Cambria Fixed Income TrendCFITETF
13F holders, Q2 2026 (June 30)9holders −1
3new positions
4sold out
$26.08avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding Cambria Fixed Income Trend (CFIT) in their 13F filings, down 1 from Q1 2026. 3 opened new positions and 4 sold out. The largest holders were Sound Financial Strategies Group, LLC ($15.2M), Ascentis Wealth Management, LLC ($6.1M) and Atria Investments, Inc ($3.7M).
- Company
- Cambria Fixed Income Trend
- CUSIP
- 132061763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $16.0M |
| Exits | 4 | $2.1M |
All 13F filers, Q1 2026 → Q2 2026: 623,242 shares bought and 90,993 shares sold, net +532,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Sound Financial Strategies Group, LLC | 9.67% | New | 584,134 | $15.2M |
| Ascentis Wealth Management, LLC | 1.04% | Reduce -2.4% | 234,935 | $6.1M |
| Atria Investments, Inc | 0.04% | Add +3.8% | 140,804 | $3.7M |
| Betterment LLC | 0.00% | Add +0.6% | 58,617 | $1.5M |
| Kintra Wealth, LLC | 0.04% | New | 28,967 | $756K |
| Envestnet Asset Management Inc. | 0.00% | Add +23.5% | 15,948 | $416K |
| UBS Group AG | 0.00% | Add +48.7% | 1,612 | $42K |
| Assetmark, Inc. | 0.00% | New | 1,060 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 82 | $2K |
"% of holder's portfolio" is CFIT's weight in each manager's 13F, not the share of Cambria Fixed Income Trend the manager owns.