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Cambria Foreign Shareholder (FYLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
ALM First Financial Advisors, LLC
UNCHANGED
Shares1,477,500 from 1,477,500
Change0 (0%)
Value$21.6M (-$32.3M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares530,863 from 520,463
Change+10,400 (+2%)
Value$21.0M (+$2.0M)
Filed 2026-11-02
Longview Financial Advisors, Inc.
INCREASED
Shares411,251 from 408,176
Change+3,075 (+1%)
Value$16.3M (+$1.4M)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares369,507 from 357,593
Change+11,914 (+3%)
Value$14.6M (+$1.6M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares365,290 from 355,326
Change+9,964 (+3%)
Value$14.4M (+$1.5M)
Filed 2026-11-06
Verum Partners LLC
INCREASED
Shares317,288 from 298,594
Change+18,694 (+6%)
Value$12.5M (+$1.6M)
Filed 2026-10-21
Opus Capital Group, LLC
INCREASED
Shares299,267 from 294,254
Change+5,013 (+2%)
Value$11.8M (+$1.1M)
Filed 2026-10-30
Encompass More Asset Management
DECREASED
Shares211,919 from 229,396
Change-17,477 (-8%)
Value$8.4M (+$8.6K)
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares191,708 from 183,160
Change+8,548 (+5%)
Value$7.6M (+$896.6K)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares179,260 from 176,794
Change+2,466 (+1%)
Value$7.1M (+$636.7K)
Filed 2026-10-28
Fermata Advisors, LLC
DECREASED
Shares166,835 from 168,877
Change-2,042 (-1%)
Value$6.6M (+$434.3K)
Filed 2026-10-13
Trek Financial, LLC
NEW
Shares160,721
Change+160,721
Value$6.4M
Filed 2026-10-29
ARQ Wealth Advisors, LLC
INCREASED
Shares160,681 from 146,113
Change+14,568 (+10%)
Value$6.4M (+$710.4K)
Filed 2026-10-29
Greenwood Capital Associates LLC
INCREASED
Shares136,012 from 130,062
Change+5,950 (+5%)
Value$5.4M (+$632.0K)
Filed 2026-10-27
Brookstone Capital Management
INCREASED
Shares132,492 from 127,183
Change+5,309 (+4%)
Value$5.2M (+$597.8K)
Filed 2026-10-22
Aspect Partners, LLC
INCREASED
Shares130,206 from 116,809
Change+13,397 (+11%)
Value$5.1M (+$886.0K)
Filed 2026-10-20
Kesler, Norman & Wride, LLC
INCREASED
Shares102,379 from 96,884
Change+5,495 (+6%)
Value$4.0M (+$512.8K)
Filed 2026-11-06
R2 Capital Strategies, LLC
INCREASED
Shares98,676 from 94,574
Change+4,102 (+4%)
Value$3.9M (+$450.6K)
Filed 2026-10-15
Park Edge Advisors, LLC
DECREASED
Shares69,150 from 109,578
Change-40,428 (-37%)
Value$2.7M (-$1.3M)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares56,446 from 55,800
Change+646 (+1%)
Value$2.2M (+$195.7K)
Filed 2026-10-13
Foguth Wealth Management, Llc.
NEW
Shares50,839
Change+50,839
Value$2.0M
Filed 2026-10-19
Lane Brothers & Co Inc
DECREASED
Shares50,114 from 58,637
Change-8,523 (-15%)
Value$2.0M (-$158.2K)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares47,534 from 53,381
Change-5,847 (-11%)
Value$1.9M (-$68.4K)
Filed 2026-10-28
HBW Advisory Services LLC
DECREASED
Shares38,420 from 38,869
Change-449 (-1%)
Value$1.5M (+$100.8K)
Filed 2026-10-15
Mather Group, Llc.
DECREASED
Shares35,504 from 39,362
Change-3,858 (-10%)
Value$1.4M (-$32.5K)
Filed 2026-10-14
Miller Global Investments, LLC
DECREASED
Shares31,537 from 31,837
Change-300 (-1%)
Value$1.2M (+$85.2K)
Filed 2026-10-02
Davenport & Co LLC
INCREASED
Shares29,120 from 27,459
Change+1,661 (+6%)
Value$1.2M (+$149.4K)
Filed 2026-10-14
Trademark Financial Management, LLC
INCREASED
Shares18,363 from 9,908
Change+8,455 (+85%)
Value$726.1K (+$364.5K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares18,140 from 17,408
Change+732 (+4%)
Value$717.3K (+$82.0K)
Filed 2026-10-13
Lifetime Wealth Management P.C.
DECREASED
Shares17,316 from 17,885
Change-569 (-3%)
Value$684.7K (+$32.1K)
Filed 2026-10-29
Meridian Financial Partners LLC
INCREASED
Shares12,694 from 12,665
Change+29 (+0%)
Value$508.0K (+$25.9K)
Filed 2026-10-23
Fifth Third Securities, Inc.
DECREASED
Shares12,420 from 13,565
Change-1,145 (-8%)
Value$491.1K (-$3.9K)
Filed 2026-10-21
Cowa, LLC
DECREASED
Shares12,225 from 12,768
Change-543 (-4%)
Value$483.4K (+$17.5K)
Filed 2026-10-30
Sapient Capital LLC
UNCHANGED
Shares9,905 from 9,905
Change0 (0%)
Value$391.6K (+$30.2K)
Filed 2026-10-08
Sigma Planning Corp
NEW
Shares7,412
Change+7,412
Value$293.1K
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares7,295 from 4,115
Change+3,180 (+77%)
Value$288.5K (+$138.3K)
Filed 2026-11-04
Ellis Investment Partners, LLC
DECREASED
Shares6,571 from 6,778
Change-207 (-3%)
Value$259.8K (+$12.5K)
Filed 2026-10-21
Zega Investments, LLC
DECREASED
Shares6,505 from 6,533
Change-28 (0%)
Value$257.2K (+$18.8K)
Filed 2026-11-04
MGO One Seven LLC
INCREASED
Shares6,351 from 5,978
Change+373 (+6%)
Value$251.1K (+$33.0K)
Filed 2026-10-28
Savant Capital, LLC
NEW
Shares6,136
Change+6,136
Value$242.6K
Filed 2026-11-06
Creative Planning
NEW
Shares5,849
Change+5,849
Value$231.3K
Filed 2026-11-02
Berkeley, Inc
INCREASED
Shares5,648 from 5,635
Change+13 (+0%)
Value$223.3K (+$17.7K)
Filed 2026-10-20
Parsons Capital Management Inc
DECREASED
Shares5,497 from 5,582
Change-85 (-2%)
Value$217.4K (+$13.7K)
Filed 2026-10-28
Cullen T Bankers, Inc.
NEW
Shares3,069
Change+3,069
Value$121.3K
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares2,723 from 2,723
Change0 (0%)
Value$99.4K ($0)
Filed 2026-11-06
Farther Finance Advisors, LLC
UNCHANGED
Shares2,510 from 2,510
Change0 (0%)
Value$99.2K (+$7.7K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares1,405 from 18
Change+1,387 (+7706%)
Value$55.6K (+$54.9K)
Filed 2026-11-05
Independence Bank of Kentucky
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$27.7K (+$2.1K)
Filed 2026-10-26
Triumph Capital Management
NEW
Shares529
Change+529
Value$20.9K
Filed 2026-10-14
Essential Partners LLC
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$18.3K (+$1.4K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
INCREASED
Shares139 from 138
Change+1 (+1%)
Value$5.5K (+$455)
Filed 2026-10-23
PNC Financial Services Group, Inc.
NEW
Shares47
Change+47
Value$1.9K
Filed 2026-11-06
HighTower Advisors, LLC
N/A
Shares— from 1,832,659
Change-1,832,659 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 1,141,239
Change-1,141,239 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 604,453
Change-604,453 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 576,078
Change-576,078 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 469,715
Change-469,715 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 462,147
Change-462,147 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 374,380
Change-374,380 (-100%)
Value—
UBS Group AG
N/A
Shares— from 212,615
Change-212,615 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 170,511
Change-170,511 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 127,183
Change-127,183 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 120,759
Change-120,759 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 99,488
Change-99,488 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 96,771
Change-96,771 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 75,649
Change-75,649 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 57,210
Change-57,210 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 55,309
Change-55,309 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 47,137
Change-47,137 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 43,199
Change-43,199 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 42,567
Change-42,567 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 38,025
Change-38,025 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 37,293
Change-37,293 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 34,706
Change-34,706 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 34,452
Change-34,452 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 27,487
Change-27,487 (-100%)
Value—
Betterment LLC
N/A
Shares— from 26,117
Change-26,117 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 24,387
Change-24,387 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 23,403
Change-23,403 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 21,277
Change-21,277 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 16,368
Change-16,368 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 12,308
Change-12,308 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,197
Change-12,197 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,411
Change-8,411 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,709
Change-6,709 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,234
Change-6,234 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,527
Change-5,527 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,899
Change-3,899 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 531
Change-531 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 217
Change-217 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 216
Change-216 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Status
ALM First Financial Advisors, LLC
UNCHANGED1,477,5001,477,50000%$53.9M$21.6M-$32.3M2026-10-13
Commonwealth Equity Services, LLC
INCREASED530,863520,463+10,400+2%$19.0M$21.0M+$2.0M2026-11-02
Longview Financial Advisors, Inc.
INCREASED411,251408,176+3,075+1%$14.9M$16.3M+$1.4M2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED369,507357,593+11,914+3%$13.0M$14.6M+$1.6M2026-11-02
LPL Financial LLC
INCREASED365,290355,326+9,964+3%$13.0M$14.4M+$1.5M2026-11-06
Verum Partners LLC
INCREASED317,288298,594+18,694+6%$10.9M$12.5M+$1.6M2026-10-21
Opus Capital Group, LLC
INCREASED299,267294,254+5,013+2%$10.7M$11.8M+$1.1M2026-10-30
Encompass More Asset Management
DECREASED211,919229,396-17,477-8%$8.4M$8.4M+$8.6K2026-10-16
United Advisor Group, LLC
INCREASED191,708183,160+8,548+5%$6.7M$7.6M+$896.6K2026-11-03
Exchange Traded Concepts, LLC
INCREASED179,260176,794+2,466+1%$6.5M$7.1M+$636.7K2026-10-28
Fermata Advisors, LLC
DECREASED166,835168,877-2,042-1%$6.2M$6.6M+$434.3K2026-10-13
Trek Financial, LLC
NEW160,721—+160,721——$6.4M—2026-10-29
ARQ Wealth Advisors, LLC
INCREASED160,681146,113+14,568+10%$5.6M$6.4M+$710.4K2026-10-29
Greenwood Capital Associates LLC
INCREASED136,012130,062+5,950+5%$4.7M$5.4M+$632.0K2026-10-27
Brookstone Capital Management
INCREASED132,492127,183+5,309+4%$4.6M$5.2M+$597.8K2026-10-22
Aspect Partners, LLC
INCREASED130,206116,809+13,397+11%$4.3M$5.1M+$886.0K2026-10-20
Kesler, Norman & Wride, LLC
INCREASED102,37996,884+5,495+6%$3.5M$4.0M+$512.8K2026-11-06
R2 Capital Strategies, LLC
INCREASED98,67694,574+4,102+4%$3.5M$3.9M+$450.6K2026-10-15
Park Edge Advisors, LLC
DECREASED69,150109,578-40,428-37%$4.0M$2.7M-$1.3M2026-10-28
Dynamic Advisor Solutions LLC
INCREASED56,44655,800+646+1%$2.0M$2.2M+$195.7K2026-10-13
Foguth Wealth Management, Llc.
NEW50,839—+50,839——$2.0M—2026-10-19
Lane Brothers & Co Inc
DECREASED50,11458,637-8,523-15%$2.1M$2.0M-$158.2K2026-11-02
D.A. Davidson & Co.
DECREASED47,53453,381-5,847-11%$1.9M$1.9M-$68.4K2026-10-28
HBW Advisory Services LLC
DECREASED38,42038,869-449-1%$1.4M$1.5M+$100.8K2026-10-15
Mather Group, Llc.
DECREASED35,50439,362-3,858-10%$1.4M$1.4M-$32.5K2026-10-14
Miller Global Investments, LLC
DECREASED31,53731,837-300-1%$1.2M$1.2M+$85.2K2026-10-02
Davenport & Co LLC
INCREASED29,12027,459+1,661+6%$1.0M$1.2M+$149.4K2026-10-14
Trademark Financial Management, LLC
INCREASED18,3639,908+8,455+85%$361.5K$726.1K+$364.5K2026-10-23
Independent Financial Group, LLC
INCREASED18,14017,408+732+4%$635.2K$717.3K+$82.0K2026-10-13
Lifetime Wealth Management P.C.
DECREASED17,31617,885-569-3%$652.6K$684.7K+$32.1K2026-10-29
Meridian Financial Partners LLC
INCREASED12,69412,665+29+0%$482.2K$508.0K+$25.9K2026-10-23
Fifth Third Securities, Inc.
DECREASED12,42013,565-1,145-8%$495.0K$491.1K-$3.9K2026-10-21
Cowa, LLC
DECREASED12,22512,768-543-4%$465.9K$483.4K+$17.5K2026-10-30
Sapient Capital LLC
UNCHANGED9,9059,90500%$361.4K$391.6K+$30.2K2026-10-08
Sigma Planning Corp
NEW7,412—+7,412——$293.1K—2026-10-23
Creative Financial Designs Inc
INCREASED7,2954,115+3,180+77%$150.2K$288.5K+$138.3K2026-11-04
Ellis Investment Partners, LLC
DECREASED6,5716,778-207-3%$247.3K$259.8K+$12.5K2026-10-21
Zega Investments, LLC
DECREASED6,5056,533-280%$238.4K$257.2K+$18.8K2026-11-04
MGO One Seven LLC
INCREASED6,3515,978+373+6%$218.1K$251.1K+$33.0K2026-10-28
Savant Capital, LLC
NEW6,136—+6,136——$242.6K—2026-11-06
Creative Planning
NEW5,849—+5,849——$231.3K—2026-11-02
Berkeley, Inc
INCREASED5,6485,635+13+0%$205.6K$223.3K+$17.7K2026-10-20
Parsons Capital Management Inc
DECREASED5,4975,582-85-2%$203.7K$217.4K+$13.7K2026-10-28
Cullen T Bankers, Inc.
NEW3,069—+3,069——$121.3K—2026-10-28
Allworth Financial LP
UNCHANGED2,7232,72300%$99.4K$99.4K$02026-11-06
Farther Finance Advisors, LLC
UNCHANGED2,5102,51000%$91.6K$99.2K+$7.7K2026-10-08
Fifth Third Bancorp
INCREASED1,40518+1,387+7706%$668$55.6K+$54.9K2026-11-05
Independence Bank of Kentucky
UNCHANGED70070000%$25.5K$27.7K+$2.1K2026-10-26
Triumph Capital Management
NEW529—+529——$20.9K—2026-10-14
Essential Partners LLC
UNCHANGED46446400%$16.9K$18.3K+$1.4K2026-10-14
Dhjj Financial Advisors, Ltd.
INCREASED139138+1+1%$5.0K$5.5K+$4552026-10-23
PNC Financial Services Group, Inc.
NEW47—+47——$1.9K—2026-11-06
HighTower Advisors, LLC
N/A—1,832,659-1,832,659-100%$66.9M———
Cambria Investment Management, L.P.
N/A—1,141,239-1,141,239-100%$41.6M———
Rothschild Investment LLC
N/A—604,453-604,453-100%$22.1M———
Intellus Advisors LLC
N/A—576,078-576,078-100%$21.0M———
Empowered Funds, LLC
N/A—469,715-469,715-100%$17.1M———
Raymond James Financial Inc
N/A—462,147-462,147-100%$16.9M———
Focus Partners Wealth
N/A—374,380-374,380-100%$13.7M———
UBS Group AG
N/A—212,615-212,615-100%$7.8M———
Equitable Holdings, Inc.
N/A—170,511-170,511-100%$6.2M———
Arkadios Wealth Advisors
N/A—127,183-127,183-100%$4.6M———
Osaic Holdings, Inc.
N/A—120,759-120,759-100%$4.4M———
Flow Traders U.S. LLC
N/A—99,488-99,488-100%$3.6M———
Savvy Advisors, Inc.
N/A—96,771-96,771-100%$3.5M———
Royal Bank of Canada
N/A—75,649-75,649-100%$2.8M———
Beacon Pointe Advisors, LLC
N/A—57,210-57,210-100%$2.1M———
CoreFirst Bank & Trust
N/A—55,309-55,309-100%$2.0M———
Western Wealth Management, LLC
N/A—47,137-47,137-100%$1.7M———
Stifel Financial Corp
N/A—43,199-43,199-100%$1.6M———
Sanctuary Advisors, LLC
N/A—42,567-42,567-100%$1.6M———
Summit Financial, LLC
N/A—38,025-38,025-100%$1.4M———
NewEdge Advisors, LLC
N/A—37,293-37,293-100%$1.4M———
Envestnet Asset Management Inc
N/A—34,706-34,706-100%$1.3M———
Snowden Capital Advisors LLC
N/A—34,452-34,452-100%$1.3M———
Geneos Wealth Management Inc.
N/A—27,487-27,487-100%$1.0M———
Betterment LLC
N/A—26,117-26,117-100%$953.0K———
MML Investors Services, LLC
N/A—24,387-24,387-100%$889.9K———
Modern Wealth Management, LLC
N/A—23,403-23,403-100%$854.0K———
AQR Capital Management LLC
N/A—21,277-21,277-100%$776.4K———
Bravias Capital Group, LLC
N/A—16,368-16,368-100%$597.3K———
GWN Securities Inc.
N/A—12,308-12,308-100%$449.1K———
Cetera Investment Advisers
N/A—12,197-12,197-100%$445.1K———
Gladstone Institutional Advisory LLC
N/A—8,411-8,411-100%$306.9K———
EP Wealth Advisors, LLC
N/A—7,150-7,150-100%$260.9K———
Regal Investment Advisors LLC
N/A—6,925-6,925-100%$252.7K———
Northwestern Mutual Wealth Management Co
N/A—6,709-6,709-100%$244.8K———
IFG Advisory, LLC
N/A—6,234-6,234-100%$227.5K———
Goldman Sachs Group Inc
N/A—5,527-5,527-100%$201.7K———
Morgan Stanley
N/A—3,899-3,899-100%$142.3K———
Harbour Investments, Inc.
N/A—2,563-2,563-100%$93.5K———
Steward Partners Investment Advisory, LLC
N/A—2,450-2,450-100%$89.4K———
FMR LLC
N/A—2,312-2,312-100%$84.4K———
JPMorgan Chase & Co
N/A—1,571-1,571-100%$57.5K———
UBS Asset Management Americas LLC
N/A—531-531-100%$19.4K———
Jones Financial Companies Lllp
N/A—217-217-100%$7.9K———
Wells Fargo & Company
N/A—216-216-100%$7.9K———
AE Wealth Management LLC
N/A—24-24-100%$876———
Showing 98 of 98 institutions