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Cambria Global Value ETF (GVAL)

CUSIP: 132061409 | NYSE | 193 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

ALM First Financial Advisors, LLC1,564,110
3.4% of portfolio›$21.7M
Rockport Wealth LLC423,438
2.8% of portfolio›$16.0M
Trek Financial, LLC380,000
0.7% of portfolio›$14.4M
D.A. Davidson & Co.347,900
0.1% of portfolio›$13.2M
Optima Capital LLC252,940
3.8% of portfolio›$9.6M
Sepio Capital, LP232,560
0.4% of portfolio›$8.8M
Altfest L J & Co Inc180,491
0.7% of portfolio›$6.8M
Pekin Hardy Strauss, Inc.63,929
0.2% of portfolio›$2.4M
Sound Financial Strategies Group, LLC60,321
1.5% of portfolio›$2.3M
SFG Wealth Management, Llc.52,237
0.7% of portfolio›$2.0M
Riverbend Wealth Management, LLC48,198
0.8% of portfolio›$1.8M
Secure Asset Management, LLC47,101
0.2% of portfolio›$1.8M
HBW Advisory Services LLC47,010
0.2% of portfolio›$1.8M
Farther Finance Advisors, LLC43,508
0.0% of portfolio›$1.6M
McGrath & Associates, Inc.42,095
1.8% of portfolio›$1.6M
Kestra Advisory Services, LLC40,859
0.0% of portfolio›$1.5M
FSA Wealth Partners, Inc.40,461
0.4% of portfolio›$1.5M
Commonwealth Equity Services, LLC39,368
0.0% of portfolio›$1.5M
Miller Global Investments, LLC38,207
1.2% of portfolio›$1.4M
Ascentis Independent Advisors33,066
0.1% of portfolio›$1.3M
Ascentis Wealth Management, LLC30,015
0.2% of portfolio›$1.1M
Del-Sette Capital Management, LLC27,675
0.6% of portfolio›$1.0M
Compass Ion Advisors, LLC22,587
0.1% of portfolio›$854.7K
Trademark Financial Management, LLC22,420
0.3% of portfolio›$848.4K
Cambridge Investment Research Advisors, Inc.13,943
0.0% of portfolio›$528.0K
Atria Investments, Inc13,240
0.0% of portfolio›$501.0K
Tcfg Investment Advisors, LLC10,474
0.1% of portfolio›$396.3K
James Investment Research, Inc.10,110
0.0% of portfolio›$382.6K
Lifetime Wealth Management P.C.10,047
0.2% of portfolio›$380.2K
Whitcomb & Hess, Inc.9,795
0.1% of portfolio›$370.6K
Encompass More Asset Management9,007
0.0% of portfolio›$340.8K
Legacy Bridge, LLC8,276
0.1% of portfolio›$313.2K
Alchemi Wealth, LLC7,354
0.1% of portfolio›$278.3K
Independent Financial Group, LLC7,216
0.0% of portfolio›$273.1K
Walkner Condon Financial Advisors LLC6,402
0.0% of portfolio›$242.3K
Breakwater Capital Group6,354
0.0% of portfolio›$240.5K
Stone House Investment Management, LLC5,250
0.0% of portfolio›$198.7K
Blue Trust, Inc.1,461
0.0% of portfolio›$55.3K
Lanark Financial, Inc.1,391
0.0% of portfolio›$52.6K
Private Trust Co NA1,374
0.0% of portfolio›$52.0K
Key FInancial Inc479
0.0% of portfolio›$18.1K
Abound Wealth Management400
0.0% of portfolio›$15.1K
Evolution Wealth Management Inc.180
0.0% of portfolio›$6.8K
Signature Equity Partners, LLC168
0.0% of portfolio›$6.4K
Signaturefd, LLC87
0.0% of portfolio›$3.3K
StyleTurnoverLocationFiled
ALM First Financial Advisors, LLC
1,564,110$21.7M3.4%ETFVery LowDallas, TX2026-10-13
Rockport Wealth LLC
423,438$16.0M2.8%ETFMediumFairview Park, OH2026-11-03
Trek Financial, LLC
380,000$14.4M0.7%ETFHighScottsdale, AZ2026-10-29
D.A. Davidson & Co.
347,900$13.2M0.1%CoreLowGreat Falls, MT2026-10-28
Optima Capital LLC
252,940$9.6M3.8%ETFHighPortland, OR2026-10-29
Sepio Capital, LP
232,560$8.8M0.4%ETFLowSalt Lake City, UT2026-10-22
Altfest L J & Co Inc
180,491$6.8M0.7%ETFHighNew York, NY2026-10-27
Pekin Hardy Strauss, Inc.
63,929$2.4M0.2%ValueMediumChicago, IL2026-11-02
Sound Financial Strategies Group, LLC
60,321$2.3M1.5%ETFMediumMadison, MS2026-10-30
SFG Wealth Management, Llc.
52,237$2.0M0.7%ETFMediumTowson, MD2026-10-23
Riverbend Wealth Management, LLC
48,198$1.8M0.8%GrowthLowMyrtle Beach, SC2026-10-15
Secure Asset Management, LLC
47,101$1.8M0.2%GrowthMediumTroy, MI2026-10-19
HBW Advisory Services LLC
47,010$1.8M0.2%ETFMediumSimi Valley, CA2026-10-15
Farther Finance Advisors, LLC
43,508$1.6M0.0%IndexLowSan Francisco, CA2026-10-08
McGrath & Associates, Inc.
42,095$1.6M1.8%ETFMediumAsheville, NC2026-10-27
Kestra Advisory Services, LLC
40,859$1.5M0.0%CoreLowAustin, TX2026-11-02
FSA Wealth Partners, Inc.
40,461$1.5M0.4%ETFHighRockville, MD2026-10-26
Commonwealth Equity Services, LLC
39,368$1.5M0.0%ETFLowWaltham, MA2026-11-02
Miller Global Investments, LLC
38,207$1.4M1.2%ValueMediumDallas, TX2026-10-02
Ascentis Independent Advisors
33,066$1.3M0.1%ETFLowDallas, TX2026-11-03
Ascentis Wealth Management, LLC
30,015$1.1M0.2%Agg GrowthLowDallas, TX2026-11-03
Del-Sette Capital Management, LLC
27,675$1.0M0.6%YieldHighSchenectady, NY2026-10-23
Compass Ion Advisors, LLC
22,587$854.7K0.1%ETFVery LowConshohocken, PA2026-10-23
Trademark Financial Management, LLC
22,420$848.4K0.3%ETFMediumBloomington, MN2026-10-23
Cambridge Investment Research Advisors, Inc.
13,943$528.0K0.0%ETFLowFairfield, IA2026-11-02
Atria Investments, Inc
13,240$501.0K0.0%CoreMediumCharlotte, NC2026-10-15
Tcfg Investment Advisors, LLC
10,474$396.3K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
James Investment Research, Inc.
10,110$382.6K0.0%CoreLowAlpha, OH2026-10-22
Lifetime Wealth Management P.C.
10,047$380.2K0.2%YieldLowRockwall, TX2026-10-29
Whitcomb & Hess, Inc.
9,795$370.6K0.1%ETFVery LowAshland, OH2026-10-07
Encompass More Asset Management
9,007$340.8K0.0%ETFHighDanville, CA2026-10-16
Legacy Bridge, LLC
8,276$313.2K0.1%GrowthVery LowWest Des Moines, IA2026-10-28
Alchemi Wealth, LLC
7,354$278.3K0.1%CoreLowEssex, CT2026-11-04
Independent Financial Group, LLC
7,216$273.1K0.0%GrowthLowSan Diego, CA2026-10-13
Walkner Condon Financial Advisors LLC
6,402$242.3K0.0%ETFLowVerona, WI2026-11-02
Breakwater Capital Group
6,354$240.5K0.0%ETFLowParamus, NJ2026-10-09
Stone House Investment Management, LLC
5,250$198.7K0.0%ETFMediumTunkhannock, PA2026-10-23
Blue Trust, Inc.
1,461$55.3K0.0%ETFLowBrentwood, TN2026-10-15
Lanark Financial, Inc.
1,391$52.6K0.0%CoreMediumBirmingham, AL2026-10-26
Private Trust Co NA
1,374$52.0K0.0%CoreLowCleveland, OH2026-10-20
Key FInancial Inc
479$18.1K0.0%ETFLowWest Chester, PA2026-11-02
Abound Wealth Management
400$15.1K0.0%ETFVery LowFranklin, TN2026-10-26
Evolution Wealth Management Inc.
180$6.8K0.0%ETFMediumFort Myers, FL2026-10-28
Signature Equity Partners, LLC
168$6.4K0.0%GrowthMediumColumbus, OH2026-10-29
Signaturefd, LLC
87$3.3K0.0%IndexLowAtlanta, GA2026-10-23