Purchases and Sales Made in Q4 2025 in Cambria Shareholder Yld ETF (SYLD)
This table provides information about the institutional ownership of Cambria Shareholder Yld ETF (SYLD) during Q4 2025. The information is specifically focused on institutions that hold shares of CAMBRIA SHAREHOLDER YLD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
33.7K+ 17.77% |
$2.22M - $2.35M
|
223K
$15.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
21KNew |
$1.38M - $1.46M
|
21K
$1.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.35K+ 8.66% |
$617K - $652K
|
117K
$7.94M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.09K+ 1.33% |
$336K - $355K
|
387K
$26.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.57KNew |
$301K - $318K
|
4.57K
$309K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.4K+ 21.29% |
$290K - $307K
|
25K
$1.69M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.33KNew |
$153K - $162K
|
2.33K
$157K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.61KNew |
$106K - $112K
|
1.61K
$109K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
550+ 2.62% |
$36.3K - $38.4K
|
21.5K
$1.45M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
335+ 33500.0% |
$22.1K - $23.4K
|
336
$22.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
150+ 3.54% |
$9.89K - $10.5K
|
4.39K
$297K
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
29+ 0.84% |
$1.91K - $2.02K
|
3.49K
$236K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8+ 0.2% |
$528 - $558
|
4.07K
$275K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-109- 0.16% |
$7.19K - $7.6K
|
68.7K
$4.65M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-134- 2.34% |
$8.84K - $9.35K
|
5.6K
$379K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-262- 5.44% |
$17.3K - $18.3K
|
4.55K
$308K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-466- 2.72% |
$30.7K - $32.5K
|
16.6K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-855- 11.03% |
$56.4K - $59.6K
|
6.9K
$466K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-893- 4.07% |
$58.9K - $62.3K
|
21K
$1.42M
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.01K- 8.05% |
$66.3K - $70.2K
|
11.5K
$777K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.64K- 9.25% |
$240K - $254K
|
35.7K
$2.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-4.45K- 5.78% |
$293K - $310K
|
72.5K
$4.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-15.5K- 17.25% |
$1.02M - $1.08M
|
74.5K
$5.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-23.6K- 18.77% |
$1.56M - $1.64M
|
102K
$6.9M
|
|