CAMBRIA TRINITY ETF (TRTY) Institutional Shareholders
CAMBRIA TRINITY ETF (TRTY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $82.04M in TRTY holdings during the latest filing period.
Alm First Financial Advisors, Llc is currently the largest disclosed institutional shareholder of TRTY tracked by InsiderSet, reporting ownership valued at approximately $68.61M 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 $72.55M, representing an estimated gain of +5.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed TRTY value among the investors covered in this analysis. Major shareholders include Alm First Financial Advisors, Llc, Fermata Advisors, Llc, Bravias Capital Group, Llc, and several other long-term asset managers with concentrated positions in CAMBRIA TRINITY ETF (TRTY).
This page ranks the largest institutional TRTY 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
10
Total Reported Value
$82.04M
Largest Holder
Alm First Financial Advisors, Llc
Largest Position
$68.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alm First Financial Advisors, Llc | 11.56% | 2,271,000 | $68,606,910 | $72,550,274 | +$3,943,364 | +5.75% | |
| Fermata Advisors, Llc | 0.91% | 149,337 | $4,511,472 | $4,770,780 | +$259,308 | +5.75% | |
| Bravias Capital Group, Llc | 1.67% | 93,390 | $2,821,301 | $2,983,474 | +$162,173 | +5.75% | |
| Lpl Financial Llc | 0.00% | 74,667 | $2,255,684 | $2,385,342 | +$129,658 | +5.75% | |
| Cauble & Harre Wealth Management, Inc. | 1.67% | 68,753 | $2,077,016 | $2,196,411 | +$119,395 | +5.75% | |
| Osaic Holdings, Inc. | 0.00% | 35,913 | $1,084,955 | $1,147,291 | +$62,336 | +5.75% | |
| Citadel Advisors Llc | 0.00% | 22,013 | $665,013 | $703,236 | +$38,223 | +5.75% | |
| National Bank Of Canada | 0.00% | 511 | $15,437 | $16,325 | +$888 | +5.75% | |
| Morgan Stanley | 0.00% | 1 | $36 | $32 | -$4 | -11.26% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $7 | — | — | — |
Frequently asked questions about TRTY
Who owns the most TRTY stock?
The largest holders of TRTY 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 TRINITY ETF (TRTY).
Is TRTY widely held by superinvestors?
Many widely followed stocks like TRTY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TRTY 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.