Cambria Trinity ETF
TRTY
9 hedge funds and large institutions have $71.5M invested in Cambria Trinity ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
2% more capital invested
Capital invested by funds: $70.3M → $71.5M (+$1.11M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.83% less ownership
Funds ownership: 60.82% → 59.99% (-0.83%)
18% less funds holding
Funds holding: 11 → 9 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.03M |
| 2 |
FA
Fermata Advisors
Sonoma,
California
|
+$120K |
| 3 |
BCG
Bravias Capital Group
Iselin,
New Jersey
|
+$16.8K |
| 4 |
Morgan Stanley
New York
|
+$4.26K |
| 5 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$2.82K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$943K |
| 2 |
GS
GTS Securities
New York
|
-$448K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$239K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$79.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFFA
1
ALM First Financial Advisors
Dallas,
Texas
| $61.9M | – | – | – |
|
|
FA
2
Fermata Advisors
Sonoma,
California
| $4.05M | +$120K | +4,259 | +3% |
|
|
3
LPL Financial
San Diego,
California
| $2.31M | +$1.03M | +36,644 | +83% |
|
|
BCG
4
Bravias Capital Group
Iselin,
New Jersey
| $2.22M | +$16.8K | +596 | +0.8% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $912K | -$79.6K | -2,821 | -8% |
|
6
National Bank of Canada
Montreal,
Quebec, Canada
| $14.6K | – | – | – |
|
|
7
Morgan Stanley
New York
| $4.33K | +$4.26K | +151 | +15,100% |
|
|
TCM
8
Triumph Capital Management
Denver,
Colorado
| $2.85K | +$2.82K | +100 | New |
|
9
Wells Fargo
San Francisco,
California
| $27 | – | – | – |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$943K | -33,885 | Closed |
|
|
GS
11
GTS Securities
New York
| – | -$448K | -16,102 | Closed |
|
|
12
Envestnet Asset Management
Chicago,
Illinois
| – | -$239K | -8,604 | Closed |
|
TRTY Hedge Fund Activity: Q4 2025 in Review
9 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q4 2025, worth a combined $71.5M — up 1.6% from $70.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of TRTY and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 4 added.
The largest buyer was LPL Financial, adding an estimated $1.03M. The largest seller was Citadel Advisors, exiting entirely with an estimated $943K sold.
- 9 institutional investors held Cambria Trinity ETF (TRTY) as of Q4 2025, down from 11 in Q3 2025.
- Funds reported $71.5M of Cambria Trinity ETF stock for Q4 2025, up 1.6% quarter-over-quarter.
- 1 fund opened new Cambria Trinity ETF positions in Q4 2025 and 3 closed out, a net change of -2 holders.
- The largest Cambria Trinity ETF buyer in Q4 2025 was LPL Financial, an estimated $1.03M added.
- The largest Cambria Trinity ETF seller in Q4 2025 was Citadel Advisors, an estimated $943K sold.
Based on aggregated 13F filings for Q4 2025.