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Cambria Trinity ETF (TRTY)

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
INCREASED
Shares6,423,375 from 2,271,000
Change+4,152,375 (+183%)
Value$200.9M (+$132.3M)
Filed 2026-10-13
Fermata Advisors, LLC
INCREASED
Shares153,412 from 149,337
Change+4,075 (+3%)
Value$4.8M (+$287.2K)
Filed 2026-10-13
Cowa, LLC
NEW
Shares81,916
Change+81,916
Value$2.6M
Filed 2026-10-30
OpenArc Corporate Advisory, LLC
NEW
Shares12,323
Change+12,323
Value$385.5K
Filed 2026-10-21
Go Invest LLC
INCREASED
Shares8,465 from 6,215
Change+2,250 (+36%)
Value$264.8K (+$77.0K)
Filed 2026-10-09
Signature Equity Partners, LLC
NEW
Shares3,058
Change+3,058
Value$95.7K
Filed 2026-10-29
Bravias Capital Group, LLC
N/A
Shares— from 93,390
Change-93,390 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 74,667
Change-74,667 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 68,753
Change-68,753 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 35,913
Change-35,913 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 22,013
Change-22,013 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 511
Change-511 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
ALM First Financial Advisors, LLC
INCREASED6,423,3752,271,000+4,152,375+183%$68.6M$200.9M+$132.3M2026-10-13
Fermata Advisors, LLC
INCREASED153,412149,337+4,075+3%$4.5M$4.8M+$287.2K2026-10-13
Cowa, LLC
NEW81,916—+81,916——$2.6M—2026-10-30
OpenArc Corporate Advisory, LLC
NEW12,323—+12,323——$385.5K—2026-10-21
Go Invest LLC
INCREASED8,4656,215+2,250+36%$187.7K$264.8K+$77.0K2026-10-09
Signature Equity Partners, LLC
NEW3,058—+3,058——$95.7K—2026-10-29
Bravias Capital Group, LLC
N/A—93,390-93,390-100%$2.8M———
LPL Financial LLC
N/A—74,667-74,667-100%$2.3M———
Cauble & Harre Wealth Management, Inc.
N/A—68,753-68,753-100%$2.1M———
Osaic Holdings, Inc.
N/A—35,913-35,913-100%$1.1M———
Citadel Advisors LLC
N/A—22,013-22,013-100%$665.0K———
National Bank of Canada
N/A—511-511-100%$15.4K———
Morgan Stanley
N/A—1-1-100%$36———
Wells Fargo & Company
N/A—00—$7———
Showing 14 of 14 institutions