Institutional Ownership Cambria ETF Tr Cambria Trinity (TRTY)
This table provides information about the institutional ownership of Cambria ETF Tr Cambria Trinity (TRTY). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 2.45 Million shares, which have been reported (via 13F filing form) to have a value of $63.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
2,043,730
shares
|
$52.6 Million
11.85% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
134,665
shares
|
$3.47 Million
0.67% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
93,179
shares
|
$2.4 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
44,836
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
40,289
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 19.87%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
32,606
shares
|
$839,604
0.04% of portfolio
|
Q4 2024
Added 33.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
26,036
shares
|
$670,427
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
21,365
shares
|
$550,148
0.0% of portfolio
|
Q1 2024
Reduced 45.69%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
15,277
shares
|
$393,382
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
493
shares
|
$12,694
0.01% of portfolio
|
Q4 2022
Added 2.28%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
229
shares
|
$5,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
196
shares
|
$5,047
0.0% of portfolio
|
Q4 2024
Added 19500.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
88
shares
|
$2,266
0.0% of portfolio
|
Q4 2024
Added 214.29%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
55
shares
|
$1,416
0.0% of portfolio
|
Q1 2024
Added 1.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|