Cambria Fixed Income TrendCFITETF

13F holders, Q2 2025 (June 30)
9holders +4
6new positions
2sold out
1famous investor
$24.69avg. 13F price*

At the end of Q2 2025, 9 institutions reported holding Cambria Fixed Income Trend (CFIT) in their 13F filings, up 4 from Q1 2025. 6 opened new positions and 2 sold out. The largest holders were Ascentis Wealth Management, LLC ($4.0M), Atria Investments, Inc ($3.3M) and ORG Partners LLC ($2.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Cambria Fixed Income Trend
CUSIP
132061763
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2025: 5Q1 2025Q2 2025: 9Q2 2025Q3 2025: 10Q3 2025Q4 2025: 11Q4 2025Q1 2026: 10Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$6.1M
Exits2$1.0M

All 13F filers, Q1 2025 → Q2 2025: 366,713 shares bought and 41,576 shares sold, net +325,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Ascentis Wealth Management, LLC 1.10% Add +40.8% 163,646 $4.0M
Atria Investments, Inc 0.04% New 132,202 $3.3M
ORG Partners LLC 0.46% Add +563.2% 85,243 $2.1M
Betterment LLC 0.00% New 47,974 $1.2M
Cambria Investment Management, L.P. 0.08% New 47,967 $1.2M
Envestnet Asset Management Inc. 0.00% Reduce -1.6% 12,650 $313K
Citadel Advisors 0.00% New 9,841 $243K
Sanders Morris Harris LLC 0.05% New 8,861 $219K
Steward Partners Investment Advisory, LLC 0.00% New 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.