GEQ Institutional Ownership & Shareholders
CAMBRIA GLOBAL EW 2 ETF (GEQ) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $93.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cresset Asset Management, Llc is currently the largest disclosed institutional shareholder of GEQ tracked by InsiderSet, reporting ownership valued at approximately $15.01M 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 $15.04M, representing an estimated gain of +0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed GEQ value among the investors covered in this analysis. Major shareholders include Cresset Asset Management, Llc, Vise Technologies, Inc., Robertson Stephens Wealth Management, Llc, and several other long-term asset managers with concentrated positions in CAMBRIA GLOBAL EW 2 ETF (GEQ).
This page ranks the largest institutional GEQ 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
30
Total Reported Value
$93.09M
Largest Holder
Cresset Asset Management, Llc
Largest Position
$15.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cresset Asset Management, Llc | 0.05% | 293,486 | $15,010,694 | $15,041,069 | +$30,375 | +0.20% | |
| Vise Technologies, Inc. | 0.11% | 258,429 | $13,086,600 | $13,244,409 | +$157,809 | +1.21% | |
| Robertson Stephens Wealth Management, Llc | 0.22% | 180,115 | $9,120,841 | $9,230,840 | +$109,999 | +1.21% | |
| Stokes Family Office, Llc | 1.03% | 173,163 | $8,856,620 | $8,874,552 | +$17,932 | +0.20% | |
| Berger Financial Group, Inc | 0.42% | 161,649 | $8,267,714 | $8,284,463 | +$16,749 | +0.20% | |
| Fiducient Advisors Llc | 0.57% | 77,334 | $3,955,316 | $3,963,344 | +$8,028 | +0.20% | |
| Summit Wealth & Retirement Planning, Inc. | 0.68% | 62,800 | $3,211,991 | $3,218,481 | +$6,490 | +0.20% | |
| Mai Capital Management | 0.01% | 45,287 | $2,316,248 | $2,320,945 | +$4,697 | +0.20% | |
| Forthright Family Wealth Advisory Llc | 1.16% | 39,973 | $2,044,467 | $2,048,604 | +$4,137 | +0.20% | |
| Cherry Tree Wealth Management, Llc | 0.38% | 39,579 | $2,004,224 | $2,028,412 | +$24,188 | +1.21% | |
| Well Done, Llc | 0.27% | 39,079 | $1,978,922 | $2,002,787 | +$23,865 | +1.21% | |
| Walkner Condon Financial Advisors Llc | 0.19% | 34,171 | $1,730,407 | $1,751,253 | +$20,846 | +1.20% | |
| Citadel Advisors Llc | 0.00% | 26,698 | $1,365,501 | $1,368,264 | +$2,763 | +0.20% | |
| Wealthcare Advisory Partners Llc | 0.02% | 26,964 | $1,365,405 | $1,381,897 | +$16,492 | +1.21% | |
| Goepper Burkhardt Llc | 0.35% | 23,027 | $1,177,726 | $1,180,127 | +$2,401 | +0.20% | |
| Newedge Advisors, Llc | 0.00% | 22,772 | $1,164,701 | $1,167,058 | +$2,357 | +0.20% | |
| Sanctuary Advisors, Llc | 0.00% | 19,531 | $998,933 | $1,000,958 | +$2,025 | +0.20% | |
| Pacific Sage Partners, Llc | 0.13% | 19,443 | $984,552 | $996,448 | +$11,896 | +1.21% | |
| Baker Boyer National Bank | 0.26% | 18,780 | $960,526 | $962,469 | +$1,943 | +0.20% | |
| A4 Wealth Advisors Llc | 0.57% | 16,846 | $853,053 | $863,352 | +$10,299 | +1.21% | |
| Perigon Wealth Management, Llc | 0.01% | 16,019 | $811,181 | $820,969 | +$9,788 | +1.21% | |
| Sherman Wealth Management Llc | 0.55% | 15,325 | $776,031 | $785,402 | +$9,371 | +1.21% | |
| Savant Capital, Llc | 0.00% | 10,500 | $550,513 | $538,122 | -$12,391 | -2.25% | |
| Wescap Management Group, Inc. | 0.10% | 10,664 | $545,457 | $546,527 | +$1,070 | +0.20% | |
| Jane Street Group, Llc | 0.00% | 9,451 | $483,383 | $484,361 | +$978 | +0.20% | |
| Visionary Wealth Advisors | 0.02% | 9,370 | $479,251 | $480,210 | +$959 | +0.20% | |
| Gts Securities Llc | 0.01% | 8,490 | $434,230 | $435,110 | +$880 | +0.20% | |
| Mariner, Llc | 0.00% | 5,321 | $272,165 | $272,700 | +$535 | +0.20% | |
| Cahill Financial Advisors Inc | 0.02% | 5,041 | $257,850 | $258,350 | +$500 | +0.19% |
Frequently asked questions about GEQ
Who are the largest institutional holders of GEQ?
The largest institutional holders of GEQ reported in the latest SEC Form 13F filings include Cresset Asset Management, Llc, Vise Technologies, Inc., Robertson Stephens Wealth Management, Llc, Stokes Family Office, Llc, and Berger Financial Group, Inc. InsiderSet ranks institutional holders by their latest reported GEQ position.
What is GEQ institutional ownership?
This page tracks GEQ positions reported by institutional investment managers through SEC Form 13F. CAMBRIA GLOBAL EW 2 ETF (GEQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GEQ?
InsiderSet currently tracks 30 institutional managers reporting GEQ 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 GEQ shareholders.
How much GEQ stock do institutions own?
Institutional investment managers disclosed approximately $93.09M in GEQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GEQ institutional ownership last updated?
The latest GEQ 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 GEQ 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 GEQ position after the reporting date.
Are institutions buying or selling GEQ?
Institutional buying and selling can be analyzed by comparing GEQ positions across consecutive 13F reporting periods. InsiderSet's GEQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GEQ ownership changes.
How has GEQ institutional ownership changed over time?
InsiderSet tracks GEQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.