CAMBRIA ETF TR shareholder history

Current and past CAMBRIA ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 45450.00%0.01%0.02%Q2 2013Q2 202445
ROYAL BANK OF CANADA 44440.00%0.00%0.00%Q3 2013Q2 202444
Evanson Asset Management, LLC 43430.08%0.14%0.25%Q4 2013Q2 202443
Ancora Advisors LLC 24190.00%0.02%0.05%Q2 2013Q2 202443
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q1 2014Q2 202442
MORGAN STANLEY 3570.00%0.00%0.01%Q4 2013Q2 202442
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1710.00%0.00%0.00%Q2 2013Q2 202440
UBS Group AG 39390.00%0.00%0.01%Q4 2014Q2 202439
Cambria Investment Management, L.P. 39390.37%1.90%4.63%Q4 2014Q2 202439
Raymond James Financial Services Advisors, Inc. 1880.00%0.03%0.10%Q2 2013Q2 202438
Advisory Services Network, LLC 1310.00%0.01%0.01%Q4 2013Q2 202436
Geneos Wealth Management Inc. 34340.00%0.04%0.12%Q1 2016Q2 202434
OPPENHEIMER & CO INC 2390.01%0.02%0.03%Q2 2014Q2 202432
Betterment LLC 31310.01%0.01%0.03%Q4 2016Q2 202431
Cambridge Investment Research Advisors, Inc. 2710.00%0.01%0.03%Q3 2013Q2 202431
CAPTRUST FINANCIAL ADVISORS 1010.00%0.00%0.00%Q3 2013Q2 202230
Brookstone Capital Management 28280.03%0.07%0.11%Q3 2017Q2 202428
US BANCORP \DE\ 27270.00%0.00%0.00%Q4 2017Q2 202427
IFP Advisors, Inc 1450.00%0.02%0.12%Q4 2015Q1 202327
COMMONWEALTH EQUITY SERVICES, LLC 27270.00%0.03%0.10%Q4 2017Q2 202427
ENVESTNET ASSET MANAGEMENT INC 14120.00%0.00%0.00%Q3 2015Q2 202426
JANE STREET GROUP, LLC 2110.00%0.00%0.02%Q3 2014Q2 202426
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.01%Q3 2018Q2 202424
Citadel Advisors 910.00%0.00%0.00%Q1 2015Q2 202424
FLAGSHIP HARBOR ADVISORS, LLC 1590.02%0.04%0.08%Q1 2017Q1 202324
CWM, LLC 12110.00%0.03%0.04%Q3 2018Q2 202423
Ausdal Financial Partners, Inc. 1520.03%0.35%0.61%Q4 2015Q2 202423
RAYMOND JAMES & ASSOCIATES 1210.00%0.01%0.03%Q1 2016Q2 202421
CAHILL FINANCIAL ADVISORS INC 20200.24%0.49%0.65%Q2 2014Q1 201920
FMR LLC 1360.00%0.00%0.00%Q4 2018Q2 202419
9258 Wealth Management, LLC 19190.07%0.11%0.15%Q4 2019Q2 202419
Cetera Advisor Networks LLC 1180.00%0.02%0.04%Q1 2014Q4 202319
Sonora Investment Management, LLC 19190.00%0.00%0.00%Q3 2015Q1 202019
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
OSAIC HOLDINGS, INC. 18180.00%0.02%0.05%Q1 2020Q2 202418
Sigma Planning Corp 810.01%0.07%0.23%Q4 2014Q2 202418
MML INVESTORS SERVICES, LLC 1440.00%0.01%0.02%Q1 2017Q2 202418
Steward Partners Investment Advisory, LLC 1070.00%0.01%0.03%Q3 2019Q2 202417
BANK OF AMERICA CORP /DE/ 1430.00%0.00%0.00%Q1 2014Q2 202417
LADENBURG THALMANN FINANCIAL SERVICES INC. 1070.00%0.00%0.02%Q4 2013Q4 201917
Mutual Advisors, LLC 1520.02%0.02%0.03%Q3 2019Q2 202417
Wills Financial Group, Inc. 16160.20%0.35%0.52%Q4 2013Q3 201716
Private Advisor Group, LLC 1110.00%0.02%0.08%Q4 2018Q2 202416
Creative Planning 880.00%0.00%0.00%Q2 2013Q2 201716
Commonwealth Equity Services, Inc 1150.00%0.01%0.01%Q3 2013Q3 201716
Joseph P. Lucia & Associates, LLC 730.10%0.16%0.42%Q1 2019Q2 202416
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
TFG Advisers LLC 1410.09%0.20%0.33%Q4 2019Q2 202415
Cambridge Advisors Inc. 15150.10%0.16%0.24%Q3 2019Q1 202315
Rockefeller Capital Management L.P. 15150.00%0.00%0.01%Q4 2020Q2 202415
BOK Financial Private Wealth, Inc. 15150.02%0.02%0.03%Q4 2020Q2 202415
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1210.00%0.02%0.04%Q4 2015Q2 202414
Smith Anglin Financial, LLC 14143.05%5.54%7.44%Q1 2021Q2 202414
RFG HOLDINGS, INC. 14144.61%7.29%11.14%Q1 2021Q2 202414
PRIVATE TRUST CO NA 770.00%0.01%0.03%Q1 2013Q2 202414
MSI Financial Services Inc 14140.00%0.08%0.14%Q3 2013Q4 201614
THOROUGHBRED FINANCIAL SERVICES, LLC 13130.08%0.21%0.31%Q2 2021Q2 202413
Financial Partners Group, Inc 13130.32%2.25%3.05%Q2 2021Q2 202413
HARBOUR INVESTMENTS, INC. 940.00%0.03%0.08%Q1 2021Q2 202413
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q2 2021Q2 202413
MONECO Advisors, LLC 13130.16%0.81%1.84%Q2 2021Q2 202413
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
BSW Wealth Partners 12120.30%0.42%0.74%Q1 2014Q4 201612
MGO ONE SEVEN LLC 12120.05%0.20%0.52%Q3 2021Q2 202412
STIFEL FINANCIAL CORP 12120.00%0.01%0.01%Q3 2021Q2 202412
Beacon Capital Management, Inc. 12120.00%0.04%0.12%Q4 2013Q3 201612
Capital Advisors, Ltd. LLC 12120.00%0.04%0.05%Q3 2021Q2 202412
QUADRANT CAPITAL GROUP LLC 12120.00%0.00%0.00%Q1 2021Q4 202312
Gladstone Institutional Advisory LLC 12120.08%0.22%0.41%Q3 2021Q2 202412
Global Retirement Partners, LLC 610.00%0.00%0.01%Q3 2017Q2 202412
Virtu KCG Holdings LLC 710.01%0.01%0.02%Q3 2013Q2 201711
Meridian Financial, LLC 11110.31%0.61%0.71%Q4 2021Q2 202411
J.P. Morgan Private Wealth Advisors LLC 11110.00%0.00%0.01%Q1 2014Q3 201611
Cetera Advisors LLC 11110.01%0.06%0.14%Q2 2021Q4 202311
Equitable Holdings, Inc. 11110.01%0.02%0.04%Q4 2021Q2 202411
MONEY CONCEPTS CAPITAL CORP 11110.01%0.03%0.06%Q4 2021Q2 202411
Fermata Advisors, LLC 11110.58%1.65%3.23%Q4 2021Q2 202411
RFG Advisory, LLC 11110.03%0.05%0.09%Q4 2021Q2 202411
Tidal Investments LLC 11110.00%0.01%0.01%Q4 2021Q2 202411
Certified Advisory Corp 810.02%0.40%0.76%Q1 2021Q2 202411
WESTPORT RESOURCES MANAGEMENT INC 10100.02%0.04%0.10%Q3 2013Q4 201510
Comprehensive Wealth Management, LLC 10100.31%0.39%0.44%Q1 2022Q2 202410
Moors & Cabot, Inc. 10100.02%0.03%0.04%Q1 2022Q2 202410
SIGNATUREFD, LLC 910.00%0.01%0.02%Q2 2013Q2 202410
Compass Ion Advisors, LLC 10100.35%0.60%0.86%Q1 2022Q2 202410
JAMES INVESTMENT RESEARCH, INC. 10100.00%0.02%0.04%Q1 2022Q2 202410
Belpointe Asset Management LLC 730.01%0.02%0.06%Q3 2021Q2 202410
Savior LLC 10100.12%5.01%9.63%Q2 2021Q3 202310
AdvisorNet Financial, Inc 10100.00%0.00%0.00%Q1 2022Q2 202410
Parallel Advisors, LLC 820.00%0.00%0.01%Q4 2019Q2 202410
SHEETS SMITH WEALTH MANAGEMENT 10100.15%0.32%0.38%Q1 2022Q2 202410
HighTower Advisors, LLC 910.00%0.00%0.01%Q4 2019Q2 202410
Federation des caisses Desjardins du Quebec 10100.00%0.00%0.00%Q1 2022Q2 202410
HUNTINGTON NATIONAL BANK 10100.00%0.00%0.00%Q1 2022Q2 202410
J.W. COLE ADVISORS, INC. 10100.05%0.06%0.07%Q1 2022Q2 202410
Vantage Investment Advisors, LLC 10100.00%0.01%0.01%Q1 2014Q2 201610
ROTHSCHILD INVESTMENT LLC /IL 990.08%0.35%0.64%Q3 2021Q3 20239
NEXT Financial Group, Inc 420.00%0.02%0.12%Q2 2014Q4 20219
PNC FINANCIAL SERVICES GROUP, INC. 720.00%0.00%0.00%Q3 2014Q1 20239
BECK CAPITAL MANAGEMENT, LLC 990.15%0.21%0.28%Q4 2013Q4 20159
Professional Financial Advisors, LLC 990.01%0.02%0.03%Q3 2020Q3 20229
AllSquare Wealth Management LLC 990.01%0.02%0.09%Q2 2022Q2 20249
Eudaimonia Partners, LLC 990.14%0.30%0.42%Q1 2022Q1 20249
Kesler, Norman & Wride, LLC 990.09%0.73%1.38%Q2 2022Q2 20249
MANCHESTER FINANCIAL INC 881.31%4.83%6.35%Q3 2022Q2 20248
Ameliora Wealth Management Ltd. 880.01%1.48%2.11%Q3 2022Q2 20248
Financial Management Professionals, Inc. 880.00%0.00%0.00%Q2 2018Q1 20208
360 Financial, Inc. 884.07%4.97%6.04%Q3 2022Q2 20248
LINCOLN NATIONAL CORP 610.01%0.01%0.02%Q2 2021Q1 20248
SG Americas Securities, LLC 710.00%0.01%0.01%Q3 2014Q4 20178
Laurel Wealth Advisors LLC 880.08%0.19%0.25%Q3 2022Q2 20248
Sharkey, Howes & Javer 880.08%0.17%0.45%Q3 2022Q2 20248
SMITH, MOORE & CO. 880.06%0.08%0.11%Q3 2022Q2 20248
AE Wealth Management LLC 880.00%0.00%0.00%Q3 2022Q2 20248
OPTIMUM INVESTMENT ADVISORS 880.00%0.04%0.06%Q4 2021Q3 20238
BANK OF MONTREAL /CAN/ 610.00%0.00%0.00%Q1 2014Q2 20248
Avior Wealth Management, LLC 880.06%0.60%0.87%Q3 2022Q2 20248
Merriman Wealth Management, LLC 880.06%0.10%0.14%Q1 2021Q4 20228
Southland Equity Partners LLC 880.13%0.19%0.23%Q3 2022Q2 20248
Cetera Investment Advisers 530.00%0.03%0.05%Q1 2022Q1 20248
Revolve Wealth Partners, LLC 770.81%2.81%3.51%Q4 2022Q2 20247
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 520.08%1.70%2.49%Q4 2018Q2 20247
Ironsides Asset Advisors, LLC 770.27%0.62%0.89%Q3 2018Q1 20207
Per Stirling Capital Management, LLC. 770.72%0.86%1.01%Q4 2022Q2 20247
MorganRosel Wealth Management, LLC 770.10%0.11%0.12%Q4 2022Q2 20247
NewEdge Advisors, LLC 770.00%0.07%0.11%Q4 2022Q2 20247
RAYMOND JAMES TRUST N.A. 770.01%0.01%0.02%Q4 2022Q2 20247
SALEM INVESTMENT COUNSELORS INC 610.00%0.00%0.00%Q4 2016Q1 20247
True Wealth Design, LLC 770.03%0.04%0.05%Q4 2022Q2 20247
Lindbrook Capital, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Mraz, Amerine & Associates, Inc. 770.05%0.05%0.05%Q4 2022Q2 20247
Orion Portfolio Solutions, LLC 510.00%0.02%0.05%Q1 2022Q2 20247
ALM First Financial Advisors, LLC 775.01%5.31%5.72%Q4 2022Q2 20247
PARK AVENUE SECURITIES LLC 410.00%0.00%0.00%Q3 2021Q2 20247
Breakwater Capital Group 771.37%1.69%1.86%Q4 2022Q2 20247
Van Hulzen Asset Management, LLC 770.02%0.02%0.02%Q4 2022Q2 20247
Integrated Advisors Network LLC 770.16%0.41%0.59%Q4 2022Q2 20247
Atomi Financial Group, Inc. 660.25%0.60%1.30%Q1 2023Q2 20246
ICA Group Wealth Management, LLC 660.01%0.09%0.22%Q4 2022Q1 20246
Pacifica Partners Inc. 660.01%0.01%0.01%Q2 2021Q3 20226
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 660.02%0.03%0.04%Q1 2023Q2 20246
New Capital Management LP 510.49%0.62%0.71%Q4 2016Q3 20216
FNY Investment Advisers, LLC 510.02%0.03%0.04%Q3 2022Q1 20246
B. Riley Wealth Management, Inc. 660.03%0.04%0.05%Q1 2014Q2 20156
JDM Financial Group LLC 660.01%0.01%0.01%Q1 2023Q2 20246
Wealth Management Partners, LLC 660.20%0.23%0.27%Q1 2023Q2 20246
Koshinski Asset Management, Inc. 330.01%0.02%0.04%Q3 2021Q2 20246
LGT Financial Advisors LLC 510.18%0.36%1.12%Q4 2022Q2 20246
COWA, LLC 510.01%0.15%0.20%Q3 2021Q2 20246
Kalos Management, Inc. 660.09%0.13%0.17%Q3 2018Q4 20196
Blueprint Investment Partners LLC 660.05%0.06%0.08%Q1 2023Q2 20246
WR Wealth Planners, LLC 660.00%0.35%0.62%Q1 2023Q2 20246
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 660.35%0.74%1.92%Q4 2021Q1 20236
American Portfolios Advisors 510.00%0.00%0.00%Q4 2019Q3 20226
Winslow, Evans & Crocker, Inc. 660.00%0.01%0.02%Q3 2019Q4 20206
MIDAS MANAGEMENT CORP 550.07%0.08%0.08%Q4 2014Q4 20155
Keel Point, LLC 550.02%0.04%0.05%Q4 2021Q4 20225
Princeton Global Asset Management LLC 550.00%0.06%0.11%Q3 2019Q3 20205
WEDBUSH SECURITIES INC 550.02%0.04%0.05%Q4 2021Q4 20225
Beacon Financial Advisory LLC 550.14%0.14%0.17%Q2 2023Q2 20245
PARSONS CAPITAL MANAGEMENT INC/RI 550.02%0.02%0.02%Q1 2023Q1 20245
GOLDMAN SACHS GROUP INC 320.00%0.00%0.00%Q2 2021Q2 20245
Retirement Group, LLC 550.09%0.32%0.54%Q1 2023Q1 20245
BOS Asset Management, LLC 550.52%0.56%0.61%Q4 2022Q4 20235
Atria Investments, Inc 410.00%0.03%0.06%Q3 2022Q2 20245
First Allied Advisory Services, Inc. 310.00%0.02%0.03%Q1 2014Q3 20195
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q1 2019Q2 20245
Kingsview Wealth Management, LLC 410.01%0.02%0.05%Q2 2021Q2 20245
Opus Capital Group, LLC 551.44%1.97%2.17%Q2 2023Q2 20245
Apollon Wealth Management, LLC 550.01%0.03%0.04%Q2 2023Q2 20245
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
Wealthcare Advisory Partners LLC 310.01%0.01%0.01%Q3 2019Q1 20214
Snowden Capital Advisors LLC 440.01%0.02%0.03%Q3 2023Q2 20244
UBS AG 440.00%0.00%0.00%Q4 2013Q3 20144
SUNTRUST BANKS INC 440.00%0.01%0.02%Q4 2013Q3 20144
B. Riley Wealth Advisors, Inc. 310.01%0.01%0.01%Q4 2021Q1 20244
Almanack Investment Partners, LLC. 220.04%0.28%0.54%Q1 2022Q2 20244
FOUNDERS FINANCIAL SECURITIES LLC 440.03%0.04%0.06%Q3 2023Q2 20244
FLOW TRADERS U.S. LLC 440.00%0.08%0.25%Q1 2021Q4 20214
WFG Advisors, LP 440.01%0.09%0.13%Q1 2015Q4 20154
Autumn Glory Partners, LLC 440.13%0.13%0.14%Q3 2023Q2 20244
Physician Wealth Advisors, Inc. 440.07%0.07%0.08%Q3 2023Q2 20244
MAI Capital Management 440.01%0.01%0.01%Q3 2023Q2 20244
55I, LLC 440.01%0.01%0.02%Q2 2021Q1 20224
Jacobi Capital Management LLC 220.02%0.03%0.03%Q1 2022Q1 20234
OneAscent Financial Services LLC 440.17%0.59%0.97%Q2 2022Q1 20234
D.A. DAVIDSON & CO. 310.00%0.01%0.01%Q2 2017Q2 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Cordasco Financial Network 440.00%0.00%0.00%Q2 2018Q1 20194
Fulcrum Equity Management 440.15%0.84%1.10%Q2 2021Q1 20224
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
PATHSTONE FAMILY OFFICE, LLC 440.00%0.01%0.02%Q1 2020Q4 20204
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q1 20244
Castleview Partners, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
ROTHSCHILD INVESTMENT LLC 330.81%0.82%0.85%Q4 2023Q2 20243
Dynamic Advisor Solutions LLC 210.03%0.04%0.06%Q4 2019Q2 20243
InterOcean Capital Group, LLC 330.19%0.28%0.40%Q3 2023Q1 20243
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20243
Claraphi Advisory Network, LLC 210.10%0.10%0.10%Q2 2021Q2 20223
DFPG INVESTMENTS, LLC 330.02%0.04%0.06%Q2 2023Q4 20233
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
CREATIVE FINANCIAL DESIGNS INC /ADV 330.03%0.03%0.03%Q4 2023Q2 20243
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.00%0.00%Q2 2014Q4 20143
Missouri Trust & Investment Co 330.00%0.00%0.00%Q4 2023Q2 20243
Compagnie Lombard Odier SCmA 330.00%0.00%0.00%Q4 2013Q2 20143
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Spire Wealth Management 330.00%0.00%0.00%Q1 2021Q3 20213
Hubbell Strickland Wealth Management, LLC 330.11%0.12%0.12%Q4 2023Q2 20243
IHT Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Aspect Partners, LLC 330.71%0.81%0.98%Q4 2023Q2 20243
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q3 2023Q1 20243
HL FINANCIAL SERVICES LLC 110.01%0.02%0.03%Q1 2014Q4 20153
ACG Wealth 330.04%0.06%0.07%Q4 2013Q2 20143
Genesis Wealth Advisors, LLC 332.33%2.37%2.39%Q4 2014Q2 20153
Longview Financial Advisors, Inc. 331.39%1.43%1.46%Q4 2023Q2 20243
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
OneDigital Investment Advisors LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Allworth Financial LP 330.00%0.00%0.00%Q4 2023Q2 20243
EVERMAY WEALTH MANAGEMENT LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Essex Financial Services, Inc. 330.06%0.07%0.08%Q4 2023Q2 20243
49 WEALTH MANAGEMENT, LLC 330.18%1.14%1.68%Q4 2023Q2 20243
OxenFree Capital LLC 330.49%0.64%0.71%Q4 2023Q2 20243
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
Creekmur Asset Management LLC 330.00%0.04%0.07%Q4 2023Q2 20243
Sound Income Strategies, LLC 210.00%0.00%0.00%Q4 2022Q2 20243
Golden State Wealth Management, LLC 330.00%0.01%0.02%Q1 2019Q3 20193
HRC WEALTH MANAGEMENT, LLC 220.25%0.26%0.27%Q1 2024Q2 20242
Qube Research & Technologies Ltd 220.00%0.00%0.00%Q1 2024Q2 20242
Accordant Advisory Group Inc 225.38%5.89%6.40%Q1 2024Q2 20242
Hobbs Group Advisors, LLC 110.00%0.00%0.00%Q4 2023Q2 20242
Valmark Advisers, Inc. 220.03%0.04%0.04%Q1 2021Q2 20212
TWO SIGMA INVESTMENTS, LP 220.00%0.00%0.00%Q3 2023Q4 20232
ASSET MANAGEMENT CORP /IL/ /ADV 220.19%0.22%0.24%Q4 2022Q1 20232
EPG Wealth Management LLC 220.01%0.01%0.01%Q4 2019Q1 20202
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Atria Wealth Solutions, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Farther Finance Advisors, LLC 220.00%0.01%0.02%Q1 2024Q2 20242
Continuum Advisory, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.02%0.03%0.04%Q1 2024Q2 20242
Total Clarity Wealth Management, Inc. 220.09%0.09%0.10%Q1 2024Q2 20242
Parkside Financial Bank & Trust 220.01%0.02%0.02%Q4 2023Q1 20242
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q3 2014Q3 20182
Palo Capital, Inc. 220.07%0.08%0.09%Q2 2018Q3 20182
Lion Street Advisors, LLC 220.10%0.18%0.26%Q4 2021Q1 20222
Tuttle Capital Management, LLC 220.50%0.58%0.66%Q1 2015Q2 20152
Diversified Trust Co 220.01%0.01%0.01%Q1 2024Q2 20242
Sepio Capital, LP 220.17%0.17%0.18%Q3 2021Q4 20212
Herold Advisors, Inc. 110.03%0.03%0.03%Q3 2021Q1 20222
WJ Wealth Management, LLC 220.91%0.92%0.93%Q1 2021Q2 20212
Visionary Wealth Advisors 220.21%0.21%0.22%Q1 2024Q2 20242
Baldwin Investment Management, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.01%0.01%Q4 2021Q1 20222
Meridian Wealth Management, LLC 220.02%0.06%0.10%Q4 2023Q1 20242
Aveo Capital Partners, LLC 220.21%0.26%0.31%Q1 2024Q2 20242
Lenox Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Verum Partners LLC 220.20%1.63%3.06%Q1 2024Q2 20242
HB Wealth Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
Diversify Advisory Services, LLC 220.02%0.03%0.04%Q1 2024Q2 20242
Miracle Mile Advisors, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
BENJAMIN F. EDWARDS & COMPANY, INC. 220.00%0.00%0.00%Q1 2022Q2 20222
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.06%0.08%0.10%Q2 2018Q4 20222
SENTINEL PENSION ADVISORS INC. 220.05%0.07%0.08%Q1 2024Q2 20242
Merit Financial Group, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 228.64%12.83%17.02%Q1 2021Q2 20212
OLD MISSION CAPITAL LLC 220.01%0.01%0.02%Q1 2022Q2 20222
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.02%Q3 2019Q4 20192
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q4 2022Q1 20232
Dakota Wealth Management 220.08%0.09%0.09%Q3 2018Q4 20182
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.00%Q4 2023Q1 20242
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.15%0.20%0.26%Q4 2021Q1 20222
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q1 2024Q2 20242
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q2 2024Q2 20241
Opal Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q4 2022Q4 20221
Socha Financial Group, LLC 110.13%0.13%0.13%Q1 2023Q1 20231
Truvestments Capital LLC 110.01%0.01%0.01%Q3 2018Q3 20181
CITIGROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Quadrant Private Wealth Management, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Bradley & Co. Private Wealth Management, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
OXFORD FINANCIAL GROUP, LTD. LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.02%0.02%0.02%Q2 2024Q2 20241
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2014Q1 20141
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2023Q4 20231
Patriot Financial Group Insurance Agency, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
MCF Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FormulaFolio Investments, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
ASSETMARK, INC 110.00%0.00%0.00%Q4 2023Q4 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FOCUS FINANCIAL NETWORK INC /ADV 110.01%0.01%0.01%Q4 2023Q4 20231
CFS Investment Advisory Services, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Financial Gravity Asset Management, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
CREDIT SUISSE AG/ 110.07%0.07%0.07%Q1 2018Q1 20181
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Sowell Financial Services LLC 110.66%0.66%0.66%Q1 2022Q1 20221
Hilltop Holdings Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Advanced Asset Management Advisors Inc 110.01%0.01%0.01%Q4 2022Q4 20221
Samalin Investment Counsel, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
PINNACLE ASSOCIATES LTD 110.00%0.00%0.00%Q1 2014Q1 20141
Dorsey & Whitney Trust CO LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Asset Dedication, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
GG Group Ventures, LLC 110.69%0.69%0.69%Q2 2024Q2 20241
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
NAPA WEALTH MANAGEMENT 110.53%0.53%0.53%Q4 2023Q4 20231
Halpern Financial, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Colony Group, LLC 110.06%0.06%0.06%Q2 2024Q2 20241
Edge Financial Advisors LLC 110.71%0.71%0.71%Q1 2024Q1 20241
Caitlin John, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Advisor Resource Council 110.03%0.03%0.03%Q4 2021Q4 20211
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 110.04%0.04%0.04%Q2 2014Q2 20141
TITLEIST CAPITAL, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Empowered Funds, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Cape Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Litman Gregory Wealth Management LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Bell Investment Advisors, Inc 110.00%0.00%0.00%Q4 2023Q4 20231
United Advisor Group, LLC 110.07%0.07%0.07%Q2 2024Q2 20241
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Connectus Wealth, LLC 110.05%0.05%0.05%Q1 2024Q1 20241
SageGuard Financial Group, LLC 110.19%0.19%0.19%Q2 2021Q2 20211
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
BARTLETT & CO. WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

This page lists all the filers that currently own CAMBRIA ETF TR or have owned CAMBRIA ETF TR in the past.