Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cambria ETF Tr (SYLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — SYLD

Based on 166 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SYLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
166 funds currently hold this stock — 89% of the 3.0-year high of 186 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SYLD is almost the same as a year ago (+3 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

79 buying83 selling
Last quarter: 83 funds reduced or exited vs 79 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 18 → 18 → 24 → 18. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
103 out of 166 hedge funds have held SYLD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

16 → 18 → 18 → 24 → 18 new funds/Q
New funds entering each quarter: 18 → 18 → 24 → 18. A growing number of institutions are discovering SYLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 20% newcomers

■ 61% veterans ■ 18% 1-2yr ■ 20% new
Entry-cohort mix of 166 holders: 102 (61%) are 2+ year veterans, 30 entered 1–2 years ago, and 34 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
16 of 166 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — SYLD

In 2026 Q2, 79 hedge funds were net buyers of SYLD (18 opened a new position, 61 added to an existing one), while 83 reduced or exited (64 trimmed, 19 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 24% of total institutional value in SYLD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 166.

Hedge Fund Ownership: SYLD

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

Market Analysis: SYLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SYLD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Cambria ETF Tr (SYLD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SYLD has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
SYLD
+5.3%
SPY
+2.3%

SYLD outperformed SPY by +3.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
SYLD
-3.5%
SPY
-1.6%

Since the filing became public, SYLD outperformed SPY by -1.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: SYLD
166 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 166 167 -0.6%
13F Shares 8M 8M -0.68%
Total Value $601M $576M 4.36%
New Positions 18 24 -6
Increased Positions 61 54 +7
Closed Positions 19 18 +1
Reduced Positions 64 65 -1
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: SYLD

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

166 + investors

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

QUARTER:
Top 25 SYLD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DKM Wealth Management, Inc. 3.73% 72,214 $5.7M
2 Intellus Advisors LLC 3.36% 350,274 $27.7M
3 Verum Partners LLC 3.11% 262,774 $20.8M
4 Revolve Wealth Partners, LLC 3.07% 374,169 $29.6M
5 ALM First Financial Advisors, LLC 2.37% 177,700 $14.1M
6 Atlas Wealth LLC 1.71% 151,606 $12.0M
7 Fermata Advisors, LLC 1.60% 99,792 $7.9M
8 CoreFirst Bank & Trust 1.51% 38,351 $3.0M
9 Sherman Wealth Management LLC 1.30% 21,861 $1.7M
10 Cauble & Harre Wealth Management, Inc. 1.27% 20,028 $1.6M
11 Wealth Care LLC 1.26% 19,609 $1.6M
12 Bravias Capital Group, LLC 0.94% 20,019 $1.6M
13 Longview Financial Advisors, Inc. 0.89% 19,212 $1.5M
14 Rothschild Investment LLC 0.86% 290,441 $23.0M
15 Aspect Partners, LLC 0.75% 25,374 $2.0M
16 Sanchez Gaunt Capital Management, LLC 0.73% 16,564 $1.3M
17 Kesler, Norman & Wride, LLC 0.67% 53,864 $4.3M
18 Breakwater Capital Group 0.66% 70,058 $5.5M
19 Cambria Investment Management, L.P. 0.66% 169,615 $13.4M
20 United Advisor Group, LLC 0.65% 78,241 $6.2M
21 VestGen Advisors, LLC 0.65% 280,981 $22.2M
22 ATLas Financial Planning LLC 0.61% 9,571 $757K
23 Comprehensive Wealth Management, LLC 0.59% 16,259 $1.3M
24 Valued Retirements, Inc. 0.46% 6,496 $514K
25 Compound Planning, Inc. 0.45% 216,923 $17.2M
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 (SYLD)

What does the Smart Money Trend signal show for SYLD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SYLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SYLD?

More sellers than buyers — 49% buying: Last quarter: 83 funds reduced or exited vs 79 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SYLD holders?

Strong quality — 24% AUM from major funds: 16 of 166 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SYLD?

62% of holders stayed for 2+ years: 103 out of 166 hedge funds have held SYLD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Cambria ETF Tr (SYLD) following the 2026 Q2 hedge fund 13F filings?

As of today, SYLD has moved -3.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of -1.9%. Since the quarter end (June 30, 2026), SYLD has gained +5.3% vs +2.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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