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USEW Institutional Ownership

Cambria US EW ETF
1W: -0.9% 1M: -1.6% 3M: -1.0% YTD: +2.6%
$55.49
+0.00 (+0.00%)
 
Weekly Expected Move ±1.2%
$54 $55 $55 $56 $57
ETF CBOE · AUM $190.1M

Institutional Ownership — USEW

39
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
139M
Total Invested
4
New Positions
3
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (41 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Prism Advisors, Inc. 757,627 42M +1 +0.0% 3Q SEC ↗
2 Cresset Asset Management, LLC 520,481 29M -914 -0.2% 3Q SEC ↗
3 MAI Capital Management 295,035 16M — +0.0% 3Q SEC ↗
4 Quantinno Capital Management LP 108,492 6M — +0.0% 3Q SEC ↗
5 Clearview Wealth Management LLC 69,865 4M -2,228 -3.1% 2Q SEC ↗
6 Astra Wealth Partners LLC 54,495 3M -150 -0.3% 3Q SEC ↗
7 FIRST NATIONAL BANK SIOUX FALLS 51,144 3M — +0.0% 2Q SEC ↗
8 Nvest Wealth Strategies, Inc. 49,699 3M — +0.0% 3Q SEC ↗
9 HIGHLINE WEALTH PARTNERS LLC 41,755 2M — +0.0% 2Q SEC ↗
10 Cherry Tree Wealth Management, LLC 39,965 2M — +0.0% 3Q SEC ↗
11 Bleakley Financial Group, LLC 39,665 2M — +0.0% 3Q SEC ↗
12 Sanctuary Advisors, LLC 39,361 2M — +0.0% 3Q SEC ↗
13 EP Wealth Advisors, LLC NEW 32,912 2M — +0.0% 1Q SEC ↗
14 Opes Wealth Management LLC 32,912 2M — +0.0% 2Q SEC ↗
15 ROTHSCHILD INVESTMENT LLC 32,501 2M — +0.0% 3Q SEC ↗
16 Riverwater Partners LLC 29,285 2M — +0.0% 2Q SEC ↗
17 A4 Wealth Advisors LLC 28,531 2M — +0.0% 3Q SEC ↗
18 Walkner Condon Financial Advisors LLC 28,430 2M -16,574 -36.8% 3Q SEC ↗
19 MERCER GLOBAL ADVISORS INC /ADV NEW 22,725 1M — +0.0% 1Q SEC ↗
20 WESCAP Management Group, Inc. 21,656 1M — +0.0% 3Q SEC ↗
21 GREENWOOD CAPITAL ASSOCIATES LLC 21,521 1M — +0.0% 3Q SEC ↗
22 Cambria Investment Management, L.P. NEW 20,609 1M — +0.0% 1Q SEC ↗
23 Empowered Funds, LLC 20,609 1M +10,491 +103.7% 2Q SEC ↗
24 NewEdge Advisors, LLC 18,849 1M — +0.0% 3Q SEC ↗
25 HighTower Advisors, LLC 18,648 1M — +0.0% 3Q SEC ↗
26 Wealthcare Advisory Partners LLC 18,306 1M — +0.0% 3Q SEC ↗
27 FIDUCIENT ADVISORS LLC 15,366 853K — +0.0% 3Q SEC ↗
28 NOTTINGHAM ADVISORS, INC. 15,080 837K — +0.0% 2Q SEC ↗
29 Urban Financial Advisory Corp 15,032 834K — +0.0% 2Q SEC ↗
30 WEALTH ENHANCEMENT ADVISORY SERVICES, 13,298 738K — +0.0% 3Q SEC ↗
31 CYPRESS FINANCIAL PLANNING LLC 9,073 503K — +0.0% 3Q SEC ↗
32 CITADEL ADVISORS LLC NEW 8,903 494K — +0.0% 1Q SEC ↗
33 Savvy Advisors, Inc. 8,036 446K — +0.0% 3Q SEC ↗
34 ONE PLUS ONE WEALTH MANAGEMENT, LLC 6,348 352K — +0.0% 3Q SEC ↗
35 IFG Advisors, LLC 5,248 291K — +0.0% 3Q SEC ↗
36 Empirical Financial Services, LLC d.b. 4,570 254K — +0.0% 3Q SEC ↗
37 GTS SECURITIES LLC 4,315 239K -1,720 -28.5% 3Q SEC ↗
38 Frazier Financial Advisors, LLC 3,463 192K — +0.0% 3Q SEC ↗
39 UBS Group AG 2,881 160K +1,245 +76.1% 2Q SEC ↗
40 GOLDMAN SACHS GROUP INC 0 0K -10,256 -100.0% 1Q SEC ↗
41 Berger Financial Group, Inc 0 0K -17,588 -100.0% 2Q SEC ↗

Recent Activity

New Positions (4)
Sold Out (2)
HolderPrev SharesPrev Value
Berger Financial Group, Inc 17,588 976K
GOLDMAN SACHS GROUP INC 10,256 569K
Biggest Increases (3)
HolderAddedChange %Total Shares
Empowered Funds, LLC +10,491 +103.7% 20,609
UBS Group AG +1,245 +76.1% 2,881
Prism Advisors, Inc. +1 +0.0% 757,627
Biggest Decreases (5)
HolderReducedChange %Total Shares
Walkner Condon Financial Advisors L -16,574 -36.8% 28,430
Clearview Wealth Management LLC -2,228 -3.1% 69,865
GTS SECURITIES LLC -1,720 -28.5% 4,315
Cresset Asset Management, LLC -914 -0.2% 520,481
Astra Wealth Partners LLC -150 -0.3% 54,495

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms