TRTY Institutional Ownership
Cambria Trinity ETF
1W: -0.5%
1M: -1.8%
3M: +3.2%
YTD: +9.7%
1Y: +12.6%
3Y: +37.9%
5Y: +34.9%
$31.45
+0.13 (+0.42%)
Weekly Expected Move ±1.2%
$31
$31
$31
$32
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TRTY
12
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
82M
Total Invested
2
New Positions
6
Increased
3
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALM First Financial Advisors, LLC | 2,271,000 | $71M | -21,636 | -0.9% | 15Q | SEC ↗ |
| 2 | Fermata Advisors, LLC | 149,337 | $5M | +1,658 | +1.1% | 18Q | SEC ↗ |
| 3 | Bravias Capital Group, LLC | 93,390 | $3M | +7,997 | +9.4% | 7Q | SEC ↗ |
| 4 | LPL Financial LLC | 74,667 | $2M | -469 | -0.6% | 15Q | SEC ↗ |
| 5 | Cauble & Harre Wealth Management, Inc. | 68,753 | $2M | +3,293 | +5.0% | 2Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 35,913 | $1M | +10,178 | +39.5% | 26Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC | 22,013 | $692K | +36 | +0.2% | 2Q | SEC ↗ |
| 8 | Go Invest LLC | 6,215 | $195K | +1,066 | +20.7% | 3Q | SEC ↗ |
| 9 | Integrated Wealth Concepts LLC NEW | 735 | $23K | — | +0.0% | 1Q | SEC ↗ |
| 10 | NATIONAL BANK OF CANADA /FI | 511 | $16K | — | +0.0% | 7Q | SEC ↗ |
| 11 | MORGAN STANLEY NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Triumph Capital Management | 0 | $0K | -100 | -100.0% | 1Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 0 | $0K | -1 | -100.0% | 14Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 735 | $23K |
| MORGAN STANLEY | 1 | $0K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Triumph Capital Management | 100 | $3K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +10,178 | +39.5% | 35,913 |
| Bravias Capital Group, LLC | +7,997 | +9.4% | 93,390 |
| Cauble & Harre Wealth Management, I | +3,293 | +5.0% | 68,753 |
| Fermata Advisors, LLC | +1,658 | +1.1% | 149,337 |
| Go Invest LLC | +1,066 | +20.7% | 6,215 |
| CITADEL ADVISORS LLC | +36 | +0.2% | 22,013 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ALM First Financial Advisors, LLC | -21,636 | -0.9% | 2,271,000 |
| LPL Financial LLC | -469 | -0.6% | 74,667 |
| WELLS FARGO & COMPANY/MN | -1 | -100.0% | 0 |