CAMBRIA ETF TR (CFIT)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
8
Reporting holders
$38.1M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Ascentis Wealth Management, LLC | $18.0M | 4,901,119 | 0.91% | 6q | +1935.6%+$17.1M |
| Sound Financial Strategies Group, LLC | $15.2M | 584,134 | 9.67% | new | NEW |
| Atria Investments, Inc | $3.7M | 140,804 | 0.04% | 5q | +3.8%+$135.5K |
| KINTRA WEALTH, LLC | $755.9K | 28,967 | 0.04% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $415.8K | 15,948 | 0.00% | 2q | +23.5%+$79.0K |
| UBS Group AG | $42.0K | 1,612 | 0.00% | 3q | +48.7%+$13.8K |
| ASSETMARK, INC | $27.6K | 1,060 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $2.1K | 82 | 0.00% | 5q | HELD |
| Betterment LLC | $1.5K | 58,617 | 0.00% | 5q | +0.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 8 | $38.1M | 5,673,726 | 3 | 4 | 0 | 0.0% |
| Q1 2026 | 9 | $11.8M | 475,618 | 2 | 4 | 2 | 0.0% |
| Q4 2025 | 10 | $14.3M | 568,978 | 2 | 3 | 4 | 0.0% |
| Q3 2025 | 9 | $14.6M | 583,609 | 1 | 5 | 2 | 0.0% |
| Q2 2025 | 8 | $11.4M | 460,492 | 5 | 2 | 1 | 0.0% |
| Q1 2025 | 5 | $4.6M | 183,329 | 5 | 0 | 0 | 0.0% |