Vault-13

CAMBRIA ETF TR EYLD

EMRG SHAREHLDR · ETP · CUSIP 132061706

106 institutional holders +6 vs Q4 2025
12,155,52212.2m shares reported held*
$503.2mreported value*
13 new 47 added 31 reduced 9 sold out net bought ≈ $26.5m (+640.6k 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 ($13.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $41.40.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 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: 100Q1 26: 106106Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026106

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 62 bought or addedQ2 24: 16 cut or sold outQ3 24: 60 bought or addedQ3 24: 32 cut or sold outQ3 24Q4 24: 59 bought or addedQ4 24: 28 cut or sold outQ1 25: 48 bought or addedQ1 25: 37 cut or sold outQ1 25Q2 25: 51 bought or addedQ2 25: 36 cut or sold outQ3 25: 50 bought or addedQ3 25: 35 cut or sold outQ3 25Q4 25: 49 bought or addedQ4 25: 36 cut or sold outQ1 26: 60 bought or addedQ1 26: 40 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246216
Q3 20246032
Q4 20245928
Q1 20254837
Q2 20255136
Q3 20255035
Q4 20254936
Q1 20266040

Biggest buyers

Empowered Funds, LLC New +324,512+324.5k
BANK OF AMERICA CORP /DE/ Added +134,655+134.7k
Integrated Wealth Concepts LLC Added +104,188+104.2k
Sepio Capital, LP Added +62,322+62.3k
Cambridge Investment Research Advisors, Inc. Added +60,577+60.6k
RAYMOND JAMES FINANCIAL INC Added +45,287+45.3k
Western Wealth Management, LLC New +39,198+39.2k
MATHER GROUP, LLC. New +38,642+38.6k
PRINCIPAL SECURITIES, INC. New +32,033+32.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +26,388+26.4k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -82,197-82.2k
HighTower Advisors, LLC Reduced -46,929-46.9k
NewEdge Advisors, LLC Reduced -35,076-35.1k
Whalen Wealth Management Inc. Sold out -33,381-33.4k
FOSTER & MOTLEY INC Reduced -23,998-24.0k
CSS LLC/IL Reduced -23,146-23.1k
Professional Financial Management, Inc. Reduced -21,856-21.9k
Accurate Wealth Management, LLC Reduced -20,306-20.3k
OLD MISSION CAPITAL LLC Sold out -15,749-15.7k
Warren Street Wealth Advisors, LLC Reduced -10,668-10.7k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 1,204,3271.2m $49.9m $49.9m 0.05% Reduced -46.9k -46,929
2 NewEdge Advisors, LLC 0.16% of their portfolio NEW ORLEANS, LA 1,102,2161.1m $45.6m $45.6m 0.16% Reduced -35.1k -35,076
3 FOSTER & MOTLEY INC 2.25% of their portfolio CINCINNATI, OH 1,054,4091.1m $43.7m $43.7m 2.25% Reduced -24.0k -23,998
4 Cambria Investment Management, L.P. 2.01% of their portfolio Manhattan Beach, CA 867,403867.4k $35.9m $35.9m 2.01% Added +5.4k +5,366
5 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 711,440711.4k $29.5m $29.5m 0.01% Added +45.3k +45,287
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 661,576661.6k $27.4m $27.4m 0.00% Added +134.7k +134,655
7 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 438,090438.1k $18.1m $18.1m 0.02% Added +3.0k +2,964
8 Sepio Capital, LP 0.98% of their portfolio Salt Lake City, UT 435,785435.8k $18.0m $18.0m 0.98% Added +62.3k +62,322
9 ALM First Financial Advisors, LLC 2.71% of their portfolio DALLAS, TX 393,249393.2k $15.1m $15.1m 2.71% Unchanged
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 331,017331.0k $13.7m $13.7m 0.00% Added +17.8k +17,759
11 Empowered Funds, LLC 0.09% of their portfolio NEWTOWN SQUARE, PA 324,512324.5k $13.4m $13.4m 0.09% New
12 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 314,051314.1k $13.0m $13.0m 0.10% Added +104.2k +104,188
13 TriaGen Wealth Management LLC 3.25% of their portfolio Calabasas, CA 287,006287.0k $11.9m $11.9m 3.25% Added +1.5k +1,499
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 285,326285.3k $11.8m $11.8m 0.01% Reduced -6.4k -6,412
15 VestGen Advisors, LLC 0.36% of their portfolio CHICAGO, IL 281,197281.2k $12.8m $12.8m 0.36% Added +7.0k +6,990
16 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 227,135227.1k $9.4m $9.4m 0.02% Unchanged
17 Professional Financial Management, Inc. 9.06% of their portfolio APPLETON, WI 210,270210.3k $8.7m $8.7m 9.06% Reduced -21.9k -21,856
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 184,292184.3k $7.6m $7.6m 0.01% Reduced -9.0k -9,030
19 Warren Street Wealth Advisors, LLC 1.89% of their portfolio IRVINE, CA 178,367178.4k $7.4m $7.4m 1.89% Reduced -10.7k -10,668
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 161,560161.6k $6.7m $6.7m 0.01% Reduced -82.2k -82,197
21 Welch Financial Planning, LLC 4.81% of their portfolio BOULDER, CO 161,387161.4k $6.7m $6.7m 4.81% Added +5.5k +5,472
22 Opus Capital Group, LLC 0.66% of their portfolio CINCINNATI, OH 147,079147.1k $6.1m $6.1m 0.66% Added +216 +216
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 140,637140.6k $5.8m $5.8m 0.01% Added +26.4k +26,388
24 Sound Portfolio Advisors, LLC 4.73% of their portfolio MYSTIC, CT 140,527140.5k $5.8m $5.8m 4.73% Reduced -1.0k -1,047
25 ONE PLUS ONE WEALTH MANAGEMENT, LLC 2.36% of their portfolio JUPITER, FL 135,360135.4k $5.6m $5.6m 2.36% Added +10.4k +10,428
26 Westview Management dba Westview Investment Advisors 2.80% of their portfolio BURLINGTON, VT 129,723129.7k $5.4m $5.4m 2.80% Reduced -1.5k -1,542
27 ROTHSCHILD INVESTMENT LLC 0.27% of their portfolio CHICAGO, IL 122,585122.6k $5.1m $5.1m 0.27% Added +1.3k +1,301
28 Ignite Planners, LLC 0.74% of their portfolio SAN CLEMENTE, CA 116,038116.0k $4.8m $4.8m 0.74% Reduced -1.8k -1,822
29 United Advisor Group, LLC 0.57% of their portfolio CINCINNATI, OH 111,115111.1k $4.6m $4.6m 0.57% Added +4.5k +4,504
30 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.22% of their portfolio CEDAR RAPIDS, IA 102,089102.1k $4.2m $4.2m 0.22% Added +5.3k +5,348
31 Fermata Advisors, LLC 0.69% of their portfolio SONOMA, CA 74,04974.0k $3.1m $3.1m 0.69% Reduced -1.3k -1,290
32 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 74,02674.0k $3.1m $3.1m 0.01% Added +60.6k +60,577
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 70,30670.3k $2.9m $2.9m 0.00% Reduced -1.1k -1,071
34 LexAurum Advisors, LLC 0.35% of their portfolio OVERLAND PARK, KS 65,68265.7k $2.7m $2.7m 0.35% First filing
35 Aprio Wealth Management, LLC 0.15% of their portfolio ATLANTA, GA 64,22964.2k $2.7m $2.7m 0.15% Added +3.7k +3,714
36 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 59,21959.2k $2.3m $2.3m 0.01% Reduced -3.3k -3,347
37 Fifth Third Securities, Inc. 0.16% of their portfolio Cincinnati, OH 59,18659.2k $2.5m $2.5m 0.16% Reduced -2.2k -2,236
38 Kesler, Norman & Wride, LLC 0.39% of their portfolio OGDEN, UT 54,72954.7k $2.3m $2.3m 0.39% Added +475 +475
39 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 54,02454.0k $2.2m $2.2m 0.00% Reduced -2.8k -2,833
40 Sunbelt Securities, Inc. 0.13% of their portfolio HOUSTON, TX 48,36548.4k $2.0m $2.0m 0.13% Added +321 +321
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 43,13243.1k $1.8m $1.8m 0.00% Added +5.0k +5,044
42 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 42,81242.8k $1.8m $1.8m 0.01% Added +8.8k +8,784
43 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 42,31042.3k $1.8m $1.8m 0.01% Added +3.7k +3,726
44 Measured Wealth Private Client Group, LLC 0.47% of their portfolio PORTSMOUTH, NH 41,95342.0k $1.7m $1.7m 0.47% Reduced -22 -22
45 Western Wealth Management, LLC 0.06% of their portfolio GOLDEN, CO 39,19839.2k $1.6m $1.6m 0.06% New
46 Dynamic Advisor Solutions LLC 0.05% of their portfolio PHOENIX, AZ 38,71738.7k $1.6m $1.6m 0.05% Added +313 +313
47 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 38,64238.6k $1.6m $1.6m 0.02% New
48 Lifetime Wealth Management P.C. 0.87% of their portfolio ROCKWALL, TX 36,83236.8k $1.5m $1.5m 0.87% Added +71 +71
49 Savvy Advisors, Inc. 0.04% of their portfolio NEW YORK, NY 35,44535.4k $1.5m $1.5m 0.04% Added +3.9k +3,895
50 Snowden Capital Advisors LLC 0.04% of their portfolio New York, NY 32,29832.3k $1.3m $1.3m 0.04% Added +1.4k +1,423
51 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 32,03332.0k $1.3m $1.3m 0.02% New
52 RPS ADVISORY SOLUTIONS LLC 0.69% of their portfolio LOUISVILLE, KY 29,53429.5k $1.2m $1.2m 0.69% Reduced -4.7k -4,736
53 Accurate Wealth Management, LLC 0.14% of their portfolio WESLEY CHAPEL, FL 25,86225.9k $1.1m $1.1m 0.14% Reduced -20.3k -20,306
54 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 25,28525.3k $1.0m $1.0m 0.01% Added +912 +912
55 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 24,75224.8k $1.0m $1.0m 0.03% Added +13.7k +13,666
56 Formidable Asset Management, LLC 0.13% of their portfolio CINCINNATI, OH 22,75822.8k $872.3k $872.3k 0.13% Added +1.5k +1,512
57 CoreFirst Bank & Trust 0.50% of their portfolio TOPEKA, KS 22,56022.6k $934.2k $934.2k 0.50% Reduced -228 -228
58 Betterment LLC 0.00% of their portfolio NEW YORK, NY 22,38822.4k $927.0k $927.0k 0.00% Reduced -1.5k -1,522
59 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 22,38222.4k $926.9k $926.9k 0.03% Added +10.1k +10,051
60 Pinnacle Financial Partners, Inc. 0.01% of their portfolio ATLANTA, GA 20,77620.8k $860.4k $860.4k 0.01% Added +314 +314
61 Optivise Advisory Services LLC 0.47% of their portfolio FRANKLIN, TN 18,71018.7k $774.8k $774.8k 0.47% Added +412 +412
62 Stratos Investment Management, LLC 0.03% of their portfolio BEACHWOOD, OH 16,59416.6k $687.2k $687.2k 0.03% Reduced -1.2k -1,212
63 Caliber Wealth Management, LLC / KS 0.07% of their portfolio Overland Park, KS 16,53616.5k $684.7k $684.7k 0.07% Reduced -10.2k -10,207
64 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 14,61614.6k $605.0k $605.0k 0.03% Added +2.6k +2,566
65 Cauble & Harre Wealth Management, Inc. 0.52% of their portfolio SAINT LOUIS, MO 14,49414.5k $658.5k $658.5k 0.52% New
66 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 14,36814.4k $595.0k $595.0k 0.00% Added +1.9k +1,940
67 Blueprint Investment Partners LLC 0.06% of their portfolio GREENSBORO, NC 14,05414.1k $582.0k $582.0k 0.06% Added +340 +340
68 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 12,89012.9k $533.8k $533.8k 0.01% Added +70 +70
69 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 11,94011.9k $494.4k $494.4k 0.00% Added +1.8k +1,831
70 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,69711.7k $484.4k $484.4k 0.00% Reduced -3.1k -3,098
71 CSS LLC/IL 0.02% of their portfolio CHICAGO, IL 10,72810.7k $444.2k $444.2k 0.02% Reduced -23.1k -23,146
72 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 9,4749.5k $392.3k $392.3k 0.00% New
73 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 9,2269.2k $382.0k $382.0k 0.02% Added +2.4k +2,406
74 MBL Wealth, LLC 0.03% of their portfolio CHARLOTTE, NC 8,2848.3k $343.0k $343.0k 0.03% Reduced -613 -613
75 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,5717.6k $313.5k $313.5k 0.00% Added +1.6k +1,625
76 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,7546.8k $280.0k $280.0k 0.00% New
77 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 6,5636.6k $271.8k $271.8k 0.01% Added +695 +695
78 WealthPlan Investment Management, LLC 0.01% of their portfolio OMAHA, NE 6,4156.4k $265.6k $265.6k 0.01% Reduced -3.3k -3,261
79 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 6,3796.4k $264.2k $264.2k 0.00% New
80 Strive Financial Group ,LLC 0.14% of their portfolio CARMEL, IN 6,3326.3k $262.0k $262.0k 0.14% Added +639 +639
81 Hilltop Holdings Inc. 0.02% of their portfolio DALLAS, TX 5,6215.6k $232.8k $232.8k 0.02% Unchanged
82 GWN SECURITIES INC. 0.04% of their portfolio Palm Beach Gardens, FL 5,3715.4k $222.4k $222.4k 0.04% Reduced -48 -48
83 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 5,1045.1k $211.4k $211.4k 0.00% New
84 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 3,6113.6k $149.5k $149.5k 0.01% New
85 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,7881.8k $74.0k $74.0k 0.00% New
86 Aspect Partners, LLC 0.03% of their portfolio FAIRFAX, VA 1,7171.7k $71.1k $71.1k 0.03% Unchanged
87 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,6861.7k $69.8k $69.8k 0.00% Added +9 +9
88 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,3891.4k $57.7k $57.7k 0.00% Added +360 +360
89 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,3321.3k $55.2k $55.2k 0.00% Reduced -7.8k -7,799
90 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,1951.2k $49.5k $49.5k 0.00% New
91 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 1,0681.1k $44.2k $44.2k 0.00% Added +88 +88
92 CWM, LLC 0.00% of their portfolio OMAHA, NE 813813 $33.7k $33.7k 0.00% Unchanged
93 Independence Bank of Kentucky 0.00% of their portfolio OWENSBORO, KY 800800 $33.1k $33.1k 0.00% Reduced -100 -100
94 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 355355 $14.7k $14.7k 0.00% New
95 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 323323 $13.4k $13.4k 0.00% Unchanged
96 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 249249 $10.3k $10.3k 0.00% Added +2 +2
97 Intentional Wealth Strategies, LLC 0.01% of their portfolio COLORADO SPRINGS, CO 224224 $9.3k $9.3k 0.01% First filing
98 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 141141 $5.8k $5.8k 0.00% Unchanged
99 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 118118 $4.9k $4.9k 0.00% Added +1 +1
100 Triumph Capital Management 0.00% of their portfolio DENVER, CO 100100 $4.1k $4.1k 0.00% Unchanged