Cambria ETF Trust - MYLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALM First Financial Advisors, LLC | History | New | 365,477 | 11,649 | 1.84% | — | 1 | +365,477 | New | Q3 2026 | Oct 13, 2026 |
| Cambria Investment Management, L.P. | History | No change | 341,943 | 10,922 | 0.54% | 0.54% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 57,462 | 1,831 | 0.28% | 0.3% | 3 | -1,792 | -3.02% | Q3 2026 | Nov 06, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 40,146 | 1,279 | 0.54% | 0.54% | 4 | +862 | 2.19% | Q3 2026 | Oct 16, 2026 |
| Betterment LLC | History | No change | 20,145 | 643 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZEGA Investments, LLC | History | Reduced | 13,387 | 426 | 0.05% | 0.05% | 6 | -1,860 | -12.2% | Q3 2026 | Nov 04, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 10,495 | 334 | 0.06% | 0.05% | 7 | +192 | 1.86% | Q3 2026 | Nov 03, 2026 |
| Ascentis Independent Advisors | History | New | 898 | 28 | 0.0% | — | 8 | +898 | New | Q3 2026 | Nov 03, 2026 |
| UBS Group AG | History | Added to | 291 | 9 | 0.0% | 0.0% | 9 | +130 | 80.75% | Q3 2026 | Nov 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 85 | 2 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q3 2026 | Nov 12, 2026 |
| Centric Wealth Management | History | Closed out | 0 | 0 | — | 0.09% | — | -18,435 | -100.0% | Q3 2026 | Nov 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |