Cambria Shareholder Yield
SYLD • BATS
Cambria Shareholder Yield is an exchange-traded fund on BATS. As of Q3 2025, 160 institutional investors hold shares in this ETF, with total holdings valued at $595.4M. MORGAN STANLEY is the largest holder with a position valued at $48.8M.
Overview
Overview of institutional ownership in SYLD as of Q3 2025
All Institutions
- Institutions
- 160
- Value Held
- $595.4M
- Shares Held
- 8.7M
- Avg Position
- $3.7M
- Median Position
- $647.4K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $12.4M
- Shares Held
- 181.3K
- Avg Position
- $3.1M
- Median Position
- $1.6M
Biggest Investors
Institutions with the largest positions in SYLD as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $48.8M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $36.7M 0.01% of portfolio |
L LPL Financial LLC Institution | $33.6M 0.01% of portfolio |
 Revolve Wealth Partners, LLC RIA/Wealth | $26.2M 3.15% of portfolio |
 Intellus Advisors LLC RIA/Wealth | $25.1M 3.43% of portfolio |
C Colony Group, LLC Institution | $24.2M 0.04% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $22.4M 0.03% of portfolio |
 VestGen Advisors, LLC RIA/Wealth | $21.7M 0.73% of portfolio |
 Atomi Financial Group, Inc. RIA/Wealth | $18.1M 0.59% of portfolio |
 UBS Group AG Institution | $17.3M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SYLD in Q3 2025
- Traded
- −$38.5M
- Buyers
- 68
- Sellers
- 82
- Total Bought
- +$34.6M
- Total Sold
- −$73.1M
- Avg Position
- $3.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
R ROYAL BANK OF CANADA Institution | +$6.1M +88.7K shares |
 Cetera Investment Advisers RIA/Wealth | +$5.7M +82.9K shares |
A Atlas Wealth LLC Institution | +$4.0M +58.3K shares |
Atomi Financial Group, Inc. RIA/Wealth | +$1.9M +27.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.7M +25.2K shares |
 Verum Partners LLC RIA/Wealth | +$1.7M +24.7K shares |
 ROTHSCHILD INVESTMENT LLC RIA/Wealth | +$1.3M +18.8K shares |
Revolve Wealth Partners, LLC RIA/Wealth | +$1.1M +15.8K shares |
 United Advisor Group, LLC RIA/Wealth | +$879.1K +12.8K shares |
C Colony Group, LLC Institution | +$859.9K +12.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 360 Financial, Inc. RIA/Wealth | −$16.0M −246.7K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$9.8M −143.4K shares |
Intellus Advisors LLC RIA/Wealth | −$7.5M −109.8K shares |
MORGAN STANLEY RIA/Wealth | −$6.6M −96.2K shares |
UBS Group AG Institution | −$4.8M −69.8K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$4.5M −65.5K shares |
L LPL Financial LLC Institution | −$3.9M −56.5K shares |
D DKM Wealth Management, Inc. RIA/Wealth | −$3.3M −47.9K shares |
 Kingstone Capital Partners Texas, LLC RIA/Wealth | −$2.0M −30.1K shares |
 MONECO Advisors, LLC RIA/Wealth | −$1.2M −17.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SYLD in Q3 2025
- New Positions
- 9
- New Value
- $1.6M
- Exited Positions
- 19
- Exited Value
- $21.2M
New Positions
| Institution | Position Value |
|---|---|
 CX Institutional RIA/Wealth | $364.7K 5.3K shares |
 DAVENPORT & Co LLC RIA/Wealth | $291.0K 4.2K shares |
 SAX WEALTH ADVISORS, LLC RIA/Wealth | $258.4K 3.8K shares |
B BLAIR WILLIAM & CO/IL Institution | $217.8K 3.2K shares |
 Optivise Advisory Services LLC RIA/Wealth | $202.4K 2.9K shares |
O Optiver Holding B.V. Institution | $116.7K 1.7K shares |
 Wealth Watch Advisors, INC RIA/Wealth | $95.6K 1.4K shares |
R Root Financial Partners, LLC RIA/Wealth | $30.1K 438.0 shares |
H HAZLETT, BURT & WATSON, INC. Institution | $18.9K 275.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
360 Financial, Inc. RIA/Wealth | $16.0M 246.7K shares |
Kingstone Capital Partners Texas, LLC RIA/Wealth | $2.0M 30.1K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | $670.8K 10.3K shares |
O OxenFree Capital LLC RIA/Wealth | $567.7K 8.7K shares |
 FOUNDERS FINANCIAL SECURITIES LLC RIA/Wealth | $305.3K 4.7K shares |
 Ausdal Financial Partners, Inc. RIA/Wealth | $295.4K 4.5K shares |
 Per Stirling Capital Management, LLC. RIA/Wealth | $284.8K 4.4K shares |
H HRT FINANCIAL LLC Institution | $239.2K 3.7K shares |
 Total Clarity Wealth Management, Inc. RIA/Wealth | $236.1K 3.6K shares |
 Koshinski Asset Management, Inc. RIA/Wealth | $233.6K 3.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in SYLD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 1
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
 Private Advisor Group, LLC RIA/Wealth | - - contracts |
Most Committed Institutions
Institutions with SYLD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
D DKM Wealth Management, Inc. RIA/Wealth | 4.78% $5.3M |
Intellus Advisors LLC RIA/Wealth | 3.43% $25.1M |
A Atlas Wealth LLC Institution | 3.30% $7.7M |
Revolve Wealth Partners, LLC RIA/Wealth | 3.15% $26.2M |
 ALM First Financial Advisors, LLC RIA/Wealth | 3.09% $15.3M |
Verum Partners LLC RIA/Wealth | 2.96% $13.0M |
 Fermata Advisors, LLC Hedge Fund•Sector | 2.32% $8.6M |
 Opus Capital Group, LLC RIA/Wealth | 1.78% $15.4M |
V Valued Retirements, Inc. Institution | 1.55% $1.4M |
 Longview Financial Advisors, Inc. RIA/Wealth | 1.07% $1.4M |
Hedge Fund Spotlight
Discover hedge funds investing in SYLD
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
Position in Cambria Shareholder Yield
- Market Value
- $720.9K
- Shares Held
- 10.5K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
