Across its top 20 institutional holders, SYLD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 23/100).

Quarterly Activity

Recent Activity

+$349.6M

Total Buy Value

$270.4M

Total Sell Value

New buy20

Trim68

Add53

Sold out15

Net Buyers

Net Sellers

Smart Money Convergence

SYLD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

132061201

FAQ

Who are the top institutional investors holding CAMBRIA SHAREHOLDER YIELD ET (SYLD)?

Major stakeholders currently include Morgan Stanley ($50.9M), Raymond James Financial INC ($31.2M), LPL Financial LLC ($31.0M). Based on the latest 13F filings, there are a total of 167 tracked investment funds and institutions maintaining positions in SYLD.

What is the overall institutional sentiment toward SYLD recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $56.6M, driven by 73 managers accumulating shares while 83 reduced their exposure.

Which institutions have been selling or reducing their SYLD positions?

In the latest period, 68 funds trimmed their holdings, and 15 managers completely exited their positions. The aggregate reported sell value was $270.4M.

Are there any notable investors adding SYLD to their portfolios?

Yes, buying activity remains notable. 20 institutions opened new positions in {ticker}, and 53 existing holders added to their shares. The total reported buy value for the quarter amounted to $349.6M.