Vault-13

CAMBRIA ETF TR EYLD

EMRG SHAREHLDR · ETP · CUSIP 132061706

110 institutional holders +4 vs Q1 2026
12,968,96613.0m shares reported held*
$589.1mreported value*
13 new 57 added 30 reduced 7 sold out net bought ≈ $39.5m (+869.0k 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 ($15.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.43.

Trends to Q2 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: 106Q2 26: 110110Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026110

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 60 bought or addedQ1 26: 40 cut or sold outQ2 26: 70 bought or addedQ2 26: 37 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246032
Q4 20245928
Q1 20254837
Q2 20255136
Q3 20255035
Q4 20254936
Q1 20266040
Q2 20267037

Biggest buyers

ALM First Financial Advisors, LLC Added +590,251+590.3k
UBS Group AG Added +399,145+399.1k
Cambridge Investment Research Advisors, Inc. Added +111,610+111.6k
BANK OF AMERICA CORP /DE/ Added +82,003+82.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +78,984+79.0k
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC New +72,235+72.2k
Sepio Capital, LP Added +51,156+51.2k
Cambria Investment Management, L.P. Added +46,755+46.8k
Vise Technologies, Inc. New +40,415+40.4k
VestGen Advisors, LLC Added +35,894+35.9k

Biggest sellers

NewEdge Advisors, LLC Reduced -564,849-564.8k
OSAIC HOLDINGS, INC. Reduced -92,706-92.7k
Professional Financial Management, Inc. Reduced -60,750-60.8k
ONE PLUS ONE WEALTH MANAGEMENT, LLC Reduced -43,426-43.4k
Sound Portfolio Advisors, LLC Reduced -18,546-18.5k
Accurate Wealth Management, LLC Reduced -15,710-15.7k
Formidable Asset Management, LLC Reduced -14,287-14.3k
Blueprint Investment Partners LLC Sold out -14,054-14.1k
FOSTER & MOTLEY INC Reduced -8,617-8.6k
WealthPlan Investment Management, LLC Sold out -6,415-6.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 1,211,4681.2m $55.0m $55.0m 0.05% Added +7.1k +7,141
2 FOSTER & MOTLEY INC 2.19% of their portfolio CINCINNATI, OH 1,045,7921.0m $47.5m $47.5m 2.19% Reduced -8.6k -8,617
3 ALM First Financial Advisors, LLC 7.52% of their portfolio DALLAS, TX 983,500983.5k $44.7m $44.7m 7.52% Added +590.3k +590,251
4 Cambria Investment Management, L.P. 2.05% of their portfolio Manhattan Beach, CA 914,158914.2k $41.5m $41.5m 2.05% Added +46.8k +46,755
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 743,579743.6k $33.8m $33.8m 0.00% Added +82.0k +82,003
6 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 730,907730.9k $33.2m $33.2m 0.01% Added +19.5k +19,467
7 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 537,367537.4k $24.4m $24.4m 0.07% Reduced -564.8k -564,849
8 Sepio Capital, LP 1.11% of their portfolio Salt Lake City, UT 486,941486.9k $22.1m $22.1m 1.11% Added +51.2k +51,156
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 442,277442.3k $20.1m $20.1m 0.00% Added +399.1k +399,145
10 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 437,684437.7k $19.9m $19.9m 0.02% Reduced -406 -406
11 Empowered Funds, LLC 0.08% of their portfolio NEWTOWN SQUARE, PA 330,870330.9k $15.0m $15.0m 0.08% Added +6.4k +6,358
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 325,083325.1k $14.8m $14.8m 0.00% Reduced -5.9k -5,934
13 VestGen Advisors, LLC 0.42% of their portfolio CHICAGO, IL 317,091317.1k $14.4m $14.4m 0.42% Added +35.9k +35,894
14 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 313,412313.4k $14.2m $14.2m 0.07% Reduced -639 -639
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 294,122294.1k $13.4m $13.4m 0.01% Added +8.8k +8,796
16 TriaGen Wealth Management LLC 3.33% of their portfolio Calabasas, CA 291,869291.9k $13.3m $13.3m 3.33% Added +4.9k +4,863
17 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 227,135227.1k $10.3m $10.3m 0.02% Unchanged
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 185,636185.6k $8.4m $8.4m 0.01% Added +111.6k +111,610
19 Warren Street Wealth Advisors, LLC 1.86% of their portfolio IRVINE, CA 181,142181.1k $8.2m $8.2m 1.86% Added +2.8k +2,775
20 Welch Financial Planning, LLC 4.27% of their portfolio BOULDER, CO 161,416161.4k $7.3m $7.3m 4.27% Added +29 +29
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 157,629157.6k $7.4m $7.4m 0.01% Reduced -3.9k -3,931
22 Professional Financial Management, Inc. 6.89% of their portfolio APPLETON, WI 149,520149.5k $6.8m $6.8m 6.89% Reduced -60.8k -60,750
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 148,414148.4k $6.7m $6.7m 0.01% Added +7.8k +7,777
24 Opus Capital Group, LLC 0.65% of their portfolio CINCINNATI, OH 147,911147.9k $6.7m $6.7m 0.65% Added +832 +832
25 Westview Management dba Westview Investment Advisors 2.92% of their portfolio BURLINGTON, VT 131,563131.6k $6.0m $6.0m 2.92% Added +1.8k +1,840
26 Sound Portfolio Advisors, LLC 3.93% of their portfolio MYSTIC, CT 121,981122.0k $5.5m $5.5m 3.93% Reduced -18.5k -18,546
27 ROTHSCHILD INVESTMENT LLC 0.20% of their portfolio CHICAGO, IL 120,466120.5k $5.5m $5.5m 0.20% Reduced -2.1k -2,119
28 United Advisor Group, LLC 0.57% of their portfolio CINCINNATI, OH 118,042118.0k $5.4m $5.4m 0.57% Added +6.9k +6,927
29 Ignite Planners, LLC 0.73% of their portfolio SAN CLEMENTE, CA 117,617117.6k $5.3m $5.3m 0.73% Added +1.6k +1,579
30 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.23% of their portfolio CEDAR RAPIDS, IA 104,849104.8k $4.8m $4.8m 0.23% Added +2.8k +2,760
31 ONE PLUS ONE WEALTH MANAGEMENT, LLC 1.83% of their portfolio JUPITER, FL 91,93491.9k $4.2m $4.2m 1.83% Reduced -43.4k -43,426
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 91,58691.6k $4.2m $4.2m 0.00% Reduced -92.7k -92,706
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 78,98479.0k $3.6m $3.6m 0.00% New
34 Fermata Advisors, LLC 0.67% of their portfolio SONOMA, CA 72,98973.0k $3.3m $3.3m 0.67% Reduced -1.1k -1,060
35 STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 2.21% of their portfolio SPOKANE, WA 72,23572.2k $3.3m $3.3m 2.21% New
36 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 70,71970.7k $3.2m $3.2m 0.01% Added +27.9k +27,907
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 67,87867.9k $3.1m $3.1m 0.00% Reduced -2.4k -2,428
38 Aprio Wealth Management, LLC 0.15% of their portfolio ATLANTA, GA 67,71367.7k $3.1m $3.1m 0.15% Added +3.5k +3,484
39 LexAurum Advisors, LLC 0.35% of their portfolio OVERLAND PARK, KS 66,98667.0k $3.0m $3.0m 0.35% Added +1.3k +1,304
40 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 64,44164.4k $2.9m $2.9m 0.02% Added +5.2k +5,222
41 Fifth Third Securities, Inc. 0.15% of their portfolio Cincinnati, OH 58,45958.5k $2.7m $2.7m 0.15% Reduced -727 -727
42 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 57,99658.0k $2.6m $2.6m 0.00% Added +4.0k +3,972
43 Kesler, Norman & Wride, LLC 0.42% of their portfolio OGDEN, UT 57,89257.9k $2.6m $2.6m 0.42% Added +3.2k +3,163
44 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 47,87747.9k $2.2m $2.2m 0.01% Added +5.6k +5,567
45 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 44,15344.2k $2.0m $2.0m 0.02% Added +12.1k +12,120
46 Vise Technologies, Inc. 0.02% of their portfolio NEW YORK, NY 40,41540.4k $1.8m $1.8m 0.02% New
47 Western Wealth Management, LLC 0.06% of their portfolio GOLDEN, CO 39,78939.8k $1.8m $1.8m 0.06% Added +591 +591
48 Measured Wealth Private Client Group, LLC 0.43% of their portfolio PORTSMOUTH, NH 39,53639.5k $1.8m $1.8m 0.43% Reduced -2.4k -2,417
49 Dynamic Advisor Solutions LLC 0.05% of their portfolio PHOENIX, AZ 39,12239.1k $1.8m $1.8m 0.05% Added +405 +405
50 Savvy Advisors, Inc. 0.04% of their portfolio NEW YORK, NY 36,71736.7k $1.7m $1.7m 0.04% Added +1.3k +1,272
51 Lifetime Wealth Management P.C. 0.97% of their portfolio ROCKWALL, TX 36,42436.4k $1.7m $1.7m 0.97% Reduced -408 -408
52 Snowden Capital Advisors LLC 0.04% of their portfolio New York, NY 35,42535.4k $1.6m $1.6m 0.04% Added +3.1k +3,127
53 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 33,38333.4k $1.5m $1.5m 0.01% Reduced -5.3k -5,259
54 RPS ADVISORY SOLUTIONS LLC 0.88% of their portfolio LOUISVILLE, KY 29,35529.4k $1.3m $1.3m 0.88% Reduced -179 -179
55 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 28,21228.2k $1.3m $1.3m 0.01% Added +2.9k +2,927
56 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 27,04727.0k $1.2m $1.2m 0.03% Added +2.3k +2,295
57 Focus Financial Network, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 26,08026.1k $1.2m $1.2m 0.04% Added +3.7k +3,698
58 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 25,75625.8k $1.2m $1.2m 0.03% New
59 CoreFirst Bank & Trust 0.52% of their portfolio TOPEKA, KS 22,91322.9k $1.0m $1.0m 0.52% Added +353 +353
60 Betterment LLC 0.00% of their portfolio NEW YORK, NY 22,05422.1k $1.0m $1.0m 0.00% Reduced -334 -334
61 Pinnacle Financial Partners, Inc. 0.01% of their portfolio ATLANTA, GA 20,81820.8k $945.4k $945.4k 0.01% Added +42 +42
62 Stratos Investment Management, LLC 0.03% of their portfolio BEACHWOOD, OH 16,61816.6k $754.7k $754.7k 0.03% Added +24 +24
63 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 15,48415.5k $703.0k $703.0k 0.03% Added +868 +868
64 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 14,83814.8k $673.8k $673.8k 0.01% Added +1.9k +1,948
65 Cauble & Harre Wealth Management, Inc. 0.53% of their portfolio SAINT LOUIS, MO 14,54414.5k $660.4k $660.4k 0.53% Added +50 +50
66 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 14,12914.1k $641.6k $641.6k 0.00% Reduced -239 -239
67 Caliber Wealth Management, LLC / KS 0.06% of their portfolio Overland Park, KS 13,80113.8k $626.7k $626.7k 0.06% Reduced -2.7k -2,735
68 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 13,12913.1k $596.2k $596.2k 0.00% Added +1.4k +1,432
69 Optivise Advisory Services LLC 0.29% of their portfolio FRANKLIN, TN 12,37412.4k $561.9k $561.9k 0.29% Reduced -6.3k -6,336
70 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 12,27712.3k $557.5k $557.5k 0.01% Added +2.8k +2,803
71 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 11,91911.9k $541.2k $541.2k 0.00% Reduced -21 -21
72 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 11,91011.9k $540.8k $540.8k 0.02% New
73 CSS LLC/IL 0.02% of their portfolio CHICAGO, IL 10,72810.7k $487.2k $487.2k 0.02% Unchanged
74 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 10,40010.4k $472.3k $472.3k 0.01% New
75 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 10,39810.4k $472.0k $472.0k 0.02% New
76 Accurate Wealth Management, LLC 0.05% of their portfolio WESLEY CHAPEL, FL 10,15210.2k $476.7k $476.7k 0.05% Reduced -15.7k -15,710
77 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 9,8939.9k $449.2k $449.2k 0.02% Added +667 +667
78 Formidable Asset Management, LLC 0.06% of their portfolio CINCINNATI, OH 8,4718.5k $350.8k $350.8k 0.06% Reduced -14.3k -14,287
79 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,1068.1k $368.1k $368.1k 0.00% Added +535 +535
80 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,0887.1k $321.9k $321.9k 0.01% Added +525 +525
81 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 7,0307.0k $319.2k $319.2k 0.01% New
82 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,9266.9k $315.0k $315.0k 0.00% Added +172 +172
83 MBL Wealth, LLC 0.02% of their portfolio CHARLOTTE, NC 6,0366.0k $274.1k $274.1k 0.02% Reduced -2.2k -2,248
84 Strive Financial Group ,LLC 0.12% of their portfolio CARMEL, IN 5,8945.9k $267.6k $267.6k 0.12% Reduced -438 -438
85 Hilltop Holdings Inc. 0.02% of their portfolio DALLAS, TX 5,6215.6k $255.2k $255.2k 0.02% Unchanged
86 GWN SECURITIES INC. 0.04% of their portfolio Palm Beach Gardens, FL 5,4765.5k $248.7k $248.7k 0.04% Added +105 +105
87 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 5,4435.4k $247.2k $247.2k 0.00% New
88 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 5,3265.3k $241.9k $241.9k 0.00% New
89 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 4,9965.0k $226.9k $226.9k 0.00% Reduced -108 -108
90 GTS SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 4,6344.6k $210.4k $210.4k 0.00% New
91 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 3,7893.8k $172.1k $172.1k 0.01% Added +178 +178
92 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,1803.2k $144.5k $144.5k 0.00% Added +3.2k +3,180
93 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 3,0753.1k $139.6k $139.6k 0.00% Added +1.3k +1,287
94 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 2,3712.4k $107.7k $107.7k 0.00% New
95 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,7211.7k $78.2k $78.2k 0.00% Added +35 +35
96 Aspect Partners, LLC 0.03% of their portfolio FAIRFAX, VA 1,7171.7k $78.0k $78.0k 0.03% Unchanged
97 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,5081.5k $68.5k $68.5k 0.00% Added +119 +119
98 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,5011.5k $68.2k $68.2k 0.00% Added +169 +169
99 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 893893 $40.6k $40.6k 0.00% Reduced -175 -175
100 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 553553 $25.1k $25.1k 0.00% Added +198 +198