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 2.16 Million shares, which have been reported (via 13F filing form) to have a value of $55 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Oct 07, 2024 Q3 2024 |
1,825,000
shares
|
$45.9 Million
11.65% of portfolio
|
Q4 2022
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
130,491
shares
|
$3.28 Million
0.71% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
54,330
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
42,476
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 45.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
33,611
shares
|
$845,652
0.0% of portfolio
|
Q3 2024
Added 10.5%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
24,361
shares
|
$612,922
0.0% of portfolio
|
Q3 2024
Reduced 40.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,365
shares
|
$537,543
0.0% of portfolio
|
Q1 2024
Reduced 45.69%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
15,277
shares
|
$384,369
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
15,277
shares
|
$384,369
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
493
shares
|
$12,403
0.01% of portfolio
|
Q4 2022
Added 2.28%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
55
shares
|
$1,383
0.0% of portfolio
|
Q1 2024
Added 1.85%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
28
shares
|
$704
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|