Inc.23,229$1.48M1.3%-2.0%0.147%
4/25/2025Koshinski Asset Management Inc.3,692$236K0.0%-13.8%0.023%
4/25/2025MorganRosel Wealth Management LLC3,269$209K0.1%-19.5%0.021%
4/24/2025Money Concepts Capital Corp8,623$550K0.0%-13.1%0.054%
4/24/2025Aspect Partners LLC16,015$1.02M0.6%-12.3%0.101%
4/23/2025Creative Financial Designs Inc. ADV2,335$149K0.0%-21.3%0.015%
4/23/2025International Assets Investment Management LLC4,680$299K0.0%-16.1%0.030%
4/23/2025Sheets Smith Wealth Management22,940$1.46M0.2%-28.2%0.145%
4/23/2025Oppenheimer & Co. Inc.19,817$1.26M0.0%+4.6%0.125%
4/22/2025Center for Financial Planning Inc.408$26K0.0%N/A0.003%
4/22/2025OxenFree Capital LLC8,688$554K0.4%+7.8%0.055%
4/22/2025Compass Ion Advisors LLC16,573$1.06M0.1%-42.8%0.105%
4/21/2025Avior Wealth Management LLC4,619$295K0.0%-4.7%0.029%
4/21/2025United Advisor Group LLC17,952$1.15M0.2%+5.3%0.113%
4/21/2025Kingswood Wealth Advisors LLC24,028$1.53M0.1%+3.8%0.152%
4/17/2025Sagespring Wealth Partners LLC3,857$246K0.0%-28.3%0.023%
4/17/2025Sowell Financial Services LLC3,886$248K0.0%N/A0.023%
4/17/2025Janney Montgomery Scott LLC42,398$2.71M0.0%-39.0%0.252%
4/17/2025Total Clarity Wealth Management Inc.3,630$249K0.1%-17.1%0.022%
4/17/2025Dynamic Advisor Solutions LLC23,837$1.52M0.1%+2.3%0.141%
4/16/2025Southland Equity Partners LLC15,943$1.02M0.2%+7.4%0.095%
4/16/2025Wealth Enhancement Advisory Services LLC59,336$3.79M0.0%-14.3%0.352%
4/16/2025RFG Holdings Inc.86,901$5.55M1.8%-6.1%0.516%
4/15/2025Laurel 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%
4/14/2025Revolve Wealth Partners LLC329,745$21.04M3.0%+9.5%1.957%
4/11/2025DKM Wealth Management Inc.136,562$8.71M9.5%-18.3%0.810%
4/11/2025Verum Partners LLC180,791$11.53M3.1%-1.9%1.073%
4/10/2025Breakwater Capital Group128,030$8.17M1.5%+8.0%0.760%
4/10/2025Fermata Advisors LLC141,476$9.03M1.6%-6.2%0.840%
4/10/2025Smith Anglin Financial LLC99,076$6.32M0.7%-90.2%0.588%
4/8/2025Rothschild Investment LLC197,562$12.60M0.8%+6.3%1.172%
3/17/2025Wealth Enhancement Advisory Services LLC69,222$4.74M0.0%+12.4%0.399%
Top Picks for Trump’s Pro-Crypto America (Ad)

Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…

Claim your pass to the Crypto Community Summit here (free for a limited time)
2/25/2025Heck Capital Advisors LLC88,463$6.06M0.4%N/A0.508%
2/24/2025United Advisor Group LLC17,041$1.17M0.2%+108.3%0.098%
2/18/202549 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%
(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 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: 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 Raymond James & Associates ($196.90K).

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

Institutional investors have bought a total of 4,728,654 shares in the last 24 months. This purchase volume represents approximately $323.35M in transactions.

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

Of the 75 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 ($914.84K), International Assets Investment Management LLC ($439.92K), Focus Partners Wealth ($307.89K), Commonwealth Equity Services LLC ($114.92K), RFG Holdings Inc. ($103.28K), Gladstone Institutional Advisory LLC ($80.31K), and Financial Partners Group Inc ($63.54K).

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

Institutional investors have sold a total of 2,748,763 shares in the last 24 months. This volume of shares sold represents approximately $182.14M in transactions.


Related Companies

This page (BATS:SYLD) was last updated on 7/3/2025 by MarketBeat.com Staff
From Our Partners
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
A grave, grave error.
Famed financial analyst, Porter Stansberry, calls this technology “The Final Frontier” because it holds the ke...
Porter & Company | Sponsored
This Crypto Is Set to Explode in January
Free summit: How to profit from the Coinbase-Deribit deal Our hedge fund experts know exactly what this mea...
Crypto 101 Media | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
The $15 Gold Fund That Pays Up to $1,152/Month
Gold prices are breaking records. But while everyone else is fixated on headlines… They're missing somet...
Investors Alley | Sponsored
Forget Nvidia, This “Ghost Town” Company Holds the Key to the AI Boom
Cold War Discovery Could Unlock $100 Trillion in Wealth Jeff recently traveled to an American ghost town to...
Brownstone Research | Sponsored