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Alpha Architect Tail Risk ETF (CAOS) Institutional Ownership

$88.82 +0.14 (+0.15%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Alpha Architect Tail Risk ETF (BATS:CAOS)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$77.62M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.38M
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CAOS Institutional Buying and Selling by Quarter

Alpha Architect Tail Risk ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025Jane Street Group LLC4,046$356K0.0%N/A0.096%
5/16/2025Empowered Funds LLC14,102$1.24M0.0%N/A0.334%
5/16/2025Ancora Advisors LLC4,890$430K0.0%-23.4%0.116%
5/15/2025OLD Mission Capital LLC23,524$2.07M0.0%+191.4%0.557%
5/14/2025Valley Financial Group Inc.130,767$11.50M7.6%+12.5%3.099%
5/14/2025Entrewealth LLC4,159$366K0.3%N/A0.099%
5/13/2025HighTower Advisors LLC35,957$3.16M0.0%N/A0.852%
5/9/2025Bravias Capital Group LLC12,228$1.08M0.9%+38.0%0.290%
5/9/2025PNC Financial Services Group Inc.2,721$239K0.0%N/A0.064%
5/7/2025Empirical Finance LLC49,457$4.35M0.3%+2.6%1.172%
5/1/2025Austin Wealth Management LLC7,966$706K0.1%+172.8%0.189%
4/30/2025Jessup Wealth Management Inc2,661$234K0.1%N/A0.063%
4/25/2025L.K. Benson & Company P.C.20,797$1.83M1.3%+85.4%0.514%
4/22/2025Continuum Wealth Advisors LLC310,166$27.28M14.0%+3.4%7.658%
4/22/2025XY Planning Network Inc.2,814$247K0.2%N/A0.069%
4/21/2025CLG LLC40,937$3.60M1.2%+25.4%1.011%
4/18/2025Cultivar Capital Inc.140,682$12.37M10.0%+8.9%3.474%
4/15/2025Wealthcare Advisory Partners LLC52,502$4.62M0.1%+5.6%1.296%
4/11/2025Insight Advisors LLC PA1,943,985$170.98M29.7%+1.3%48.000%
3/6/2025IronOak Wealth LLC.21,171$1.85M2.1%N/A0.559%
2/17/2025Ancora Advisors LLC6,384$559K0.0%+36.1%0.289%
2/14/2025Valley Financial Group Inc.116,279$10.18M7.1%+5.5%5.261%
2/14/2025Two Sigma Securities LLC3,046$267K0.0%N/A0.138%
2/12/2025World Investment Advisors19,151$1.68M0.0%N/A0.867%
2/12/2025OLD Mission Capital LLC8,073$707K0.0%-73.5%0.365%
2/11/2025L.K. Benson & Company P.C.11,215$982K0.7%N/A0.507%
2/10/2025Commonwealth Equity Services LLC22,341$1.96M0.0%+93.1%1.011%
2/10/2025Austin Wealth Management LLC2,920$256K0.1%N/A0.132%
2/6/2025Bravias Capital Group LLC8,862$778K0.6%N/A0.401%
2/4/2025Continuum Wealth Advisors LLC299,860$26.25M13.3%+61.8%13.568%
1/31/2025Atria Wealth Solutions Inc.2,502$219K0.0%N/A0.113%
1/28/2025Empirical Finance LLC48,203$4.22M0.2%+16.7%2.181%
1/27/2025Insight Advisors LLC PA1,918,314$167.58M28.3%+4.9%86.802%
1/23/2025Cultivar Capital Inc.129,137$11.31M9.9%+9.3%5.843%
1/15/2025Wealthcare Advisory Partners LLC49,738$4.35M0.1%+77.6%2.251%
11/15/2024Jane Street Group LLC4,313$373K0.0%N/A0.195%
11/14/2024Valley Financial Group Inc.110,257$9.53M6.7%N/A4.989%
11/6/2024Empirical Finance LLC41,303$3.57M0.2%+4.4%1.869%
10/18/2024Continuum Wealth Advisors LLC185,360$16.03M8.6%N/A8.387%
10/16/2024Cultivar Capital Inc.118,127$10.22M8.4%+1.4%5.345%
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10/9/2024Ferguson Shapiro LLC15,951$1.38M0.5%N/A0.722%
7/31/2024Commonwealth Equity Services LLC10,319$876K0.0%+7.3%0.467%
7/30/2024Empirical Finance LLC39,545$3.36M0.2%+213.1%1.789%
7/24/2024Cultivar Capital Inc.116,457$9.88M8.3%-2.9%5.270%
7/16/2024Insight Advisors LLC PA1,824,332$154.83M28.0%+2.3%82.549%
5/7/2024Insight Advisors LLC PA1,783,479$150.35M28.9%-0.6%80.700%
5/6/2024Empirical Finance LLC12,630$1.07M0.1%+39.7%0.574%
4/30/2024Commonwealth Equity Services LLC9,621$811K0.0%+42.0%0.437%
1/23/2024Insight Advisors LLC PA1,793,774$149.08M31.5%+1.6%0.000%
1/17/2024Cultivar Capital Inc.119,589$9.94M8.7%N/A0.000%
11/7/2023Insight Advisors LLC PA1,765,900$143.57M32.8%+0.2%0.000%
11/2/2023Empirical Finance LLC8,839$719K0.1%+229.9%0.000%
8/7/2023Insight Advisors LLC PA1,762,967$142.64M31.9%+5.4%0.000%
7/24/2023Baron Silver Stevens Financial Advisors LLC2,517$204K0.0%N/A0.000%
5/3/2023Insight Advisors LLC PA1,672,893$129.45M30.4%N/A0.000%
(Data available from 1/1/2016 forward)

CAOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CAOS shares?

During the previous two years, 26 institutional investors and hedge funds held shares of Alpha Architect Tail Risk ETF. The most heavily invested institutionals were Insight Advisors LLC PA ($170.98M), Continuum Wealth Advisors LLC ($27.28M), Cultivar Capital Inc. ($12.37M), Valley Financial Group Inc. ($11.50M), Wealthcare Advisory Partners LLC ($4.62M), Empirical Finance LLC ($4.35M), and CLG LLC ($3.60M).Learn more on Alpha Architect Tail Risk ETF's institutional investors.

Which institutional investors have been buying Alpha Architect Tail Risk ETF's stock?

Of the 26 institutional investors that purchased Alpha Architect Tail Risk ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Continuum Wealth Advisors LLC ($310.17K), Insight Advisors LLC PA ($276.37K), Cultivar Capital Inc. ($143.81K), Valley Financial Group Inc. ($130.77K), Empirical Finance LLC ($46.57K), HighTower Advisors LLC ($35.96K), and Wealthcare Advisory Partners LLC ($24.50K).

How much institutional buying is happening at Alpha Architect Tail Risk ETF?

Institutional investors have bought a total of 892,463 shares in the last 24 months. This purchase volume represents approximately $77.62M in transactions.

Which of Alpha Architect Tail Risk ETF's major shareholders have been selling company stock?

The following institutional investors have sold Alpha Architect Tail Risk ETF stock in the last 24 months: OLD Mission Capital LLC ($22.45K), Cultivar Capital Inc. ($3.45K), and Ancora Advisors LLC ($1.49K).

How much institutional selling is happening at Alpha Architect Tail Risk ETF?

Institutional investors have sold a total of 27,388 shares in the last 24 months. This volume of shares sold represents approximately $2.38M in transactions.



This page (BATS:CAOS) was last updated on 7/4/2025 by MarketBeat.com Staff
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