Vault-13

CAMBRIA ETF TR EYLD

EMRG SHAREHLDR · ETP · CUSIP 132061706

100 institutional holders +8 vs Q3 2025
11,775,37311.8m shares reported held*
$452.1mreported value*
11 new 38 added 28 reduced 8 sold out net bought ≈ $28.1m (+732.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $38.39.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 32Q4 22: 40Q1 23: 40Q2 23: 44Q3 23: 46Q4 23: 55Q1 24: 65Q2 24: 85Q3 24: 88Q4 24: 92Q1 25: 88Q2 25: 93Q3 25: 92Q4 25: 100100Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202232
Q4 202240
Q1 202340
Q2 202344
Q3 202346
Q4 202355
Q1 202465
Q2 202485
Q3 202488
Q4 202492
Q1 202588
Q2 202593
Q3 202592
Q4 2025100

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 49 bought or addedQ1 24: 9 cut or sold outQ2 24: 62 bought or addedQ2 24: 16 cut or sold outQ2 24Q3 24: 60 bought or addedQ3 24: 32 cut or sold outQ4 24: 59 bought or addedQ4 24: 28 cut or sold outQ4 24Q1 25: 48 bought or addedQ1 25: 37 cut or sold outQ2 25: 51 bought or addedQ2 25: 36 cut or sold outQ2 25Q3 25: 50 bought or addedQ3 25: 35 cut or sold outQ4 25: 49 bought or addedQ4 25: 36 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024499
Q2 20246216
Q3 20246032
Q4 20245928
Q1 20254837
Q2 20255136
Q3 20255035
Q4 20254936

Biggest buyers

Sepio Capital, LP New +373,463+373.5k
NewEdge Advisors, LLC Added +233,971+234.0k
ONE PLUS ONE WEALTH MANAGEMENT, LLC New +124,932+124.9k
BANK OF AMERICA CORP /DE/ Added +101,429+101.4k
Cambria Investment Management, L.P. Added +84,773+84.8k
HighTower Advisors, LLC Added +83,675+83.7k
Whalen Wealth Management Inc. New +33,381+33.4k
RAYMOND JAMES FINANCIAL INC Added +25,180+25.2k
VestGen Advisors, LLC Added +21,621+21.6k
OSAIC HOLDINGS, INC. Added +15,816+15.8k

Biggest sellers

Empowered Funds, LLC Sold out -238,129-238.1k
Cetera Investment Advisers Reduced -61,138-61.1k
GTS SECURITIES LLC Sold out -53,551-53.6k
GW HENSSLER & ASSOCIATES LTD Reduced -19,335-19.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -17,568-17.6k
Caliber Wealth Management, LLC / KS Reduced -9,203-9.2k
Optivise Advisory Services LLC Reduced -8,249-8.2k
Integrated Wealth Concepts LLC Reduced -7,849-7.8k
Lifeworks Advisors, LLC Sold out -6,360-6.4k
MML INVESTORS SERVICES, LLC Reduced -6,248-6.2k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 1,251,2561.3m $48.0m $48.0m 0.05% Added +83.7k +83,675
2 NewEdge Advisors, LLC 0.16% of their portfolio NEW ORLEANS, LA 1,137,2921.1m $43.6m $43.6m 0.16% Added +234.0k +233,971
3 FOSTER & MOTLEY INC 2.20% of their portfolio CINCINNATI, OH 1,078,4071.1m $41.3m $41.3m 2.20% Added +10.0k +9,964
4 Cambria Investment Management, L.P. 1.93% of their portfolio Manhattan Beach, CA 862,037862.0k $33.0m $33.0m 1.93% Added +84.8k +84,773
5 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 666,153666.2k $25.5m $25.5m 0.01% Added +25.2k +25,180
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 526,921526.9k $20.2m $20.2m 0.00% Added +101.4k +101,429
7 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 435,126435.1k $16.7m $16.7m 0.02% Reduced -61.1k -61,138
8 ALM First Financial Advisors, LLC 2.99% of their portfolio DALLAS, TX 393,249393.2k $15.1m $15.1m 2.99% Unchanged
9 Sepio Capital, LP 0.78% of their portfolio Salt Lake City, UT 373,463373.5k $14.3m $14.3m 0.78% New
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 313,258313.3k $12.0m $12.0m 0.00% Reduced -945 -945
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 291,738291.7k $11.2m $11.2m 0.01% Added +10.0k +10,024
12 TriaGen Wealth Management LLC 2.83% of their portfolio Calabasas, CA 285,507285.5k $10.9m $10.9m 2.83% Added +6.0k +5,993
13 VestGen Advisors, LLC 0.45% of their portfolio CHICAGO, IL 274,207274.2k $10.5m $10.5m 0.45% Added +21.6k +21,621
14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 243,757243.8k $9.6m $9.6m 0.01% Reduced -4.7k -4,712
15 Professional Financial Management, Inc. 10.09% of their portfolio APPLETON, WI 232,126232.1k $8.9m $8.9m 10.09% First filing
16 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 227,135227.1k $8.7m $8.7m 0.02% Unchanged
17 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 209,863209.9k $8.0m $8.0m 0.10% Reduced -7.8k -7,849
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 193,322193.3k $7.4m $7.4m 0.01% Added +15.8k +15,816
19 Warren Street Wealth Advisors, LLC 2.08% of their portfolio IRVINE, CA 189,035189.0k $7.2m $7.2m 2.08% Reduced -196 -196
20 Welch Financial Planning, LLC 4.35% of their portfolio BOULDER, CO 155,915155.9k $6.0m $6.0m 4.35% First filing
21 Opus Capital Group, LLC 0.61% of their portfolio CINCINNATI, OH 146,863146.9k $5.6m $5.6m 0.61% Added +570 +570
22 Sound Portfolio Advisors, LLC 4.56% of their portfolio MYSTIC, CT 141,574141.6k $5.4m $5.4m 4.56% First filing
23 Westview Management dba Westview Investment Advisors 2.40% of their portfolio BURLINGTON, VT 131,265131.3k $5.0m $5.0m 2.40% First filing
24 ONE PLUS ONE WEALTH MANAGEMENT, LLC 2.21% of their portfolio JUPITER, FL 124,932124.9k $4.8m $4.8m 2.21% New
25 ROTHSCHILD INVESTMENT LLC 0.26% of their portfolio CHICAGO, IL 121,284121.3k $4.6m $4.6m 0.26% Reduced -3.5k -3,450
26 Ignite Planners, LLC 0.76% of their portfolio SAN CLEMENTE, CA 117,860117.9k $4.9m $4.9m 0.76% Reduced -970 -970
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 114,249114.2k $4.4m $4.4m 0.01% Added +12.0k +11,991
28 United Advisor Group, LLC 0.52% of their portfolio CINCINNATI, OH 106,611106.6k $4.1m $4.1m 0.52% Added +12.2k +12,174
29 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.20% of their portfolio CEDAR RAPIDS, IA 96,74196.7k $3.7m $3.7m 0.20% Added +8.4k +8,437
30 Fermata Advisors, LLC 0.69% of their portfolio SONOMA, CA 75,33975.3k $2.9m $2.9m 0.69% Added +4.2k +4,193
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 71,37771.4k $2.7m $2.7m 0.00% Added +410 +410
32 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 62,56662.6k $2.4m $2.4m 0.02% Reduced -4.4k -4,354
33 Fifth Third Securities, Inc. 0.15% of their portfolio Cincinnati, OH 61,42261.4k $2.4m $2.4m 0.15% Reduced -3.2k -3,216
34 Aprio Wealth Management, LLC 0.13% of their portfolio ATLANTA, GA 60,51560.5k $2.3m $2.3m 0.13% Added +1.3k +1,328
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 56,85756.9k $2.2m $2.2m 0.00% Reduced -5.4k -5,423
36 Kesler, Norman & Wride, LLC 0.36% of their portfolio OGDEN, UT 54,25454.3k $2.1m $2.1m 0.36% Added +8.6k +8,631
37 Sunbelt Securities, Inc. 0.12% of their portfolio HOUSTON, TX 48,04448.0k $1.8m $1.8m 0.12% Reduced -2.0k -1,963
38 Accurate Wealth Management, LLC 0.23% of their portfolio WESLEY CHAPEL, FL 46,16846.2k $1.8m $1.8m 0.23% Reduced -5.9k -5,913
39 Measured Wealth Private Client Group, LLC 0.43% of their portfolio PORTSMOUTH, NH 41,97542.0k $1.6m $1.6m 0.43% Reduced -487 -487
40 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 38,58438.6k $1.5m $1.5m 0.01% Added +1.3k +1,316
41 Dynamic Advisor Solutions LLC 0.05% of their portfolio PHOENIX, AZ 38,40438.4k $1.5m $1.5m 0.05% Added +1.1k +1,080
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 38,08838.1k $1.5m $1.5m 0.00% Added +1.6k +1,624
43 Lifetime Wealth Management P.C. 0.88% of their portfolio ROCKWALL, TX 36,76136.8k $1.4m $1.4m 0.88% First filing
44 RPS ADVISORY SOLUTIONS LLC 0.62% of their portfolio LOUISVILLE, KY 34,27034.3k $1.3m $1.3m 0.62% Added +2.4k +2,389
45 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 34,02834.0k $1.3m $1.3m 0.01% Added +7.1k +7,117
46 CSS LLC/IL 0.07% of their portfolio CHICAGO, IL 33,87433.9k $1.3m $1.3m 0.07% Unchanged
47 Whalen Wealth Management Inc. 0.69% of their portfolio LAS VEGAS, NV 33,38133.4k $1.3m $1.3m 0.69% New
48 Savvy Advisors, Inc. 0.04% of their portfolio NEW YORK, NY 31,55031.6k $1.2m $1.2m 0.04% Reduced -228 -228
49 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 30,87530.9k $1.2m $1.2m 0.03% Added +78 +78
50 Caliber Wealth Management, LLC / KS 0.11% of their portfolio Overland Park, KS 26,74326.7k $1.0m $1.0m 0.11% Reduced -9.2k -9,203
51 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 24,37324.4k $934.2k $934.2k 0.01% Added +114 +114
52 Betterment LLC 0.00% of their portfolio NEW YORK, NY 23,91023.9k $916.0k $916.0k 0.00% Reduced -622 -622
53 CoreFirst Bank & Trust 0.47% of their portfolio TOPEKA, KS 22,78822.8k $873.5k $873.5k 0.47% Added +348 +348
54 Formidable Asset Management, LLC 0.11% of their portfolio CINCINNATI, OH 21,24621.2k $790.4k $790.4k 0.11% Reduced -1.8k -1,789
55 Pinnacle Financial Partners, Inc. 0.01% of their portfolio ATLANTA, GA 20,46220.5k $784.4k $784.4k 0.01% First filing
56 Optivise Advisory Services LLC 0.40% of their portfolio FRANKLIN, TN 18,29818.3k $701.4k $701.4k 0.40% Reduced -8.2k -8,249
57 Stratos Investment Management, LLC 0.03% of their portfolio BEACHWOOD, OH 17,80617.8k $682.5k $682.5k 0.03% Added +519 +519
58 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 15,74915.7k $603.7k $603.7k 0.02% New
59 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,79514.8k $567.1k $567.1k 0.00% Reduced -6.2k -6,248
60 Blueprint Investment Partners LLC 0.06% of their portfolio GREENSBORO, NC 13,71413.7k $525.7k $525.7k 0.06% Added +551 +551
61 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,44913.4k $515.0k $515.0k 0.00% Added +43 +43
62 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 12,82012.8k $491.4k $491.4k 0.01% Reduced -39 -39
63 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 12,42812.4k $476.4k $476.4k 0.00% Unchanged
64 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 12,33112.3k $472.7k $472.7k 0.02% Added +808 +808
65 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 12,05012.1k $462.0k $462.0k 0.02% Added +4.8k +4,784
66 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 11,08611.1k $424.9k $424.9k 0.01% Reduced -4.4k -4,391
67 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,10910.1k $387.5k $387.5k 0.00% Reduced -5.4k -5,425
68 GW HENSSLER & ASSOCIATES LTD 0.02% of their portfolio KENNESAW, GA 9,6799.7k $371.0k $371.0k 0.02% Reduced -19.3k -19,335
69 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 9,6769.7k $370.9k $370.9k 0.02% Added +242 +242
70 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 9,1319.1k $350.0k $350.0k 0.00% Added +330 +330
71 MBL Wealth, LLC 0.03% of their portfolio CHARLOTTE, NC 8,8978.9k $341.0k $341.0k 0.03% Reduced -3.2k -3,228
72 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 8,5398.5k $327.3k $327.3k 0.00% Added +200 +200
73 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 7,0667.1k $270.9k $270.9k 0.01% Added +160 +160
74 Visionary Wealth Advisors 0.01% of their portfolio O'FALLON, IL 6,8206.8k $261.4k $261.4k 0.01% New
75 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,9465.9k $227.9k $227.9k 0.00% Reduced -251 -251
76 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 5,8685.9k $224.9k $224.9k 0.00% Added +10 +10
77 Strive Financial Group ,LLC 0.12% of their portfolio CARMEL, IN 5,6935.7k $218.2k $218.2k 0.12% First filing
78 Hilltop Holdings Inc. 0.01% of their portfolio DALLAS, TX 5,6215.6k $215.5k $215.5k 0.01% Reduced -236 -236
79 GWN SECURITIES INC. 0.04% of their portfolio Palm Beach Gardens, FL 5,4195.4k $207.7k $207.7k 0.04% New
80 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,8711.9k $71.7k $71.7k 0.00% Unchanged
81 Aspect Partners, LLC 0.03% of their portfolio FAIRFAX, VA 1,7171.7k $65.8k $65.8k 0.03% Unchanged
82 OPTIMA CAPITAL LLC 0.03% of their portfolio PORTLAND, OR 1,7021.7k $65.2k $65.2k 0.03% New
83 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,6771.7k $64.3k $64.3k 0.00% Added +45 +45
84 EQ WEALTH ADVISORS, LLC 0.03% of their portfolio DALLAS, TX 1,2691.3k $48.6k $48.6k 0.03% New
85 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0291.0k $39.4k $39.4k 0.00% Unchanged
86 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 980980 $37.5k $37.5k 0.00% First filing
87 Independence Bank of Kentucky 0.00% of their portfolio OWENSBORO, KY 900900 $34.5k $34.5k 0.00% Unchanged
88 CWM, LLC 0.00% of their portfolio OMAHA, NE 813813 $31.0k $31.0k 0.00% Unchanged
89 FLAGSHIP HARBOR ADVISORS, LLC 0.00% of their portfolio BOSTON, MA 325325 $12.5k $12.5k 0.00% New
90 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 323323 $12.4k $12.4k 0.00% Reduced -3.5k -3,499
91 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 247247 $9.5k $9.5k 0.00% Added +6 +6
92 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 141141 $5.4k $5.4k 0.00% Unchanged
93 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 117117 $4.5k $4.5k 0.00% New
94 Triumph Capital Management 0.00% of their portfolio DENVER, CO 100100 $3.8k $3.8k 0.00% New
95 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 8080 $3.1k $3.1k 0.00% Unchanged
96 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 6262 $2.4k $2.4k 0.00% Unchanged
97 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 1717 $652 $652 0.00% Unchanged
98 Sankala Group LLC 0.00% of their portfolio LYONS, CO 99 $420 $420 0.00% First filing
99 Kilter Group LLC 0.00% of their portfolio RHINEBECK, NY 44 $157 $157 0.00% Reduced -8 -8
100 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 00 $30 $30 0.00% Unchanged