CFIT Institutional Ownership & Shareholders
CAMBRIA FIXED INCOME TREND (CFIT) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $28.11M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Sound Financial Strategies Group, Llc is currently the largest disclosed institutional shareholder of CFIT tracked by InsiderSet, reporting ownership valued at approximately $14.66M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.53M, representing an estimated loss of -0.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CFIT value among the investors covered in this analysis. Major shareholders include Sound Financial Strategies Group, Llc, Ascentis Wealth Management, Llc, Atria Investments, Inc, and several other long-term asset managers with concentrated positions in CAMBRIA FIXED INCOME TREND (CFIT).
This page ranks the largest institutional CFIT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
9
Total Reported Value
$28.11M
Largest Holder
Sound Financial Strategies Group, Llc
Largest Position
$14.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
15
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sound Financial Strategies Group, Llc | 9.87% | 581,591 | $14,656,093 | $14,530,993 | -$125,100 | -0.85% | |
| Ascentis Wealth Management, Llc | 0.92% | 231,482 | $6,035,871 | $5,783,555 | -$252,316 | -4.18% | |
| Atria Investments, Inc | 0.04% | 172,575 | $4,348,890 | $4,311,769 | -$37,121 | -0.85% | |
| Betterment Llc | 0.00% | 58,617 | $1,529,000 | $1,464,540 | -$64,460 | -4.22% | |
| Kintra Wealth, Llc | 0.04% | 28,967 | $755,914 | $723,738 | -$32,176 | -4.26% | |
| Envestnet Asset Management Inc | 0.00% | 15,948 | $415,846 | $398,459 | -$17,387 | -4.18% | |
| Sanders Morris Harris Llc | 0.04% | 12,935 | $327,126 | $323,180 | -$3,946 | -1.21% | |
| Ubs Group Ag | 0.00% | 1,612 | $42,033 | $40,276 | -$1,757 | -4.18% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 82 | $2,138 | $2,049 | -$89 | -4.17% |
Frequently asked questions about CFIT
Who are the largest institutional holders of CFIT?
The largest institutional holders of CFIT reported in the latest SEC Form 13F filings include Sound Financial Strategies Group, Llc, Ascentis Wealth Management, Llc, Atria Investments, Inc, Betterment Llc, and Kintra Wealth, Llc. InsiderSet ranks institutional holders by their latest reported CFIT position.
What is CFIT institutional ownership?
This page tracks CFIT positions reported by institutional investment managers through SEC Form 13F. CAMBRIA FIXED INCOME TREND (CFIT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CFIT?
InsiderSet currently tracks 9 institutional managers reporting CFIT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CFIT shareholders.
How much CFIT stock do institutions own?
Institutional investment managers disclosed approximately $28.11M in CFIT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CFIT institutional ownership last updated?
The latest CFIT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CFIT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CFIT position after the reporting date.
Are institutions buying or selling CFIT?
Institutional buying and selling can be analyzed by comparing CFIT positions across consecutive 13F reporting periods. InsiderSet's CFIT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CFIT ownership changes.
How has CFIT institutional ownership changed over time?
InsiderSet tracks CFIT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.