Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cambria ETF Tr (GVAL)

81 + Investors. Track Smart Money conviction in GVAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
6Q ▲
Buyers last Q
66%

Smart Money Signals — GVAL

Based on 82 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added GVAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
82 hedge funds hold GVAL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +100% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+100% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 66% buying

57 buying29 selling
Last quarter: 57 funds were net buyers (20 opened a brand new position + 37 added to an existing one). Only 29 were sellers (18 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 11 → 27 → 20. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 26% long-term, 49% new

■ 26% conviction (2yr+) ■ 26% medium ■ 49% new
Of the 82 current holders: 21 (26%) held >2 years, 21 held 1–2 years, and 40 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

19 → 16 → 11 → 27 → 20 new funds/Q
New funds entering each quarter: 16 → 11 → 27 → 20. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 65% of holders entered in last year

■ 30% veterans ■ 5% 1-2yr ■ 65% new
Of 82 current holders: 53 (65%) entered in the past year, only 25 (30%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
9 of 81 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GVAL

In 2026 Q2, 57 hedge funds were net buyers of GVAL (20 opened a new position, 37 added to an existing one), while 29 reduced or exited (18 trimmed, 11 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 82.

Hedge Fund Ownership: GVAL

How many hedge funds hold GVAL — quarterly history vs. share price
Quarterly hedge fund ownership of GVAL vs. share price

Market Analysis: GVAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GVAL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: GVAL
81 + Investors

Track Smart Money conviction in GVAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 81 73 10.96%
13F Shares 10M 9M 7.53%
Total Value $325M $285M 14.1%
New Positions 20 27 -7
Increased Positions 37 29 +8
Closed Positions 11 6 +5
Reduced Positions 18 8 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GVAL

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Financial Highlights

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Institutional Holders (2026 Q2)

81 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GVAL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GVAL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ALM First Financial Advisors, LLC 9.49% 1,564,110 $56.3M
2 Optima Capital LLC 2.71% 190,686 $6.9M
3 McGrath & Associates, Inc. 2.04% 43,389 $1.6M
4 Rockport Wealth LLC 1.81% 298,366 $10.7M
5 Cambria Investment Management, L.P. 1.64% 918,444 $33.1M
6 Sound Financial Strategies Group, LLC 1.43% 62,393 $2.2M
7 Miller Global Investments, LLC 1.17% 39,130 $1.4M
8 Stratos Investment Management, LLC 0.88% 678,412 $24.4M
9 Riverbend Wealth Management, LLC 0.88% 48,447 $1.7M
10 Atlas Wealth LLC 0.78% 151,060 $5.4M
11 Fortis Group Advisors, LLC 0.75% 129,988 $4.7M
12 Trek Financial, LLC 0.66% 369,407 $13.3M
13 Per Stirling Capital Management, LLC. 0.64% 186,012 $6.7M
14 Altfest L J & Co Inc 0.62% 178,176 $6.4M
15 Del-Sette Capital Management, LLC 0.61% 29,238 $1.1M
16 Sepio Capital, LP 0.42% 230,805 $8.3M
17 Trademark Financial Management, LLC 0.33% 22,124 $797K
18 Secure Asset Management, LLC 0.24% 47,112 $1.7M
19 Lifetime Wealth Management P.C. 0.22% 10,270 $370K
20 Pekin Hardy Strauss, Inc. 0.20% 62,827 $2.3M
21 Fsa Wealth Partners, INC. 0.17% 18,301 $659K
22 Hbw Advisory Services LLC 0.15% 44,893 $1.6M
23 TCFG Investment Advisors, LLC 0.13% 10,512 $379K
24 Encompass More Asset Management 0.10% 18,743 $675K
25 Legacy Wealth Managment, LLC/ID 0.09% 6,250 $225K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cambria ETF Tr (GVAL)

What does the Smart Money Trend signal show for GVAL?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added GVAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GVAL?

More buyers than sellers — 66% buying: Last quarter: 57 funds were net buyers (20 opened a brand new position + 37 added to an existing one). Only 29 were sellers (18 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GVAL holders?

Smaller funds dominant — 16% AUM from top-100: 9 of 81 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GVAL?

Mixed — 26% long-term, 49% new: Of the 82 current holders: 21 (26%) held >2 years, 21 held 1–2 years, and 40 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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