SEC 13F Intelligence

CFITCAMBRIA ETF TR

CUSIP 132061763 · Yahoo Finance ↗ · Google Finance ↗

Cambria Etf Tr (CFIT) has 10 institutional holders in Filings Flow’s 13F database, together reporting 533.9K shares worth $13M as of Q1 2026. The largest reported holders are Ascentis Wealth Management, LLC, Atria Investments, Inc, and Org Partners LLC.

Institutional Holders
10
Q1 2026
Reported Value
$13M
Ticker
CFIT
Quarters Tracked
5

Ownership Trend

Institutional holders
Q1 ’25: 6Q1 ’25Q2 ’25: 10Q2 ’25Q3 ’25: 10Q3 ’25Q4 ’25: 11Q4 ’25Q1 ’26: 10Q1 ’26filingsflow.com
Total reported value
Q1 ’25: $5MQ1 ’25Q2 ’25: $13MQ2 ’25Q3 ’25: $16MQ3 ’25Q4 ’25: $16MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Ascentis Wealth Management, LLC$508M AUM1.18%$6M240.8KQ1 2026
Atria Investments, Inc$8.9B AUM0.04%$3M135.6KQ1 2026
ORG Partners LLC$568M AUM0.38%$2M85.5KQ4 2025OLDER
Cambria Investment Management, L.P.$1.8B AUM0.09%$1M58.4KQ4 2025OLDER
Betterment LLC$52.8B AUM0.00%$1M58.3KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.04%$1M49.3KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$557,05222.2KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$320,33112.9KQ1 2026
Ascentis Independent Advisors$1.3B AUM0.02%$320,33012.9KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$306,51812.4KQ1 2026
SANDERS MORRIS HARRIS LLC$172M AUM0.04%$262,40010.6KQ1 2026
UBS Group AG$666.3B AUM0.00%$26,8821.1KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$2,03482Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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