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 23 institutions that hold shares in the stock, with a total of 861,396 shares, which have been reported (via 13F filing form) to have a value of $25.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
278,511
shares
|
$8.11 Million
1.67% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
263,073
shares
|
$7.66 Million
0.0% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
68,908
shares
|
$2.01 Million
0.28% of portfolio
|
Q2 2023
Reduced 16.44%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
67,812
shares
|
$1.97 Million
0.18% of portfolio
|
Q3 2024
Added 40.51%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
50,676
shares
|
$1.48 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
49,694
shares
|
$1.45 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
36,457
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
16,567
shares
|
$482,431
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
15,676
shares
|
$456,485
0.16% of portfolio
|
Q1 2024
Reduced 5.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,156
shares
|
$208,382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,663
shares
|
$77,546
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,992
shares
|
$58,007
0.0% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
706
shares
|
$20,558
0.0% of portfolio
|
Q2 2022
Added 508.62%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
417
shares
|
$12,143
0.01% of portfolio
|
Q4 2022
Added 0.72%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
387
shares
|
$11,269
0.0% of portfolio
|
Q4 2024
Reduced 16.77%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
289
shares
|
$8,415
0.0% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
260
shares
|
$7,571
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
100
shares
|
$2,912
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
50
shares
|
$1,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$29
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
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|