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 15 institutions that hold shares in the stock, with a total of 2.57 Million shares, which have been reported (via 13F filing form) to have a value of $72.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
2,200,716
shares
|
$61.9 Million
12.31% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
137,876
shares
|
$3.88 Million
1.12% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
77,474
shares
|
$2.18 Million
1.44% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
44,283
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
34,826
shares
|
$978,958
0.0% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
33,885
shares
|
$952,507
0.0% of portfolio
|
Q3 2025
Added 50.9%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,102
shares
|
$452,627
0.02% of portfolio
|
Q3 2025
Reduced 65.8%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
15,277
shares
|
$429,436
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
8,604
shares
|
$241,858
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
511
shares
|
$14,364
0.0% of portfolio
|
Q3 2025
Reduced 14.26%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
493
shares
|
$13,858
0.01% of portfolio
|
Q4 2022
Added 2.28%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
55
shares
|
$1,546
0.0% of portfolio
|
Q1 2024
Added 1.85%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$28
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|