Cambria Trinity ETFTRTYETF
13F holders, Q2 2024 (June 30)15holders −3
2new positions
6sold out
1famous investor
$25.61avg. 13F price*
At the end of Q2 2024, 15 institutions reported holding Cambria Trinity ETF (TRTY) in their 13F filings, down 3 from Q1 2024. 2 opened new positions and 6 sold out. The largest holders were ALM First Financial Advisors, LLC ($46.7M), Fermata Advisors, LLC ($3.6M) and Osaic Holdings, Inc. ($1.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cambria Trinity ETF
- CUSIP
- 132061839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $676K |
| Exits | 6 | $3.4M |
All 13F filers, Q1 2024 → Q2 2024: 106,391 shares bought and 177,690 shares sold, net −71,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| ALM First Financial Advisors, LLC | 13.45% | No change | 1,825,000 | $46.7M |
| Fermata Advisors, LLC | 0.83% | Reduce -0.8% | 141,822 | $3.6M |
| Osaic Holdings, Inc. | 0.00% | Add +2308.9% | 52,490 | $1.3M |
| GTS Securities LLC | 0.02% | Add +13.1% | 40,951 | $1.0M |
| LPL Financial LLC | 0.00% | Add +207.3% | 30,417 | $779K |
| Susquehanna International Group, LLP | 0.00% | Add +18.0% | 29,205 | $748K |
| HighTower Advisors, LLC | 0.00% | No change | 21,365 | $547K |
| Citadel Advisors | 0.00% | New | 15,940 | $408K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 15,277 | $391K |
| Aerodigm Wealth, LLC | 0.12% | New | 10,440 | $267K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -82.6% | 9,771 | $250K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 55 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $33 |
| FMR LLC | 0.00% | No change | 1 | $26 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $17 |
"% of holder's portfolio" is TRTY's weight in each manager's 13F, not the share of Cambria Trinity ETF the manager owns.