Cambria Trinity ETFTRTYETF

13F holders, Q4 2025 (December 31)
10holders −1
1new positions
3sold out
$28.19avg. 13F price*

At the end of Q4 2025, 10 institutions reported holding Cambria Trinity ETF (TRTY) in their 13F filings, down 1 from Q3 2025. 1 opened new positions and 3 sold out. The largest holders were ALM First Financial Advisors, LLC ($61.9M), Fermata Advisors, LLC ($4.0M) and LPL Financial LLC ($2.3M).

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$3K
Exits3$1.6M

All 13F filers, Q3 2025 → Q4 2025: 41,750 shares bought and 61,412 shares sold, net −19,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

ALM First Financial Advisors, LLC 12.27% No change 2,200,716 $61.9M
Fermata Advisors, LLC 0.97% Add +3.1% 142,135 $4.0M
LPL Financial LLC 0.00% Add +82.8% 80,927 $2.3M
Bravias Capital Group, LLC 1.34% Add +0.8% 78,070 $2.2M
Osaic Holdings, Inc. 0.00% Reduce -8.1% 32,005 $912K
Go Invest LLC 0.01% — 1,269 $36K
National Bank of Canada 0.00% No change 511 $15K
Morgan Stanley 0.00% Add +15100.0% 152 $4K
Triumph Capital Management 0.00% New 100 $3K
Wells Fargo & Company 0.00% No change 1 $27

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