CFIT — Cambria ETF Tr Institutional Holders · Q2 2026
Who owns Cambria ETF Tr (CFIT)? 13 institutions reported holding $27.80M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Sound Financial Strategies Group, LLC ($15.2M), ORG Wealth Partners, LLC ($6.1M), Atria Investments, Inc ($3.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Financial Strategies Group, LLC | $15.2M | 584,134 | New |
| 2 | ORG Wealth Partners, LLC | $6.1M | 234,935 | Trimmed |
| 3 | Atria Investments, Inc | $3.7M | 140,804 | Added |
| 4 | Betterment LLC | $1.5M | 58,617 | Added |
| 5 | Evergreen Wealth Solutions, LLC | $755,914 | 28,967 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $415,846 | 15,948 | Added |
| 7 | UBS Group AG | $42,033 | 1,612 | Added |
| 8 | ASSETMARK, INC | $27,640 | 1,060 | New |
| 9 | Steward Partners Investment Advisory, LLC | $2,138 | 82 | Hold |
| 10 | SANDERS MORRIS HARRIS LLC | $0 | 0 | Exited |
| 11 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 12 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 13 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30