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Cambria Fixed Income Trend (CFIT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sound Financial Strategies Group, LLC
DECREASED
Shares581,591 from 584,134
Change-2,543 (0%)
Value$14.7M (-$575.2K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
INCREASED
Shares283,315 from 234,935
Change+48,380 (+21%)
Value$7.1M (+$1.0M)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares172,575 from 140,804
Change+31,771 (+23%)
Value$4.3M (+$677.4K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares15,796
Change+15,796
Value$398.1K
Filed 2026-11-03
Sanders Morris Harris LLC
NEW
Shares12,935
Change+12,935
Value$327.1K
Filed 2026-10-14
Assetmark, Inc
CLOSED
Shares0 from 1,060
Change-1,060 (-100%)
Value$0 (-$27.6K)
Filed 2026-10-21
Betterment LLC
N/A
Shares— from 58,617
Change-58,617 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 28,967
Change-28,967 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,948
Change-15,948 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Status
Sound Financial Strategies Group, LLC
DECREASED581,591584,134-2,5430%$15.2M$14.7M-$575.2K2026-10-30
Ascentis Wealth Management, LLC
INCREASED283,315234,935+48,380+21%$6.1M$7.1M+$1.0M2026-11-03
Atria Investments, Inc
INCREASED172,575140,804+31,771+23%$3.7M$4.3M+$677.4K2026-10-15
Ascentis Independent Advisors
NEW15,796—+15,796——$398.1K—2026-11-03
Sanders Morris Harris LLC
NEW12,935—+12,935——$327.1K—2026-10-14
Assetmark, Inc
CLOSED01,060-1,060-100%$27.6K$0-$27.6K2026-10-21
Betterment LLC
N/A—58,617-58,617-100%$1.5M———
Kintra Wealth, LLC
N/A—28,967-28,967-100%$755.9K———
Envestnet Asset Management Inc
N/A—15,948-15,948-100%$415.8K———
UBS Group AG
N/A—1,612-1,612-100%$42.0K———
Steward Partners Investment Advisory, LLC
N/A—82-82-100%$2.1K———
Showing 11 of 11 institutions