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Alpha Architect Tail Risk ETF (CAOS) Institutional Ownership

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Closing price 04:10 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)
52
Total
Institutional Inflows
(last 12 months)
$425.15M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$118.28M
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CAOS Institutional Buying and Selling by Quarter

Alpha Architect Tail Risk ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.1,152,402$104.13M0.0%+21,951.3%24.783%
9/9/2026 NewEdge Advisors LLC25,643$2.32M0.0%+342.4%0.551%
9/9/2026 XY Planning Network Inc.8,045$727K0.1%+9.6%0.173%
9/8/2026 Allworth Financial LP223,574$20.20M0.1%N/A4.808%
9/8/2026 Empirical Finance LLC138,121$12.48M0.5%-26.2%2.970%
9/2/2026 Citadel Advisors LLC14,325$1.29M0.0%N/A0.308%
8/23/2026 Wedmont Private Capital60,468$5.46M0.1%N/A1.300%
8/23/2026 Bayshore Asset Management LLC143,661$12.98M4.4%N/A3.089%
8/23/2026 Beaird Harris Wealth Management LLC21,728$1.96M0.1%N/A0.467%
8/22/2026 Sapient Capital LLC8,824$797K0.0%N/A0.190%
8/20/2026 Nwam LLC79,155$7.15M0.4%N/A1.702%
8/20/2026 JNBA Financial Advisors588$53K0.0%N/A0.013%
7/10/2026 Wealthcare Advisory Partners LLC207,580$18.76M0.4%+11.1%4.464%
7/9/2026 Wealthcare Capital Management LLC1,041,170$94.08M8.9%+2.0%22.391%
7/9/2026 Roan Capital Partners11,948$1.08M0.9%-29.8%0.257%
7/8/2026 Cultivar Capital Inc.222,347$20.09M12.9%+10.0%4.782%
7/7/2026 Dynamic Advisor Solutions LLC8,967$810K0.0%+11.6%0.193%
6/3/2026 Stillwater Private Wealth LLC25,534$2.32M2.0%N/A0.549%
6/3/2026 NewEdge Advisors LLC5,796$526K0.0%N/A0.125%
6/1/2026 Caerus Investment Advisors LLC3,888$353K0.1%N/A0.084%
5/19/2026 Centaurus Financial Inc.17,283$1.57M0.1%+2.7%0.372%
5/16/2026 Quantinno Capital Management LP4,374$397K0.0%+4.8%0.094%
5/15/2026 Empirical Finance LLC187,063$16.98M0.8%N/A4.023%
5/14/2026 CLG LLC32,481$2.95M0.7%-6.0%0.699%
5/13/2026 WealthCollab LLC10,014$909K0.4%+2.8%0.215%
5/12/2026 Insight Advisors LLC PA900,432$81.72M15.6%-2.6%19.364%
5/7/2026 Continuum Wealth Advisors LLC573,108$52.02M21.6%+61.8%12.325%
5/5/2026 Ethos Financial Group LLC3,936$357K0.0%-83.4%0.085%
4/29/2026 Strata Wealth Advisors LLC86,476$7.85M2.2%N/A1.860%
4/28/2026 Kathmere Capital Management LLC90,812$8.24M0.5%+62.4%1.953%
4/28/2026 Bravias Capital Group LLC36,812$3.34M2.2%+72.3%0.792%
4/27/2026 World Investment Advisors26,931$2.44M0.0%+616.8%0.579%
4/27/2026 Private Advisor Group LLC8,762$795K0.0%+4.7%0.188%
4/21/2026 Maridea Wealth Management LLC82,000$7.44M1.1%+20.3%1.763%
3/13/2026 World Investment Advisors3,757$337K0.0%N/A0.081%
3/6/2026 Redwood Family Wealth LLC2,307$207K0.2%N/A0.050%
3/2/2026 Sankala Group LLC24,261$2.19M1.8%N/A0.522%
2/18/2026 Valley Financial Group Inc.14,820$1.33M0.7%-89.7%0.319%
2/18/2026 IHT Wealth Management LLC34,132$3.07M0.1%N/A0.734%
2/17/2026 Capstone Financial Advisors Inc.5,561$499K0.0%N/A0.120%
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2/16/2026 MML Investors Services LLC6,472$581K0.0%+14.4%0.139%
2/12/2026 Federation des caisses Desjardins du Quebec4,926$442K0.0%+937.1%0.106%
2/12/2026 JPL Wealth Management LLC107,086$9.61M2.3%N/A2.303%
2/11/2026 Empowered Funds LLC597,146$53.61M0.4%N/A12.842%
2/11/2026 Insight Advisors LLC PA924,825$83.03M12.6%-51.8%19.889%
2/11/2026 LPL Financial LLC3,588$322K0.0%N/A0.077%
2/10/2026 BlackDiamond Wealth Management LLC11,677$1.06M0.5%+18.3%0.251%
2/6/2026 Orcam Financial Group3,680$330K0.2%+18.1%0.079%
2/6/2026 PNC Financial Services Group Inc.5,185$465K0.0%+291.3%0.112%
2/6/2026 HighTower Advisors LLC227,826$20.45M0.0%+17.5%4.899%
2/6/2026 L.K. Benson & Company P.C.69,615$6.25M3.1%+54.2%1.497%
2/4/2026 World Investment Advisors3,757$337K0.0%N/A0.081%
2/4/2026 Continuum Wealth Advisors LLC354,159$31.80M12.3%+12.5%7.616%
1/29/2026 Rockwood Wealth Management LLC4,156$373K0.0%N/A0.089%
1/29/2026 Bravias Capital Group LLC21,363$1.92M1.2%+9.6%0.459%
1/27/2026 WealthCollab LLC9,738$874K0.4%+132.9%0.209%
1/27/2026 Seeds Investor LLC22,106$1.99M0.4%N/A0.475%
1/27/2026 Latitude Advisors LLC4,942$444K0.2%+16.6%0.106%
1/26/2026 Austin Wealth Management LLC19,112$1.72M0.3%+20.5%0.411%
1/26/2026 XY Planning Network Inc.5,902$530K0.1%+39.7%0.127%
1/22/2026 Hill Island Financial LLC136,454$12.25M2.9%+17.0%2.934%
1/20/2026 Ethos Financial Group LLC23,700$2.13M0.2%-16.5%0.510%
1/20/2026 Wealthcare Capital Management LLC996,874$89.50M8.9%+5.1%21.438%
1/15/2026 CLG LLC34,559$3.10M0.8%-10.4%0.743%
1/14/2026 Wealthcare Capital Partners LLC8,285$744K0.3%-1.7%0.178%
1/14/2026 Wealthcare Advisory Partners LLC197,940$17.77M0.3%+7.3%4.257%
1/13/2026 Kathmere Capital Management LLC55,913$5.02M0.3%N/A1.202%
1/9/2026 Cultivar Capital Inc.196,050$17.60M11.3%+28.7%4.216%
1/9/2026 Dynamic Advisor Solutions LLC7,732$694K0.0%-24.6%0.166%
1/8/2026 Maridea Wealth Management LLC68,147$6.12M0.9%N/A1.466%
11/20/2025 Centaurus Financial Inc.11,742$1.05M0.0%+182.5%0.253%
11/17/2025 CLG LLC38,562$3.45M0.9%-22.5%0.829%
11/14/2025 Valley Financial Group Inc.143,372$12.84M7.3%+5.9%3.083%
11/13/2025 Private Advisor Group LLC7,848$703K0.0%N/A0.169%
11/12/2025 Entrewealth LLC7,815$700K0.4%+27.8%0.168%
11/10/2025 Insight Advisors LLC PA1,918,587$171.78M26.2%-2.0%41.260%
11/7/2025 Wealthcare Capital Partners LLC8,426$754K0.3%+10.9%0.181%
11/7/2025 Wealthcare Advisory Partners LLC184,505$16.52M0.3%+11.8%3.968%
11/7/2025 Wealthcare Capital Management LLC948,576$84.93M8.6%+8,514.0%20.399%
11/7/2025 Hill Island Financial LLC116,662$10.45M2.6%N/A2.509%
11/7/2025 PNC Financial Services Group Inc.1,325$119K0.0%-51.3%0.028%
11/7/2025 HighTower Advisors LLC193,963$17.37M0.0%-13.6%4.171%
11/5/2025 Austin Wealth Management LLC15,861$1.43M0.2%+6.5%0.341%
11/5/2025 L.K. Benson & Company P.C.45,151$4.04M2.2%+30.0%0.971%
11/5/2025 Envestnet Asset Management Inc.2,777$249K0.0%N/A0.060%
10/31/2025 Latitude Advisors LLC4,237$379K0.2%+19.5%0.091%
10/24/2025 MGO One Seven LLC9,300$833K0.0%+2.3%0.200%
10/24/2025 Continuum Wealth Advisors LLC314,871$28.19M12.0%+1.7%6.771%
10/23/2025 Benjamin Edwards Inc.3,157$283K0.0%N/A0.068%
10/23/2025 Ethos Financial Group LLC28,369$2.54M0.2%-4.2%0.610%
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10/20/2025 Bravias Capital Group LLC19,487$1.75M1.2%+46.5%0.419%
10/14/2025 Cultivar Capital Inc.152,365$13.64M9.1%+1.8%3.277%
10/9/2025 Dynamic Advisor Solutions LLC10,254$918K0.0%N/A0.221%
8/29/2025 Centaurus Financial Inc.4,157$369K0.0%N/A0.089%
8/15/2025 Orcam Financial Group3,115$277K0.2%-13.8%0.067%
8/14/2025 CLG LLC49,781$4.42M1.4%+21.6%1.071%
8/13/2025 North Berkeley Wealth Management LLC3,414$303K0.3%-14.2%0.073%
8/11/2025 Empirical Finance LLC208,963$18.56M1.0%+322.5%4.494%
8/8/2025 Austin Wealth Management LLC14,894$1.32M0.2%+87.0%0.320%
8/6/2025 Ethos Financial Group LLC29,598$2.63M0.2%N/A0.637%


CAOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 67 institutional investors and hedge funds held shares of Alpha Architect Tail Risk ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($104.13M), Wealthcare Capital Management LLC ($94.08M), Insight Advisors LLC PA ($81.72M), Empowered Funds LLC ($53.61M), Continuum Wealth Advisors LLC ($52.02M), HighTower Advisors LLC ($20.45M), and Allworth Financial LP ($20.20M).Learn more on Alpha Architect Tail Risk ETF's institutional investors.

Of the 65 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: Envestnet Asset Management Inc. ($1.15M), Wealthcare Capital Management LLC ($1.02M), Empowered Funds LLC ($611.25K), Continuum Wealth Advisors LLC ($573.52K), Empirical Finance LLC ($356.48K), Allworth Financial LP ($223.57K), and Wealthcare Advisory Partners LLC ($190.68K).

Institutional investors have bought a total of 4,720,271 shares in the last 24 months. This purchase volume represents approximately $425.15M in transactions.

Of the 10 institutional investors that sold Alpha Architect Tail Risk ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Insight Advisors LLC PA ($1.06M), Valley Financial Group Inc. ($128.55K), Empirical Finance LLC ($48.94K), HighTower Advisors LLC ($30.60K), Ethos Financial Group LLC ($25.66K), CLG LLC ($17.30K), and Roan Capital Partners ($5.07K).

Institutional investors have sold a total of 1,316,769 shares in the last 24 months. This volume of shares sold represents approximately $118.28M in transactions.


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Institutional ownership data for BATS:CAOS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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