CAMBRIA ETF TR (FYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
88
Reporting holders
$442.4M
Reported value
0.0%
Held as options
+2
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 | $66.9M | 1,832,659 | 0.06% | 5q | -1.9%-$1.3M |
| ALM First Financial Advisors, LLC | $53.9M | 1,477,500 | 9.08% | 15q | +206.2%+$36.3M |
| Cambria Investment Management, L.P. | $41.6M | 1,141,239 | 2.06% | 31q | -15.4%-$7.6M |
| ROTHSCHILD INVESTMENT LLC | $22.1M | 604,453 | 0.82% | 11q | +3.5%+$751.2K |
| Intellus Advisors LLC | $21.0M | 576,078 | 2.55% | 7q | +0.8%+$174.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.0M | 520,463 | 0.02% | 15q | +4.8%+$871.5K |
| Empowered Funds, LLC | $17.1M | 469,715 | 0.09% | 2q | +2.0%+$328.7K |
| RAYMOND JAMES FINANCIAL INC | $16.9M | 462,147 | 0.00% | 7q | +2.5%+$418.2K |
| Longview Financial Advisors, Inc. | $14.9M | 408,176 | 8.71% | 11q | +2.9%+$422.5K |
| Focus Partners Wealth | $13.7M | 374,380 | 0.01% | 7q | -0.8%-$107.3K |
| LPL Financial LLC | $13.0M | 355,326 | 0.00% | 19q | +3.0%+$376.9K |
| EXCHANGE TRADED CONCEPTS, LLC | $12.9M | 353,588 | 0.03% | 7q | +137.6%+$7.5M |
| Verum Partners LLC | $10.9M | 298,594 | 1.63% | 8q | +10.7%+$1.1M |
| Encompass More Asset Management | $8.4M | 229,396 | 1.22% | 2q | +6.8%+$536.5K |
| UBS Group AG | $7.8M | 212,615 | 0.00% | 31q | +93.5%+$3.7M |
| United Advisor Group, LLC | $6.7M | 183,160 | 0.71% | 10q | +5.3%+$334.5K |
| Equitable Holdings, Inc. | $6.2M | 170,511 | 0.04% | 6q | +2.2%+$133.3K |
| Fermata Advisors, LLC | $6.2M | 168,877 | 1.25% | 19q | -3.4%-$215.4K |
| ARQ WEALTH ADVISORS, LLC | $5.6M | 146,113 | 0.70% | 16q | +46.2%+$1.8M |
| GREENWOOD CAPITAL ASSOCIATES LLC | $4.7M | 130,062 | 0.47% | 6q | +11.0%+$470.1K |
| Brookstone Capital Management | $4.6M | 127,183 | 0.05% | 5q | +6.5%+$281.3K |
| Arkadios Wealth Advisors | $4.6M | 127,183 | 0.07% | 5q | +6.5%+$281.3K |
| OSAIC HOLDINGS, INC. | $4.4M | 120,759 | 0.01% | 26q | +41.6%+$1.3M |
| Aspect Partners, LLC | $4.3M | 116,809 | 1.59% | 10q | -6.9%-$316.8K |
| Park Edge Advisors, LLC | $4.0M | 109,578 | 0.84% | 2q | +237.2%+$2.8M |
| Kesler, Norman & Wride, LLC | $3.5M | 96,884 | 0.56% | 17q | +3.0%+$101.8K |
| Savvy Advisors, Inc. | $3.5M | 96,771 | 0.07% | 9q | HELD |
| R2 Capital Strategies, LLC | $3.5M | 94,574 | 1.56% | new | FIRST |
| ROYAL BANK OF CANADA | $2.8M | 75,649 | 0.00% | 31q | -1.7%-$49.0K |
| LANE BROTHERS & CO INC | $2.1M | 58,637 | 1.40% | 3q | -2.5%-$55.5K |
| Beacon Pointe Advisors, LLC | $2.1M | 57,210 | 0.01% | 4q | +101.8%+$1.1M |
| Dynamic Advisor Solutions LLC | $2.0M | 55,800 | 0.06% | 10q | +2.4%+$48.1K |
| CoreFirst Bank & Trust | $2.0M | 55,309 | 1.00% | 10q | +7.0%+$131.2K |
| D.A. DAVIDSON & CO. | $1.9M | 53,381 | 0.01% | 11q | +4.3%+$80.3K |
| Western Wealth Management, LLC | $1.7M | 47,137 | 0.06% | 2q | +1.7%+$28.9K |
| STIFEL FINANCIAL CORP | $1.6M | 43,199 | 0.00% | 15q | +162.2%+$975.2K |
| Sanctuary Advisors, LLC | $1.6M | 42,567 | 0.01% | 9q | +5.6%+$81.9K |
| MATHER GROUP, LLC. | $1.4M | 39,362 | 0.01% | 2q | -13.4%-$222.7K |
| HBW ADVISORY SERVICES LLC | $1.4M | 38,869 | 0.13% | 4q | +26.8%+$299.9K |
| Summit Financial, LLC | $1.4M | 38,025 | 0.02% | 4q | HELD |
| NewEdge Advisors, LLC | $1.4M | 37,293 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 34,706 | 0.00% | 13q | +2.2%+$26.8K |
| Snowden Capital Advisors LLC | $1.3M | 34,452 | 0.03% | 8q | +6.2%+$73.6K |
| Miller Global Investments, LLC | $1.2M | 31,837 | 0.96% | 3q | -0.9%-$10.9K |
| Geneos Wealth Management Inc. | $1.0M | 27,487 | 0.02% | 15q | -2.7%-$28.2K |
| DAVENPORT & Co LLC | $1.0M | 27,459 | 0.00% | 6q | +28.0%+$219.1K |
| MML INVESTORS SERVICES, LLC | $889.9K | 24,387 | 0.00% | 14q | +19.2%+$143.6K |
| Modern Wealth Management, LLC | $854.0K | 23,403 | 0.01% | 8q | -66.0%-$1.7M |
| AQR CAPITAL MANAGEMENT LLC | $776.4K | 21,277 | 0.00% | 3q | -6.1%-$50.4K |
| SAPIENT CAPITAL LLC | $722.9K | 19,810 | 0.00% | 10q | +100.0%+$361.4K |
| Lifetime Wealth Management P.C. | $652.6K | 17,885 | 0.38% | 3q | -15.3%-$118.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $635.2K | 17,408 | 0.01% | 6q | +14.8%+$82.0K |
| Bravias Capital Group, LLC | $597.3K | 16,368 | 0.35% | 7q | HELD |
| Fifth Third Securities, Inc. | $495.0K | 13,565 | 0.03% | 5q | -7.1%-$37.7K |
| Meridian Financial Partners LLC | $482.2K | 12,665 | 0.16% | 9q | HELD |
| COWA, LLC | $465.9K | 12,768 | 0.12% | 5q | +33.1%+$115.7K |
| GWN SECURITIES INC. | $449.1K | 12,308 | 0.08% | 6q | +4.9%+$20.8K |
| Cetera Investment Advisers | $445.1K | 12,197 | 0.00% | 6q | -6.3%-$30.0K |
| Trademark Financial Management, LLC | $361.5K | 9,908 | 0.15% | new | NEW |
| Gladstone Institutional Advisory LLC | $306.9K | 8,411 | 0.01% | 4q | -3.7%-$11.8K |
| EP Wealth Advisors, LLC | $260.9K | 7,150 | 0.00% | new | NEW |
| Regal Investment Advisors LLC | $252.7K | 6,925 | 0.01% | 3q | HELD |
| Ellis Investment Partners, LLC | $247.3K | 6,778 | 0.04% | 4q | +1.0%+$2.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $244.8K | 6,709 | 0.00% | 4q | -0.6%-$1.4K |
| ZEGA Investments, LLC | $238.4K | 6,533 | 0.02% | new | NEW |
| IFG Advisory, LLC | $227.5K | 6,234 | 0.01% | new | NEW |
| MGO ONE SEVEN LLC | $218.1K | 5,978 | 0.00% | new | NEW |
| Berkeley, Inc | $205.6K | 5,635 | 0.06% | 2q | HELD |
| PARSONS CAPITAL MANAGEMENT INC/RI | $203.7K | 5,582 | 0.01% | 2q | -12.7%-$29.6K |
| GOLDMAN SACHS GROUP INC | $201.7K | 5,527 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $150.2K | 4,115 | 0.01% | 5q | -28.1%-$58.8K |
| MORGAN STANLEY | $142.3K | 3,899 | 0.00% | 14q | -33.8%-$72.6K |
| Allworth Financial LP | $99.4K | 2,723 | 0.00% | 4q | +1.6%+$1.6K |
| HARBOUR INVESTMENTS, INC. | $93.5K | 2,563 | 0.00% | 15q | HELD |
| Farther Finance Advisors, LLC | $91.6K | 2,510 | 0.00% | 10q | -5.1%-$5.0K |
| Steward Partners Investment Advisory, LLC | $89.4K | 2,450 | 0.00% | new | NEW |
| FMR LLC | $84.4K | 2,312 | 0.00% | 10q | -1.2%-$1.1K |
| JPMORGAN CHASE & CO | $57.5K | 1,571 | 0.00% | 8q | +23.8%+$11.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $33.6K | 921 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $26.1K | 715,186 | 0.03% | 15q | +104.1%+$13.3K |
| Independence Bank of Kentucky | $25.5K | 700 | 0.00% | 5q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $19.4K | 531 | 0.00% | 2q | HELD |
| Essential Partners LLC | $16.9K | 464 | 0.01% | 5q | HELD |
| Opus Capital Group, LLC | $10.7K | 294,254 | 1.04% | 18q | +1.7% |
| JONES FINANCIAL COMPANIES LLLP | $7.9K | 217 | 0.00% | 2q | -49.9%-$7.9K |
| WELLS FARGO & COMPANY/MN | $7.9K | 216 | 0.00% | 15q | +80.0%+$3.5K |
| Integrated Wealth Concepts LLC | $7.2K | 195 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $5.0K | 138 | 0.00% | 12q | +1.5% |
| FLOW TRADERS U.S. LLC | $3.6K | 99,488 | 0.15% | new | NEW |
| Betterment LLC | $953 | 26,117 | 0.00% | 31q | -1.4% |
| AE Wealth Management LLC | $876 | 24 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $668 | 18 | 0.00% | 2q | HELD |
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 | 88 | $442.4M | 12,114,150 | 11 | 42 | 23 | 0.0% |
| Q1 2026 | 86 | $434.0M | 11,690,123 | 15 | 35 | 22 | 0.0% |
| Q4 2025 | 77 | $313.2M | 9,638,176 | 6 | 33 | 22 | 0.0% |
| Q3 2025 | 72 | $268.8M | 8,641,568 | 10 | 34 | 18 | 0.0% |
| Q2 2025 | 68 | $267.3M | 9,148,552 | 14 | 29 | 18 | 0.0% |
| Q1 2025 | 56 | $201.2M | 7,472,265 | 10 | 27 | 12 | 0.0% |
| Q4 2024 | 54 | $203.0M | 8,049,769 | 5 | 24 | 9 | 0.0% |
| Q3 2024 | 53 | $211.1M | 7,584,373 | 7 | 27 | 14 | 0.0% |
| Q2 2024 | 52 | $153.7M | 5,816,307 | 6 | 21 | 16 | 0.0% |
| Q1 2024 | 50 | $159.7M | 5,909,496 | 10 | 21 | 10 | 0.0% |
| Q4 2023 | 44 | $132.1M | 5,123,682 | 6 | 15 | 13 | 0.0% |
| Q3 2023 | 41 | $132.7M | 5,533,776 | 7 | 23 | 6 | 0.0% |
| Q2 2023 | 38 | $118.3M | 4,925,446 | 9 | 16 | 8 | 0.0% |
| Q1 2023 | 33 | $93.7M | 3,745,417 | 7 | 13 | 9 | 0.0% |
| Q4 2022 | 28 | $55.3M | 2,620,820 | 10 | 11 | 5 | 0.0% |
| Q3 2022 | 25 | $31.0M | 1,508,066 | 7 | 10 | 6 | 0.0% |
| Q2 2022 | 20 | $33.2M | 1,426,239 | 4 | 10 | 4 | 0.0% |
| Q1 2022 | 23 | $34.5M | 1,257,012 | 8 | 11 | 1 | 0.0% |
| Q4 2021 | 21 | $19.9M | 726,382 | 7 | 3 | 3 | 0.0% |
| Q3 2021 | 13 | $16.9M | 626,844 | 3 | 4 | 1 | 0.0% |
| Q2 2021 | 14 | $18.1M | 650,816 | 2 | 4 | 0 | 0.0% |
| Q1 2021 | 14 | $14.4M | 534,991 | 4 | 1 | 3 | 0.0% |
| Q4 2020 | 11 | $13.7M | 567,821 | 0 | 3 | 3 | 0.0% |
| Q3 2020 | 11 | $9.0M | 453,386 | 0 | 2 | 5 | 0.0% |
| Q2 2020 | 12 | $8.3M | 433,350 | 0 | 3 | 5 | 0.0% |
| Q1 2020 | 12 | $8.5M | 508,266 | 1 | 4 | 3 | 0.0% |
| Q4 2019 | 13 | $16.9M | 691,956 | 1 | 2 | 4 | 0.0% |
| Q3 2019 | 13 | $10.3M | 458,722 | 1 | 5 | 1 | 0.0% |
| Q2 2019 | 13 | $9.9M | 434,917 | 3 | 1 | 4 | 0.0% |
| Q1 2019 | 12 | $10.3M | 440,007 | 4 | 3 | 3 | 0.0% |
| Q4 2018 | 10 | $10.5M | 488,600 | 1 | 0 | 1 | 0.0% |