Who owns ENDW?
Cambria Endowment Style ETF · Cambria
14 institutions reported holding ENDW, worth $102.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ENDW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $62.0M | 1,827,130 | +13,844 shares |
| Private Wealth Asset Management, LLC | Omaha, NE | $11.4M | 339,594 | No change |
| NewEdge Advisors, LLC | New Orleans, LA | $11.2M | 335,440 | −1,091 shares |
| Fermata Advisors, LLC | Sonoma, CA | $6.2M | 184,765 | +2,537 shares |
| Apeiron RIA LLC | Dallas, TX | $3.6M | 108,745 | −7,374 shares |
| Natixis Advisors, LLC | Boston, MA | $2.9M | 87,858 | No change |
| Onyx Bridge Wealth Group LLC | Tarrytown, NY | $2.7M | 81,799 | +61,204 shares |
| Frazier Financial Advisors, LLC | Columbus, OH | $559K | 16,712 | +20 shares |
| Kesler, Norman & Wride, LLC | Ogden, UT | $432K | 12,912 | +2,866 shares |
| Maridea Wealth Management LLC | Brooklyn, NY | $385K | 11,525 | +553 shares |
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 ENDW?
14 institutional managers reported holding ENDW in Form 13F filings for June 30, 2026, worth $102.4M in total. The largest reported position was held by Wealth Enhancement Advisory Services, LLC, at $62.0M.
Did institutions buy or sell ENDW last quarter?
Reported 13F value rose 20.7% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 1 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 ENDW 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.