GAA Institutional Ownership & Shareholders
CAMBRIA GLOBAL ASSET ALLOCAT (GAA) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.13M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of GAA tracked by InsiderSet, reporting ownership valued at approximately $11.14M in its June 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 $11.26M, representing an estimated gain of +1.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed GAA value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Austin Wealth Management, Llc, Stonex Group Inc., and several other long-term asset managers with concentrated positions in CAMBRIA GLOBAL ASSET ALLOCAT (GAA).
This page ranks the largest institutional GAA 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
24
Total Reported Value
$27.13M
Largest Holder
Lpl Financial Llc
Largest Position
$11.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 323,914 | $11,136,153 | $11,264,077 | +$127,924 | +1.15% | |
| Austin Wealth Management, Llc | 1.22% | 165,600 | $5,775,035 | $5,758,723 | -$16,312 | -0.28% | |
| Stonex Group Inc. | 0.10% | 80,188 | $2,794,822 | $2,788,530 | -$6,292 | -0.23% | |
| Professional Financial Advisors, Llc | 0.33% | 55,505 | $1,934,490 | $1,930,181 | -$4,309 | -0.22% | |
| Entrewealth, Llc | 0.45% | 36,111 | $1,258,586 | $1,255,756 | -$2,830 | -0.22% | |
| Composition Wealth, Llc | 0.01% | 28,069 | $965,008 | $976,097 | +$11,089 | +1.15% | |
| Ifg Advisory, Llc | 0.03% | 24,852 | $854,407 | $864,226 | +$9,819 | +1.15% | |
| Beacon Financial Advisory Llc | 0.09% | 14,291 | $498,081 | $496,968 | -$1,113 | -0.22% | |
| Jane Street Group, Llc | 0.00% | 14,437 | $496,344 | $502,045 | +$5,701 | +1.15% | |
| Snowden Capital Advisors Llc | 0.01% | 11,855 | $407,575 | $412,256 | +$4,681 | +1.15% | |
| Atria Investments, Inc | 0.00% | 9,052 | $315,488 | $314,782 | -$706 | -0.22% | |
| Advisory Services Network, Llc | 0.00% | 7,998 | $274,971 | $278,130 | +$3,159 | +1.15% | |
| Drw Securities, Llc | 0.01% | 6,105 | $209,889 | $212,301 | +$2,412 | +1.15% | |
| Osaic Holdings, Inc. | 0.00% | 2,127 | $73,122 | $73,966 | +$844 | +1.15% | |
| National Bank Of Canada | 0.00% | 764 | $26,022 | $26,568 | +$546 | +2.10% | |
| Nbc Securities, Inc. | 0.00% | 706 | $24,606 | $24,551 | -$55 | -0.22% | |
| Royal Bank Of Canada | 0.00% | 706 | $24,000 | $24,551 | +$551 | +2.30% | |
| Private Trust Co Na | 0.00% | 500 | $17,426 | $17,387 | -$39 | -0.22% | |
| Birchwood Financial Partners, Inc. | 0.01% | 276 | $9,611 | $9,598 | -$13 | -0.14% | |
| Ifp Advisors, Inc | 0.00% | 259 | $9,027 | $9,007 | -$20 | -0.22% | |
| Ubs Group Ag | 0.00% | 112 | $3,851 | $3,895 | +$44 | +1.14% | |
| Morgan Stanley | 0.00% | 1 | $65 | $35 | -$30 | -46.50% | |
| Huntington National Bank | 0.00% | 1 | $34 | $35 | +$1 | +2.28% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $24 | $35 | +$11 | +44.90% |
Frequently asked questions about GAA
Who are the largest institutional holders of GAA?
The largest institutional holders of GAA reported in the latest SEC Form 13F filings include Lpl Financial Llc, Austin Wealth Management, Llc, Stonex Group Inc., Professional Financial Advisors, Llc, and Entrewealth, Llc. InsiderSet ranks institutional holders by their latest reported GAA position.
What is GAA institutional ownership?
This page tracks GAA positions reported by institutional investment managers through SEC Form 13F. CAMBRIA GLOBAL ASSET ALLOCAT (GAA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GAA?
InsiderSet currently tracks 24 institutional managers reporting GAA 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 GAA shareholders.
How much GAA stock do institutions own?
Institutional investment managers disclosed approximately $27.13M in GAA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GAA institutional ownership last updated?
The latest GAA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 GAA 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 GAA position after the reporting date.
Are institutions buying or selling GAA?
Institutional buying and selling can be analyzed by comparing GAA positions across consecutive 13F reporting periods. InsiderSet's GAA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GAA ownership changes.
How has GAA institutional ownership changed over time?
InsiderSet tracks GAA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.