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Cambria Global Asset Allocat (GAA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares328,081 from 323,914
Change+4,167 (+1%)
Value$11.4M (+$298.4K)
Filed 2026-11-06
Austin Wealth Management, LLC
DECREASED
Shares155,563 from 165,600
Change-10,037 (-6%)
Value$5.5M (-$320.9K)
Filed 2026-11-06
StoneX Group Inc.
DECREASED
Shares80,188 from 81,980
Change-1,792 (-2%)
Value$2.8M (-$23.7K)
Filed 2026-11-03
Professional Financial Advisors, LLC
DECREASED
Shares55,505 from 56,009
Change-504 (-1%)
Value$1.9M (+$8.9K)
Filed 2026-10-13
Entrewealth, LLC
DECREASED
Shares36,111 from 36,487
Change-376 (-1%)
Value$1.3M (-$26.2K)
Filed 2026-10-14
Beacon Financial Advisory LLC
DECREASED
Shares14,291 from 15,676
Change-1,385 (-9%)
Value$498.1K (-$40.9K)
Filed 2026-10-16
Atria Investments, Inc
NEW
Shares9,052
Change+9,052
Value$315.5K
Filed 2026-10-15
Lanark Financial, Inc.
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$24.6K (+$334)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$17.4K (+$236)
Filed 2026-10-20
Birchwood Financial Partners, Inc.
INCREASED
Shares276 from 274
Change+2 (+1%)
Value$9.6K (+$206)
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$9.0K (+$123)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-15
Composition Wealth, LLC
N/A
Shares— from 28,069
Change-28,069 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 24,852
Change-24,852 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,437
Change-14,437 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,855
Change-11,855 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,998
Change-7,998 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 764
Change-764 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 706
Change-706 (-100%)
Value—
UBS Group AG
N/A
Shares— from 112
Change-112 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED328,081323,914+4,167+1%$11.1M$11.4M+$298.4K2026-11-06
Austin Wealth Management, LLC
DECREASED155,563165,600-10,037-6%$5.8M$5.5M-$320.9K2026-11-06
StoneX Group Inc.
DECREASED80,18881,980-1,792-2%$2.8M$2.8M-$23.7K2026-11-03
Professional Financial Advisors, LLC
DECREASED55,50556,009-504-1%$1.9M$1.9M+$8.9K2026-10-13
Entrewealth, LLC
DECREASED36,11136,487-376-1%$1.3M$1.3M-$26.2K2026-10-14
Beacon Financial Advisory LLC
DECREASED14,29115,676-1,385-9%$538.9K$498.1K-$40.9K2026-10-16
Atria Investments, Inc
NEW9,052—+9,052——$315.5K—2026-10-15
Lanark Financial, Inc.
UNCHANGED70670600%$24.3K$24.6K+$3342026-10-26
Private Trust Co NA
UNCHANGED50050000%$17.2K$17.4K+$2362026-10-20
Birchwood Financial Partners, Inc.
INCREASED276274+2+1%$9.4K$9.6K+$2062026-11-02
IFP Advisors, Inc
UNCHANGED25925900%$8.9K$9.0K+$1232026-10-16
AdvisorNet Financial, Inc
CLOSED050-50-100%$1.7K$0-$1.7K2026-10-15
Composition Wealth, LLC
N/A—28,069-28,069-100%$965.0K———
IFG Advisory, LLC
N/A—24,852-24,852-100%$854.4K———
Jane Street Group, LLC
N/A—14,437-14,437-100%$496.3K———
Snowden Capital Advisors LLC
N/A—11,855-11,855-100%$407.6K———
Advisory Services Network, LLC
N/A—7,998-7,998-100%$275.0K———
DRW Securities, LLC
N/A—6,105-6,105-100%$209.9K———
Osaic Holdings, Inc.
N/A—2,127-2,127-100%$73.1K———
Global Retirement Partners, LLC
N/A—1,840-1,840-100%$63.3K———
National Bank of Canada
N/A—764-764-100%$26.0K———
Royal Bank of Canada
N/A—706-706-100%$24.0K———
UBS Group AG
N/A—112-112-100%$3.9K———
Huntington National Bank
N/A—1-1-100%$34———
Morgan Stanley
N/A—1-1-100%$65———
Wells Fargo & Company
N/A—1-1-100%$24———
Showing 26 of 26 institutions