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Cambria Global Value ETF (GVAL)

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
Shares1,564,110 from 1,564,110
Change0 (0%)
Value$21.7M (-$34.6M)
Filed 2026-10-13
Rockport Wealth LLC
INCREASED
Shares423,438 from 298,366
Change+125,072 (+42%)
Value$16.0M (+$5.3M)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares406,376 from 361,110
Change+45,266 (+13%)
Value$15.4M (+$2.4M)
Filed 2026-11-06
Trek Financial, LLC
INCREASED
Shares380,000 from 369,407
Change+10,593 (+3%)
Value$14.4M (+$1.1M)
Filed 2026-10-29
D.A. Davidson & Co.
DECREASED
Shares347,900 from 351,412
Change-3,512 (-1%)
Value$13.2M (+$506.7K)
Filed 2026-10-28
Optima Capital LLC
INCREASED
Shares252,940 from 190,686
Change+62,254 (+33%)
Value$9.6M (+$2.7M)
Filed 2026-10-29
Sepio Capital, LP
INCREASED
Shares232,560 from 230,805
Change+1,755 (+1%)
Value$8.8M (+$486.5K)
Filed 2026-10-22
Altfest L J & Co Inc
INCREASED
Shares180,491 from 178,176
Change+2,315 (+1%)
Value$6.8M (+$411.9K)
Filed 2026-10-27
Fortis Group Advisors, LLC
DECREASED
Shares129,761 from 129,988
Change-227 (0%)
Value$4.7M (+$6.1K)
Filed 2026-11-06
Pekin Hardy Strauss, Inc.
INCREASED
Shares63,929 from 62,827
Change+1,102 (+2%)
Value$2.4M (+$156.0K)
Filed 2026-11-02
Sound Financial Strategies Group, LLC
DECREASED
Shares60,321 from 62,393
Change-2,072 (-3%)
Value$2.3M (+$35.2K)
Filed 2026-10-30
SFG Wealth Management, Llc.
NEW
Shares52,237
Change+52,237
Value$2.0M
Filed 2026-10-23
Riverbend Wealth Management, LLC
DECREASED
Shares48,198 from 48,447
Change-249 (-1%)
Value$1.8M (+$78.8K)
Filed 2026-10-15
Secure Asset Management, LLC
DECREASED
Shares47,101 from 47,112
Change-11 (0%)
Value$1.8M (+$85.3K)
Filed 2026-10-19
HBW Advisory Services LLC
INCREASED
Shares47,010 from 44,893
Change+2,117 (+5%)
Value$1.8M (+$161.8K)
Filed 2026-10-15
Farther Finance Advisors, LLC
DECREASED
Shares43,508 from 45,127
Change-1,619 (-4%)
Value$1.6M (+$20.9K)
Filed 2026-10-08
McGrath & Associates, Inc.
DECREASED
Shares42,095 from 43,389
Change-1,294 (-3%)
Value$1.6M (+$30.0K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares40,859 from 38,925
Change+1,934 (+5%)
Value$1.5M (+$144.0K)
Filed 2026-11-02
FSA Wealth Partners, Inc.
INCREASED
Shares40,461 from 18,301
Change+22,160 (+121%)
Value$1.5M (+$871.8K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares39,368 from 35,213
Change+4,155 (+12%)
Value$1.5M (+$221.3K)
Filed 2026-11-02
Miller Global Investments, LLC
DECREASED
Shares38,207 from 39,130
Change-923 (-2%)
Value$1.4M (+$36.3K)
Filed 2026-10-02
Ascentis Independent Advisors
NEW
Shares33,066
Change+33,066
Value$1.3M
Filed 2026-11-03
Ascentis Wealth Management, LLC
INCREASED
Shares30,015 from 21,238
Change+8,777 (+41%)
Value$1.1M (+$370.8K)
Filed 2026-11-03
Del-Sette Capital Management, LLC
DECREASED
Shares27,675 from 29,238
Change-1,563 (-5%)
Value$1.0M (-$5.9K)
Filed 2026-10-23
Level Four Advisory Services, LLC
INCREASED
Shares26,227 from 25,702
Change+525 (+2%)
Value$992.4K (+$66.6K)
Filed 2026-11-06
Compass Ion Advisors, LLC
NEW
Shares22,587
Change+22,587
Value$854.7K
Filed 2026-10-23
Trademark Financial Management, LLC
INCREASED
Shares22,420 from 22,124
Change+296 (+1%)
Value$848.4K (+$51.5K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
NEW
Shares13,943
Change+13,943
Value$528.0K
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares13,240 from 9,159
Change+4,081 (+45%)
Value$501.0K (+$171.1K)
Filed 2026-10-15
Tcfg Investment Advisors, LLC
DECREASED
Shares10,474 from 10,512
Change-38 (0%)
Value$396.3K (+$17.7K)
Filed 2026-10-20
James Investment Research, Inc.
NEW
Shares10,110
Change+10,110
Value$382.6K
Filed 2026-10-22
Lifetime Wealth Management P.C.
DECREASED
Shares10,047 from 10,270
Change-223 (-2%)
Value$380.2K (+$10.2K)
Filed 2026-10-29
Whitcomb & Hess, Inc.
DECREASED
Shares9,795 from 10,225
Change-430 (-4%)
Value$370.6K (+$2.3K)
Filed 2026-10-07
Encompass More Asset Management
DECREASED
Shares9,007 from 18,743
Change-9,736 (-52%)
Value$340.8K (-$334.3K)
Filed 2026-10-16
Legacy Bridge, LLC
UNCHANGED
Shares8,276 from 8,276
Change0 (0%)
Value$313.2K (+$15.1K)
Filed 2026-10-28
Alchemi Wealth, LLC
NEW
Shares7,354
Change+7,354
Value$278.3K
Filed 2026-11-04
Independent Financial Group, LLC
NEW
Shares7,216
Change+7,216
Value$273.1K
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED
Shares6,402 from 5,652
Change+750 (+13%)
Value$242.3K (+$38.7K)
Filed 2026-11-02
Breakwater Capital Group
NEW
Shares6,354
Change+6,354
Value$240.5K
Filed 2026-10-09
Stone House Investment Management, LLC
UNCHANGED
Shares5,250 from 5,250
Change0 (0%)
Value$198.7K (+$9.6K)
Filed 2026-10-23
Blue Trust, Inc.
UNCHANGED
Shares1,461 from 1,461
Change0 (0%)
Value$55.3K (+$2.7K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares1,391 from 1,370
Change+21 (+2%)
Value$52.6K (+$3.3K)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares1,374 from 1,374
Change0 (0%)
Value$52.0K (+$2.5K)
Filed 2026-10-20
Key FInancial Inc
NEW
Shares479
Change+479
Value$18.1K
Filed 2026-11-02
Abound Wealth Management
NEW
Shares400
Change+400
Value$15.1K
Filed 2026-10-26
Evolution Wealth Management Inc.
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$6.8K (+$327)
Filed 2026-10-28
Signature Equity Partners, LLC
DECREASED
Shares168 from 446
Change-278 (-62%)
Value$6.4K (-$9.7K)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares87 from 86
Change+1 (+1%)
Value$3.3K (+$178)
Filed 2026-10-23
PNC Financial Services Group, Inc.
DECREASED
Shares37 from 277
Change-240 (-87%)
Value$1.4K (-$8.6K)
Filed 2026-11-06
Cambria Investment Management, L.P.
N/A
Shares— from 918,444
Change-918,444 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 762,453
Change-762,453 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 678,412
Change-678,412 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 518,078
Change-518,078 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 258,886
Change-258,886 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 231,848
Change-231,848 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 214,445
Change-214,445 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 186,012
Change-186,012 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 166,109
Change-166,109 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 151,060
Change-151,060 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 113,692
Change-113,692 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 83,775
Change-83,775 (-100%)
Value—
Betterment LLC
N/A
Shares— from 68,616
Change-68,616 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 58,016
Change-58,016 (-100%)
Value—
Prudential PLC
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 42,715
Change-42,715 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 35,254
Change-35,254 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 31,975
Change-31,975 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 30,976
Change-30,976 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 27,053
Change-27,053 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,306
Change-26,306 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 26,250
Change-26,250 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 25,783
Change-25,783 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 24,776
Change-24,776 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,981
Change-18,981 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 17,354
Change-17,354 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 13,701
Change-13,701 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,453
Change-12,453 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,941
Change-10,941 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,253
Change-9,253 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 8,744
Change-8,744 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 8,193
Change-8,193 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,130
Change-8,130 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,502
Change-7,502 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 7,142
Change-7,142 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 6,170
Change-6,170 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,683
Change-5,683 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 255
Change-255 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
ALM First Financial Advisors, LLC
UNCHANGED1,564,1101,564,11000%$56.3M$21.7M-$34.6M2026-10-13
Rockport Wealth LLC
INCREASED423,438298,366+125,072+42%$10.7M$16.0M+$5.3M2026-11-03
LPL Financial LLC
INCREASED406,376361,110+45,266+13%$13.0M$15.4M+$2.4M2026-11-06
Trek Financial, LLC
INCREASED380,000369,407+10,593+3%$13.3M$14.4M+$1.1M2026-10-29
D.A. Davidson & Co.
DECREASED347,900351,412-3,512-1%$12.7M$13.2M+$506.7K2026-10-28
Optima Capital LLC
INCREASED252,940190,686+62,254+33%$6.9M$9.6M+$2.7M2026-10-29
Sepio Capital, LP
INCREASED232,560230,805+1,755+1%$8.3M$8.8M+$486.5K2026-10-22
Altfest L J & Co Inc
INCREASED180,491178,176+2,315+1%$6.4M$6.8M+$411.9K2026-10-27
Fortis Group Advisors, LLC
DECREASED129,761129,988-2270%$4.7M$4.7M+$6.1K2026-11-06
Pekin Hardy Strauss, Inc.
INCREASED63,92962,827+1,102+2%$2.3M$2.4M+$156.0K2026-11-02
Sound Financial Strategies Group, LLC
DECREASED60,32162,393-2,072-3%$2.2M$2.3M+$35.2K2026-10-30
SFG Wealth Management, Llc.
NEW52,237—+52,237——$2.0M—2026-10-23
Riverbend Wealth Management, LLC
DECREASED48,19848,447-249-1%$1.7M$1.8M+$78.8K2026-10-15
Secure Asset Management, LLC
DECREASED47,10147,112-110%$1.7M$1.8M+$85.3K2026-10-19
HBW Advisory Services LLC
INCREASED47,01044,893+2,117+5%$1.6M$1.8M+$161.8K2026-10-15
Farther Finance Advisors, LLC
DECREASED43,50845,127-1,619-4%$1.6M$1.6M+$20.9K2026-10-08
McGrath & Associates, Inc.
DECREASED42,09543,389-1,294-3%$1.6M$1.6M+$30.0K2026-10-27
Kestra Advisory Services, LLC
INCREASED40,85938,925+1,934+5%$1.4M$1.5M+$144.0K2026-11-02
FSA Wealth Partners, Inc.
INCREASED40,46118,301+22,160+121%$659.2K$1.5M+$871.8K2026-10-26
Commonwealth Equity Services, LLC
INCREASED39,36835,213+4,155+12%$1.3M$1.5M+$221.3K2026-11-02
Miller Global Investments, LLC
DECREASED38,20739,130-923-2%$1.4M$1.4M+$36.3K2026-10-02
Ascentis Independent Advisors
NEW33,066—+33,066——$1.3M—2026-11-03
Ascentis Wealth Management, LLC
INCREASED30,01521,238+8,777+41%$765.0K$1.1M+$370.8K2026-11-03
Del-Sette Capital Management, LLC
DECREASED27,67529,238-1,563-5%$1.1M$1.0M-$5.9K2026-10-23
Level Four Advisory Services, LLC
INCREASED26,22725,702+525+2%$925.8K$992.4K+$66.6K2026-11-06
Compass Ion Advisors, LLC
NEW22,587—+22,587——$854.7K—2026-10-23
Trademark Financial Management, LLC
INCREASED22,42022,124+296+1%$796.9K$848.4K+$51.5K2026-10-23
Cambridge Investment Research Advisors, Inc.
NEW13,943—+13,943——$528.0K—2026-11-02
Atria Investments, Inc
INCREASED13,2409,159+4,081+45%$329.9K$501.0K+$171.1K2026-10-15
Tcfg Investment Advisors, LLC
DECREASED10,47410,512-380%$378.6K$396.3K+$17.7K2026-10-20
James Investment Research, Inc.
NEW10,110—+10,110——$382.6K—2026-10-22
Lifetime Wealth Management P.C.
DECREASED10,04710,270-223-2%$369.9K$380.2K+$10.2K2026-10-29
Whitcomb & Hess, Inc.
DECREASED9,79510,225-430-4%$368.3K$370.6K+$2.3K2026-10-07
Encompass More Asset Management
DECREASED9,00718,743-9,736-52%$675.1K$340.8K-$334.3K2026-10-16
Legacy Bridge, LLC
UNCHANGED8,2768,27600%$298.1K$313.2K+$15.1K2026-10-28
Alchemi Wealth, LLC
NEW7,354—+7,354——$278.3K—2026-11-04
Independent Financial Group, LLC
NEW7,216—+7,216——$273.1K—2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED6,4025,652+750+13%$203.6K$242.3K+$38.7K2026-11-02
Breakwater Capital Group
NEW6,354—+6,354——$240.5K—2026-10-09
Stone House Investment Management, LLC
UNCHANGED5,2505,25000%$189.1K$198.7K+$9.6K2026-10-23
Blue Trust, Inc.
UNCHANGED1,4611,46100%$52.6K$55.3K+$2.7K2026-10-15
Lanark Financial, Inc.
INCREASED1,3911,370+21+2%$49.3K$52.6K+$3.3K2026-10-26
Private Trust Co NA
UNCHANGED1,3741,37400%$49.5K$52.0K+$2.5K2026-10-20
Key FInancial Inc
NEW479—+479——$18.1K—2026-11-02
Abound Wealth Management
NEW400—+400——$15.1K—2026-10-26
Evolution Wealth Management Inc.
UNCHANGED18018000%$6.5K$6.8K+$3272026-10-28
Signature Equity Partners, LLC
DECREASED168446-278-62%$16.1K$6.4K-$9.7K2026-10-29
Signaturefd, LLC
INCREASED8786+1+1%$3.1K$3.3K+$1782026-10-23
PNC Financial Services Group, Inc.
DECREASED37277-240-87%$10.0K$1.4K-$8.6K2026-11-06
Cambria Investment Management, L.P.
N/A—918,444-918,444-100%$33.1M———
Morgan Stanley
N/A—762,453-762,453-100%$27.5M———
Stratos Investment Management, LLC
N/A—678,412-678,412-100%$24.4M———
MML Investors Services, LLC
N/A—518,078-518,078-100%$18.7M———
Raymond James Financial Inc
N/A—258,886-258,886-100%$9.3M———
Envestnet Asset Management Inc
N/A—231,848-231,848-100%$8.4M———
Empowered Funds, LLC
N/A—214,445-214,445-100%$7.7M———
Per Stirling Capital Management, Llc.
N/A—186,012-186,012-100%$6.7M———
Summit Financial, LLC
N/A—166,109-166,109-100%$6.0M———
Atlas Wealth LLC
N/A—151,060-151,060-100%$5.4M———
Osaic Holdings, Inc.
N/A—113,692-113,692-100%$4.1M———
Susquehanna International Group, LLP
N/A—83,775-83,775-100%$3.0M———
Betterment LLC
N/A—68,616-68,616-100%$2.5M———
Janney Montgomery Scott LLC
N/A—58,016-58,016-100%$2.1M———
Prudential PLC
N/A—43,000-43,000-100%$1.5M———
HighTower Advisors, LLC
N/A—42,715-42,715-100%$1.5M———
Jones Financial Companies Lllp
N/A—35,254-35,254-100%$1.3M———
Equitable Holdings, Inc.
N/A—31,975-31,975-100%$1.2M———
Thoroughbred Financial Services, LLC
N/A—30,976-30,976-100%$1.1M———
IFG Advisory, LLC
N/A—27,053-27,053-100%$974.4K———
Harbour Investments, Inc.
N/A—26,306-26,306-100%$947.2K———
CIBC World Market Inc.
N/A—26,250-26,250-100%$945.5K———
Virtu Financial LLC
N/A—25,783-25,783-100%$929.0K———
Stifel Financial Corp
N/A—24,776-24,776-100%$892.4K———
NewEdge Advisors, LLC
N/A—18,981-18,981-100%$683.7K———
Belpointe Asset Management LLC
N/A—17,354-17,354-100%$625.1K———
Stratos Wealth Advisors, LLC
N/A—13,701-13,701-100%$493.5K———
Royal Bank of Canada
N/A—12,453-12,453-100%$448.0K———
Essex Financial Services, Inc.
N/A—10,941-10,941-100%$394.1K———
Waverly Advisors, LLC
N/A—9,253-9,253-100%$333.3K———
Qube Research & Technologies Ltd
N/A—8,744-8,744-100%$315.0K———
Jaffetilchin Investment Partners, LLC
N/A—8,193-8,193-100%$295.1K———
Mercer Global Advisors Inc
N/A—8,130-8,130-100%$292.8K———
Stratos Wealth Partners, Ltd.
N/A—7,502-7,502-100%$270.2K———
Astoria Portfolio Advisors Llc.
N/A—7,142-7,142-100%$257.2K———
Bank of America Corp
N/A—7,000-7,000-100%$252.1K———
Legacy Wealth Managment, LLC
N/A—6,250-6,250-100%$225.1K———
Advisors Preferred, LLC
N/A—6,170-6,170-100%$222.6K———
Northwestern Mutual Wealth Management Co
N/A—6,060-6,060-100%$218.3K———
HRT Financial LP
N/A—5,683-5,683-100%$204.0K———
Steward Partners Investment Advisory, LLC
N/A—1,088-1,088-100%$39.2K———
Fiduciary Financial Advisors
N/A—255-255-100%$9.2K———
Wells Fargo & Company
N/A—00—$18———
Showing 92 of 92 institutions