DaveManuel.com · Institutional Ownership · Who Owns It
CAMBRIA ETF TR (GMOM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
23
Reporting holders
$37.8M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Betterment LLC | $11.6M | 326,159 | 0.02% | 31q | -2.5%-$297.2K |
| Bravias Capital Group, LLC | $10.3M | 287,856 | 6.08% | 7q | HELD |
| Cetera Investment Advisers | $2.9M | 82,821 | 0.00% | 10q | HELD |
| ARVEST INVESTMENTS, INC. | $2.7M | 74,450 | 0.32% | 11q | +2.8%+$71.9K |
| LPL Financial LLC | $2.6M | 73,227 | 0.00% | 31q | +54.6%+$920.8K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 56,716 | 0.00% | 7q | -8.8%-$193.7K |
| OSAIC HOLDINGS, INC. | $1.3M | 35,604 | 0.00% | 26q | +73.9%+$538.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 32,574 | 0.00% | 17q | +11.0%+$115.3K |
| GWN SECURITIES INC. | $749.3K | 21,042 | 0.13% | 7q | -6.1%-$48.5K |
| Mutual Advisors, LLC | $460.3K | 12,926 | 0.01% | 15q | -3.7%-$17.7K |
| TRUIST FINANCIAL CORP | $302.7K | 8,500 | 0.00% | 17q | HELD |
| Professional Financial Advisors, LLC | $289.7K | 8,135 | 0.05% | 27q | HELD |
| Range Advisory, LLC | $282.4K | 7,932 | 0.03% | 3q | HELD |
| Brookwood Investment Group LLC | $270.9K | 7,607 | 0.03% | 2q | +3.6%+$9.4K |
| SYKON CAPITAL LLC | $254.8K | 7,156 | 0.08% | new | NEW |
| Wealthcare Advisory Partners LLC | $228.3K | 6,411 | 0.00% | 2q | +1.2%+$2.7K |
| PKS Advisory Services, LLC | $204.8K | 5,750 | 0.03% | new | NEW |
| MORGAN STANLEY | $106.9K | 3,001 | 0.00% | 30q | +300000.0%+$106.8K |
| ROTHSCHILD INVESTMENT LLC | $72.1K | 2,025 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $39.6K | 1,112 | 0.00% | 2q | -63.4%-$68.7K |
| Steward Partners Investment Advisory, LLC | $2.4K | 67 | 0.00% | 29q | HELD |
| WELLS FARGO & COMPANY/MN | $25 | 1 | 0.00% | 14q | HELD |
| JPMORGAN CHASE & CO | $10 | none filed | 0.00% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $3.5M | 91,645 | 0 | 1 | 2 | 0.0% |
| Q2 2026 | 23 | $37.8M | 1,061,072 | 2 | 7 | 5 | 0.0% |
| Q1 2026 | 25 | $103.8M | 2,927,829 | 5 | 4 | 10 | 0.0% |
| Q4 2025 | 23 | $108.6M | 3,257,650 | 2 | 5 | 6 | 0.0% |
| Q3 2025 | 25 | $106.2M | 3,300,339 | 0 | 5 | 9 | 0.0% |
| Q2 2025 | 26 | $98.1M | 3,326,175 | 1 | 5 | 12 | 0.0% |
| Q1 2025 | 28 | $94.4M | 3,315,756 | 3 | 7 | 12 | 0.0% |
| Q4 2024 | 30 | $92.4M | 3,223,917 | 2 | 2 | 12 | 0.0% |
| Q3 2024 | 31 | $90.3M | 3,051,747 | 3 | 1 | 20 | 0.0% |
| Q2 2024 | 31 | $141.1M | 4,947,520 | 1 | 5 | 14 | 0.0% |
| Q1 2024 | 33 | $150.7M | 5,177,366 | 5 | 9 | 10 | 0.0% |
| Q4 2023 | 36 | $136.1M | 4,952,761 | 5 | 6 | 12 | 0.0% |
| Q3 2023 | 33 | $137.7M | 5,109,450 | 3 | 7 | 13 | 0.0% |
| Q2 2023 | 39 | $144.9M | 5,233,259 | 3 | 10 | 15 | 0.0% |
| Q1 2023 | 40 | $147.6M | 5,348,204 | 5 | 15 | 13 | 0.0% |
| Q4 2022 | 39 | $152.1M | 5,370,630 | 8 | 13 | 11 | 0.0% |
| Q3 2022 | 34 | $1.1B | 37,099,349 | 7 | 9 | 7 | 0.0% |
| Q2 2022 | 30 | $765.1M | 25,945,144 | 14 | 7 | 4 | 0.0% |
| Q1 2022 | 18 | $45.4M | 1,407,987 | 2 | 8 | 3 | 0.0% |
| Q4 2021 | 18 | $43.5M | 1,375,731 | 0 | 6 | 2 | 0.0% |
| Q3 2021 | 17 | $40.8M | 1,394,333 | 1 | 4 | 4 | 0.0% |
| Q2 2021 | 18 | $41.2M | 1,369,248 | 3 | 3 | 7 | 0.0% |
| Q1 2021 | 16 | $41.1M | 1,440,648 | 2 | 5 | 5 | 0.0% |
| Q4 2020 | 18 | $38.6M | 1,489,755 | 2 | 4 | 7 | 0.0% |
| Q3 2020 | 16 | $39.2M | 1,633,535 | 0 | 5 | 7 | 0.0% |
| Q2 2020 | 17 | $41.8M | 1,775,450 | 1 | 3 | 10 | 0.0% |
| Q1 2020 | 17 | $44.4M | 1,947,788 | 2 | 5 | 7 | 0.0% |
| Q4 2019 | 19 | $57.5M | 2,244,900 | 2 | 4 | 7 | 0.0% |
| Q3 2019 | 21 | $73.6M | 2,909,286 | 3 | 4 | 8 | 0.0% |
| Q2 2019 | 20 | $76.3M | 3,032,769 | 3 | 6 | 7 | 0.0% |
| Q1 2019 | 18 | $79.4M | 3,161,005 | 3 | 4 | 7 | 0.0% |
| Q4 2018 | 18 | $77.5M | 3,190,013 | 1 | 0 | 1 | 0.0% |