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 948,973 shares, which have been reported (via 13F filing form) to have a value of $28.1 Million.
| 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
|
$7.92 Million
1.54% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
262,423
shares
|
$7.78 Million
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
91,121
shares
|
$2.7 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
69,389
shares
|
$2.06 Million
0.13% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
68,908
shares
|
$2.04 Million
0.28% of portfolio
|
Q2 2023
Reduced 16.44%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
49,981
shares
|
$1.48 Million
0.38% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
43,479
shares
|
$1.29 Million
0.97% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
37,824
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
18,419
shares
|
$546,123
0.03% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
15,676
shares
|
$464,793
0.15% of portfolio
|
Q1 2024
Reduced 5.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,140
shares
|
$359,951
0.0% of portfolio
|
Q1 2025
Reduced 21.6%
|
|
|
Cohalo Advisory LLC
Snoqualmie, WA |
Apr 22, 2025 Q1 2025 |
8,272
shares
|
$245,264
17.78% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,553
shares
|
$46,046
0.0% of portfolio
|
Q4 2024
Added 35.09%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
706
shares
|
$20,932
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
706
shares
|
$20,932
0.0% of portfolio
|
Q2 2022
Added 508.62%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
417
shares
|
$12,364
0.01% of portfolio
|
Q4 2022
Added 0.72%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
387
shares
|
$11,474
0.0% of portfolio
|
Q4 2024
Reduced 16.77%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
260
shares
|
$7,709
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
259
shares
|
$7,679
0.0% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q1 2025
Reduced 95.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|