ENDW Institutional Ownership & Shareholders
CAMBRIA ENDOWMENT STYLE ETF (ENDW) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $108.15M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of ENDW tracked by InsiderSet, reporting ownership valued at approximately $63.42M 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 $63.50M, representing an estimated gain of +0.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed ENDW value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Private Wealth Asset Management, Llc, Newedge Advisors, Llc, and several other long-term asset managers with concentrated positions in CAMBRIA ENDOWMENT STYLE ETF (ENDW).
This page ranks the largest institutional ENDW 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
17
Total Reported Value
$108.15M
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$63.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
18
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 0.09% | 1,847,291 | $63,423,950 | $63,499,889 | +$75,939 | +0.12% | |
| Private Wealth Asset Management, Llc | 1.09% | 339,594 | $11,356,567 | $11,673,408 | +$316,841 | +2.79% | |
| Newedge Advisors, Llc | 0.03% | 335,440 | $11,217,651 | $11,530,616 | +$312,965 | +2.79% | |
| Fermata Advisors, Llc | 1.23% | 186,628 | $6,342,331 | $6,415,263 | +$72,932 | +1.15% | |
| Onyx Bridge Wealth Group Llc | 0.55% | 183,182 | $6,225,222 | $6,296,808 | +$71,586 | +1.15% | |
| Apeiron Ria Llc | 0.84% | 108,745 | $3,696,790 | $3,738,066 | +$41,276 | +1.12% | |
| Natixis Advisors, Llc | 0.00% | 87,858 | $2,938,000 | $3,020,084 | +$82,084 | +2.79% | |
| Frazier Financial Advisors, Llc | 0.28% | 16,712 | $558,888 | $574,468 | +$15,580 | +2.79% | |
| Perigon Wealth Management, Llc | 0.01% | 15,839 | $538,269 | $544,459 | +$6,190 | +1.15% | |
| Kesler, Norman & Wride, Llc | 0.07% | 12,912 | $431,798 | $443,845 | +$12,047 | +2.79% | |
| Maridea Wealth Management Llc | 0.04% | 11,525 | $385,416 | $396,167 | +$10,751 | +2.79% | |
| Financial Enhancement Group Llc | 0.04% | 11,014 | $377,096 | $378,602 | +$1,506 | +0.40% | |
| Cahill Financial Advisors Inc | 0.03% | 10,395 | $347,637 | $357,324 | +$9,687 | +2.79% | |
| Citadel Advisors Llc | 0.00% | 9,177 | $306,894 | $315,456 | +$8,562 | +2.79% | |
| Jnba Financial Advisors | 0.00% | 157 | $5,259 | $5,397 | +$138 | +2.62% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 14,063 | $478 | $483,410 | +$482,932 | +101031.80% | |
| Capital Advisors, Ltd. Llc | 0.00% | 200 | $7 | $6,875 | +$6,868 | +98113.14% |
Frequently asked questions about ENDW
Who are the largest institutional holders of ENDW?
The largest institutional holders of ENDW reported in the latest SEC Form 13F filings include Wealth Enhancement Advisory Services, Llc, Private Wealth Asset Management, Llc, Newedge Advisors, Llc, Fermata Advisors, Llc, and Onyx Bridge Wealth Group Llc. InsiderSet ranks institutional holders by their latest reported ENDW position.
What is ENDW institutional ownership?
This page tracks ENDW positions reported by institutional investment managers through SEC Form 13F. CAMBRIA ENDOWMENT STYLE ETF (ENDW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ENDW?
InsiderSet currently tracks 17 institutional managers reporting ENDW 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 ENDW shareholders.
How much ENDW stock do institutions own?
Institutional investment managers disclosed approximately $108.15M in ENDW holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ENDW institutional ownership last updated?
The latest ENDW 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 ENDW 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 ENDW position after the reporting date.
Are institutions buying or selling ENDW?
Institutional buying and selling can be analyzed by comparing ENDW positions across consecutive 13F reporting periods. InsiderSet's ENDW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ENDW ownership changes.
How has ENDW institutional ownership changed over time?
InsiderSet tracks ENDW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.