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 25 institutions that hold shares in the stock, with a total of 841,377 shares, which have been reported (via 13F filing form) to have a value of $25.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
280,670
shares
|
$8.64 Million
0.0% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
237,104
shares
|
$7.3 Million
1.28% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
70,946
shares
|
$2.18 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
68,908
shares
|
$2.12 Million
0.28% of portfolio
|
Q2 2023
Reduced 16.44%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
49,449
shares
|
$1.52 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
39,994
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
38,082
shares
|
$1.17 Million
0.8% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
18,796
shares
|
$578,728
0.03% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
15,676
shares
|
$482,664
0.14% of portfolio
|
Q1 2024
Reduced 5.5%
|
|
|
Cohalo Advisory LLC
Snoqualmie, WA |
Jul 29, 2025 Q2 2025 |
7,929
shares
|
$244,133
18.51% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,563
shares
|
$202,074
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,911
shares
|
$58,839
0.0% of portfolio
|
Q2 2025
Added 23.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,788
shares
|
$55,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
764
shares
|
$23,523
0.0% of portfolio
|
Q2 2025
Added 193.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
706
shares
|
$21,737
0.0% of portfolio
|
Q2 2022
Added 508.62%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
706
shares
|
$21,737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
417
shares
|
$12,839
0.01% of portfolio
|
Q4 2022
Added 0.72%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
387
shares
|
$11,915
0.0% of portfolio
|
Q4 2024
Reduced 16.77%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
259
shares
|
$7,974
0.0% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
252
shares
|
$7,759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
68
shares
|
$2,093
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$30
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1
shares
|
$30
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|