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Cambria Shareholder Yield ETF (SYLD) Institutional Ownership

Cambria Shareholder Yield ETF logo
$79.15 +0.88 (+1.12%)
As of 03:52 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)
98
Total
Institutional Inflows
(last 12 months)
$221.05M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$277.78M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Geneos Wealth Management Inc.12,345$931K0.0%-35.3%0.086%
5/5/2026Harel Insurance Investments & Financial Services Ltd.4,300$324K0.0%N/A0.030%
5/5/2026NFSG Corp2,113$159K0.0%+31.4%0.015%
5/5/2026Ethos Financial Group LLC67,813$5.04M0.4%-1.4%0.473%
5/5/2026Sanctuary Advisors LLC7,129$538K0.0%-7.5%0.050%
5/5/2026Sigma Planning Corp24,385$1.84M0.1%+0.6%0.170%
5/4/2026HBW Advisory Services LLC4,375$330K0.0%N/A0.030%
5/1/2026 Fifth Third Bancorp1,899$143K0.0%N/A0.013%
5/1/2026 Sovran Advisors LLC4,125$328K0.0%N/A0.029%
4/30/2026 Kestra Advisory Services LLC4,562$344K0.0%-22.6%0.032%
4/30/2026 CFS Investment Advisory Services LLC9,603$749K0.1%+110.8%0.067%
4/29/2026 Integrated Advisors Network LLC69,856$5.27M0.3%+79.2%0.487%
4/28/2026 Bravias Capital Group LLC21,002$1.58M1.0%+2.4%0.146%
4/27/2026 World Investment Advisors6,769$510K0.0%+40.0%0.047%
4/27/2026 Private Advisor Group LLC20,693$1.56M0.0%-58.2%0.144%
4/24/2026 Tcfg Wealth Management LLC4,121$311K0.1%+17.2%0.029%
4/24/2026 Wealth Care LLC19,555$1.48M1.3%N/A0.136%
4/23/2026 Manchester Financial Inc.8,972$677K0.1%-15.0%0.063%
4/23/2026 Apollon Wealth Management LLC7,447$562K0.0%-25.7%0.052%
4/22/2026 Janney Montgomery Scott LLC5,139$388K0.0%-7.2%0.036%
4/22/2026 Meridian Financial Advisors LLC9,984$753K0.4%-13.1%0.070%
4/20/2026 Ritholtz Wealth Management43,170$3.26M0.1%N/A0.301%
4/20/2026 Breakwater Capital Group71,179$5.37M0.7%-4.4%0.496%
4/17/2026 Brookstone Capital Management122,713$9.25M0.1%+4.6%0.855%
4/16/2026 Sheets Smith Wealth Management18,156$1.37M0.2%-13.7%0.127%
4/16/2026 RFG Holdings Inc.2,691$203K0.1%N/A0.019%
3/17/2026Rockefeller Capital Management L.P.24,272$1.69M0.0%+102.3%0.169%
3/13/2026 World Investment Advisors4,836$336K0.0%N/A0.034%
2/19/2026Compound Planning Inc.277,809$19.31M0.6%+5.2%1.936%
2/18/2026VestGen Advisors LLC313,382$21.79M0.9%-0.9%2.184%
2/17/2026 Integrated Advisors Network LLC38,973$2.71M0.1%N/A0.272%
2/17/2026AQR Capital Management LLC11,822$822K0.0%+10.9%0.082%
2/17/2026Cetera Investment Advisers238,800$16.60M0.0%-0.8%1.664%
2/17/2026Equitable Holdings Inc.22,756$1.58M0.0%-14.3%0.159%
2/17/2026Osaic Holdings Inc.50,713$3.53M0.0%-14.7%0.353%
2/17/2026 Private Advisor Group LLC49,531$3.44M0.0%-12.9%0.345%
2/17/2026&PARTNERS4,042$281K0.0%-23.5%0.028%
2/17/2026Royal Bank of Canada78,361$5.45M0.0%-53.4%0.546%
2/17/2026 Beacon Financial Advisory LLC3,345$233K0.1%-19.9%0.023%
2/16/2026MML Investors Services LLC34,292$2.38M0.0%+11.0%0.239%
2/16/2026Focus Partners Wealth362,046$25.17M0.0%+2.9%2.523%
2/13/2026Visionary Wealth Advisors55,079$3.83M0.2%+1.7%0.384%
2/13/2026Stifel Financial Corp39,553$2.75M0.0%+12.4%0.276%
2/13/2026Arkadios Wealth Advisors131,599$9.15M0.2%+7.7%0.917%
2/13/2026MorganRosel Wealth Management LLC2,886$201K0.1%N/A0.020%
2/13/2026Wells Fargo & Company MN120,555$8.38M0.0%-42.6%0.840%
2/12/2026 Commonwealth Equity Services LLC231,714$16.11M0.0%-28.9%1.615%
2/12/2026StoneX Group Inc.3,304$230K0.0%-13.1%0.023%
2/12/2026Steward Partners Investment Advisory LLC12,951$900K0.0%-78.1%0.090%
2/12/2026Compass Capital Corp MA ADV3,180$221K0.1%N/A0.022%
2/12/2026 Manchester Financial Inc.10,556$734K0.1%-15.7%0.074%
2/12/2026Cowa LLC14,895$1.04M0.3%+5.3%0.104%
2/11/2026 Janney Montgomery Scott LLC5,539$385K0.0%-18.4%0.039%
2/11/2026LPL Financial LLC403,335$28.04M0.0%-17.7%2.811%
2/11/2026Comprehensive Wealth Management LLC7,029$489K0.3%+2.9%0.049%
2/10/2026Kesler Norman & Wride LLC58,103$4.04M0.7%-6.5%0.405%
2/10/2026Rothschild Investment LLC247,655$17.22M0.9%+6.6%1.726%
2/10/2026Northwestern Mutual Wealth Management Co.97,697$6.79M0.0%-40.6%0.681%
2/10/2026Moors & Cabot Inc.3,830$266K0.0%-4.1%0.027%
2/10/2026Thoroughbred Financial Services LLC6,388$444K0.0%-3.7%0.045%
2/9/2026Valued Retirements Inc.10,832$753K0.7%-48.6%0.075%
2/9/2026Harbour Investments Inc.1,845$128K0.0%+14.1%0.013%
2/6/2026Van Hulzen Asset Management LLC7,066$491K0.0%+15.0%0.049%
2/6/2026Intellus Advisors LLC352,177$24.48M3.2%-3.7%2.454%
2/6/2026 IFP Advisors Inc1,670$116K0.0%-9.4%0.012%
2/6/2026RPS Advisory Solutions LLC7,811$543K0.3%-12.3%0.054%
2/6/2026HighTower Advisors LLC152,521$10.60M0.0%-15.5%1.063%
2/5/2026Tucker Asset Management LLC903$63K0.0%N/A0.006%
2/5/2026Atlas Wealth LLC121,727$8.46M2.6%+7.9%0.848%
2/5/2026Cauble & Harre Wealth Management Inc.17,675$1.23M1.0%N/A0.123%
2/5/2026Northwestern Mutual Wealth Management Co.50,428$3.51M0.0%-69.3%0.351%
2/5/2026Allworth Financial LP1,277$89K0.0%+30.8%0.009%
2/4/2026Moneco Advisors LLC67,360$4.68M0.4%-21.0%0.469%
2/4/2026Meridian Wealth Management LLC14,429$1.00M0.0%-8.7%0.101%
2/4/2026 Money Concepts Capital Corp3,603$250K0.0%-59.4%0.025%
2/3/2026 Financial Partners Group Inc6,773$498K0.1%-58.2%0.047%
2/3/2026MGO One Seven LLC22,206$1.54M0.0%-34.8%0.155%
2/3/2026 RFG Advisory LLC9,673$672K0.0%-32.9%0.067%
2/2/2026 Longview Financial Advisors Inc.18,891$1.31M0.9%-6.2%0.132%
2/2/2026 Truist Financial Corp48,017$3.34M0.0%-1.2%0.335%
2/2/2026Summit Wealth & Retirement Planning Inc.20,860$1.45M0.3%+2.2%0.145%
2/2/2026 Oppenheimer & Co. Inc.14,665$1.02M0.0%-19.7%0.102%
1/30/2026Sigma Planning Corp24,245$1.69M0.0%+2.9%0.169%
1/30/2026Laurel Wealth Advisors LLC29,107$2.02M0.3%+2.8%0.203%
1/30/2026Pure Portfolios Holdings LLC32,395$2.25M0.7%+2.3%0.226%
1/30/2026 Kohmann Bosshard Financial Services LLC600$42K0.0%N/A0.004%
1/30/2026 Opus Capital Group LLC235,134$16.35M1.8%+4.8%1.639%
1/29/2026Comerica Bank1,815$126K0.0%-22.7%0.013%
1/29/2026D.A. Davidson & CO.24,667$1.72M0.0%-4.1%0.172%
1/29/2026 Physician Wealth Advisors Inc.4,788$333K0.0%+3.1%0.033%
1/29/2026UBS Group AG241,798$16.81M0.0%-3.9%1.685%
1/29/2026Sanctuary Advisors LLC7,709$536K0.0%-19.4%0.054%
1/29/2026 Bravias Capital Group LLC20,507$1.43M0.9%-0.7%0.143%
1/28/2026Geneos Wealth Management Inc.19,076$1.33M0.0%-18.3%0.133%
1/27/2026 Belpointe Asset Management LLC20,720$1.44M0.1%-21.2%0.144%
1/26/2026 United Advisor Group LLC61,293$4.26M0.5%+88.2%0.427%
1/26/2026CWM LLC137,179$9.54M0.0%-1.3%0.956%
1/23/2026 Meridian Financial Advisors LLC11,487$799K0.4%-8.1%0.080%
1/23/2026 Aspect Partners LLC25,034$1.74M0.8%+21.3%0.174%
1/23/2026Diversify Advisory Services LLC4,565$336K0.0%N/A0.032%


SYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SYLD shares?

During the previous two years, 212 institutional investors and hedge funds held shares of Cambria Shareholder Yield ETF. The most heavily invested institutionals were Raymond James & Associates ($49.01M), Raymond James Financial Inc. ($36.68M), LPL Financial LLC ($28.04M), Revolve Wealth Partners LLC ($26.90M), Focus Partners Wealth ($25.17M), Intellus Advisors LLC ($24.48M), and VestGen Advisors LLC ($21.79M).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: Laurel Wealth Advisors LLC ($1.72M), Raymond James Financial Inc. ($957.66K), Intellus Advisors LLC ($495.17K), International Assets Investment Management LLC ($441.73K), Tcfg Wealth Management LLC ($243.33K), Rothschild Investment LLC ($243.17K), and Verum Partners LLC ($210.36K).

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

Institutional investors have bought a total of 3,336,778 shares in the last 24 months. This purchase volume represents approximately $221.05M in transactions.

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

Of the 91 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: Laurel Wealth Advisors LLC ($1.72M), Northwestern Mutual Wealth Management Co. ($497.29K), Commonwealth Equity Services LLC ($210.90K), LPL Financial LLC ($149.90K), Intellus Advisors LLC ($143.00K), CWM LLC ($116.66K), and Royal Bank of Canada ($89.68K).

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

Institutional investors have sold a total of 4,081,220 shares in the last 24 months. This volume of shares sold represents approximately $277.78M in transactions.


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This page (BATS:SYLD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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