Cambria Trinity ETF (TRTY) Institutional Ownership $25.91 +0.61 (+2.42%) As of 01/21/2025 03:56 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for Cambria Trinity ETF (BATS:TRTY)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$6.48MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$325.13K Get TRTY Insider Trade Alerts Want to know when executives and insiders are buying or selling Cambria Trinity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data TRTY Institutional Buying and Selling by Quarter Cambria Trinity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/15/2025 ALM First Financial Advisors LLC2,043,730$50.88M11.3%+12.0%48.660% 1/15/2025 Fermata Advisors LLC134,665$3.40M0.6%+3.2%3.206% 10/9/2024 Fermata Advisors LLC130,491$3.43M0.7%-8.0%3.107% 8/14/2024Delap Wealth Advisory LLC10,440$267K0.1%N/A0.249% 7/13/2024 Fermata Advisors LLC141,822$3.63M0.8%-0.8%3.377% 4/12/2024 Fermata Advisors LLC142,918$3.71M0.8%+3.9%2.947% 3/8/2024ICA Group Wealth Management LLC29,416$739K0.2%+7.6%0.607% 2/6/2024Lincoln National Corp44,829$1.13M0.0%+1.2%0.924% 2/1/2024RWA Wealth Partners LLC15,277$384K0.0%N/A0.315% 1/19/2024 Fermata Advisors LLC137,578$3.46M0.8%+11.1%2.837% Get the Latest News and Ratings for TRTY and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Cambria Trinity ETF and its competitors with MarketBeat's FREE daily newsletter. 11/30/2023ARQ Wealth Advisors LLC90,805$2.22M1.7%-14.5%1.872% 11/13/2023Mariner LLC137,193$3.35M0.0%+0.5%2.829% 11/13/2023Kestra Advisory Services LLC80,275$1.96M0.0%+68.7%1.655% 11/7/2023 Fermata Advisors LLC123,887$3.03M0.9%+14.0%2.554% 11/6/2023Lincoln National Corp44,302$1.08M0.0%+8.8%0.913% 10/11/2023Polaris Wealth Advisory Group LLC15,277$374K0.0%N/A0.315% 10/11/2023CWM LLC3,030$74K0.0%-31.0%0.062% 8/18/2023ARQ Wealth Advisors LLC106,253$2.62M1.7%+14.2%2.191% 8/11/2023Kestra Advisory Services LLC47,575$1.17M0.0%-28.1%0.981% 8/10/2023Cetera Advisors LLC66,780$1.65M0.0%-8.9%1.377% 8/7/2023Lincoln National Corp40,701$1.00M0.0%-4.4%0.839% 8/4/2023Parallel Advisors LLC2,940$73K0.0%-25.3%0.061% 8/3/2023CWM LLC4,393$108K0.0%+36.3%0.091% 7/31/2023LPL Financial LLC14,515$358K0.0%-52.8%0.299% 7/24/2023 Fermata Advisors LLC108,679$2.68M2.4%+64.2%2.264% 5/15/2023ICA Group Wealth Management LLC8,707$214K0.1%+243.9%0.181% 5/9/2023ARQ Wealth Advisors LLC93,063$2.29M1.7%N/A1.939% 5/2/2023Lincoln National Corp42,563$1.05M0.0%+63.4%0.887% 5/1/2023CWM LLC3,222$79K0.0%N/A0.067% 4/25/2023Parallel Advisors LLC3,935$97K0.0%+35.7%0.082% 4/14/2023 Wealth Management Partners LLC8,150$201K0.1%N/A0.166% 4/13/2023 Fermata Advisors LLC66,181$1.63M1.0%-24.5%1.351% 2/9/2023HighTower Advisors LLC101,336$2.53M0.0%+166.7%0.000% 2/8/2023Lincoln National Corp26,042$650K0.0%+185.1%0.000% 2/7/2023LPL Financial LLC28,643$715K0.0%N/A0.000% 2/6/2023Parallel Advisors LLC2,900$72K0.0%+107.1%0.000% 1/31/2023Kestra Advisory Services LLC65,131$1.63M0.0%+5.4%0.000% 1/17/2023 ALM First Financial Advisors LLC1,825,000$45.58M19.4%N/A0.000% 1/13/2023Dynamic Advisor Solutions LLC27,879$696K0.0%+59.0%0.000% (Data available from 1/1/2016 forward) TRTY Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of TRTY shares? During the previous two years, 16 institutional investors and hedge funds held shares of Cambria Trinity ETF. The most heavily invested institutionals were ALM First Financial Advisors LLC ($50.88M), Fermata Advisors LLC ($3.40M), Mariner LLC ($3.35M), HighTower Advisors LLC ($2.53M), ARQ Wealth Advisors LLC ($2.22M), Kestra Advisory Services LLC ($1.96M), and Cetera Advisors LLC ($1.65M).Learn more on TRTY's institutional investors. Which institutional investors have been buying Cambria Trinity ETF stock? Of the 15 institutional investors that purchased Cambria Trinity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ALM First Financial Advisors LLC ($218.73K), ARQ Wealth Advisors LLC ($106.25K), Fermata Advisors LLC ($80.91K), HighTower Advisors LLC ($63.34K), Lincoln National Corp ($37.56K), Kestra Advisory Services LLC ($36.04K), and LPL Financial LLC ($28.64K). How much institutional buying is happening at Cambria Trinity ETF? Institutional investors have bought a total of 636,512 shares in the last 24 months. This purchase volume represents approximately $15.87M in transactions. Which Cambria Trinity ETF major shareholders have been selling company stock? The following institutional investors have sold Cambria Trinity ETF stock in the last 24 months: Fermata Advisors LLC ($33.87K), Kestra Advisory Services LLC ($18.60K), LPL Financial LLC ($16.23K), ARQ Wealth Advisors LLC ($15.45K), Cetera Advisors LLC ($6.56K), Lincoln National Corp ($1.86K), and CWM LLC ($1.36K). How much institutional selling is happening at Cambria Trinity ETF? Institutional investors have sold a total of 94,935 shares in the last 24 months. This volume of shares sold represents approximately $2.36M in transactions. Related Companies RAAX Major Shareholders TFPN Major Shareholders XRLX Major Shareholders DALT Major Shareholders BDRY Major Shareholders HDG Major Shareholders FIG Major Shareholders RLY Major Shareholders RPAR Major Shareholders QAI Major Shareholders This page (BATS:TRTY) was last updated on 1/22/2025 by MarketBeat.com Staff From Our PartnersBill Gates’ is about to mint millionaires (again) with Stargate.This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | SponsoredDid You See Trump’s Manhattan Project Bombshell?This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...Banyan Hill Publishing | SponsoredTrump currency shock imminentTrump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...Stansberry Research | SponsoredJanuary 29th - the next big trading catalyst to watch Mark your calendar for January 29th. 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