TRTY Institutional Ownership & Shareholders
CAMBRIA TRINITY ETF (TRTY) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $218.46M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Alm First Financial Advisors, Llc is currently the largest disclosed institutional shareholder of TRTY tracked by InsiderSet, reporting ownership valued at approximately $200.92M 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 $196.68M, representing an estimated loss of -2.11% 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, Lpl Financial 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
13
Total Reported Value
$218.46M
Largest Holder
Alm First Financial Advisors, Llc
Largest Position
$200.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
15
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 | 31.74% | 6,423,375 | $200,923,170 | $196,683,743 | -$4,239,428 | -2.11% | |
| Fermata Advisors, Llc | 0.93% | 153,412 | $4,798,717 | $4,697,475 | -$101,242 | -2.11% | |
| Lpl Financial Llc | 0.00% | 96,766 | $3,026,856 | $2,962,975 | -$63,881 | -2.11% | |
| Bravias Capital Group, Llc | 1.67% | 93,390 | $2,821,301 | $2,859,602 | +$38,301 | +1.36% | |
| Cowa, Llc | 0.62% | 81,916 | $2,562,331 | $2,508,268 | -$54,063 | -2.11% | |
| Cauble & Harre Wealth Management, Inc. | 1.67% | 68,753 | $2,077,016 | $2,105,217 | +$28,201 | +1.36% | |
| Osaic Holdings, Inc. | 0.00% | 35,913 | $1,084,955 | $1,099,656 | +$14,701 | +1.35% | |
| Citadel Advisors Llc | 0.00% | 22,013 | $665,013 | $674,038 | +$9,025 | +1.36% | |
| Openarc Corporate Advisory, Llc | 0.00% | 12,323 | $385,463 | $377,330 | -$8,133 | -2.11% | |
| Signature Equity Partners, Llc | 0.03% | 3,058 | $95,654 | $93,636 | -$2,018 | -2.11% | |
| National Bank Of Canada | 0.00% | 511 | $15,437 | $15,647 | +$210 | +1.36% | |
| Morgan Stanley | 0.00% | 1 | $36 | $31 | -$5 | -14.94% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $7 | — | — | — |
Frequently asked questions about TRTY
Who are the largest institutional holders of TRTY?
The largest institutional holders of TRTY reported in the latest SEC Form 13F filings include Alm First Financial Advisors, Llc, Fermata Advisors, Llc, Lpl Financial Llc, Bravias Capital Group, Llc, and Cowa, Llc. InsiderSet ranks institutional holders by their latest reported TRTY position.
What is TRTY institutional ownership?
This page tracks TRTY positions reported by institutional investment managers through SEC Form 13F. CAMBRIA TRINITY ETF (TRTY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TRTY?
InsiderSet currently tracks 13 institutional managers reporting TRTY 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 TRTY shareholders.
How much TRTY stock do institutions own?
Institutional investment managers disclosed approximately $218.46M in TRTY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TRTY institutional ownership last updated?
The latest TRTY 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 TRTY 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 TRTY position after the reporting date.
Are institutions buying or selling TRTY?
Institutional buying and selling can be analyzed by comparing TRTY positions across consecutive 13F reporting periods. InsiderSet's TRTY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TRTY ownership changes.
How has TRTY institutional ownership changed over time?
InsiderSet tracks TRTY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.