Institutional Ownership Cambria Global Asset Allocatio (GAA)
This table provides information about the institutional ownership of Cambria Global Asset Allocatio (GAA). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 1 Million shares, which have been reported (via 13F filing form) to have a value of $28.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
267,050
shares
|
$7.69 Million
1.54% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
262,423
shares
|
$7.56 Million
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
91,121
shares
|
$2.62 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
68,908
shares
|
$1.98 Million
0.28% of portfolio
|
Q2 2023
Reduced 16.44%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
67,396
shares
|
$1.94 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
50,676
shares
|
$1.46 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
49,981
shares
|
$1.44 Million
0.38% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
37,904
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
35,897
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
18,419
shares
|
$530,283
0.03% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
15,676
shares
|
$451,312
0.15% of portfolio
|
Q1 2024
Reduced 5.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
15,484
shares
|
$445,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cohalo Advisory LLC
Snoqualmie, WA |
Apr 22, 2025 Q1 2025 |
8,272
shares
|
$238,150
17.78% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,156
shares
|
$206,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,992
shares
|
$57,349
0.0% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
706
shares
|
$20,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
706
shares
|
$20,325
0.0% of portfolio
|
Q2 2022
Added 508.62%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
417
shares
|
$12,005
0.01% of portfolio
|
Q4 2022
Added 0.72%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
387
shares
|
$11,141
0.0% of portfolio
|
Q4 2024
Reduced 16.77%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
260
shares
|
$7,485
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
259
shares
|
$7,456
0.0% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
157
shares
|
$4,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
23
shares
|
$662
0.0% of portfolio
|
Q4 2024
Added 2200.0%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2024
New holding
|