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Cambria Shareholder Yield ETF (SYLD) Institutional Ownership

Cambria Shareholder Yield ETF logo
$68.48 -0.77 (-1.11%)
Closing price 07/23/2025 03:58 PM Eastern
Extended Trading
$68.44 -0.05 (-0.07%)
As of 07/23/2025 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.
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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)
$301.95M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$190.96M
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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
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%
7/22/2025 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%
5/14/2025ZEGA 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%
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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%
5/6/2025 Financial Partners Group Inc26,784$1.71M0.3%-11.0%0.169%
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%
4/23/2025 Sheets 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%
4/22/2025 OxenFree Capital LLC8,688$554K0.4%+7.8%0.055%
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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%
4/21/2025United 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%
4/17/2025 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%
4/17/2025Total 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%
(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, 196 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 179 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 4,417,341 shares in the last 24 months. This purchase volume represents approximately $301.95M in transactions.

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

Of the 79 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), Commonwealth Equity Services LLC ($114.92K), RFG Holdings Inc. ($103.28K), Gladstone Institutional Advisory LLC ($80.31K), and Financial Partners Group Inc ($70.37K).

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

Institutional investors have sold a total of 2,886,869 shares in the last 24 months. This volume of shares sold represents approximately $190.96M in transactions.


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This page (BATS:SYLD) was last updated on 7/24/2025 by MarketBeat.com Staff
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