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Cambria Trinity ETF (TRTY) Institutional Ownership

$31.62 +0.13 (+0.41%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cambria Trinity ETF (BATS:TRTY)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$21.67M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$775.94K
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TRTY Institutional Buying and Selling by Quarter

Cambria Trinity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/10/2026 Sound Financial Strategies Group LLC646,527$17.48M11.1%N/A15.036%
7/10/2026 ALM First Financial Advisors LLC2,271,000$68.61M10.9%-0.9%52.814%
7/7/2026 Fermata Advisors LLC149,337$4.51M0.9%+1.1%3.473%
4/28/2026 Bravias Capital Group LLC85,393$2.55M1.7%+9.4%1.986%
2/17/2026Osaic Holdings Inc.32,005$912K0.0%-8.1%0.744%
2/11/2026 LPL Financial LLC80,927$2.31M0.0%+82.7%1.882%
1/29/2026 Bravias Capital Group LLC78,070$2.22M1.3%+0.8%1.816%
1/8/2026 Fermata Advisors LLC142,135$4.05M1.0%+3.1%3.305%
11/17/2025Citadel Advisors LLC33,885$943K0.0%+50.9%0.788%
11/5/2025 Envestnet Asset Management Inc.8,604$239K0.0%N/A0.200%
10/20/2025 Bravias Capital Group LLC77,474$2.16M1.4%-0.9%1.802%
10/9/2025 Fermata Advisors LLC137,876$3.84M1.0%+3.6%3.206%
9/4/2025Osaic Holdings Inc.33,110$869K0.0%-2.5%0.770%
8/14/2025Jane Street Group LLC8,058$212K0.0%N/A0.187%
8/14/2025Raymond James Financial Inc.1,382$36K0.0%N/A0.032%
7/9/2025 Fermata Advisors LLC133,088$3.50M0.9%-3.3%3.095%
5/9/2025Bravias Capital Group LLC81,684$2.08M1.7%-12.3%1.900%
4/29/2025ALM First Financial Advisors LLC2,200,716$55.47M12.0%+7.7%51.179%
4/10/2025Fermata Advisors LLC137,641$3.51M0.6%+2.2%3.201%
2/18/2025GTS Securities LLC32,606$822K0.0%+33.8%0.776%
2/17/2025Citadel Advisors LLC26,036$657K0.0%N/A0.620%
2/11/2025LPL Financial LLC40,289$1.02M0.0%+19.9%0.959%
2/6/2025Bravias Capital Group LLC93,179$2.41M2.0%N/A2.219%
1/15/2025ALM First Financial Advisors LLC2,043,730$50.88M11.3%+12.0%48.660%
1/15/2025Fermata Advisors LLC134,665$3.40M0.6%+3.2%3.206%
10/9/2024Fermata Advisors LLC130,491$3.43M0.7%-8.0%3.107%
8/14/2024Delap Wealth Advisory LLC10,440$267K0.1%N/A0.249%
7/13/2024Fermata Advisors LLC141,822$3.63M0.8%-0.8%3.377%
4/12/2024Fermata Advisors LLC142,918$3.71M0.8%+3.9%2.947%
3/8/2024ICA Group Wealth Management LLC29,416$739K0.2%+7.6%0.607%
2/6/2024Lincoln National Corp44,829$1.13M0.0%+1.2%0.924%
2/1/2024RWA Wealth Partners LLC15,277$384K0.0%N/A0.315%
1/19/2024Fermata Advisors LLC137,578$3.46M0.8%+11.1%2.837%
11/30/2023ARQ Wealth Advisors LLC90,805$2.22M1.7%-14.5%1.872%
11/13/2023Mariner LLC137,193$3.35M0.0%+0.5%2.829%
11/13/2023Kestra Advisory Services LLC80,275$1.96M0.0%+68.7%1.655%
11/7/2023Fermata Advisors LLC123,887$3.03M0.9%+14.0%2.554%
11/6/2023Lincoln National Corp44,302$1.08M0.0%+8.8%0.913%
10/11/2023Polaris Wealth Advisory Group LLC15,277$374K0.0%N/A0.315%
10/11/2023CWM LLC3,030$74K0.0%-31.0%0.062%
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8/18/2023ARQ Wealth Advisors LLC106,253$2.62M1.7%+14.2%2.191%
8/11/2023Kestra Advisory Services LLC47,575$1.17M0.0%-28.1%0.981%
8/10/2023Cetera Advisors LLC66,780$1.65M0.0%-8.9%1.377%
8/7/2023Lincoln National Corp40,701$1.00M0.0%-4.4%0.839%
8/4/2023Parallel Advisors LLC2,940$73K0.0%-25.3%0.061%
8/3/2023CWM LLC4,393$108K0.0%+36.3%0.091%
7/31/2023LPL Financial LLC14,515$358K0.0%-52.8%0.299%
7/24/2023Fermata Advisors LLC108,679$2.68M2.4%+64.2%2.264%
5/15/2023ICA Group Wealth Management LLC8,707$214K0.1%+243.9%0.181%
5/9/2023ARQ Wealth Advisors LLC93,063$2.29M1.7%N/A1.939%
5/2/2023Lincoln National Corp42,563$1.05M0.0%+63.4%0.887%
5/1/2023CWM LLC3,222$79K0.0%N/A0.067%
4/25/2023Parallel Advisors LLC3,935$97K0.0%+35.7%0.082%
4/14/2023Wealth Management Partners LLC8,150$201K0.1%N/A0.166%
4/13/2023Fermata Advisors LLC66,181$1.63M1.0%-24.5%1.351%
2/9/2023HighTower Advisors LLC101,336$2.53M0.0%+166.7%0.000%
2/8/2023Lincoln National Corp26,042$650K0.0%+185.1%0.000%
2/7/2023LPL Financial LLC28,643$715K0.0%N/A0.000%
2/6/2023Parallel Advisors LLC2,900$72K0.0%+107.1%0.000%
1/31/2023Kestra Advisory Services LLC65,131$1.63M0.0%+5.4%0.000%
1/17/2023ALM First Financial Advisors LLC1,825,000$45.58M19.4%N/A0.000%
1/13/2023Dynamic Advisor Solutions LLC27,879$696K0.0%+59.0%0.000%


TRTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 12 institutional investors and hedge funds held shares of Cambria Trinity ETF. The most heavily invested institutionals were ALM First Financial Advisors LLC ($68.61M), Sound Financial Strategies Group LLC ($17.48M), Fermata Advisors LLC ($4.51M), Bravias Capital Group LLC ($2.55M), LPL Financial LLC ($2.31M), Citadel Advisors LLC ($943K), and Osaic Holdings Inc. ($912K).Learn more on Cambria Trinity ETF's institutional investors.

Of the 11 institutional investors that purchased Cambria Trinity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sound Financial Strategies Group LLC ($646.53K), ALM First Financial Advisors LLC ($375.72K), Bravias Capital Group LLC ($101.10K), LPL Financial LLC ($43.32K), Citadel Advisors LLC ($37.47K), Fermata Advisors LLC ($17.86K), and Delap Wealth Advisory LLC ($10.44K).

Institutional investors have bought a total of 721,829 shares in the last 24 months. This purchase volume represents approximately $21.67M in transactions.

The following institutional investors have sold Cambria Trinity ETF stock in the last 24 months: ALM First Financial Advisors LLC ($21.64K), Osaic Holdings Inc. ($3.68K), and Bravias Capital Group LLC ($694.00).

Institutional investors have sold a total of 26,014 shares in the last 24 months. This volume of shares sold represents approximately $775.94K in transactions.


Related Companies

Institutional ownership data for BATS:TRTY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/10/2026. New 13F filings are added each quarter as they're published.
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