Cambria Trinity ETF
TRTY
9 hedge funds and large institutions have $80.3M invested in Cambria Trinity ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
12% more capital invested
Capital invested by funds: $71.5M → $80.3M (+$8.88M)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.33% less ownership
Funds ownership: 59.99% → 59.66% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFFA
ALM First Financial Advisors
Dallas,
Texas
|
+$2.77M |
| 2 |
CHWM
Cauble & Harre Wealth Management
Saint Louis,
Missouri
|
+$1.97M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$661K |
| 4 |
BCG
Bravias Capital Group
Iselin,
New Jersey
|
+$220K |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
+$167K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$189K |
| 2 |
LPL Financial
San Diego,
California
|
-$174K |
| 3 |
Morgan Stanley
New York
|
-$4.33K |
| 4 |
TCM
Triumph Capital Management
Denver,
Colorado
|
-$2.85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFFA
1
ALM First Financial Advisors
Dallas,
Texas
| $67.6M | +$2.77M | +91,920 | +4% |
|
|
FA
2
Fermata Advisors
Sonoma,
California
| $4.41M | +$167K | +5,544 | +4% |
|
|
BCG
3
Bravias Capital Group
Iselin,
New Jersey
| $2.55M | +$220K | +7,323 | +9% |
|
|
4
LPL Financial
San Diego,
California
| $2.24M | -$174K | -5,791 | -7% |
|
|
CHWM
5
Cauble & Harre Wealth Management
Saint Louis,
Missouri
| $2.05M | +$1.97M | +65,460 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $768K | -$189K | -6,270 | -20% |
|
|
7
Citadel Advisors
Miami,
Florida
| $656K | +$661K | +21,977 | New |
|
8
National Bank of Canada
Montreal,
Quebec, Canada
| $15.3K | – | – | – |
|
9
Wells Fargo
San Francisco,
California
| $27 | – | – | – |
|
|
10
Morgan Stanley
New York
| – | -$4.33K | -152 | Closed |
|
|
TCM
11
Triumph Capital Management
Denver,
Colorado
| – | -$2.85K | -100 | Closed |
|
TRTY Hedge Fund Activity: Q1 2026 in Review
9 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Cambria Trinity ETF (TRTY) for Q1 2026, worth a combined $80.3M — up 12% from $71.5M a quarter earlier.
Fund positioning in TRTY was balanced in Q1 2026: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was ALM First Financial Advisors, adding an estimated $2.77M. The largest seller was Osaic Holdings, cutting an estimated $189K.
- 9 institutional investors held Cambria Trinity ETF (TRTY) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $80.3M of Cambria Trinity ETF stock for Q1 2026, up 12% quarter-over-quarter.
- 2 funds opened new Cambria Trinity ETF positions in Q1 2026 and 2 closed out, a net change of 0 holders.
- The largest Cambria Trinity ETF buyer in Q1 2026 was ALM First Financial Advisors, an estimated $2.77M added.
- The largest Cambria Trinity ETF seller in Q1 2026 was Osaic Holdings, an estimated $189K sold.
Based on aggregated 13F filings for Q1 2026.