GAA Institutional Ownership
Cambria Global Asset Allocation ETF
1W: -0.7%
1M: -2.7%
3M: +1.3%
YTD: +8.0%
1Y: +10.1%
3Y: +44.7%
5Y: +34.9%
$35.05
+0.21 (+0.59%)
Weekly Expected Move ±1.1%
$34
$35
$35
$35
$36
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — GAA
28
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
27M
Total Invested
7
New Positions
8
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 323,914 | 11M | +39,036 | +13.7% | 44Q | SEC ↗ |
| 2 | Austin Wealth Management, LLC | 165,600 | 6M | -1,971 | -1.2% | 12Q | SEC ↗ |
| 3 | StoneX Group Inc. | 81,980 | 3M | +5,930 | +7.8% | 10Q | SEC ↗ |
| 4 | Professional Financial Advisors, LLC | 56,009 | 2M | -2,981 | -5.1% | 27Q | SEC ↗ |
| 5 | ENTREWEALTH, LLC | 36,487 | 1M | -1,327 | -3.5% | 7Q | SEC ↗ |
| 6 | Composition Wealth, LLC | 28,069 | 984K | +19,761 | +237.9% | 2Q | SEC ↗ |
| 7 | IFG Advisory, LLC NEW | 24,852 | 871K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Beacon Financial Advisory LLC | 15,676 | 549K | — | +0.0% | 27Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC NEW | 14,437 | 506K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Snowden Capital Advisors LLC | 11,855 | 416K | +3,000 | +33.9% | 5Q | SEC ↗ |
| 11 | Advisory Services Network, LLC | 7,998 | 280K | +240 | +3.1% | 2Q | SEC ↗ |
| 12 | DRW Securities, LLC NEW | 6,105 | 214K | — | +0.0% | 1Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 2,127 | 75K | +91 | +4.5% | 26Q | SEC ↗ |
| 14 | Global Retirement Partners, LLC NEW | 1,840 | 64K | — | +0.0% | 1Q | SEC ↗ |
| 15 | NATIONAL BANK OF CANADA /FI | 764 | 27K | — | +0.0% | 19Q | SEC ↗ |
| 16 | LANARK FINANCIAL, INC. | 706 | 25K | — | +0.0% | 6Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 706 | 25K | — | +0.0% | 18Q | SEC ↗ |
| 18 | PRIVATE TRUST CO NA | 500 | 18K | +248 | +98.4% | 5Q | SEC ↗ |
| 19 | Birchwood Financial Partners, Inc. | 274 | 10K | +2 | +0.7% | 3Q | SEC ↗ |
| 20 | IFP Advisors, Inc | 259 | 9K | — | +0.0% | 8Q | SEC ↗ |
| 21 | MERCER GLOBAL ADVISORS INC /ADV NEW | 250 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 22 | UBS Group AG NEW | 112 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 23 | AdvisorNet Financial, Inc | 50 | 2K | -103 | -67.3% | 13Q | SEC ↗ |
| 24 | Integrated Wealth Concepts LLC NEW | 2 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 25 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 4Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 1 | 0K | — | +0.0% | 14Q | SEC ↗ |
| 27 | Camelot Portfolios, LLC | 0 | 0K | -138 | -100.0% | 1Q | SEC ↗ |
| 28 | RAYMOND JAMES FINANCIAL INC | 0 | 0K | -25,184 | -100.0% | 1Q | SEC ↗ |
| 29 | Cohalo Advisory LLC | 0 | 0K | -7,151 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| IFG Advisory, LLC | 24,852 | 871K |
| JANE STREET GROUP, LLC | 14,437 | 506K |
| DRW Securities, LLC | 6,105 | 214K |
| Global Retirement Partners, LLC | 1,840 | 64K |
| MERCER GLOBAL ADVISORS INC /ADV | 250 | 9K |
| UBS Group AG | 112 | 4K |
| Integrated Wealth Concepts LLC | 2 | 0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 25,184 | 883K |
| Cohalo Advisory LLC | 7,151 | 251K |
| Camelot Portfolios, LLC | 138 | 5K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +39,036 | +13.7% | 323,914 |
| Composition Wealth, LLC | +19,761 | +237.9% | 28,069 |
| StoneX Group Inc. | +5,930 | +7.8% | 81,980 |
| Snowden Capital Advisors LLC | +3,000 | +33.9% | 11,855 |
| PRIVATE TRUST CO NA | +248 | +98.4% | 500 |
| Advisory Services Network, LLC | +240 | +3.1% | 7,998 |
| OSAIC HOLDINGS, INC. | +91 | +4.5% | 2,127 |
| Birchwood Financial Partners, Inc. | +2 | +0.7% | 274 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Professional Financial Advisors, LL | -2,981 | -5.1% | 56,009 |
| Austin Wealth Management, LLC | -1,971 | -1.2% | 165,600 |
| ENTREWEALTH, LLC | -1,327 | -3.5% | 36,487 |
| AdvisorNet Financial, Inc | -103 | -67.3% | 50 |