Cambria Global Momentum

GMOM • BATS

Cambria Global Momentum is an exchange-traded fund on BATS. As of Q3 2025, 25 institutional investors hold shares in this ETF, with total holdings valued at $106.2M. ALM First Financial Advisors, LLC is the largest holder with a position valued at $61.0M.

Overview

Overview of institutional ownership in GMOM as of Q3 2025

All Institutions

Institutions: 25
Value Held: $106.2M
Shares Held: 3.3M
Avg Position: $4.2M
Median Position: $462.1K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in GMOM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
ALM First Financial Advisors, LLC RIA/Wealth	Anthony G Tidswell President	$61.0M 12.31% of portfolio	1.9M shares	Q4 2022 Held for 2y 11m	$495.5M
Betterment LLC RIA/Wealth	Sarah Kirshbaum Levy CEO	$12.0M 0.03% of portfolio	372.0K shares	Q4 2018 Held for 6y 11m	$47.3B
Cambria Investment Management, L.P. ETF Provider	Mebane Thadley Faber CEO	$11.9M 0.69% of portfolio	367.5K shares	Q4 2018 Held for 6y 11m	$1.7B
Bravias Capital Group, LLC RIA/Wealth	Richard Ross Zeitz President	$7.8M 5.22% of portfolio	240.7K shares	Q4 2024 Held for 11 months	$149.0M
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$2.7M 0.00% of portfolio	84.0K shares	Q1 2024 Held for 1y 8m	$85.4B
ARVEST INVESTMENTS, INC. RIA/Wealth	Asa Anderson Cottrell CEO	$2.5M 0.36% of portfolio	77.5K shares	Q4 2023 Held for 1y 11m	$697.0M
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$1.8M 0.00% of portfolio	55.9K shares	Q4 2024 Held for 11 months	$310.43B
J JANE STREET GROUP, LLC Institution	-	$1.4M 0.00% of portfolio	42.5K shares	Q1 2024 Held for 1y 8m	$84.1B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$1.0M 0.00% of portfolio	31.8K shares	Q2 2022 Held for 3y 5m	$71.1B
A Advisor Group Holdings, Inc. Institution	-	$756.1K 0.00% of portfolio	23.5K shares	Q1 2020 Held for 5y 8m	$71.0B

Net Capital Flow

Institutional buying and selling activity for GMOM in Q3 2025

Traded: −$778.7K
Buyers: 8
Sellers: 12
Total Bought: +$722.1K
Total Sold: −$1.5M
Avg Position: $4.1M

Biggest Buyers

Institution	Net Bought	Current Position
Bravias Capital Group, LLC RIA/Wealth	+$292.6K +9.0K shares	$7.8M 240.7K shares
J JANE STREET GROUP, LLC Institution	+$218.4K +6.8K shares	$1.4M 42.5K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$118.7K +3.7K shares	$1.8M 55.9K shares
A Advisor Group Holdings, Inc. Institution	+$72.4K +2.2K shares	$756.1K 23.5K shares
L LPL Financial LLC Institution	+$19.9K +616.0 shares	$694.0K 21.5K shares
R ROYAL BANK OF CANADA Institution	+$32.3 +1.0 shares	$8.4K 259.0 shares
WELLS FARGO & COMPANY/MN Institution	+$3.1 +0.1 shares	$14.0 0.4 shares
JPMORGAN CHASE & CO Institution	+$0.3 +0.0 shares	$9.0 0.3 shares

Biggest Sellers

Institution	Net Sold	Current Position
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$574.9K −17.8K shares	$1.0M 31.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$542.9K −18.3K shares	Sold Off 0 shares
GWN SECURITIES INC. RIA/Wealth	−$96.3K −3.0K shares	$571.7K 17.7K shares
UBS Group AG Institution	−$70.2K −2.2K shares	$194.4K 6.0K shares
Cambria Investment Management, L.P. ETF Provider	−$55.3K −1.7K shares	$11.9M 367.5K shares
Cetera Investment Advisers RIA/Wealth	−$42.0K −1.3K shares	$2.7M 84.0K shares
Mutual Advisors, LLC RIA/Wealth	−$30.9K −944.0 shares	$462.1K 14.1K shares
Betterment LLC RIA/Wealth	−$27.7K −858.0 shares	$12.0M 372.0K shares
Lifeworks Advisors, LLC RIA/Wealth	−$27.3K −844.0 shares	$451.4K 14.0K shares
Ausdal Financial Partners, Inc. RIA/Wealth	−$27.3K −843.0 shares	$241.0K 7.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited GMOM in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 1
Exited Value: $542.9K

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$542.9K 18.3K shares

Options Activity

Institutions with the largest Call and Put options positions in GMOM as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with GMOM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ALM First Financial Advisors, LLC RIA/Wealth	Anthony G Tidswell President	12.31% $61.0M	1.9M shares	Q4 2022 Held for 2y 11m	$495.5M
Bravias Capital Group, LLC RIA/Wealth	Richard Ross Zeitz President	5.22% $7.8M	240.7K shares	Q4 2024 Held for 11 months	$149.0M
Cambria Investment Management, L.P. ETF Provider	Mebane Thadley Faber CEO	0.69% $11.9M	367.5K shares	Q4 2018 Held for 6y 11m	$1.7B
ARVEST INVESTMENTS, INC. RIA/Wealth	Asa Anderson Cottrell CEO	0.36% $2.5M	77.5K shares	Q4 2023 Held for 1y 11m	$697.0M
GWN SECURITIES INC. RIA/Wealth	Denis Stephen Walsh CEO	0.13% $571.7K	17.7K shares	Q4 2024 Held for 11 months	$425.9M
Lifeworks Advisors, LLC RIA/Wealth	Ronald Shane Bullis CEO	0.06% $451.4K	14.0K shares	Q3 2024 Held for 1y 2m	$744.8M
Professional Financial Advisors, LLC RIA/Wealth	Kam-Lin Kok President	0.06% $267.3K	8.3K shares	Q4 2019 Held for 5y 11m	$475.2M
Betterment LLC RIA/Wealth	Sarah Kirshbaum Levy CEO	0.03% $12.0M	372.0K shares	Q4 2018 Held for 6y 11m	$47.3B
Ausdal Financial Partners, Inc. RIA/Wealth	David Bruce Roberts President	0.01% $241.0K	7.5K shares	Q1 2025 Held for 8 months	$2.0B
Mutual Advisors, LLC RIA/Wealth	Aaron T Jasper CEO	0.01% $462.1K	14.1K shares	Q4 2022 Held for 2y 11m	$4.5B