CAMBRIA ETF TR (EYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
105
Reporting holders
$539.4M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $55.0M | 1,211,468 | 0.05% | 5q | +0.6%+$324.3K |
| ALM First Financial Advisors, LLC | $44.7M | 983,500 | 7.52% | 15q | +150.1%+$26.8M |
| Cambria Investment Management, L.P. | $41.5M | 914,158 | 2.05% | 31q | +5.4%+$2.1M |
| BANK OF AMERICA CORP /DE/ | $33.8M | 743,579 | 0.00% | 8q | +12.4%+$3.7M |
| RAYMOND JAMES FINANCIAL INC | $33.2M | 730,907 | 0.01% | 7q | +2.7%+$884.0K |
| NewEdge Advisors, LLC | $24.4M | 537,367 | 0.07% | new | NEW |
| Sepio Capital, LP | $22.1M | 486,941 | 1.11% | 3q | +11.7%+$2.3M |
| UBS Group AG | $20.1M | 442,277 | 0.00% | 7q | +925.4%+$18.1M |
| Cetera Investment Advisers | $19.9M | 437,684 | 0.02% | 10q | HELD |
| Empowered Funds, LLC | $15.0M | 330,870 | 0.08% | 2q | +2.0%+$288.7K |
| LPL Financial LLC | $14.8M | 325,083 | 0.00% | 20q | -1.8%-$269.5K |
| VestGen Advisors, LLC | $14.4M | 317,091 | 0.42% | 5q | +12.8%+$1.6M |
| Integrated Wealth Concepts LLC | $14.2M | 313,412 | 0.07% | 9q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.4M | 294,122 | 0.01% | 8q | +3.1%+$399.4K |
| TriaGen Wealth Management LLC | $13.3M | 291,869 | 3.31% | 16q | +1.7%+$220.8K |
| STATE OF WISCONSIN INVESTMENT BOARD | $10.3M | 227,135 | 0.02% | 6q | HELD |
| Warren Street Wealth Advisors, LLC | $8.2M | 181,142 | 1.84% | 19q | +1.6%+$126.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 157,629 | 0.01% | 8q | -2.4%-$184.6K |
| Welch Financial Planning, LLC | $7.3M | 161,416 | 4.27% | 3q | HELD |
| Professional Financial Management, Inc. | $6.8M | 149,520 | 6.89% | 3q | -28.9%-$2.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 148,414 | 0.01% | 13q | +5.5%+$353.2K |
| Westview Management dba Westview Investment Advisors | $6.0M | 131,563 | 2.92% | 3q | +1.4%+$83.6K |
| Sound Portfolio Advisors, LLC | $5.5M | 121,981 | 3.93% | 3q | -13.2%-$842.2K |
| ROTHSCHILD INVESTMENT LLC | $5.5M | 120,466 | 0.20% | 11q | -1.7%-$96.2K |
| United Advisor Group, LLC | $5.4M | 118,042 | 0.57% | 10q | +6.2%+$314.6K |
| Ignite Planners, LLC | $5.3M | 117,617 | 0.73% | 7q | +1.4%+$71.7K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.8M | 104,849 | 0.23% | 15q | +2.7%+$125.3K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $4.2M | 91,934 | 1.80% | 3q | -32.1%-$2.0M |
| OSAIC HOLDINGS, INC. | $4.2M | 91,586 | 0.00% | 16q | -50.3%-$4.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.6M | 78,984 | 0.00% | new | NEW |
| Fermata Advisors, LLC | $3.3M | 72,989 | 0.67% | 13q | -1.4%-$48.1K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $3.3M | 72,235 | 2.21% | new | NEW |
| Beacon Pointe Advisors, LLC | $3.2M | 70,719 | 0.01% | 4q | +65.2%+$1.3M |
| ROYAL BANK OF CANADA | $3.1M | 67,878 | 0.00% | 22q | -3.5%-$110.2K |
| Aprio Wealth Management, LLC | $3.1M | 67,713 | 0.15% | 12q | +5.4%+$158.2K |
| LexAurum Advisors, LLC | $3.0M | 66,986 | 0.35% | 18q | +2.0%+$59.2K |
| Equitable Holdings, Inc. | $2.9M | 64,441 | 0.02% | 11q | +8.8%+$237.1K |
| Fifth Third Securities, Inc. | $2.7M | 58,459 | 0.15% | 9q | -1.2%-$33.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 57,996 | 0.00% | 13q | +7.4%+$180.4K |
| Kesler, Norman & Wride, LLC | $2.6M | 57,892 | 0.42% | 17q | +5.8%+$143.6K |
| DAVENPORT & Co LLC | $2.2M | 47,877 | 0.01% | 15q | +13.2%+$252.8K |
| PRINCIPAL SECURITIES, INC. | $2.0M | 44,153 | 0.02% | 2q | +37.8%+$550.4K |
| Vise Technologies, Inc. | $1.8M | 40,415 | 0.02% | new | NEW |
| Western Wealth Management, LLC | $1.8M | 39,789 | 0.06% | 2q | +1.5%+$26.8K |
| Measured Wealth Private Client Group, LLC | $1.8M | 39,536 | 0.43% | 18q | -5.8%-$109.8K |
| Dynamic Advisor Solutions LLC | $1.8M | 39,122 | 0.05% | 10q | +1.0%+$18.4K |
| Savvy Advisors, Inc. | $1.7M | 36,717 | 0.04% | 9q | +3.6%+$57.8K |
| Lifetime Wealth Management P.C. | $1.7M | 36,424 | 0.97% | 3q | -1.1%-$18.5K |
| Snowden Capital Advisors LLC | $1.6M | 35,425 | 0.04% | 14q | +9.7%+$142.0K |
| MATHER GROUP, LLC. | $1.5M | 33,383 | 0.01% | 2q | -13.6%-$238.8K |
| RPS ADVISORY SOLUTIONS LLC | $1.3M | 29,355 | 0.88% | 5q | -0.6%-$8.1K |
| AE Wealth Management LLC | $1.3M | 28,212 | 0.01% | 13q | +11.6%+$132.9K |
| Compound Planning, Inc. | $1.2M | 27,047 | 0.03% | 9q | +9.3%+$104.2K |
| Focus Financial Network, Inc. | $1.2M | 26,080 | 0.04% | 8q | +16.5%+$167.9K |
| OLD MISSION CAPITAL LLC | $1.2M | 25,756 | 0.02% | new | NEW |
| CoreFirst Bank & Trust | $1.0M | 22,913 | 0.52% | 10q | +0.5%+$5.7K |
| Pinnacle Financial Partners, Inc. | $945.4K | 20,818 | 0.01% | 3q | HELD |
| Stratos Investment Management, LLC | $754.7K | 16,618 | 0.03% | 5q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $673.8K | 14,838 | 0.01% | 6q | +15.1%+$88.5K |
| Cauble & Harre Wealth Management, Inc. | $660.4K | 14,544 | 0.53% | 2q | HELD |
| MORGAN STANLEY | $641.6K | 14,129 | 0.00% | 14q | -1.7%-$10.9K |
| Caliber Wealth Management, LLC / KS | $626.7K | 13,801 | 0.06% | 6q | -16.5%-$124.2K |
| MML INVESTORS SERVICES, LLC | $596.2K | 13,129 | 0.00% | 9q | +12.2%+$65.0K |
| Optivise Advisory Services LLC | $561.9K | 12,374 | 0.29% | 9q | -33.9%-$287.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $557.5K | 12,277 | 0.01% | 2q | +29.6%+$127.3K |
| Private Advisor Group, LLC | $541.2K | 11,919 | 0.00% | 9q | HELD |
| Ausdal Financial Partners, Inc. | $540.8K | 11,910 | 0.02% | new | NEW |
| Strive Financial Group ,LLC | $535.3K | 11,788 | 0.12% | 3q | +86.2%+$247.8K |
| CSS LLC/IL | $487.2K | 10,728 | 0.02% | 9q | HELD |
| Accurate Wealth Management, LLC | $476.7K | 10,152 | 0.05% | 8q | -60.7%-$737.8K |
| IHT Wealth Management, LLC | $472.3K | 10,400 | 0.01% | new | NEW |
| Visionary Wealth Advisors | $449.2K | 9,893 | 0.02% | 3q | +7.2%+$30.3K |
| Kestra Advisory Services, LLC | $368.1K | 8,106 | 0.00% | 18q | +7.1%+$24.3K |
| Formidable Asset Management, LLC | $350.8K | 8,471 | 0.06% | 13q | -62.8%-$591.6K |
| Mutual Advisors, LLC | $321.9K | 7,088 | 0.01% | 5q | +8.0%+$23.8K |
| J.W. COLE ADVISORS, INC. | $319.2K | 7,030 | 0.01% | new | NEW |
| MBL Wealth, LLC | $274.1K | 6,036 | 0.02% | 9q | -27.1%-$102.1K |
| Hilltop Holdings Inc. | $255.2K | 5,621 | 0.02% | 9q | HELD |
| GWN SECURITIES INC. | $248.7K | 5,476 | 0.04% | 3q | +2.0%+$4.8K |
| STIFEL FINANCIAL CORP | $247.2K | 5,443 | 0.00% | new | NEW |
| Nuveen, LLC | $241.9K | 5,326 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $226.9K | 4,996 | 0.00% | 2q | -2.1%-$4.9K |
| GTS SECURITIES LLC | $210.4K | 4,634 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $172.1K | 3,789 | 0.01% | 2q | +4.9%+$8.1K |
| JPMORGAN CHASE & CO | $144.5K | 3,180 | 0.00% | 10q | HELD |
| FIFTH THIRD BANCORP | $139.6K | 3,075 | 0.00% | 2q | +72.0%+$58.4K |
| EP Wealth Advisors, LLC | $107.7K | 2,371 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $86.6K | 1,906 | 0.00% | new | NEW |
| Allworth Financial LP | $78.2K | 1,721 | 0.00% | 5q | +2.1%+$1.6K |
| Aspect Partners, LLC | $78.0K | 1,717 | 0.03% | 11q | HELD |
| Farther Finance Advisors, LLC | $68.5K | 1,508 | 0.00% | 10q | +8.6%+$5.4K |
| WELLS FARGO & COMPANY/MN | $68.2K | 1,501 | 0.00% | 14q | -43.7%-$52.8K |
| FOSTER & MOTLEY INC | $47.5K | 1,045,792 | 2.19% | 12q | -0.8% |
| SHP Wealth Management | $40.6K | 893 | 0.00% | 3q | -16.4%-$7.9K |
| Steward Partners Investment Advisory, LLC | $25.1K | 553 | 0.00% | 2q | +55.8%+$9.0K |
| Independence Bank of Kentucky | $25.0K | 550 | 0.00% | 5q | -31.2%-$11.4K |
| LANARK FINANCIAL, INC. | $14.7K | 323 | 0.00% | 12q | HELD |
| IFP Advisors, Inc | $11.4K | 251 | 0.00% | 12q | +0.8% |
| SIMPLEX TRADING, LLC | $10.6K | options only | 0.00% | 11q | OPTIONS |
| Cambridge Investment Research Advisors, Inc. | $8.4K | 185,636 | 0.01% | 7q | +150.8%+$5.1K |
Showing the largest 100 of 112 reported holders.
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 | 105 | $539.4M | 11,873,435 | 14 | 48 | 24 | 0.0% |
| Q1 2026 | 100 | $415.6M | 10,037,318 | 12 | 44 | 26 | 0.0% |
| Q4 2025 | 96 | $403.3M | 10,499,881 | 11 | 31 | 24 | 0.0% |
| Q3 2025 | 87 | $337.4M | 9,076,564 | 10 | 37 | 24 | 0.0% |
| Q2 2025 | 84 | $324.4M | 8,976,186 | 13 | 32 | 21 | 0.0% |
| Q1 2025 | 78 | $298.4M | 9,403,113 | 5 | 37 | 20 | 0.0% |
| Q4 2024 | 83 | $276.7M | 8,838,765 | 10 | 41 | 17 | 0.0% |
| Q3 2024 | 79 | $276.4M | 7,988,724 | 15 | 37 | 14 | 0.0% |
| Q2 2024 | 76 | $254.4M | 7,392,055 | 19 | 36 | 11 | 0.0% |
| Q1 2024 | 58 | $198.8M | 5,927,681 | 15 | 29 | 3 | 0.0% |
| Q4 2023 | 48 | $147.8M | 4,719,327 | 7 | 20 | 12 | 0.0% |
| Q3 2023 | 42 | $119.4M | 4,164,286 | 6 | 20 | 5 | 0.0% |
| Q2 2023 | 40 | $111.4M | 4,001,223 | 8 | 15 | 12 | 0.0% |
| Q1 2023 | 36 | $104.3M | 3,663,411 | 8 | 18 | 4 | 0.0% |
| Q4 2022 | 32 | $55.3M | 2,221,810 | 12 | 13 | 6 | 0.0% |
| Q3 2022 | 30 | $39.0M | 1,561,476 | 5 | 12 | 9 | 0.2% |
| Q2 2022 | 24 | $35.1M | 1,287,209 | 3 | 13 | 5 | 2.1% |
| Q1 2022 | 24 | $35.9M | 1,137,963 | 6 | 11 | 4 | 0.0% |
| Q4 2021 | 23 | $33.7M | 938,038 | 8 | 9 | 2 | 0.1% |
| Q3 2021 | 13 | $29.9M | 838,330 | 2 | 5 | 2 | 0.5% |
| Q2 2021 | 14 | $25.1M | 649,844 | 3 | 5 | 2 | 0.6% |
| Q1 2021 | 14 | $24.9M | 658,064 | 5 | 4 | 3 | 0.0% |
| Q4 2020 | 9 | $20.2M | 586,461 | 2 | 4 | 2 | 0.0% |
| Q3 2020 | 9 | $12.1M | 430,786 | 2 | 3 | 3 | 0.0% |
| Q2 2020 | 9 | $11.1M | 412,855 | 4 | 1 | 2 | 0.0% |
| Q1 2020 | 8 | $9.5M | 422,088 | 5 | 2 | 1 | 0.0% |
| Q4 2019 | 4 | $17.7M | 545,476 | 2 | 0 | 1 | 0.0% |
| Q3 2019 | 5 | $17.2M | 569,321 | 2 | 1 | 1 | 0.0% |
| Q2 2019 | 4 | $20.5M | 390,011 | 0 | 1 | 2 | 0.0% |
| Q1 2019 | 4 | $11.8M | 379,259 | 0 | 3 | 1 | 0.0% |
| Q4 2018 | 4 | $10.7M | 383,749 | 0 | 0 | 0 | 0.0% |