Who Owns Cambria Trinity ETF (TRTY)?Hedge Fund & Institutional Holders
Institutional Holders
10
as of Q4 2025
Total Institutional Value
$61942404922242.0T
% of Float Held
—
QoQ Change in Holders
+3 / -2
Price History
TRTY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ALM First Financial Advisors, LLC | New Position | +2.2M | +$61.9M |
| Bravias Capital Group, LLC | New Position | +78K | +$2.2M |
| Triumph Capital Management | New Position | +100 | +$2K |
| MORGAN STANLEY | Increased | +151 | +$-37K |
| LPL Financial LLC | Increased | +37K | +$-1.2B |
| Fermata Advisors, LLC | Increased | +4K | +$-3.8B |
TRTY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | Decreased | -3K | -$968.6M |
| CITADEL ADVISORS LLC | Closed Position | -34K | -$943.0M |
| GTS SECURITIES LLC | Closed Position | -16K | -$448.1M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALM First Financial Advisors, LLC | 2,200,716 | $61.9M | 12.27% | Share |
| 2 | Fermata Advisors, LLC | 142,135 | $4.0M | 0.97% | Share |
| 3 | Bravias Capital Group, LLC | 78,070 | $2.2M | 1.34% | Share |
| 4 | LPL Financial LLC | 80,927 | $2.0M | 0.00% | Share |
| 5 | Triumph Capital Management | 100 | $2K | 0.00% | Share |
| 6 | NATIONAL BANK OF CANADA /FI/ | 511 | $0 | 0.00% | Share |
| 7 | WELLS FARGO & COMPANY/MN | 1 | $0 | 0.00% | Share |
| 8 | OSAIC HOLDINGS, INC. | 32,005 | $0 | 0.00% | Share |
| 9 | MORGAN STANLEY | 151 | $0 | 0.00% | Share |
| 10 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
TRTY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 9 | $70.2M | +1 |
| Q3 2025 | 8 | $7.4B | -4 |
| Q2 2025 | 12 | $66.2B | +1 |
| Q1 2025 | 11 | $64.2B | +0 |
| Q4 2024 | 11 | $6.6B | +1 |
| Q3 2024 | 10 | $3.0T | -2 |
| Q2 2024 | 12 | $3.4T | -3 |
| Q1 2024 | 15 | $3.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 10 institutional investors hold TRTY (Cambria Trinity ETF). The largest holder is ALM First Financial Advisors, LLC with $61.9M in shares. This quarter, 3 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own TRTY?
As of Q4 2025, 10 institutional investors report holding TRTY (Cambria Trinity ETF) in their 13F filings.
Who is the largest institutional holder of TRTY?
The largest institutional holder of TRTY is ALM First Financial Advisors, LLC with $61.9M in shares.
Is institutional ownership of TRTY increasing or decreasing?
This quarter, 3 institutions opened new positions in TRTY and 2 closed their positions.