| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| WELLS FARGO & COMPANY/MN | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
| OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
| US BANCORP \DE\ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
| Polaris Wealth Advisory Group, LLC | 11 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 12 |
| JANICZEK WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
| Kestra Advisory Services, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
| UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
| Allworth Financial LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| Fermata Advisors, LLC | 7 | 7 | 0.15% | 0.84% | 2.42% | Q1 2022 | Q3 2023 | 7 |
| Steward Partners Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| MORGAN STANLEY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
| Cribstone Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
| Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
| Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| HighTower Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
| Citadel Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
| LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 5 |
| JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 5 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
| Capital Investment Advisory Services, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2019 | 4 |
| ALM First Financial Advisors, LLC | 4 | 4 | 18.98% | 19.16% | 19.39% | Q4 2022 | Q3 2023 | 4 |
| LPL Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| ICA Group Wealth Management, LLC | 4 | 4 | 0.02% | 0.09% | 0.19% | Q4 2022 | Q3 2023 | 4 |
| Cetera Advisors LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
| Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
| Moors & Cabot, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 3 |
| ARQ WEALTH ADVISORS, LLC | 3 | 3 | 1.66% | 1.68% | 1.70% | Q1 2023 | Q3 2023 | 3 |
| Dynamic Advisor Solutions LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 3 |
| Mariner, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
| Cambria Investment Management, L.P. | 3 | 3 | 0.04% | 0.11% | 0.24% | Q2 2019 | Q4 2019 | 3 |
| CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Sunbelt Securities, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
| GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
| Wealth Management Partners, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
| HOWE & RUSLING INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
| TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
| Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
| TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own CAMBRIA ETF TR or have owned CAMBRIA ETF TR in the past.