Cambria Global Value is an exchange-traded fund on BATS. As of Q3 2025, 51 institutional investors hold shares in this ETF, with total holdings valued at $158.4M. Cambria Investment Management, L.P. is the largest holder with a position valued at $34.8M.
Overview of institutional ownership in GVAL as of Q3 2025
Institutions with the largest positions in GVAL as of Q3 2025
| Institution | Position Value |
|---|---|
Cambria Investment Management, L.P. ETF Provider | $34.8M 2.02% of portfolio |
ALM First Financial Advisors, LLC RIA/Wealth | $28.8M 5.81% of portfolio |
SMI Advisory Services, LLC RIA/Wealth | $17.4M 3.30% of portfolio |
L LPL Financial LLC Institution | $11.4M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $10.9M 0.00% of portfolio |
Empowered Funds, LLC ETF Provider | $6.0M 0.06% of portfolio |
ALTFEST L J & CO INC RIA/Wealth | $5.2M 0.58% of portfolio |
Del-Sette Capital Management, LLC RIA/Wealth | $4.6M 2.85% of portfolio |
Rockport Wealth LLC RIA/Wealth | $4.3M 0.88% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $4.3M 0.00% of portfolio |
Institutional buying and selling activity for GVAL in Q3 2025
| Institution | Net Bought |
|---|---|
Cambria Investment Management, L.P. ETF Provider | +$14.2M +485.1K shares |
MORGAN STANLEY RIA/Wealth | +$10.0M +341.1K shares |
Empowered Funds, LLC ETF Provider | +$6.0M +206.7K shares |
Rockport Wealth LLC RIA/Wealth | +$4.3M +147.2K shares |
L LPL Financial LLC Institution | +$3.9M +132.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$3.9M +131.9K shares |
Summit Financial, LLC RIA/Wealth | +$3.1M +106.3K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$2.8M +96.7K shares |
Geneos Wealth Management Inc. RIA/Wealth | +$1.9M +65.7K shares |
Fortis Group Advisors, LLC RIA/Wealth | +$1.7M +58.1K shares |
| Institution | Net Sold |
|---|---|
SMI Advisory Services, LLC RIA/Wealth | −$2.8M −95.7K shares |
Mutual Advisors, LLC RIA/Wealth | −$1.4M −48.4K shares |
F FLOW TRADERS U.S. LLC Institution | −$1.1M −40.1K shares |
LEVEL FOUR ADVISORY SERVICES, LLC RIA/Wealth | −$353.9K −12.1K shares |
V Virtu Financial LLC Institution | −$313.3K −11.5K shares |
BANK OF AMERICA CORP /DE/ Institution | −$146.2K −5.0K shares |
WELLS FARGO & COMPANY/MN Institution | −$71.1K −2.6K shares |
Betterment LLC RIA/Wealth | −$59.5K −2.0K shares |
Whitcomb & Hess, Inc. RIA/Wealth | −$46.6K −1.6K shares |
Beacon Capital Management, Inc. RIA/Wealth | −$21.8K −745.0 shares |
Institutions that initiated new positions or completely exited GVAL in Q3 2025
| Institution | Position Value |
|---|---|
Empowered Funds, LLC ETF Provider | $6.0M 206.7K shares |
Rockport Wealth LLC RIA/Wealth | $4.3M 147.2K shares |
Summit Financial, LLC RIA/Wealth | $3.1M 106.3K shares |
Fortis Group Advisors, LLC RIA/Wealth | $1.7M 58.1K shares |
D DAVIDSON D A & CO Institution | $914.8K 31.3K shares |
H HRT FINANCIAL LLC Institution | $573.6K 19.6K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $377.2K 12.9K shares |
National Asset Management, Inc. RIA/Wealth | $321.4K 11.0K shares |
W WMG Financial Advisors, LLC RIA/Wealth | $292.3K 10.0K shares |
G GRIFFIN ASSET MANAGEMENT, INC. Institution | $266.1K 9.1K shares |
| Institution | Previous Position |
|---|---|
F FLOW TRADERS U.S. LLC Institution | $1.1M 40.1K shares |
V Virtu Financial LLC Institution | $313.3K 11.5K shares |
WELLS FARGO & COMPANY/MN Institution | $71.1K 2.6K shares |
Mount Yale Investment Advisors, LLC RIA/Wealth | $2.0K 74.0 shares |
Institutions with the largest Call and Put options positions in GVAL as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with GVAL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ALM First Financial Advisors, LLC RIA/Wealth | 5.81% $28.8M |
SMI Advisory Services, LLC RIA/Wealth | 3.30% $17.4M |
Del-Sette Capital Management, LLC RIA/Wealth | 2.85% $4.6M |
Cambria Investment Management, L.P. ETF Provider | 2.02% $34.8M |
M McGrath & Associates, Inc. Institution | 1.84% $1.2M |
Rockport Wealth LLC RIA/Wealth | 0.88% $4.3M |
ALTFEST L J & CO INC RIA/Wealth | 0.58% $5.2M |
Fortis Group Advisors, LLC RIA/Wealth | 0.30% $1.7M |
Vanguard Capital Wealth Advisors RIA/Wealth | 0.21% $262.0K |
Jaffetilchin Investment Partners, LLC RIA/Wealth | 0.10% $1.7M |
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