CUSIP 132061409GLOBAL VALUE ETFGVALQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cambria Investment Management, L.P. | 1.20M | $37.64M |
| 2 | Alm First Financial Advisors, LLC | 1.02M | $31.01M |
| 3 | Smi Advisory Services, LLC | 610.3K | $20.04M |
| 4 | Morgan Stanley | 412.2K | $12.97M |
| 5 | Mml Investors Services, LLC | 329.1K | $10.36M |
| 6 | Envestnet Asset Management Inc | 319.4K | $10.05M |
| 7 | Lpl Financial LLC | 221.8K | $6.98M |
| 8 | Rockport Wealth LLC | 191.2K | $6.02M |
| 9 |
| Altfest L J & Co Inc |
| 177.7K |
| $5.59M |
| 10 | Raymond James Financial Inc | 168.7K | $5.31M |