Who Owns CAMBRIA ETF TR (GVAL)? -- Institutional Holders (2026-03-31)
77 institutions reported holding $295.3M of CAMBRIA ETF TR (GVAL) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($44.5M), Cambria Investment Management, L.P. ($37.2M), ALM First Financial Advisors, LLC ($25.5M), SMI Advisory Services, LLC ($21.2M), Stratos Investment Management, LLC ($13.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $44.5M | 1.3M | Added |
| 2 | Cambria Investment Management, L.P. | $37.2M | 1.1M | Trimmed |
| 3 | ALM First Financial Advisors, LLC | $25.5M | 1.0M | Hold |
| 4 | SMI Advisory Services, LLC | $21.2M | 629,038 | Added |
| 5 | Stratos Investment Management, LLC | $13.5M | 408,299 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $12.7M | 383,945 | Added |
| 7 | JANE STREET GROUP, LLC | $11.9M | 359,977 | New |
| 8 | MML INVESTORS SERVICES, LLC | $11.9M | 359,352 | Added |
| 9 | LPL Financial LLC | $10.2M | 308,933 | Added |
| 10 | Rockport Wealth LLC | $8.6M | 260,085 | Added |
| 11 | D.A. DAVIDSON & CO. | $7.8M | 234,069 | Added |
| 12 | Sepio Capital, LP | $7.6M | 228,933 | New |
| 13 | Empowered Funds, LLC | $7.0M | 210,333 | New |
| 14 | RAYMOND JAMES FINANCIAL INC | $6.8M | 205,113 | Added |
| 15 | ALTFEST L J & CO INC | $5.9M | 176,506 | Trimmed |
| 16 | OPTIMA CAPITAL LLC | $5.6M | 169,356 | Added |
| 17 | Del-Sette Capital Management, LLC | $5.5M | 166,856 | Added |
| 18 | Summit Financial, LLC | $5.0M | 149,759 | Added |
| 19 | Atlas Wealth LLC | $4.6M | 138,212 | Added |
| 20 | Fortis Group Advisors, LLC | $4.6M | 129,213 | Added |
| 21 | Betterment LLC | $2.3M | 70,488 | Trimmed |
| 22 | Pekin Hardy Strauss, Inc. | $2.1M | 62,165 | Added |
| 23 | Sound Financial Strategies Group, LLC | $2.0M | 61,373 | New |
| 24 | Janney Montgomery Scott LLC | $1.9M | 55,892 | Added |
| 25 | Secure Asset Management, LLC | $1.6M | 47,287 | Added |
Source: SEC Form 13F filings · as of 2026-03-31