Cambria US EW ETF (USEW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Prism Advisors, Inc.

DECREASED

Shares739,013 from 757,627

Change-18,614 (-2%)

Value$41.5M (-$845.4K)

Filed 2026-10-09

Astra Wealth Partners LLC

UNCHANGED

Shares54,495 from 54,495

Change0 (0%)

Value$3.0M (-$27.0K)

Filed 2026-11-06

First National Bank Sioux Falls

UNCHANGED

Shares51,144 from 51,144

Change0 (0%)

Value$2.8M (+$168.0K)

Filed 2026-10-13

Clearview Wealth Management LLC

DECREASED

Shares50,858 from 69,865

Change-19,007 (-27%)

Value$2.9M (-$1.0M)

Filed 2026-10-16

Highline Wealth Partners LLC

INCREASED

Shares41,783 from 41,755

Change+28 (+0%)

Value$2.3M (-$19.1K)

Filed 2026-10-19

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares39,965 from 39,965

Change0 (0%)

Value$2.2M (-$19.8K)

Filed 2026-10-15

Riverwater Partners LLC

UNCHANGED

Shares29,285 from 29,285

Change0 (0%)

Value$1.6M (-$14.5K)

Filed 2026-11-03

A4 Wealth Advisors LLC

UNCHANGED

Shares28,531 from 28,531

Change0 (0%)

Value$1.6M (-$14.1K)

Filed 2026-10-20

Walkner Condon Financial Advisors LLC

DECREASED

Shares28,420 from 28,430

Change-10 (0%)

Value$1.6M (-$14.6K)

Filed 2026-11-02

Perigon Wealth Management, LLC

NEW

Shares26,983

Change+26,983

Value$1.5M

Filed 2026-10-22

Greenwood Capital Associates LLC

UNCHANGED

Shares21,521 from 21,521

Change0 (0%)

Value$1.2M (-$10.7K)

Filed 2026-10-27

Wealthcare Advisory Partners LLC

UNCHANGED

Shares18,306 from 18,306

Change0 (0%)

Value$1.0M (-$9.1K)

Filed 2026-10-21

Nottingham Advisors, Inc.

UNCHANGED

Shares15,080 from 15,080

Change0 (0%)

Value$836.8K (+$6.8K)

Filed 2026-10-29

Farther Finance Advisors, LLC

NEW

Shares14,268

Change+14,268

Value$789.5K

Filed 2026-10-08

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares13,298 from 13,298

Change0 (0%)

Value$745.9K (+$304)

Filed 2026-10-13

Cypress Financial Planning LLC

UNCHANGED

Shares9,073 from 9,073

Change0 (0%)

Value$502.0K (-$4.5K)

Filed 2026-10-09

One Plus One Wealth Management, LLC

UNCHANGED

Shares6,348 from 6,348

Change0 (0%)

Value$351.2K (-$3.1K)

Filed 2026-10-16

IFG Advisors, LLC

UNCHANGED

Shares5,248 from 5,248

Change0 (0%)

Value$290.4K (-$2.6K)

Filed 2026-10-15

Nvest Wealth Strategies, Inc.

DECREASED

Shares5,108 from 49,699

Change-44,591 (-90%)

Value$282.6K (-$2.5M)

Filed 2026-10-14

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

UNCHANGED

Shares4,570 from 4,570

Change0 (0%)

Value$252.9K (-$2.3K)

Filed 2026-10-27

Cresset Asset Management, LLC

N/A

Shares— from 520,481

Change-520,481 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 295,035

Change-295,035 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 108,492

Change-108,492 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 39,665

Change-39,665 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 39,361

Change-39,361 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 32,912

Change-32,912 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 32,501

Change-32,501 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 22,725

Change-22,725 (-100%)

Value—

Wescap Management Group, Inc.

N/A

Shares— from 21,656

Change-21,656 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 20,609

Change-20,609 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 20,609

Change-20,609 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 18,849

Change-18,849 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 18,648

Change-18,648 (-100%)

Value—

Fiducient Advisors LLC

N/A

Shares— from 15,366

Change-15,366 (-100%)

Value—

Urban Financial Advisory Corp

N/A

Shares— from 15,032

Change-15,032 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 8,903

Change-8,903 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 8,036

Change-8,036 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 4,315

Change-4,315 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 3,463

Change-3,463 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,881

Change-2,881 (-100%)

Value—

	Status
Prism Advisors, Inc.	DECREASED	739,013	757,627	-18,614	-2%	$42.3M	$41.5M	-$845.4K	2026-10-09
Astra Wealth Partners LLC	UNCHANGED	54,495	54,495	0	0%	$3.0M	$3.0M	-$27.0K	2026-11-06
First National Bank Sioux Falls	UNCHANGED	51,144	51,144	0	0%	$2.7M	$2.8M	+$168.0K	2026-10-13
Clearview Wealth Management LLC	DECREASED	50,858	69,865	-19,007	-27%	$3.9M	$2.9M	-$1.0M	2026-10-16
Highline Wealth Partners LLC	INCREASED	41,783	41,755	+28	+0%	$2.3M	$2.3M	-$19.1K	2026-10-19
Cherry Tree Wealth Management, LLC	UNCHANGED	39,965	39,965	0	0%	$2.2M	$2.2M	-$19.8K	2026-10-15
Riverwater Partners LLC	UNCHANGED	29,285	29,285	0	0%	$1.6M	$1.6M	-$14.5K	2026-11-03
A4 Wealth Advisors LLC	UNCHANGED	28,531	28,531	0	0%	$1.6M	$1.6M	-$14.1K	2026-10-20
Walkner Condon Financial Advisors LLC	DECREASED	28,420	28,430	-10	0%	$1.6M	$1.6M	-$14.6K	2026-11-02
Perigon Wealth Management, LLC	NEW	26,983	—	+26,983	—	—	$1.5M	—	2026-10-22
Greenwood Capital Associates LLC	UNCHANGED	21,521	21,521	0	0%	$1.2M	$1.2M	-$10.7K	2026-10-27
Wealthcare Advisory Partners LLC	UNCHANGED	18,306	18,306	0	0%	$1.0M	$1.0M	-$9.1K	2026-10-21
Nottingham Advisors, Inc.	UNCHANGED	15,080	15,080	0	0%	$830.0K	$836.8K	+$6.8K	2026-10-29
Farther Finance Advisors, LLC	NEW	14,268	—	+14,268	—	—	$789.5K	—	2026-10-08
Wealth Enhancement Advisory Services, LLC	UNCHANGED	13,298	13,298	0	0%	$745.6K	$745.9K	+$304	2026-10-13
Cypress Financial Planning LLC	UNCHANGED	9,073	9,073	0	0%	$506.5K	$502.0K	-$4.5K	2026-10-09
One Plus One Wealth Management, LLC	UNCHANGED	6,348	6,348	0	0%	$354.4K	$351.2K	-$3.1K	2026-10-16
IFG Advisors, LLC	UNCHANGED	5,248	5,248	0	0%	$293.0K	$290.4K	-$2.6K	2026-10-15
Nvest Wealth Strategies, Inc.	DECREASED	5,108	49,699	-44,591	-90%	$2.8M	$282.6K	-$2.5M	2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	UNCHANGED	4,570	4,570	0	0%	$255.1K	$252.9K	-$2.3K	2026-10-27
Cresset Asset Management, LLC	N/A	—	520,481	-520,481	-100%	$29.1M	—	—	—
MAI Capital Management	N/A	—	295,035	-295,035	-100%	$16.5M	—	—	—
Quantinno Capital Management LP	N/A	—	108,492	-108,492	-100%	$6.1M	—	—	—
Bleakley Financial Group, LLC	N/A	—	39,665	-39,665	-100%	$2.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	39,361	-39,361	-100%	$2.2M	—	—	—
EP Wealth Advisors, LLC	N/A	—	32,912	-32,912	-100%	$1.8M	—	—	—
Rothschild Investment LLC	N/A	—	32,501	-32,501	-100%	$1.8M	—	—	—
Mercer Global Advisors Inc	N/A	—	22,725	-22,725	-100%	$1.3M	—	—	—
Wescap Management Group, Inc.	N/A	—	21,656	-21,656	-100%	$1.2M	—	—	—
Cambria Investment Management, L.P.	N/A	—	20,609	-20,609	-100%	$1.2M	—	—	—
Empowered Funds, LLC	N/A	—	20,609	-20,609	-100%	$1.2M	—	—	—
NewEdge Advisors, LLC	N/A	—	18,849	-18,849	-100%	$1.1M	—	—	—
HighTower Advisors, LLC	N/A	—	18,648	-18,648	-100%	$1.0M	—	—	—
Fiducient Advisors LLC	N/A	—	15,366	-15,366	-100%	$857.9K	—	—	—
Urban Financial Advisory Corp	N/A	—	15,032	-15,032	-100%	$839.2K	—	—	—
Citadel Advisors LLC	N/A	—	8,903	-8,903	-100%	$497.0K	—	—	—
Savvy Advisors, Inc.	N/A	—	8,036	-8,036	-100%	$448.7K	—	—	—
GTS Securities LLC	N/A	—	4,315	-4,315	-100%	$240.9K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	3,463	-3,463	-100%	$193.4K	—	—	—
UBS Group AG	N/A	—	2,881	-2,881	-100%	$160.8K	—	—	—

Showing 40 of 40 institutions