CAMBRIA ETF TR
CUSIP 132061706
Cambria Etf Tr has 104 institutional holders in Filings Flow’s 13F database, together reporting 11.35M shares worth $415M as of Q1 2026. The largest reported holders are Hightower Advisors, LLC, Newedge Advisors, LLC, and Cambria Investment Management, L.P..
Institutional Holders
104
Q1 2026
Reported Value
$415M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Welch Financial Planning, LLC$139M AUM | 4.81% | $7M | 161.4K | Q1 2026OLDER |
| Sound Portfolio Advisors, LLC$123M AUM | 4.73% | $6M | 140.5K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 3.25% | $12M | 287.0K | Q1 2026OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 2.80% | $5M | 129.7K | Q1 2026OLDER |
| ALM First Financial Advisors, LLC$557M AUM | 2.71% | $15M | 393.2K | Q1 2026OLDER |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 2.36% | $6M | 135.4K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 2.01% | $36M | 867.4K | Q1 2026OLDER |
| Warren Street Wealth Advisors, LLC$393M AUM | 1.88% | $7M | 178.4K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.98% | $18M | 435.8K | Q1 2026OLDER |
| Lifetime Wealth Management P.C.$176M AUM | 0.87% | $2M | 36.8K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.74% | $5M | 116.0K | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.72% | $2M | 41.3K | Q3 2025OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.69% | $1M | 29.5K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.69% | $1M | 33.4K | Q4 2025OLDER |
| Fermata Advisors, LLC$495M AUM | 0.67% | $3M | 73.0K | Q2 2026 |
| United Advisor Group, LLC$811M AUM | 0.57% | $5M | 111.1K | Q1 2026OLDER |
| Cauble & Harre Wealth Management, Inc.$126M AUM | 0.52% | $658,462 | 14.5K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.50% | $934,210 | 22.6K | Q2 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.47% | $2M | 42.0K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.47% | $774,798 | 18.7K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.39% | $2M | 54.7K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.35% | $3M | 65.7K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.34% | $13M | 281.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.27% | $5M | 122.6K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.22% | $4M | 102.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.16% | $46M | 1.10M | Q2 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.16% | $2M | 59.2K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.15% | $3M | 64.2K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.14% | $262,000 | 6.3K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.14% | $1M | 25.9K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.13% | $872,314 | 22.8K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.13% | $2M | 48.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.10% | $13M | 314.1K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.09% | $13M | 324.5K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.08% | $2M | 53.6K | Q3 2025OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.07% | $684,737 | 16.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.06% | $2M | 39.2K | Q2 2026 |
| Blueprint Investment Partners LLC$980M AUM | 0.06% | $581,976 | 14.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.05% | $50M | 1.20M | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.05% | $2M | 39.1K | Q2 2026 |
| GWN SECURITIES INC.$523M AUM | 0.04% | $222,444 | 5.4K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.04% | $1M | 35.4K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.04% | $1M | 26.1K | Q2 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $1M | 32.3K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.03% | $236,592 | 6.4K | Q3 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $1M | 24.8K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.03% | $71,101 | 1.7K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.03% | $48,641 | 1.3K | Q4 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.03% | $65,238 | 1.7K | Q4 2025OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.03% | $687,196 | 16.6K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.03% | $343,041 | 8.3K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $9M | 227.1K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.02% | $444,246 | 10.7K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $232,766 | 5.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 32.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $18M | 438.1K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.02% | $371,001 | 9.7K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $382,049 | 9.2K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.02% | $2M | 38.6K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.01% | $265,650 | 6.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 59.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $603,659 | 15.7K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $7M | 161.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.01% | $381,286 | 12.0K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.01% | $521,061 | 14.0K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 184.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.01% | $2M | 42.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 42.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $149,525 | 3.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $29M | 711.4K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.01% | $9,276 | 224 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 140.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $12M | 285.3K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $860,429 | 20.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $270,856 | 7.1K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $271,754 | 6.6K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $201,141 | 5.4K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 25.3K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $392,317 | 9.5K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $327,300 | 8.5K | Q4 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $33,128 | 800 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $14M | 331.0K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $44,226 | 1.1K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $233,200 | 6.3K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $494,418 | 11.9K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $5,093 | 141 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $27M | 661.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $484,364 | 11.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $313,516 | 7.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $13,375 | 323 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $4,141 | 100 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $49,485 | 1.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 54.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $12,457 | 325 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $57,711 | 1.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 70.3K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $264,154 | 6.4K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.00% | $381 | 9 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $71,717 | 1.9K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $69,838 | 1.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 43.1K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $704 | 17 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $10,311 | 249 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $216,814 | 5.8K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $74,043 | 1.8K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $211,365 | 5.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $33,666 | 813 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $14,701 | 355 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $653,530 | 17.6K | Q3 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $132 | 3 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,376 | 62 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $476,372 | 12.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $55,179 | 1.3K | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $4,896 | 118 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $1,781 | 43 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $3,313 | 80 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $32 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.