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 26 institutions that hold shares in the stock, with a total of 918,146 shares, which have been reported (via 13F filing form) to have a value of $26.8 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
|
$8.12 Million
1.67% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
260,406
shares
|
$7.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
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.
|
Feb 12, 2025 Q4 2024 |
67,396
shares
|
$1.96 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
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 |
Feb 13, 2025 Q4 2024 |
37,904
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
35,897
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
17,788
shares
|
$518,342
0.03% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
15,676
shares
|
$456,798
0.16% of portfolio
|
Q1 2024
Reduced 5.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
15,484
shares
|
$451,203
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cohalo Advisory LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
8,267
shares
|
$240,900
20.25% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,156
shares
|
$208,525
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,992
shares
|
$58,046
0.0% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
706
shares
|
$20,572
0.0% of portfolio
|
Q2 2022
Added 508.62%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
417
shares
|
$12,151
0.01% of portfolio
|
Q4 2022
Added 0.72%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
387
shares
|
$11,277
0.0% of portfolio
|
Q4 2024
Reduced 16.77%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
289
shares
|
$8,421
0.0% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
260
shares
|
$7,576
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
157
shares
|
$4,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
100
shares
|
$2,914
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
50
shares
|
$1,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
23
shares
|
$670
0.0% of portfolio
|
Q4 2024
Added 2200.0%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q4 2024
New holding
|