Filing Research | CAMBRIA ETF TR Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	Revolve Wealth Partners, LLC	Shares	374.2KSH	$29.6M
2	Verum Partners LLC	Shares	262.8KSH	$20.8M
3	ALM First Financial Advisors, LLC	Shares	177.7KSH	$14.1M
4	Brookstone Capital Management	Shares	130.3KSH	$10.3M
5	Fermata Advisors, LLC	Shares	99.8KSH	$7.9M
6	Breakwater Capital Group	Shares	70.1KSH	$5.5M
7	Kesler, Norman & Wride, LLC	Shares	53.9KSH	$4.3M
8	Laurel Wealth Advisors LLC	Shares	32.5KSH	$2.6M
9	D.A. DAVIDSON & CO.	Shares	25.8KSH	$2.0M
10	Aspect Partners, LLC	Shares	25.4KSH	$2.0M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.7KSH	$2.0M
12	Sherman Wealth Management LLC	Shares	21.9KSH	$1.7M
13	Wealth Care LLC	Shares	19.6KSH	$1.6M
14	Longview Financial Advisors, Inc.	Shares	19.2KSH	$1.5M
15	Evanson Financial, LLC	Shares	16.5KSH	$1.3M
16	Southland Equity Partners LLC	Shares	16.5KSH	$1.3M
17	SHEETS SMITH WEALTH MANAGEMENT	Shares	16.2KSH	$1.3M
18	CFS Investment Advisory Services, LLC	Shares	12.0KSH	$963.2K
19	ATLas Financial Planning LLC	Shares	9.6KSH	$756.9K
20	RFG Advisory, LLC	Shares	9.4KSH	$744.5K
21	Meridian Financial Advisors, LLC	Shares	9.4KSH	$742.3K
22	DAVENPORT & Co LLC	Shares	7.3KSH	$575.5K
23	Wealth Management Partners, LLC	Shares	6.6KSH	$523.8K
24	HBW ADVISORY SERVICES LLC	Shares	5.5KSH	$431.4K
25	Farther Finance Advisors, LLC	Shares	5.4KSH	$428.7K
26	Apollon Wealth Management, LLC	Shares	5.3KSH	$418.0K
27	Financial Partners Group, Inc	Shares	5.2KSH	$408.4K
28	SENTINEL PENSION ADVISORS, LLC	Shares	4.9KSH	$405.9K
29	Avior Wealth Management, LLC	Shares	4.3KSH	$336.9K
30	TCFG Investment Advisors, LLC	Shares	4.1KSH	$329.5K
31	MANCHESTER FINANCIAL INC	Shares	4.1KSH	$321.2K
32	Physician Wealth Advisors, Inc.	Shares	3.7KSH	$294.3K
33	IFP Advisors, Inc	Shares	1.7KSH	$132.1K
34	Atlantic Edge Private Wealth Management, LLC	Shares	1.6KSH	$122.6K
35	True Wealth Design, LLC	Shares	1.3KSH	$103.6K
36	AdvisorNet Financial, Inc	Shares	320SH	$25.3K
37	Ameliora Wealth Management Ltd.	Shares	303SH	$24.0K
38	CoreCap Advisors, LLC	Shares	120SH	$9.5K
39	DHJJ Financial Advisors, Ltd.	Shares	14SH	$1.1K
40	JFS WEALTH ADVISORS, LLC	Shares	6SH	$475
41	Capital Advisors, Ltd. LLC	Shares	5.3KSH	$423
42	CX Institutional	Shares	3.8KSH	$301
43	PARK AVENUE SECURITIES LLC	Shares	2.6KSH	$203

Manager changes2026-06-30 vs 2026-03-31

44 / 44 loaded

#		Instrument
1	Verum Partners LLC added	Shares	+30.3K	+$3.2M	$20.8M
2	Revolve Wealth Partners, LLC added	Shares	+10.0K	+$2.1M	$29.6M
3	Brookstone Capital Management added	Shares	+7.6K	+$1.1M	$10.3M
4	Fermata Advisors, LLC trimmed	Shares	-1.3K	+$270.0K	$7.9M
5	ATLas Financial Planning LLC added	Shares	+2.4K	+$216.1K	$756.9K
6	CFS Investment Advisory Services, LLC added	Shares	+2.4K	+$214.1K	$963.2K
7	DAVENPORT & Co LLC added	Shares	+2.2K	+$193.8K	$575.5K
8	Breakwater Capital Group trimmed	Shares	-1.1K	+$173.1K	$5.5M
9	D.A. DAVIDSON & CO. added	Shares	+570	+$137.9K	$2.0M
10	Sherman Wealth Management LLC added	Shares	+589	+$124.8K	$1.7M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+29	+$122.9K	$2.0M
12	Longview Financial Advisors, Inc. added	Shares	+442	+$103.9K	$1.5M
13	HBW ADVISORY SERVICES LLC added	Shares	+1.1K	+$101.5K	$431.4K
14	Wealth Care LLC added	Shares	+54	+$76.3K	$1.6M
15	Laurel Wealth Advisors LLC added	Shares	+599	+$63.2K	$2.6M
16	Southland Equity Partners LLC trimmed	Shares	-47	+$57.0K	$1.3M
17	Aspect Partners, LLC trimmed	Shares	-509	+$54.9K	$2.0M
18	SENTINEL PENSION ADVISORS, LLC trimmed	Shares	-136	+$26.8K	$405.9K
19	TCFG Investment Advisors, LLC unchanged	Shares	0	+$18.3K	$329.5K
20	RFG Advisory, LLC trimmed	Shares	-311	+$11.2K	$744.5K
21	Wealth Management Partners, LLC trimmed	Shares	-233	+$6.8K	$523.8K
22	IFP Advisors, Inc unchanged	Shares	0	+$6.1K	$132.1K
23	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$5.7K	$122.6K
24	True Wealth Design, LLC trimmed	Shares	-12	+$3.9K	$103.6K
25	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.2K	$25.3K
26	Ameliora Wealth Management Ltd. unchanged	Shares	0	+$1.1K	$24.0K
27	JFS WEALTH ADVISORS, LLC new	Shares	+6	+$475	$475
28	CoreCap Advisors, LLC unchanged	Shares	0	+$441	$9.5K
29	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$52	$1.1K
30	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$20	$423
31	CX Institutional trimmed	Shares	-68	+$9	$301
32	PARK AVENUE SECURITIES LLC trimmed	Shares	-1.4K	-$99	$203
33	Avior Wealth Management, LLC trimmed	Shares	-231	-$1.8K	$336.9K
34	Financial Partners Group, Inc trimmed	Shares	-299	-$3.6K	$408.4K
35	Team Financial Group, LLC exited	Shares	-76	-$5.8K	$0
36	Meridian Financial Advisors, LLC trimmed	Shares	-598	-$10.6K	$742.3K
37	Sound Income Strategies, LLC exited	Shares	-336	-$25.3K	$0
38	Physician Wealth Advisors, Inc. trimmed	Shares	-1.1K	-$67.2K	$294.3K
39	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-2.0K	-$88.5K	$1.3M
40	Kesler, Norman & Wride, LLC trimmed	Shares	-4.1K	-$110.4K	$4.3M
41	Apollon Wealth Management, LLC trimmed	Shares	-2.2K	-$143.5K	$418.0K
42	MANCHESTER FINANCIAL INC trimmed	Shares	-4.9K	-$355.4K	$321.2K
43	Farther Finance Advisors, LLC trimmed	Shares	-7.0K	-$504.6K	$428.7K
44	ALM First Financial Advisors, LLC trimmed	Shares	-91.1K	-$5.2M	$14.1M