Cambria Trinity ETFTRTYETF
13F holders, Q1 2024 (March 31)18holders
$25.96avg. 13F price*
At the end of Q1 2024, 18 institutions reported holding Cambria Trinity ETF (TRTY) in their 13F filings. The largest holders were ALM First Financial Advisors, LLC ($47.4M), Fermata Advisors, LLC ($3.7M) and Kestra Advisory Services, LLC ($1.5M).
- Company
- Cambria Trinity ETF
- CUSIP
- 132061839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $955K |
| Exits | 2 | $969K |
Ownership 18 holders
| ALM First Financial Advisors, LLC | 13.12% | No change | 1,825,000 | $47.4M |
| Fermata Advisors, LLC | 0.84% | Add +3.9% | 142,918 | $3.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -21.2% | 56,206 | $1.5M |
| Lincoln National Corp. | 0.02% | Add +3.3% | 46,327 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -69.3% | 42,360 | $1.1M |
| GTS Securities LLC | 0.03% | Add +69.7% | 36,223 | $940K |
| ICA Group Wealth Management, LLC | 0.15% | Reduce -1.7% | 28,906 | $750K |
| Susquehanna International Group, LLP | 0.00% | New | 24,754 | $643K |
| HighTower Advisors, LLC | 0.00% | Reduce -45.7% | 21,365 | $555K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 15,277 | $397K |
| Cetera Investment Advisers | 0.00% | New | 12,027 | $312K |
| LPL Financial LLC | 0.00% | Reduce -7.3% | 9,897 | $257K |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.4% | 2,179 | $57K |
| Parallel Advisors, LLC | 0.00% | Add +1.4% | 424 | $11K |
| UBS Group AG | 0.00% | Reduce -96.6% | 115 | $3K |
| Janiczek Wealth Management, LLC | 0.00% | Add +1.9% | 55 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $29 |
| FMR LLC | 0.00% | New | 1 | $26 |
"% of holder's portfolio" is TRTY's weight in each manager's 13F, not the share of Cambria Trinity ETF the manager owns.