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Get Institutions for : 
Cambria Trinity Etf (TRTY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    1
Total shares held : 
 2,349,248  
% of shares held : 
 26.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 -6,612  
% of shares held change : 
   -0.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 15,278
 0.65%
 
Increased Positions :
7
 45,202
 1.92%
 
Unchanged Positions :
5
 1,825,637
 77.71%
 
Decreased Positions :
4
-51,061
-2.17%
 
Closed Positions :
3
-16,031
-0.68%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ALM First Financial Advisors LLC 1 - 2023-12-31 1,825,000 $45,862,000 0
   Fermata Advisors LLC 33 - 2024-03-31 142,918 $3,710,000 5,340
   MARINER WEALTH ADVISORS, LLC 818 - 2023-12-31 137,860 $3,464,000 667
   Kestra Advisory Services LLC 839 - 2023-12-31 71,302 $1,792,000 -8,973
   LINCOLN NATIONAL CORP 461 - 2024-03-31 46,327 $1,203,000 1,498
   HIGHTOWER ADVISORS, LLC 1795 - 2023-12-31 39,337 $989,000 -10,534
   CITADEL ADVISORS LLC 2975 - 2023-12-31 37,961 $954,000 25,230
   ICA Group Wealth Management LLC 115 - 2023-12-31 29,416 $739,000 2,067
   GTS SECURITIES LLC 875 - 2023-12-31 21,345 $536,000 1,753
   Adviser Investments LLC 418 - 2024-03-31 15,277 $397,000 0
   Polaris Wealth Advisers LLC 137 - 2023-09-30 15,277 $374,000 15,277
   LPL FINANCIAL CORP 4104 - 2023-12-31 10,671 $268,000 -3,809
   Advisor Group Holdings Inc. 4460 - 2023-12-31 3,654 $92,000 -27,745
   UBS Group AG 5024 - 2023-12-31 3,378 $85,000 3,332
   Steward Partners Investment Advisory LLC 2530 - 2023-12-31 583 $15,000 0
   Cribstone Capital Management LLC 239 - 2022-12-31 493 $12,000 11
   Parallel Advisors LLC 2239 - 2023-12-31 418 $11,000 2
   JJJ Advisors Inc. 972 - 2024-03-31 55 $1,000 1
   PROEQUITIES INC. 4569 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6337 - 2023-12-31 0 $0 0
   MORGAN STANLEY 7423 *New 2023-12-31 1 $0 1
   MULTIFINANCIAL SECURITIES CORP 1823 *Closed 2023-12-31 0 $0 -12,739
   ARQ WEALTH ADVISORS LLC 69 *Closed 2023-12-31 0 $0 -90,805
  23 Records found
  1    
  Page 1 of 1
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