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Cambria Shareholder Yield ETF (SYLD) Institutional Ownership

Cambria Shareholder Yield ETF logo
$83.89 +1.50 (+1.82%)
As of 04:10 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)
87
Total
Institutional Inflows
(last 12 months)
$81.47M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$253.95M
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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
10/15/2026HBW Advisory Services LLC5,727$462K0.0%+5.0%0.040%
10/15/2026Mather Group LLC.3,646$294K0.0%-98.9%0.025%
10/13/2026Fermata Advisors LLC97,488$7.86M1.5%-2.3%0.679%
10/9/2026DKM Wealth Management Inc.72,964$5.88M3.7%+1.0%0.508%
10/9/2026Breakwater Capital Group66,500$5.36M0.6%-5.1%0.463%
10/9/2026Longview Financial Advisors Inc.17,218$1.39M0.8%-10.4%0.120%
10/8/2026Farther Finance Advisors LLC4,299$346K0.0%-20.6%0.030%
10/2/2026 CX Institutional3,303$266K0.0%-13.3%0.023%
9/23/2026Envestnet Asset Management Inc.41,324$3.27M0.0%+3.1%0.288%
9/9/2026Van Hulzen Asset Management LLC2,890$229K0.0%-54.7%0.020%
9/9/2026Integrated Wealth Concepts LLC927$73K0.0%N/A0.006%
9/9/2026RFG Advisory LLC9,414$745K0.0%-3.2%0.066%
9/9/2026Baird Financial Group Inc.6,636$525K0.0%+2.2%0.046%
9/8/2026Waverly Advisors LLC35,293$2.79M0.0%-16.3%0.246%
8/27/2026Corient Private Wealth LP5,353$423K0.0%N/A0.037%
8/22/2026Valued Retirements Inc.6,496$514K0.4%-20.2%0.045%
8/21/2026Beacon Financial Advisory LLC3,023$239K0.0%-7.8%0.021%
7/10/2026ALM First Financial Advisors LLC177,700$14.05M2.2%-33.9%1.238%
7/10/2026Sherman Wealth Management LLC21,861$1.73M1.3%+2.8%0.152%
7/9/2026Revolve Wealth Partners LLC374,169$29.59M3.1%+2.7%2.607%
7/9/2026Breakwater Capital Group70,058$5.54M0.7%-1.6%0.488%
7/8/2026Evanson Financial LLC16,483$1.30M0.1%N/A0.115%
7/7/2026Fermata Advisors LLC99,792$7.89M1.6%-1.3%0.695%
7/7/2026Avior Wealth Management LLC4,260$337K0.0%-5.1%0.030%
7/6/2026Longview 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%
5/6/2026Kesler 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%
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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%
5/1/2026Fifth 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%
4/30/2026CFS 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%
4/24/2026Wealth Care LLC19,555$1.48M1.3%N/A0.136%
4/23/2026Manchester Financial Inc.8,972$677K0.1%-15.0%0.063%
4/23/2026Apollon Wealth Management LLC7,447$562K0.0%-25.7%0.052%
4/22/2026Janney Montgomery Scott LLC5,139$388K0.0%-7.2%0.036%
4/22/2026Meridian Financial Advisors LLC9,984$753K0.4%-13.1%0.070%
4/20/2026Ritholtz Wealth Management43,170$3.26M0.1%N/A0.301%
4/20/2026Breakwater Capital Group71,179$5.37M0.7%-4.4%0.496%
4/17/2026Brookstone Capital Management122,713$9.25M0.1%+4.6%0.855%
4/16/2026Sheets 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%
2/12/2026Manchester 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%
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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%


SYLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 207 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 164 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 ($438.30K), Tcfg Wealth Management LLC ($243.33K), Empowered Funds LLC ($181.90K), and Heck Capital Advisors LLC ($176.93K).

Institutional investors have bought a total of 1,139,094 shares in the last 24 months. This purchase volume represents approximately $81.47M in transactions.

Of the 73 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. ($324.09K), Mather Group LLC. ($316.25K), Commonwealth Equity Services LLC ($159.65K), Intellus Advisors LLC ($123.41K), Royal Bank of Canada ($100.98K), and ALM First Financial Advisors LLC ($91.08K).

Institutional investors have sold a total of 3,599,126 shares in the last 24 months. This volume of shares sold represents approximately $253.95M in transactions.


Related Companies

Institutional ownership data for BATS:SYLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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