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
↑ +6
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — SYLD

Based on 166 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SYLD 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
166 funds currently hold this stock — 90% of the 3.0-year high of 185 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
7 fewer hedge funds hold SYLD compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

77 buying83 selling
Last quarter: 83 funds reduced or exited vs 77 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new SYLD position: 15 → 18 → 17 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 27% medium ■ 16% new
96 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

17 → 15 → 18 → 17 → 24 new funds/Q
New funds entering each quarter: 15 → 18 → 17 → 24. A growing number of institutions are discovering SYLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 26% 1-2yr ■ 17% new
Of 167 current holders: 96 (57%) 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.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
14 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 Q1, 77 hedge funds were net buyers of SYLD (24 opened a new position, 53 added to an existing one), while 83 reduced or exited (65 trimmed, 18 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 24% of total institutional value in SYLD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). 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 Q1 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 March 31, 2026 · 76d ago
SYLD
+7.4%
SPY
+14.1%

SYLD outperformed SPY by -6.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
SYLD
+5.1%
SPY
+0.3%

Since the filing became public, SYLD outperformed SPY by +4.8% .

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
2.3
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 166 160 3.75%
13F Shares 8M 8M 0.35%
Total Value $573M $545M 5.14%
New Positions 24 17 +7
Increased Positions 53 46 +7
Closed Positions 18 15 +3
Reduced Positions 65 70 -5
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: SYLD

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DKM Wealth Management, Inc. 3.95% 72,737 $5.5M
2 Intellus Advisors LLC 3.62% 351,446 $26.5M
3 Revolve Wealth Partners, LLC 3.57% 364,183 $27.5M
4 ALM First Financial Advisors, LLC 3.45% 268,778 $19.3M
5 Verum Partners LLC 3.33% 232,513 $17.5M
6 Fermata Advisors, LLC 1.72% 101,077 $7.6M
7 CoreFirst Bank & Trust 1.47% 36,671 $2.8M
8 Sherman Wealth Management LLC 1.38% 21,272 $1.6M
9 Wealth Care LLC 1.31% 19,555 $1.5M
10 Cauble & Harre Wealth Management, Inc. 1.28% 20,628 $1.6M
11 Rothschild Investment LLC 1.09% 275,419 $20.8M
12 Bravias Capital Group, LLC 1.04% 21,002 $1.6M
13 Longview Financial Advisors, Inc. 0.86% 18,770 $1.4M
14 Sanchez Gaunt Capital Management, LLC 0.80% 16,977 $1.3M
15 Aspect Partners, LLC 0.80% 25,883 $2.0M
16 Kesler, Norman & Wride, LLC 0.75% 57,955 $4.4M
17 Breakwater Capital Group 0.72% 71,179 $5.4M
18 Cambria Investment Management, L.P. 0.70% 165,443 $12.5M
19 United Advisor Group, LLC 0.68% 73,272 $5.5M
20 Valued Retirements, Inc. 0.60% 8,136 $614K
21 VestGen Advisors, LLC 0.59% 284,979 $22.2M
22 ATLas Financial Planning LLC 0.49% 7,172 $541K
23 Compound Planning, Inc. 0.47% 201,384 $15.2M
24 Meridian Financial Advisors, LLC 0.41% 9,984 $753K
25 Summit Wealth & Retirement Planning, INC. 0.39% 21,791 $1.6M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SYLD 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 SYLD?

More sellers than buyers — 48% buying: Last quarter: 83 funds reduced or exited vs 77 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: 14 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?

58% of holders stayed for 2+ years: 96 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 Q1 hedge fund 13F filings?

As of today, SYLD has moved +5.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +4.8%. Since the quarter end (March 31, 2026), SYLD has gained +7.4% vs +14.1% 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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