CFIT Institutional Ownership
Cambria ETF Trust - Cambria Fixed Income Trend ETF
1W: -0.3%
1M: -2.0%
YTD: -2.8%
$25.22
+0.02 (+0.07%)
Weekly Expected Move ±0.9%
$25
$25
$25
$25
$26
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Institutional Ownership — CFIT
13
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
26M
Total Invested
3
New Positions
4
Increased
5
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (15 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sound Financial Strategies Group, LLC NEW | 584,134 | 15M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Ascentis Wealth Management, LLC | 234,935 | 6M | -5,833 | -2.4% | 6Q | SEC ↗ |
| 3 | Atria Investments, Inc | 140,804 | 4M | +5,197 | +3.8% | 5Q | SEC ↗ |
| 4 | Betterment LLC | 58,617 | 1M | +325 | +0.6% | 5Q | SEC ↗ |
| 5 | KINTRA WEALTH, LLC NEW | 28,967 | 730K | — | +0.0% | 1Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 15,948 | 402K | +3,031 | +23.5% | 2Q | SEC ↗ |
| 7 | UBS Group AG | 1,612 | 41K | +528 | +48.7% | 3Q | SEC ↗ |
| 8 | ASSETMARK, INC NEW | 1,060 | 27K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Steward Partners Investment Advisory, | 82 | 2K | — | +0.0% | 5Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 0 | 0K | -22,158 | -100.0% | 3Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 0 | 0K | -12,360 | -100.0% | 2Q | SEC ↗ |
| 12 | SANDERS MORRIS HARRIS LLC | 0 | 0K | -10,581 | -100.0% | 4Q | SEC ↗ |
| 13 | GTS SECURITIES LLC | 0 | 0K | -49,302 | -100.0% | 3Q | SEC ↗ |
| 14 | Ascentis Independent Advisors | 0 | 0K | -12,917 | -100.0% | 1Q | SEC ↗ |
| 15 | Cambria Investment Management, L.P. | 0 | 0K | -58,411 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Sound Financial Strategies Group, L | 584,134 | 15M |
| KINTRA WEALTH, LLC | 28,967 | 730K |
| ASSETMARK, INC | 1,060 | 27K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cambria Investment Management, L.P. | 58,411 | 1M |
| GTS SECURITIES LLC | 49,302 | 1M |
| CITADEL ADVISORS LLC | 22,158 | 559K |
| Ascentis Independent Advisors | 12,917 | 326K |
| JANE STREET GROUP, LLC | 12,360 | 312K |
| SANDERS MORRIS HARRIS LLC | 10,581 | 267K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Atria Investments, Inc | +5,197 | +3.8% | 140,804 |
| ENVESTNET ASSET MANAGEMENT INC | +3,031 | +23.5% | 15,948 |
| UBS Group AG | +528 | +48.7% | 1,612 |
| Betterment LLC | +325 | +0.6% | 58,617 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ascentis Wealth Management, LLC | -5,833 | -2.4% | 234,935 |