Cambria Trinity ETFTRTYETF

13F holders, Q4 2024 (December 31)
12holders +2
2new positions
2sold out
1famous investor
$24.97avg. 13F price*

At the end of Q4 2024, 12 institutions reported holding Cambria Trinity ETF (TRTY) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were ALM First Financial Advisors, LLC ($50.9M), Fermata Advisors, LLC ($3.4M) and Bravias Capital Group, LLC ($2.4M). 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

05101520 Q1 2024: 18Q1 2024Q2 2024: 15Q2 2024Q3 2024: 10Q3 2024Q4 2024: 12Q4 2024Q1 2025: 11Q1 2025Q2 2025: 12Q2 2025Q3 2025: 11Q3 2025Q4 2025: 10Q4 2025Q1 2026: 10Q1 2026Q2 2026: 10Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$662K
Exits2$1.5M

All 13F filers, Q3 2024 → Q4 2024: 264,348 shares bought and 67,247 shares sold, net +197,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

ALM First Financial Advisors, LLC 12.03% Add +12.0% 2,043,730 $50.9M
Fermata Advisors, LLC 0.63% Add +3.2% 134,665 $3.4M
Bravias Capital Group, LLC 1.96% — 93,179 $2.4M
Osaic Holdings, Inc. 0.00% Reduce -17.5% 44,836 $1.1M
LPL Financial LLC 0.00% Add +19.9% 40,289 $1.0M
GTS Securities LLC 0.04% Add +33.9% 32,606 $822K
Citadel Advisors 0.00% New 26,036 $657K
HighTower Advisors, LLC 0.00% No change 21,365 $539K
National Bank of Canada 0.00% New 229 $6K
Morgan Stanley 0.00% Add +19500.0% 196 $5K
UBS Group AG 0.00% Add +214.3% 88 $2K
Wells Fargo & Company 0.00% Add +0.0% 1 $18

"% of holder's portfolio" is TRTY's weight in each manager's 13F, not the share of Cambria Trinity ETF the manager owns.