IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cambria Global EW 2 ETF (GEQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vise Technologies, Inc.
DECREASED
Shares258,429 from 279,893
Change-21,464 (-8%)
Value$13.1M (-$1.2M)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares180,115 from 180,115
Change0 (0%)
Value$9.1M (-$91.4K)
Filed 2026-10-16
Riverwater Partners LLC
NEW
Shares158,800
Change+158,800
Value$8.0M
Filed 2026-11-03
Forthright Family Wealth Advisory LLC
INCREASED
Shares40,108 from 39,973
Change+135 (+0%)
Value$2.0M (-$13.4K)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares39,579 from 39,579
Change0 (0%)
Value$2.0M (-$20.1K)
Filed 2026-10-15
Well Done, LLC
UNCHANGED
Shares39,079 from 39,079
Change0 (0%)
Value$2.0M (-$19.8K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares34,171 from 34,171
Change0 (0%)
Value$1.7M (-$17.3K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
UNCHANGED
Shares26,964 from 26,964
Change0 (0%)
Value$1.4M (-$13.7K)
Filed 2026-10-21
Savant Capital, LLC
INCREASED
Shares21,000 from 10,500
Change+10,500 (+100%)
Value$1.1M (+$512.9K)
Filed 2026-11-06
Pacific Sage Partners, LLC
UNCHANGED
Shares19,443 from 19,443
Change0 (0%)
Value$984.6K (-$9.9K)
Filed 2026-10-21
Baker Boyer National Bank
UNCHANGED
Shares18,780 from 18,780
Change0 (0%)
Value$951.0K (-$9.5K)
Filed 2026-11-05
A4 Wealth Advisors LLC
UNCHANGED
Shares16,846 from 16,846
Change0 (0%)
Value$853.1K (-$8.5K)
Filed 2026-10-20
Perigon Wealth Management, LLC
NEW
Shares16,019
Change+16,019
Value$811.2K
Filed 2026-10-22
Sherman Wealth Management LLC
INCREASED
Shares15,325 from 15,273
Change+52 (+0%)
Value$776.0K (-$5.1K)
Filed 2026-10-16
Thor Investment Management Inc
UNCHANGED
Shares11,066 from 11,066
Change0 (0%)
Value$560.4K (-$5.6K)
Filed 2026-10-13
Visionary Wealth Advisors
UNCHANGED
Shares9,370 from 9,370
Change0 (0%)
Value$474.5K (-$4.8K)
Filed 2026-11-04
Cresset Asset Management, LLC
N/A
Shares— from 293,486
Change-293,486 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 203,684
Change-203,684 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 173,163
Change-173,163 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 161,649
Change-161,649 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 77,334
Change-77,334 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 62,800
Change-62,800 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 45,287
Change-45,287 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 38,886
Change-38,886 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 26,698
Change-26,698 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 23,027
Change-23,027 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,772
Change-22,772 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 19,531
Change-19,531 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 10,664
Change-10,664 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,451
Change-9,451 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 8,490
Change-8,490 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 6,581
Change-6,581 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,321
Change-5,321 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
Status
Vise Technologies, Inc.
DECREASED258,429279,893-21,464-8%$14.3M$13.1M-$1.2M2026-10-29
Robertson Stephens Wealth Management, LLC
UNCHANGED180,115180,11500%$9.2M$9.1M-$91.4K2026-10-16
Riverwater Partners LLC
NEW158,800—+158,800——$8.0M—2026-11-03
Forthright Family Wealth Advisory LLC
INCREASED40,10839,973+135+0%$2.0M$2.0M-$13.4K2026-11-03
Cherry Tree Wealth Management, LLC
UNCHANGED39,57939,57900%$2.0M$2.0M-$20.1K2026-10-15
Well Done, LLC
UNCHANGED39,07939,07900%$2.0M$2.0M-$19.8K2026-10-20
Walkner Condon Financial Advisors LLC
UNCHANGED34,17134,17100%$1.7M$1.7M-$17.3K2026-11-02
Wealthcare Advisory Partners LLC
UNCHANGED26,96426,96400%$1.4M$1.4M-$13.7K2026-10-21
Savant Capital, LLC
INCREASED21,00010,500+10,500+100%$550.5K$1.1M+$512.9K2026-11-06
Pacific Sage Partners, LLC
UNCHANGED19,44319,44300%$994.4K$984.6K-$9.9K2026-10-21
Baker Boyer National Bank
UNCHANGED18,78018,78000%$960.5K$951.0K-$9.5K2026-11-05
A4 Wealth Advisors LLC
UNCHANGED16,84616,84600%$861.6K$853.1K-$8.5K2026-10-20
Perigon Wealth Management, LLC
NEW16,019—+16,019——$811.2K—2026-10-22
Sherman Wealth Management LLC
INCREASED15,32515,273+52+0%$781.2K$776.0K-$5.1K2026-10-16
Thor Investment Management Inc
UNCHANGED11,06611,06600%$566.0K$560.4K-$5.6K2026-10-13
Visionary Wealth Advisors
UNCHANGED9,3709,37000%$479.3K$474.5K-$4.8K2026-11-04
Cresset Asset Management, LLC
N/A—293,486-293,486-100%$15.0M———
Franklin Resources Inc
N/A—203,684-203,684-100%$10.4M———
Stokes Family Office, LLC
N/A—173,163-173,163-100%$8.9M———
Berger Financial Group, Inc
N/A—161,649-161,649-100%$8.3M———
Fiducient Advisors LLC
N/A—77,334-77,334-100%$4.0M———
Summit Wealth & Retirement Planning, Inc.
N/A—62,800-62,800-100%$3.2M———
MAI Capital Management
N/A—45,287-45,287-100%$2.3M———
HighTower Advisors, LLC
N/A—38,886-38,886-100%$2.0M———
Citadel Advisors LLC
N/A—26,698-26,698-100%$1.4M———
Goepper Burkhardt LLC
N/A—23,027-23,027-100%$1.2M———
NewEdge Advisors, LLC
N/A—22,772-22,772-100%$1.2M———
Sanctuary Advisors, LLC
N/A—19,531-19,531-100%$998.9K———
Wescap Management Group, Inc.
N/A—10,664-10,664-100%$545.5K———
Jane Street Group, LLC
N/A—9,451-9,451-100%$483.4K———
GTS Securities LLC
N/A—8,490-8,490-100%$434.2K———
J. M. Brown & Associates Inc.
N/A—6,581-6,581-100%$336.6K———
Mariner, LLC
N/A—5,321-5,321-100%$272.2K———
Cahill Financial Advisors Inc
N/A—5,041-5,041-100%$257.9K———
Showing 34 of 34 institutions