Who owns Cambria Trinity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TRTY from SEC Form 13F filings across 11 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 11 institutions disclosed 2.7M shares of Cambria Trinity ETF worth $82.2M — about 59.7% of shares outstanding; the largest disclosed holder is ALM First Financial Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$82.2M
value, 2026 filers
59.7%
of shares outstanding (2.7M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TRTY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ALM First Financial Advisors, LLC | 2.3M | $68.6M | 11.6% | 49.8% | -0.9% |
| 2 | Fermata Advisors, LLC | 149,337 | $4.5M | 0.9% | 3.3% | +1.1% |
| 3 | Bravias Capital Group, LLC | 93,390 | $2.8M | 1.7% | 2% | +9.4% |
| 4 | LPL Financial LLC | 74,667 | $2.3M | 0.0% | 1.6% | -0.6% |
| 5 | Cauble & Harre Wealth Management, Inc. | 68,753 | $2.1M | 1.7% | 1.5% | +5.0% |
| 6 | OSAIC HOLDINGS, INC. | 35,913 | $1.1M | 0.0% | 0.8% | +39.5% |
| 7 | CITADEL ADVISORS LLC | 22,013 | $665,013 | 0.0% | 0.5% | +0.2% |
| 8 | Go Invest LLCNEW | 6,215 | $187,745 | 0.0% | 0.1% | new |
| 9 | NATIONAL BANK OF CANADA /FI/ | 511 | $15,437 | 0.0% | 0% | 0.0% |
| 10 | MORGAN STANLEYNEW | 1 | $36 | 0.0% | 0% | new |
| 11 | WELLS FARGO & COMPANY/MN | 0 | $7 | 0.0% | 0% | -100.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.