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Cambria Shareholder Yield ETF (SYLD) Institutional Ownership

Cambria Shareholder Yield ETF logo
$82.91 +0.79 (+0.96%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
94
Total
Institutional Inflows
(last 12 months)
$218.79M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$251.31M
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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
7/10/2026 ALM First Financial Advisors LLC177,700$14.05M2.2%-33.9%1.238%
7/10/2026 Sherman Wealth Management LLC21,861$1.73M1.3%+2.8%0.152%
7/9/2026 Revolve Wealth Partners LLC374,169$29.59M3.1%+2.7%2.607%
7/9/2026 Breakwater Capital Group70,058$5.54M0.7%-1.6%0.488%
7/8/2026 Evanson Financial LLC16,483$1.30M0.1%N/A0.115%
7/7/2026 Fermata Advisors LLC99,792$7.89M1.6%-1.3%0.695%
7/7/2026 Avior Wealth Management LLC4,260$337K0.0%-5.1%0.030%
7/6/2026 Longview Financial Advisors Inc.19,212$1.52M0.9%+2.4%0.134%
6/16/2026Empowered Funds LLC90,949$6.86M0.0%N/A0.634%
6/3/2026CoreFirst Bank & Trust36,671$2.77M1.5%+49.8%0.256%
5/19/2026Bank of America Corp DE95,515$7.20M0.0%+6.2%0.666%
5/19/2026Arkadios Wealth Advisors136,587$10.30M0.2%+3.8%0.952%
5/18/2026Royal Bank of Canada67,059$5.06M0.0%-14.4%0.467%
5/18/2026Empowered Funds LLC90,949$6.86M0.0%N/A0.634%
5/15/2026Waverly Advisors LLC42,181$3.18M0.0%+562.3%0.294%
5/14/2026Compound Planning Inc.201,384$15.19M0.5%-27.5%1.403%
5/13/2026Cetera Investment Advisers250,789$18.91M0.0%+5.0%1.748%
5/7/2026Florida Financial Advisors LLC2,820$213K0.1%N/A0.020%
5/6/2026 Kesler Norman & Wride LLC57,955$4.37M0.8%-0.3%0.404%
5/5/2026D.A. Davidson & CO.25,233$1.90M0.0%+2.3%0.176%
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%
5/4/2026 HBW Advisory Services LLC4,375$330K0.0%N/A0.030%
5/1/2026Fifth Third Bancorp1,899$143K0.0%N/A0.013%
5/1/2026Sovran Advisors LLC4,125$328K0.0%N/A0.029%
4/30/2026Kestra 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%
4/29/2026Integrated Advisors Network LLC69,856$5.27M0.3%+79.2%0.487%
4/28/2026Bravias Capital Group LLC21,002$1.58M1.0%+2.4%0.146%
4/27/2026World Investment Advisors6,769$510K0.0%+40.0%0.047%
4/27/2026Private Advisor Group LLC20,693$1.56M0.0%-58.2%0.144%
4/24/2026Tcfg 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%
4/22/2026Janney Montgomery Scott LLC5,139$388K0.0%-7.2%0.036%
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4/22/2026 Meridian Financial Advisors LLC9,984$753K0.4%-13.1%0.070%
4/20/2026Ritholtz 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%
4/16/2026RFG 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%
3/13/2026World 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%
2/17/2026Integrated 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%
2/17/2026Private 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%
2/17/2026Beacon 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%
2/12/2026Commonwealth 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%
2/11/2026Janney 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%
2/10/2026 Kesler 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%
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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%
2/4/2026Money 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%
2/2/2026Truist Financial Corp48,017$3.34M0.0%-1.2%0.335%


SYLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 209 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), Revolve Wealth Partners LLC ($29.59M), LPL Financial LLC ($28.04M), 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.

Of the 173 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 LPL Financial LLC ($208.49K).

Institutional investors have bought a total of 3,249,484 shares in the last 24 months. This purchase volume represents approximately $218.79M in transactions.

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: Laurel Wealth Advisors LLC ($1.72M), Northwestern Mutual Wealth Management Co. ($435.98K), Commonwealth Equity Services LLC ($159.65K), Intellus Advisors LLC ($143.00K), Royal Bank of Canada ($100.98K), ALM First Financial Advisors LLC ($91.08K), and Wells Fargo & Company MN ($89.31K).

Institutional investors have sold a total of 3,634,523 shares in the last 24 months. This volume of shares sold represents approximately $251.31M in transactions.


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This page (BATS:SYLD) was last updated on 7/25/2026 by MarketBeat.com Staff.
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