Who owns CFIT?
Cambria Fixed Income Trend ETF · Cambria
9 institutions reported holding CFIT, worth $27.8M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of CFIT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sound Financial Strategies Group, LLC | Madison, MS | $15.2M | 584,134 | New position |
| Ascentis Wealth Management, LLC | Dallas, TX | $6.1M | 234,935 | −5,833 shares |
| Atria Investments, Inc | Charlotte, NC | $3.7M | 140,804 | +5,197 shares |
| Betterment LLC | New York, NY | $1.5M | 58,617 | +325 shares |
| Kintra Wealth, LLC | Williamsport, PA | $756K | 28,967 | New position |
| Envestnet Asset Management Inc. | Berwyn, PA | $416K | 15,948 | +3,031 shares |
| UBS Group AG | Zurich, Switzerland | $42K | 1,612 | +528 shares |
| Assetmark, Inc. | Concord, CA | $28K | 1,060 | New position |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $2K | 82 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CFIT?
9 institutional managers reported holding CFIT in Form 13F filings for June 30, 2026, worth $27.8M in total. The largest reported position was held by Sound Financial Strategies Group, LLC, at $15.2M.
Did institutions buy or sell CFIT last quarter?
Reported 13F value rose 110.0% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CFIT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.