USEW Institutional Ownership & Shareholders
CAMBRIA US EW ETF (USEW) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $137.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Prism Advisors, Inc. is currently the largest disclosed institutional shareholder of USEW tracked by InsiderSet, reporting ownership valued at approximately $41.45M 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 $41.23M, representing an estimated loss of -0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed USEW value among the investors covered in this analysis. Major shareholders include Prism Advisors, Inc., Cresset Asset Management, Llc, Mai Capital Management, and several other long-term asset managers with concentrated positions in CAMBRIA US EW ETF (USEW).
This page ranks the largest institutional USEW 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
40
Total Reported Value
$137.59M
Largest Holder
Prism Advisors, Inc.
Largest Position
$41.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Prism Advisors, Inc. | 10.40% | 739,013 | $41,451,666 | $41,225,988 | -$225,678 | -0.54% | |
| Cresset Asset Management, Llc | 0.11% | 520,481 | $29,057,621 | $29,035,137 | -$22,484 | -0.08% | |
| Mai Capital Management | 0.06% | 295,035 | $16,471,327 | $16,458,586 | -$12,741 | -0.08% | |
| Quantinno Capital Management Lp | 0.01% | 108,492 | $6,056,956 | $6,052,248 | -$4,708 | -0.08% | |
| Astra Wealth Partners Llc | 1.69% | 54,495 | $3,042,382 | $3,040,014 | -$2,368 | -0.08% | |
| Clearview Wealth Management Llc | 2.15% | 50,858 | $2,868,558 | $2,837,124 | -$31,434 | -1.10% | |
| First National Bank Sioux Falls | 0.86% | 51,144 | $2,829,936 | $2,853,078 | +$23,142 | +0.82% | |
| Highline Wealth Partners Llc | 0.44% | 41,783 | $2,311,984 | $2,330,873 | +$18,889 | +0.82% | |
| Bleakley Financial Group, Llc | 0.03% | 39,665 | $2,214,419 | $2,212,720 | -$1,699 | -0.08% | |
| Cherry Tree Wealth Management, Llc | 0.42% | 39,965 | $2,211,398 | $2,229,456 | +$18,058 | +0.82% | |
| Sanctuary Advisors, Llc | 0.01% | 39,361 | $2,197,462 | $2,195,761 | -$1,701 | -0.08% | |
| Ep Wealth Advisors, Llc | 0.01% | 32,912 | $1,837,426 | $1,836,003 | -$1,423 | -0.08% | |
| Rothschild Investment Llc | 0.07% | 32,501 | $1,814,479 | $1,813,075 | -$1,404 | -0.08% | |
| Riverwater Partners Llc | 0.49% | 29,285 | $1,634,942 | $1,633,670 | -$1,272 | -0.08% | |
| Opes Wealth Management Llc | 0.27% | 32,912 | $1,608,743 | $1,836,003 | +$227,260 | +14.13% | |
| Walkner Condon Financial Advisors Llc | 0.18% | 28,430 | $1,587,206 | $1,585,973 | -$1,233 | -0.08% | |
| A4 Wealth Advisors Llc | 1.05% | 28,531 | $1,578,699 | $1,591,608 | +$12,909 | +0.82% | |
| Perigon Wealth Management, Llc | 0.02% | 26,983 | $1,493,065 | $1,505,252 | +$12,187 | +0.82% | |
| Mercer Global Advisors Inc | 0.00% | 22,725 | $1,268,700 | $1,267,719 | -$981 | -0.08% | |
| Wescap Management Group, Inc. | 0.23% | 21,656 | $1,209,061 | $1,208,084 | -$977 | -0.08% | |
| Greenwood Capital Associates Llc | 0.12% | 21,521 | $1,190,828 | $1,200,553 | +$9,725 | +0.82% | |
| Cambria Investment Management, L.P. | 0.06% | 20,609 | $1,150,568 | $1,149,677 | -$891 | -0.08% | |
| Empowered Funds, Llc | 0.01% | 20,609 | $1,150,568 | $1,149,677 | -$891 | -0.08% | |
| Newedge Advisors, Llc | 0.00% | 18,849 | $1,052,310 | $1,051,495 | -$815 | -0.08% | |
| Wealthcare Advisory Partners Llc | 0.02% | 18,306 | $1,012,910 | $1,021,204 | +$8,294 | +0.82% | |
| Fiducient Advisors Llc | 0.12% | 15,366 | $857,886 | $857,195 | -$691 | -0.08% | |
| Urban Financial Advisory Corp | 0.23% | 15,032 | $839,193 | $838,563 | -$630 | -0.08% | |
| Nottingham Advisors, Inc. | 0.10% | 15,080 | $836,792 | $841,241 | +$4,449 | +0.53% | |
| Farther Finance Advisors, Llc | 0.01% | 14,268 | $789,473 | $795,943 | +$6,470 | +0.82% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 13,298 | $745,916 | $741,832 | -$4,084 | -0.55% | |
| Cypress Financial Planning Llc | 0.14% | 9,073 | $502,034 | $506,139 | +$4,105 | +0.82% | |
| Citadel Advisors Llc | 0.00% | 8,903 | $497,040 | $496,656 | -$384 | -0.08% | |
| Savvy Advisors, Inc. | 0.01% | 8,036 | $448,653 | $448,290 | -$363 | -0.08% | |
| One Plus One Wealth Management, Llc | 0.15% | 6,348 | $351,227 | $354,124 | +$2,897 | +0.82% | |
| Ifg Advisors, Llc | 0.04% | 5,248 | $290,392 | $292,761 | +$2,369 | +0.82% | |
| Nvest Wealth Strategies, Inc. | 0.21% | 5,108 | $282,621 | $284,951 | +$2,330 | +0.82% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.00% | 4,570 | $252,860 | $254,938 | +$2,078 | +0.82% | |
| Gts Securities Llc | 0.01% | 4,315 | $240,898 | $240,713 | -$185 | -0.08% | |
| Frazier Financial Advisors, Llc | 0.10% | 3,463 | $193,358 | $193,184 | -$174 | -0.09% | |
| Ubs Group Ag | 0.00% | 2,881 | $160,840 | $160,717 | -$123 | -0.08% |
Frequently asked questions about USEW
Who are the largest institutional holders of USEW?
The largest institutional holders of USEW reported in the latest SEC Form 13F filings include Prism Advisors, Inc., Cresset Asset Management, Llc, Mai Capital Management, Quantinno Capital Management Lp, and Astra Wealth Partners Llc. InsiderSet ranks institutional holders by their latest reported USEW position.
What is USEW institutional ownership?
This page tracks USEW positions reported by institutional investment managers through SEC Form 13F. CAMBRIA US EW ETF (USEW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USEW?
InsiderSet currently tracks 40 institutional managers reporting USEW 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 USEW shareholders.
How much USEW stock do institutions own?
Institutional investment managers disclosed approximately $137.59M in USEW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USEW institutional ownership last updated?
The latest USEW 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 USEW 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 USEW position after the reporting date.
Are institutions buying or selling USEW?
Institutional buying and selling can be analyzed by comparing USEW positions across consecutive 13F reporting periods. InsiderSet's USEW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USEW ownership changes.
How has USEW institutional ownership changed over time?
InsiderSet tracks USEW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.