CAMBRIA GLOBAL VALUE ETF (GVAL) Top Institutional Shareholders
CAMBRIA GLOBAL VALUE ETF (GVAL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $285.03M in GVAL holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of GVAL tracked by InsiderSet, reporting ownership valued at approximately $44.54M in its March 31, 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 $50.22M, representing an estimated gain of +12.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed GVAL value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Cambria Investment Management, L.P., Alm First Financial Advisors, Llc, and several other long-term asset managers with concentrated positions in CAMBRIA GLOBAL VALUE ETF (GVAL).
This page ranks the largest institutional GVAL 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
73
Total Reported Value
$285.03M
Largest Holder
Morgan Stanley
Largest Position
$44.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
78
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,342,814 | $44,541,184 | $50,221,244 | +$5,680,060 | +12.75% | |
| Cambria Investment Management, L.P. | 2.08% | 1,121,652 | $37,205,197 | $41,949,785 | +$4,744,588 | +12.75% | |
| Alm First Financial Advisors, Llc | 4.58% | 1,020,791 | $25,549,889 | $38,177,583 | +$12,627,694 | +49.42% | |
| Smi Advisory Services, Llc | 3.50% | 629,038 | $21,242,615 | $23,526,021 | +$2,283,406 | +10.75% | |
| Stratos Investment Management, Llc | 0.54% | 408,299 | $13,543,280 | $15,270,383 | +$1,727,103 | +12.75% | |
| Envestnet Asset Management Inc | 0.00% | 383,945 | $12,735,461 | $14,359,543 | +$1,624,082 | +12.75% | |
| Jane Street Group, Llc | 0.01% | 359,977 | $11,940,437 | $13,463,140 | +$1,522,703 | +12.75% | |
| Mml Investors Services, Llc | 0.03% | 359,352 | $11,919,693 | $13,439,765 | +$1,520,072 | +12.75% | |
| Lpl Financial Llc | 0.00% | 308,933 | $10,247,311 | $11,554,094 | +$1,306,783 | +12.75% | |
| Rockport Wealth Llc | 1.57% | 260,085 | $8,627,026 | $9,727,179 | +$1,100,153 | +12.75% | |
| D.A. Davidson & Co. | 0.05% | 234,069 | $7,764,069 | $8,754,181 | +$990,112 | +12.75% | |
| Sepio Capital, Lp | 0.41% | 228,933 | $7,593,693 | $8,562,094 | +$968,401 | +12.75% | |
| Empowered Funds, Llc | 0.04% | 210,333 | $6,976,746 | $7,866,454 | +$889,708 | +12.75% | |
| Raymond James Financial Inc | 0.00% | 205,113 | $6,803,604 | $7,671,226 | +$867,622 | +12.75% | |
| Altfest L J & Co Inc | 0.63% | 176,506 | $5,854,691 | $6,601,324 | +$746,633 | +12.75% | |
| Optima Capital Llc | 2.61% | 169,356 | $5,617,554 | $6,333,914 | +$716,360 | +12.75% | |
| Del-Sette Capital Management, Llc | 3.31% | 166,856 | $5,534,614 | $6,240,414 | +$705,800 | +12.75% | |
| Summit Financial, Llc | 0.06% | 149,759 | $4,967,510 | $5,600,987 | +$633,477 | +12.75% | |
| Fortis Group Advisors, Llc | 0.75% | 129,213 | $4,554,758 | $4,832,566 | +$277,808 | +6.10% | |
| Pekin Hardy Strauss, Inc. | 0.22% | 62,165 | $2,062,013 | $2,324,971 | +$262,958 | +12.75% | |
| Sound Financial Strategies Group, Llc | 1.39% | 61,373 | $2,035,742 | $2,295,350 | +$259,608 | +12.75% | |
| Secure Asset Management, Llc | 0.25% | 47,287 | $1,568,506 | $1,768,534 | +$200,028 | +12.75% | |
| Farther Finance Advisors, Llc | 0.01% | 44,336 | $1,487,906 | $1,658,166 | +$170,260 | +11.44% | |
| Osaic Holdings, Inc. | 0.00% | 44,641 | $1,480,709 | $1,669,573 | +$188,864 | +12.75% | |
| Prudential Plc | 0.01% | 43,000 | $1,426,310 | $1,608,200 | +$181,890 | +12.75% | |
| Hightower Advisors, Llc | 0.00% | 42,715 | $1,416,857 | $1,597,541 | +$180,684 | +12.75% | |
| Mcgrath & Associates, Inc. | 2.06% | 42,185 | $1,399,260 | $1,577,719 | +$178,459 | +12.75% | |
| Hbw Advisory Services Llc | 0.15% | 41,687 | $1,382,770 | $1,559,094 | +$176,324 | +12.75% | |
| Miller Global Investments, Llc | 1.21% | 39,623 | $1,314,295 | $1,481,900 | +$167,605 | +12.75% | |
| Commonwealth Equity Services, Llc | 0.00% | 36,131 | $1,198,480 | $1,351,299 | +$152,819 | +12.75% | |
| Susquehanna International Group, Llp | 0.00% | 34,394 | $1,140,849 | $1,286,336 | +$145,487 | +12.75% | |
| Signature Equity Partners, Llc | 0.61% | 34,000 | $1,127,772 | $1,271,600 | +$143,828 | +12.75% | |
| Level Four Advisory Services, Llc | 0.03% | 28,867 | $957,518 | $1,079,626 | +$122,108 | +12.75% | |
| Stifel Financial Corp | 0.00% | 26,359 | $874,330 | $985,827 | +$111,497 | +12.75% | |
| Cibc World Market Inc. | 0.00% | 26,354 | $874,162 | $985,640 | +$111,478 | +12.75% | |
| Equitable Holdings, Inc. | 0.01% | 26,224 | $825,269 | $980,778 | +$155,509 | +18.84% | |
| Harbour Investments, Inc. | 0.01% | 23,563 | $779,467 | $881,256 | +$101,789 | +13.06% | |
| Fsa Wealth Partners, Inc. | 0.35% | 22,153 | $734,815 | $828,522 | +$93,707 | +12.75% | |
| Jones Financial Companies Lllp | 0.00% | 22,808 | $732,137 | $853,019 | +$120,882 | +16.51% | |
| Citadel Advisors Llc | 0.00% | 21,809 | $723,405 | $815,657 | +$92,252 | +12.75% | |
| Trademark Financial Management, Llc | 0.33% | 20,202 | $670,100 | $755,555 | +$85,455 | +12.75% | |
| Ascentis Wealth Management, Llc | 0.12% | 18,563 | $615,732 | $694,256 | +$78,524 | +12.75% | |
| Stratos Wealth Advisors, Llc | 0.03% | 14,297 | $474,261 | $534,708 | +$60,447 | +12.75% | |
| Royal Bank Of Canada | 0.00% | 11,417 | $378,000 | $426,996 | +$48,996 | +12.96% | |
| Essex Financial Services, Inc. | 0.02% | 11,205 | $371,679 | $419,067 | +$47,388 | +12.75% | |
| Whitcomb & Hess, Inc. | 0.08% | 10,633 | $352,697 | $397,674 | +$44,977 | +12.75% | |
| Lifetime Wealth Management P.C. | 0.19% | 10,212 | $338,731 | $381,929 | +$43,198 | +12.75% | |
| Belpointe Asset Management Llc | 0.01% | 9,639 | $319,726 | $360,499 | +$40,773 | +12.75% | |
| Encompass More Asset Management | 0.05% | 8,945 | $296,706 | $334,543 | +$37,837 | +12.75% | |
| Legacy Bridge, Llc | 0.11% | 8,411 | $278,993 | $314,571 | +$35,578 | +12.75% |
Frequently asked questions about GVAL
Who owns the most GVAL stock?
The largest holders of GVAL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAMBRIA GLOBAL VALUE ETF (GVAL).
Is GVAL widely held by superinvestors?
Many widely followed stocks like GVAL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GVAL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.