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 21 institutions that hold shares in the stock, with a total of 2.28 Million shares, which have been reported (via 13F filing form) to have a value of $59 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alm First Financial Advisors, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
1,825,000
shares
|
$47.3 Million
21.35% of portfolio
|
Q4 2022
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 12, 2024 Q1 2024 |
142,918
shares
|
$3.7 Million
0.84% of portfolio
|
Q1 2024
Added 3.88%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
56,206
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2024
Reduced 21.17%
|
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
46,327
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2024
Added 3.34%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
42,360
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 69.27%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
36,223
shares
|
$938,175
0.0% of portfolio
|
Q1 2024
Added 69.7%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
28,906
shares
|
$748,665
0.15% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
24,754
shares
|
$641,128
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
21,365
shares
|
$553,353
0.0% of portfolio
|
Q1 2024
Reduced 45.69%
|
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
15,277
shares
|
$395,674
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
15,277
shares
|
$395,674
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
12,027
shares
|
$311,499
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
9,897
shares
|
$256,332
0.0% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,179
shares
|
$56,436
0.0% of portfolio
|
Q1 2024
Reduced 40.37%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
493
shares
|
$12,768
0.01% of portfolio
|
Q4 2022
Added 2.28%
|
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
424
shares
|
$10,981
0.0% of portfolio
|
Q3 2023
Reduced 85.85%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
115
shares
|
$2,978
0.0% of portfolio
|
Q1 2024
Reduced 96.6%
|
|
|
Janiczek Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
55
shares
|
$1,424
0.0% of portfolio
|
Q1 2024
Added 1.85%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|