Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAMBRIA ETF TR (SYLD)

156 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
43%

Smart Money Signals — SYLD

Based on 156 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 86% of 3.0Y peak

86% of all-time peak
156 funds currently hold this stock — 86% of the 3.0-year high of 181 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
23 fewer hedge funds hold SYLD compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

61 buying81 selling
Last quarter: 81 funds reduced or exited vs 61 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.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 14 → 18 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 31% medium ■ 14% new
86 out of 156 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

19 → 16 → 14 → 18 → 17 new funds/Q
New funds entering each quarter: 16 → 14 → 18 → 17. A growing number of institutions are discovering SYLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 24% 1-2yr ■ 19% new
Of 156 current holders: 90 (58%) 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 — 23% AUM from major funds

23% from top-100 AUM funds
13 of 156 holders rank in the top 100 by AUM, accounting for 23% 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: SYLD
2026 Q1 Stats Unlock in 10 days 156 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 156 152 2.63%
13F Shares 7M 9M -11.97%
Total Value $518M $567M -8.57%
New Positions 17 18 -1
Increased Positions 44 48 -4
Closed Positions 13 20 -7
Reduced Positions 68 60 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SYLD

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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
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

156 + investors

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

Top 25 institutional holders of SYLD — 2025 Q4 · 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 Opus Capital Group, LLC 1.92% 236,777 $18K
7 Fermata Advisors, LLC 1.72% 101,077 $7.6M
8 Sherman Wealth Management LLC 1.38% 21,272 $1.6M
9 Wealth Care LLC 1.31% 19,555 $1.5M
10 ROTHSCHILD INVESTMENT LLC 1.09% 275,419 $20.8M
11 Bravias Capital Group, LLC 1.04% 21,002 $1.6M
12 Longview Financial Advisors, Inc. 0.86% 18,770 $1.4M
13 Sanchez Gaunt Capital Management, LLC 0.80% 16,977 $1.3M
14 Aspect Partners, LLC 0.80% 25,883 $2.0M
15 Kesler, Norman & Wride, LLC 0.75% 57,955 $4.4M
16 Breakwater Capital Group 0.72% 71,179 $5.4M
17 United Advisor Group, LLC 0.68% 73,272 $5.5M
18 ATLas Financial Planning LLC 0.49% 7,172 $541K
19 Meridian Financial Advisors, LLC 0.41% 9,984 $753K
20 Ethos Financial Group, LLC 0.37% 67,813 $5.0M
21 MONECO ADVISORS, LLC 0.32% 53,952 $4.1M
22 Genesis Wealth Advisors, LLC 0.31% 6,078 $458K
23 Astra Wealth Partners LLC 0.30% 6,583 $496K
24 RPS ADVISORY SOLUTIONS LLC 0.30% 6,900 $520K
25 Integrated Advisors Network LLC 0.28% 69,856 $5.3M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 43% buying: Last quarter: 81 funds reduced or exited vs 61 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 — 23% AUM from major funds: 13 of 156 holders rank in the top 100 by AUM, accounting for 23% 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?

55% of holders stayed for 2+ years: 86 out of 156 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.

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.