Cambria ETF Trust - CFIT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sound Financial Strategies Group, LLC | History | Reduced | 581,591 | 14,656 | 9.87% | 9.67% | 1 | -2,543 | -0.44% | Q3 2026 | Oct 30, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 283,315 | 7,139 | 1.18% | 0.92% | 2 | +48,380 | 20.59% | Q3 2026 | Nov 03, 2026 |
| Atria Investments, Inc | History | Added to | 172,575 | 4,348 | 0.04% | 0.04% | 3 | +31,771 | 22.56% | Q3 2026 | Oct 15, 2026 |
| Betterment LLC | History | No change | 58,617 | 1,529 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 28,967 | 755 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 15,948 | 415 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Ascentis Independent Advisors | History | New | 15,796 | 398 | 0.02% | — | 7 | +15,796 | New | Q3 2026 | Nov 03, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 12,935 | 327 | 0.04% | — | 8 | +12,935 | New | Q3 2026 | Oct 14, 2026 |
| UBS Group AG | History | No change | 1,612 | 42 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 82 | 2 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,060 | -100.0% | Q3 2026 | Oct 21, 2026 |