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Cambria Shareholder Yield ETF (SYLD) Institutional Ownership

Cambria Shareholder Yield ETF logo
$81.00 +0.79 (+0.98%)
As of 06/12/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
97
Total
Institutional Inflows
(last 12 months)
$212.69M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$264.07M
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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
6/3/2026 CoreFirst Bank & Trust36,671$2.77M1.5%+49.8%0.256%
5/19/2026 Bank of America Corp DE95,515$7.20M0.0%+6.2%0.666%
5/19/2026 Arkadios Wealth Advisors136,587$10.30M0.2%+3.8%0.952%
5/18/2026 Royal Bank of Canada67,059$5.06M0.0%-14.4%0.467%
5/18/2026 Empowered Funds LLC90,949$6.86M0.0%N/A0.634%
5/15/2026 Waverly Advisors LLC42,181$3.18M0.0%+562.3%0.294%
5/14/2026 Compound Planning Inc.201,384$15.19M0.5%-27.5%1.403%
5/13/2026 Cetera Investment Advisers250,789$18.91M0.0%+5.0%1.748%
5/7/2026 Florida Financial Advisors LLC2,820$213K0.1%N/A0.020%
5/6/2026 Kesler Norman & Wride LLC57,955$4.37M0.8%-0.3%0.404%
5/5/2026 D.A. Davidson & CO.25,233$1.90M0.0%+2.3%0.176%
5/5/2026 Geneos Wealth Management Inc.12,345$931K0.0%-35.3%0.086%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.4,300$324K0.0%N/A0.030%
5/5/2026 NFSG Corp2,113$159K0.0%+31.4%0.015%
5/5/2026 Ethos Financial Group LLC67,813$5.04M0.4%-1.4%0.473%
5/5/2026 Sanctuary Advisors LLC7,129$538K0.0%-7.5%0.050%
5/5/2026 Sigma Planning Corp24,385$1.84M0.1%+0.6%0.170%
5/4/2026 HBW Advisory Services LLC4,375$330K0.0%N/A0.030%
5/1/2026 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%
3/17/2026 Rockefeller 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%
2/19/2026 Compound Planning Inc.277,809$19.31M0.6%+5.2%1.936%
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2/18/2026 VestGen Advisors LLC313,382$21.79M0.9%-0.9%2.184%
2/17/2026 Integrated Advisors Network LLC38,973$2.71M0.1%N/A0.272%
2/17/2026 AQR Capital Management LLC11,822$822K0.0%+10.9%0.082%
2/17/2026 Cetera Investment Advisers238,800$16.60M0.0%-0.8%1.664%
2/17/2026 Equitable Holdings Inc.22,756$1.58M0.0%-14.3%0.159%
2/17/2026 Osaic 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%
2/17/2026 Royal 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%
2/16/2026 MML Investors Services LLC34,292$2.38M0.0%+11.0%0.239%
2/16/2026 Focus Partners Wealth362,046$25.17M0.0%+2.9%2.523%
2/13/2026 Visionary Wealth Advisors55,079$3.83M0.2%+1.7%0.384%
2/13/2026 Stifel Financial Corp39,553$2.75M0.0%+12.4%0.276%
2/13/2026 Arkadios Wealth Advisors131,599$9.15M0.2%+7.7%0.917%
2/13/2026 MorganRosel Wealth Management LLC2,886$201K0.1%N/A0.020%
2/13/2026 Wells 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%
2/12/2026 StoneX Group Inc.3,304$230K0.0%-13.1%0.023%
2/12/2026 Steward Partners Investment Advisory LLC12,951$900K0.0%-78.1%0.090%
2/12/2026 Compass Capital Corp MA ADV3,180$221K0.1%N/A0.022%
2/12/2026 Manchester Financial Inc.10,556$734K0.1%-15.7%0.074%
2/12/2026 Cowa LLC14,895$1.04M0.3%+5.3%0.104%
2/11/2026 Janney Montgomery Scott LLC5,539$385K0.0%-18.4%0.039%
2/11/2026 LPL Financial LLC403,335$28.04M0.0%-17.7%2.811%
2/11/2026 Comprehensive 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%
2/10/2026 Rothschild Investment LLC247,655$17.22M0.9%+6.6%1.726%
2/10/2026 Northwestern Mutual Wealth Management Co.97,697$6.79M0.0%-40.6%0.681%
2/10/2026 Moors & Cabot Inc.3,830$266K0.0%-4.1%0.027%
2/10/2026 Thoroughbred Financial Services LLC6,388$444K0.0%-3.7%0.045%
2/9/2026 Valued Retirements Inc.10,832$753K0.7%-48.6%0.075%
2/9/2026 Harbour Investments Inc.1,845$128K0.0%+14.1%0.013%
2/6/2026 Van Hulzen Asset Management LLC7,066$491K0.0%+15.0%0.049%
2/6/2026 Intellus Advisors LLC352,177$24.48M3.2%-3.7%2.454%
2/6/2026 IFP Advisors Inc1,670$116K0.0%-9.4%0.012%
2/6/2026 RPS Advisory Solutions LLC7,811$543K0.3%-12.3%0.054%
2/6/2026 HighTower Advisors LLC152,521$10.60M0.0%-15.5%1.063%
2/5/2026Tucker Asset Management LLC903$63K0.0%N/A0.006%
2/5/2026 Atlas Wealth LLC121,727$8.46M2.6%+7.9%0.848%
2/5/2026 Cauble & Harre Wealth Management Inc.17,675$1.23M1.0%N/A0.123%
2/5/2026 Northwestern Mutual Wealth Management Co.50,428$3.51M0.0%-69.3%0.351%
2/5/2026 Allworth Financial LP1,277$89K0.0%+30.8%0.009%
2/4/2026 Moneco Advisors LLC67,360$4.68M0.4%-21.0%0.469%
2/4/2026 Meridian 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%
2/3/2026 MGO 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%
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2/2/2026 Truist Financial Corp48,017$3.34M0.0%-1.2%0.335%
2/2/2026 Summit 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%
1/30/2026 Sigma Planning Corp24,245$1.69M0.0%+2.9%0.169%
1/30/2026 Laurel 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%
1/29/2026 D.A. Davidson & CO.24,667$1.72M0.0%-4.1%0.172%


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), 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.

Of the 176 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).

Institutional investors have bought a total of 3,176,110 shares in the last 24 months. This purchase volume represents approximately $212.69M in transactions.

Of the 84 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), CWM LLC ($116.66K), Royal Bank of Canada ($100.98K), and Wells Fargo & Company MN ($89.31K).

Institutional investors have sold a total of 3,850,683 shares in the last 24 months. This volume of shares sold represents approximately $264.07M in transactions.


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This page (BATS:SYLD) was last updated on 6/14/2026 by MarketBeat.com Staff.
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