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Cambria Micro&smcap Yield (MYLD)

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
NEW
Shares365,477
Change+365,477
Value$11.6M
Filed 2026-10-13
Kesler, Norman & Wride, LLC
DECREASED
Shares57,462 from 59,254
Change-1,792 (-3%)
Value$1.8M (-$61.2K)
Filed 2026-11-06
One Plus One Wealth Management, LLC
INCREASED
Shares40,146 from 39,284
Change+862 (+2%)
Value$1.3M (+$24.8K)
Filed 2026-10-16
Zega Investments, LLC
DECREASED
Shares13,387 from 15,247
Change-1,860 (-12%)
Value$426.7K (-$60.3K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares10,495 from 10,303
Change+192 (+2%)
Value$334.5K (+$5.4K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares898
Change+898
Value$28.6K
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$447 (-$1)
Filed 2026-10-23
Cambria Investment Management, L.P.
N/A
Shares— from 341,943
Change-341,943 (-100%)
Value—
Betterment LLC
N/A
Shares— from 20,145
Change-20,145 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 18,435
Change-18,435 (-100%)
Value—
UBS Group AG
N/A
Shares— from 161
Change-161 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 85
Change-85 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
ALM First Financial Advisors, LLC
NEW365,477—+365,477——$11.6M—2026-10-13
Kesler, Norman & Wride, LLC
DECREASED57,46259,254-1,792-3%$1.9M$1.8M-$61.2K2026-11-06
One Plus One Wealth Management, LLC
INCREASED40,14639,284+862+2%$1.3M$1.3M+$24.8K2026-10-16
Zega Investments, LLC
DECREASED13,38715,247-1,860-12%$487.0K$426.7K-$60.3K2026-11-04
Ascentis Wealth Management, LLC
INCREASED10,49510,303+192+2%$329.1K$334.5K+$5.4K2026-11-03
Ascentis Independent Advisors
NEW898—+898——$28.6K—2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED141400%$448$447-$12026-10-23
Cambria Investment Management, L.P.
N/A—341,943-341,943-100%$10.9M———
Betterment LLC
N/A—20,145-20,145-100%$643.0K———
Centric Wealth Management
N/A—18,435-18,435-100%$549.3K———
UBS Group AG
N/A—161-161-100%$5.1K———
JPMorgan Chase & Co
N/A—85-85-100%$2.7K———
Wells Fargo & Company
N/A—00—$3———
Showing 13 of 13 institutions