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 2.56 Million shares, which have been reported (via 13F filing form) to have a value of $66.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
2,200,716
shares
|
$57.2 Million
12.79% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
137,641
shares
|
$3.58 Million
0.71% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
81,684
shares
|
$2.12 Million
1.69% of portfolio
|
Q1 2025
Reduced 12.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
41,613
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
33,973
shares
|
$882,958
0.0% of portfolio
|
Q4 2024
Added 31.98%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
28,859
shares
|
$750,045
0.03% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,951
shares
|
$440,556
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
15,277
shares
|
$397,049
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
493
shares
|
$12,813
0.01% of portfolio
|
Q4 2022
Added 2.28%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
444
shares
|
$11,539
0.0% of portfolio
|
Q1 2025
Added 93.89%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
202
shares
|
$5,249
0.0% of portfolio
|
Q1 2025
Added 129.55%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
55
shares
|
$1,429
0.0% of portfolio
|
Q1 2024
Added 1.85%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q1 2025
Reduced 99.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$25
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
|