Who Owns SYLD?
Cambria Shareholder Yield ETF — Institutional Ownership & 13F Holdings
$78.97
+0.57 (+0.73%)
Market Cap
$918.9M
Shares Outstanding
11,621,711
Institutional Holders
174
Total Inst. Value
$542.1M
% of Float Held
—
QoQ Holder Change
+60
Institutional data as of Q1 2025
New Positions
42
Closed Positions
22
Increased
47
Decreased
66
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $67.0M | 1,049,812 |
| 2 | Intellus Advisors LLC | $31.6M | 495,174 |
| 3 | RAYMOND JAMES FINANCIAL INC | $30.9M | 484,176 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $26.8M | 419,706 |
| 5 | Focus Partners Wealth | $22.3M | 349,397 |
| 6 | UBS Group AG | $21.9M | 342,830 |
| 7 | Revolve Wealth Partners, LLC | $21.0M | 329,745 |
| 8 | BANK OF AMERICA CORP /DE/ | $15.7M | 246,848 |
| 9 | 360 Financial, Inc. | $14.9M | 234,202 |
| 10 | ALM First Financial Advisors, LLCNew | $14.2M | 236,286 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Intellus Advisors LLC | +26K | $31.6M |
| RAYMOND JAMES FINANCIAL INC | +61K | $30.9M |
| Focus Partners Wealth | +15K | $22.3M |
| Revolve Wealth Partners, LLC | +29K | $21.0M |
| BANK OF AMERICA CORP /DE/ | +111K | $15.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Smith Anglin Financial, LLC | -915K | $6.3M |
| Cambria Investment Management, L.P. | -120K | $5.8M |
| Rockefeller Capital Management L.P. | -64K | $935K |
| LPL Financial LLC | -63K | $50K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -61K | $26.8M |
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Frequently Asked Questions
How many institutional investors hold SYLD?
As of Q1 2025, 174 institutional investors report holding SYLD (Cambria Shareholder Yield ETF) in their 13F filings.
Which hedge fund owns the most SYLD?
The largest institutional holder of SYLD is MORGAN STANLEY with $67.0M in shares.
Are institutions buying or selling SYLD?
This quarter, 42 institutions opened new positions in SYLD and 22 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.