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Cambria Trinity ETF (TRTY) Institutional Ownership

$25.72 +1.75 (+7.31%)
Closing price 03:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cambria Trinity ETF (BATS:TRTY)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$13.36M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$618.32K
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TRTY Institutional Buying and Selling by Quarter

Cambria Trinity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2025 Bravias Capital Group LLC81,684$2.08M1.7%-12.3%1.900%
4/29/2025 ALM First Financial Advisors LLC2,200,716$55.47M12.0%+7.7%51.179%
4/10/2025 Fermata Advisors LLC137,641$3.51M0.6%+2.2%3.201%
2/18/2025 GTS Securities LLC32,606$822K0.0%+33.8%0.776%
2/17/2025 Citadel Advisors LLC26,036$657K0.0%N/A0.620%
2/11/2025 LPL Financial LLC40,289$1.02M0.0%+19.9%0.959%
2/6/2025 Bravias Capital Group LLC93,179$2.41M2.0%N/A2.219%
1/15/2025 ALM First Financial Advisors LLC2,043,730$50.88M11.3%+12.0%48.660%
1/15/2025 Fermata Advisors LLC134,665$3.40M0.6%+3.2%3.206%
10/9/2024 Fermata Advisors LLC130,491$3.43M0.7%-8.0%3.107%
8/14/2024 Delap Wealth Advisory LLC10,440$267K0.1%N/A0.249%
7/13/2024 Fermata Advisors LLC141,822$3.63M0.8%-0.8%3.377%
4/12/2024 Fermata Advisors LLC142,918$3.71M0.8%+3.9%2.947%
3/8/2024ICA Group Wealth Management LLC29,416$739K0.2%+7.6%0.607%
2/6/2024 Lincoln National Corp44,829$1.13M0.0%+1.2%0.924%
2/1/2024 RWA Wealth Partners LLC15,277$384K0.0%N/A0.315%
1/19/2024 Fermata Advisors LLC137,578$3.46M0.8%+11.1%2.837%
11/30/2023 ARQ Wealth Advisors LLC90,805$2.22M1.7%-14.5%1.872%
11/13/2023 Mariner LLC137,193$3.35M0.0%+0.5%2.829%
11/13/2023 Kestra Advisory Services LLC80,275$1.96M0.0%+68.7%1.655%
11/7/2023 Fermata Advisors LLC123,887$3.03M0.9%+14.0%2.554%
11/6/2023 Lincoln National Corp44,302$1.08M0.0%+8.8%0.913%
10/11/2023Polaris Wealth Advisory Group LLC15,277$374K0.0%N/A0.315%
10/11/2023 CWM LLC3,030$74K0.0%-31.0%0.062%
8/18/2023 ARQ Wealth Advisors LLC106,253$2.62M1.7%+14.2%2.191%
8/11/2023 Kestra Advisory Services LLC47,575$1.17M0.0%-28.1%0.981%
8/10/2023Cetera Advisors LLC66,780$1.65M0.0%-8.9%1.377%
8/7/2023 Lincoln National Corp40,701$1.00M0.0%-4.4%0.839%
8/4/2023 Parallel Advisors LLC2,940$73K0.0%-25.3%0.061%
8/3/2023 CWM LLC4,393$108K0.0%+36.3%0.091%
7/31/2023 LPL Financial LLC14,515$358K0.0%-52.8%0.299%
7/24/2023 Fermata Advisors LLC108,679$2.68M2.4%+64.2%2.264%
5/15/2023ICA Group Wealth Management LLC8,707$214K0.1%+243.9%0.181%
5/9/2023 ARQ Wealth Advisors LLC93,063$2.29M1.7%N/A1.939%
5/2/2023 Lincoln National Corp42,563$1.05M0.0%+63.4%0.887%
5/1/2023 CWM LLC3,222$79K0.0%N/A0.067%
4/25/2023 Parallel Advisors LLC3,935$97K0.0%+35.7%0.082%
4/14/2023 Wealth Management Partners LLC8,150$201K0.1%N/A0.166%
4/13/2023 Fermata Advisors LLC66,181$1.63M1.0%-24.5%1.351%
2/9/2023 HighTower Advisors LLC101,336$2.53M0.0%+166.7%0.000%
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2/8/2023 Lincoln National Corp26,042$650K0.0%+185.1%0.000%
2/7/2023 LPL Financial LLC28,643$715K0.0%N/A0.000%
2/6/2023 Parallel Advisors LLC2,900$72K0.0%+107.1%0.000%
1/31/2023 Kestra Advisory Services LLC65,131$1.63M0.0%+5.4%0.000%
1/17/2023 ALM First Financial Advisors LLC1,825,000$45.58M19.4%N/A0.000%
1/13/2023 Dynamic Advisor Solutions LLC27,879$696K0.0%+59.0%0.000%
(Data available from 1/1/2016 forward)

TRTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TRTY shares?

During the previous two years, 17 institutional investors and hedge funds held shares of Cambria Trinity ETF. The most heavily invested institutionals were ALM First Financial Advisors LLC ($55.47M), Fermata Advisors LLC ($3.51M), Mariner LLC ($3.35M), ARQ Wealth Advisors LLC ($2.22M), Bravias Capital Group LLC ($2.08M), Kestra Advisory Services LLC ($1.96M), and Cetera Advisors LLC ($1.65M).Learn more on TRTY's institutional investors.

Which institutional investors have been buying Cambria Trinity ETF stock?

Of the 15 institutional investors that purchased Cambria Trinity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ALM First Financial Advisors LLC ($375.72K), Bravias Capital Group LLC ($93.18K), Fermata Advisors LLC ($83.89K), Kestra Advisory Services LLC ($32.70K), Citadel Advisors LLC ($26.04K), Polaris Wealth Advisory Group LLC ($15.28K), and RWA Wealth Partners LLC ($15.28K).

How much institutional buying is happening at Cambria Trinity ETF?

Institutional investors have bought a total of 688,723 shares in the last 24 months. This purchase volume represents approximately $17.35M in transactions.

Which Cambria Trinity ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold Cambria Trinity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kestra Advisory Services LLC ($18.60K), LPL Financial LLC ($16.23K), ARQ Wealth Advisors LLC ($15.45K), Fermata Advisors LLC ($12.43K), Bravias Capital Group LLC ($11.50K), Cetera Advisors LLC ($6.56K), and Lincoln National Corp ($1.86K).

How much institutional selling is happening at Cambria Trinity ETF?

Institutional investors have sold a total of 84,985 shares in the last 24 months. This volume of shares sold represents approximately $2.12M in transactions.



This page (BATS:TRTY) was last updated on 5/22/2025 by MarketBeat.com Staff
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