Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAMBRIA ETF TR (FYLD)

75 + Investors. Track Smart Money conviction in FYLD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — FYLD

Based on 75 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FYLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
75 hedge funds hold FYLD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

44 buying30 selling
Last quarter: 44 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 13 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 25% new

■ 37% conviction (2yr+) ■ 37% medium ■ 25% new
Of the 75 current holders: 28 (37%) held >2 years, 28 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

8 → 10 → 13 → 10 → 9 new funds/Q
New funds entering each quarter: 10 → 13 → 10 → 9. FYLD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 41% of holders stayed 2+ years

■ 41% veterans ■ 25% 1-2yr ■ 33% new
Of 75 current holders: 31 (41%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
12 of 75 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FYLD

How many hedge funds hold FYLD — quarterly history vs. share price
Quarterly hedge fund ownership of FYLD vs. share price

Market Analysis: FYLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FYLD

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: FYLD
2026 Q1 Stats Unlock in 18 days 75 + Investors

Track Smart Money conviction in FYLD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 75 71 5.63%
13F Shares 11M 10M 10.68%
Total Value $352M $304M 15.97%
New Positions 9 10 -1
Increased Positions 35 36 -1
Closed Positions 5 6 -1
Reduced Positions 25 22 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FYLD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

75 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FYLD. Verified SEC 13F-HR filings.

Top 25 institutional holders of FYLD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Longview Financial Advisors, Inc. 9.05% 396,597 $14.8M
2 ALM First Financial Advisors, LLC 2.94% 482,545 $16.4M
3 Aspect Partners, LLC 1.92% 125,492 $4.7M
4 Verum Partners LLC 1.91% 269,777 $10.1M
5 Fermata Advisors, LLC 1.47% 174,779 $6.5M
6 Encompass More Asset Management 1.34% 214,694 $8.0M
7 Opus Capital Group, LLC 1.16% 289,253 $11K
8 Miller Global Investments, LLC 1.10% 32,137 $1.2M
9 United Advisor Group, LLC 0.80% 173,993 $6.5M
10 ARQ WEALTH ADVISORS, LLC 0.67% 99,927 $3.7M
11 GREENWOOD CAPITAL ASSOCIATES LLC 0.48% 117,180 $4.4M
12 Bravias Capital Group, LLC 0.40% 16,289 $608K
13 Park Edge Advisors, LLC 0.28% 32,499 $1.2M
14 Meridian Financial Partners LLC 0.18% 12,644 $477K
15 Berkeley, Inc 0.07% 5,617 $210K
16 Dynamic Advisor Solutions LLC 0.06% 54,482 $2.0M
17 Brookstone Capital Management 0.05% 119,473 $4.5M
18 EXCHANGE TRADED CONCEPTS, LLC 0.04% 148,846 $5.6M
19 FIFTH THIRD SECURITIES, INC. 0.04% 14,598 $545K
20 Cambridge Investment Research Advisors, Inc. 0.03% 350,464 $13K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.03% 496,581 $18.5M
22 MATHER GROUP, LLC. 0.02% 45,464 $1.7M
23 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% 5,725 $214K
24 PARSONS CAPITAL MANAGEMENT INC/RI 0.01% 6,393 $239K
25 SAPIENT CAPITAL LLC 0.01% 9,905 $370K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CAMBRIA ETF TR (FYLD)

What does the Smart Money Trend signal show for FYLD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FYLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FYLD?

Slight buying edge — 59% buying: Last quarter: 44 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FYLD holders?

Smaller funds dominant — 5% AUM from top-100: 12 of 75 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FYLD?

Mixed — 37% long-term, 25% new: Of the 75 current holders: 28 (37%) held >2 years, 28 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.