SEC 13F Intelligence

CAMBRIA ETF TR

CUSIP 132061409

Cambria Etf Tr has 74 institutional holders in Filings Flow’s 13F database, together reporting 8.20M shares worth $258M as of Q1 2026. The largest reported holders are Cambria Investment Management, L.P., Alm First Financial Advisors, LLC, and Smi Advisory Services, LLC.

Institutional Holders
74
Q1 2026
Reported Value
$258M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 27Q4 ’18Q1 ’19: 29Q2 ’19: 30Q2 ’19Q3 ’19: 30Q2 ’21: 24Q2 ’21Q4 ’21: 26Q4 ’22: 20Q4 ’22Q4 ’25: 51Q1 ’26: 74Q1 ’26Q2 ’26: 7filingsflow.com
Total reported value
Q4 ’18: $134MQ4 ’18Q1 ’19: $39MQ2 ’19: $41MQ2 ’19Q3 ’19: $38MQ2 ’21: $728MQ2 ’21Q4 ’21: $708MQ4 ’22: $32MQ4 ’22Q4 ’25: $186MQ1 ’26: $258MQ1 ’26Q2 ’26: $12Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ALM First Financial Advisors, LLC$557M AUM4.58%$26M1.02MQ1 2026OLDER
SMI Advisory Services, LLC$617M AUM3.50%$21M629.0KQ1 2026OLDER
Del-Sette Capital Management, LLC$167M AUM3.31%$6M166.9KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM2.61%$6M169.4KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM2.08%$37M1.12MQ1 2026OLDER
Rockport Wealth LLC$549M AUM1.57%$9M260.1KQ1 2026OLDER
Sound Financial Strategies Group, LLC$147M AUM1.39%$2M61.4KQ1 2026OLDER
Atlas Wealth LLC$334M AUM1.37%$5M138.2KQ1 2026OLDER
Miller Global Investments, LLC$121M AUM1.17%$1M39.1KQ2 2026
Fortis Group Advisors, LLC$605M AUM0.75%$5M129.2KQ1 2026OLDER
ALTFEST L J & CO INC$935M AUM0.63%$6M176.5KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.61%$1M34.0KQ1 2026OLDER
Stratos Investment Management, LLC$2.5B AUM0.54%$14M408.3KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.41%$8M228.9KQ1 2026OLDER
FSA WEALTH PARTNERS, INC.$210M AUM0.35%$734,81522.2KQ1 2026OLDER
Trademark Financial Management, LLC$204M AUM0.33%$670,10020.2KQ1 2026OLDER
Secure Asset Management, LLC$632M AUM0.25%$2M47.3KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.22%$2M62.2KQ1 2026OLDER
Vanguard Capital Wealth Advisors$108M AUM0.21%$262,0419.0KQ3 2025OLDER
Lifetime Wealth Management P.C.$176M AUM0.19%$338,73110.2KQ1 2026OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.15%$1M41.7KQ1 2026OLDER
TCFG Investment Advisors, LLC$297M AUM0.13%$378,64210.5KQ2 2026
Ascentis Wealth Management, LLC$508M AUM0.12%$615,73218.6KQ1 2026OLDER
Legacy Bridge, LLC$262M AUM0.11%$278,9938.4KQ1 2026OLDER
WMG Financial Advisors, LLC$240M AUM0.10%$292,30010.0KQ3 2025OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.08%$1M44.9KQ4 2025OLDER
Longview Financial Advisors, Inc.$171M AUM0.08%$131,6194.0KQ1 2026OLDER
Whitcomb & Hess, Inc.$463M AUM0.08%$368,30510.2KQ2 2026
Western Wealth Management, LLC$2.6B AUM0.07%$2M49.7KQ2 2026
Summit Financial, LLC$7.8B AUM0.06%$5M149.8KQ1 2026OLDER
Encompass More Asset Management$597M AUM0.05%$296,7068.9KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.05%$2M66.6KQ3 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.05%$8M234.1KQ1 2026OLDER
Astoria Portfolio Advisors LLC.$470M AUM0.05%$218,9826.2KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.04%$7M210.3KQ2 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.03%$12M359.4KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.03%$957,51828.9KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.03%$174,1435.3KQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.03%$266,1109.1KQ3 2025OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.03%$474,26114.3KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.02%$371,67911.2KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.02%$181,4016.2KQ3 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$321,38511.0KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M44.3KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$779,46723.6KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$319,7269.6KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$419,55813.3KQ4 2025OLDER
PRUDENTIAL PLC$17.1B AUM0.01%$1M43.0KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.01%$825,26926.2KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$66,0732.0KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$5,971180Q1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$14,615500Q3 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$45,4421.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$13M383.9KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$276,6438.3KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$10M308.9KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M44.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$158,3874.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$7M205.1KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$524,77315.8KQ2 2026
Copia Wealth Management$146M AUM0.00%$2,54387Q3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M36.1KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$12M360.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M42.7KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$874,16226.4KQ1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.00%$239,0077.2KQ1 2026OLDER
Beacon Capital Management, Inc.$1.8B AUM0.00%$17,686562Q4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$874,33026.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$13M412.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$274,7478.3KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$732,13722.8KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$3,524105Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$26,110893Q3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M34.4KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$23,319703Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$723,40521.8KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$187,3585.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$378,00011.4KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$2,82885Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$6,568198Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$232,1907.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$2,68992Q3 2025OLDER
Kilter Group LLC$232M AUM0.00%$120Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$1,52646Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$110Q2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.