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Alpha Architect Tail Risk ETF (CAOS) Institutional Ownership

$91.24 +0.07 (+0.08%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$91.21 -0.03 (-0.03%)
As of 10/14/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Alpha Architect Tail Risk ETF (BATS:CAOS)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$427.95M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$137.74M
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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
10/15/2026Mather Group LLC.18,624$1.69M0.0%N/A0.401%
10/14/2026Cultivar Capital Inc.247,494$22.41M13.7%+11.3%5.322%
10/14/2026Krilogy Financial LLC3,136$286K0.0%-94.0%0.067%
10/10/2026Roan Capital Partners11,482$1.04M0.8%-3.9%0.247%
10/8/2026Farther Finance Advisors LLC24,088$2.18M0.0%-87.3%0.518%
9/23/2026Envestnet Asset Management Inc.1,152,402$104.13M0.0%+21,951.3%24.783%
9/9/2026NewEdge Advisors LLC25,643$2.32M0.0%+342.4%0.551%
9/9/2026XY Planning Network Inc.8,045$727K0.1%+9.6%0.173%
9/8/2026Allworth Financial LP223,574$20.20M0.1%N/A4.808%
9/8/2026Empirical Finance LLC138,121$12.48M0.5%-26.2%2.970%
9/2/2026Citadel Advisors LLC14,325$1.29M0.0%N/A0.308%
8/23/2026Wedmont Private Capital60,468$5.46M0.1%N/A1.300%
8/23/2026Bayshore Asset Management LLC143,661$12.98M4.4%N/A3.089%
8/23/2026Beaird Harris Wealth Management LLC21,728$1.96M0.1%N/A0.467%
8/22/2026Sapient Capital LLC8,824$797K0.0%N/A0.190%
8/20/2026Nwam LLC79,155$7.15M0.4%N/A1.702%
8/20/2026JNBA Financial Advisors588$53K0.0%N/A0.013%
7/10/2026Wealthcare Advisory Partners LLC207,580$18.76M0.4%+11.1%4.464%
7/9/2026Wealthcare Capital Management LLC1,041,170$94.08M8.9%+2.0%22.391%
7/9/2026Roan Capital Partners11,948$1.08M0.9%-29.8%0.257%
7/8/2026Cultivar Capital Inc.222,347$20.09M12.9%+10.0%4.782%
7/7/2026Dynamic Advisor Solutions LLC8,967$810K0.0%+11.6%0.193%
6/3/2026Stillwater Private Wealth LLC25,534$2.32M2.0%N/A0.549%
6/3/2026NewEdge Advisors LLC5,796$526K0.0%N/A0.125%
6/1/2026Caerus Investment Advisors LLC3,888$353K0.1%N/A0.084%
5/19/2026Centaurus Financial Inc.17,283$1.57M0.1%+2.7%0.372%
5/16/2026Quantinno Capital Management LP4,374$397K0.0%+4.8%0.094%
5/15/2026Empirical Finance LLC187,063$16.98M0.8%N/A4.023%
5/14/2026CLG LLC32,481$2.95M0.7%-6.0%0.699%
5/13/2026WealthCollab LLC10,014$909K0.4%+2.8%0.215%
5/12/2026Insight Advisors LLC PA900,432$81.72M15.6%-2.6%19.364%
5/7/2026Continuum Wealth Advisors LLC573,108$52.02M21.6%+61.8%12.325%
5/5/2026Ethos Financial Group LLC3,936$357K0.0%-83.4%0.085%
4/29/2026Strata Wealth Advisors LLC86,476$7.85M2.2%N/A1.860%
4/28/2026Kathmere Capital Management LLC90,812$8.24M0.5%+62.4%1.953%
4/28/2026Bravias Capital Group LLC36,812$3.34M2.2%+72.3%0.792%
4/27/2026World Investment Advisors26,931$2.44M0.0%+616.8%0.579%
4/27/2026Private Advisor Group LLC8,762$795K0.0%+4.7%0.188%
4/21/2026Maridea Wealth Management LLC82,000$7.44M1.1%+20.3%1.763%
3/13/2026World Investment Advisors3,757$337K0.0%N/A0.081%
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3/6/2026Redwood Family Wealth LLC2,307$207K0.2%N/A0.050%
3/2/2026Sankala Group LLC24,261$2.19M1.8%N/A0.522%
2/18/2026Valley Financial Group Inc.14,820$1.33M0.7%-89.7%0.319%
2/18/2026IHT Wealth Management LLC34,132$3.07M0.1%N/A0.734%
2/17/2026Capstone Financial Advisors Inc.5,561$499K0.0%N/A0.120%
2/16/2026MML Investors Services LLC6,472$581K0.0%+14.4%0.139%
2/12/2026Federation des caisses Desjardins du Quebec4,926$442K0.0%+937.1%0.106%
2/12/2026JPL Wealth Management LLC107,086$9.61M2.3%N/A2.303%
2/11/2026Empowered Funds LLC597,146$53.61M0.4%N/A12.842%
2/11/2026Insight Advisors LLC PA924,825$83.03M12.6%-51.8%19.889%
2/11/2026LPL Financial LLC3,588$322K0.0%N/A0.077%
2/10/2026BlackDiamond Wealth Management LLC11,677$1.06M0.5%+18.3%0.251%
2/6/2026Orcam Financial Group3,680$330K0.2%+18.1%0.079%
2/6/2026PNC Financial Services Group Inc.5,185$465K0.0%+291.3%0.112%
2/6/2026HighTower Advisors LLC227,826$20.45M0.0%+17.5%4.899%
2/6/2026L.K. Benson & Company P.C.69,615$6.25M3.1%+54.2%1.497%
2/4/2026World Investment Advisors3,757$337K0.0%N/A0.081%
2/4/2026Continuum Wealth Advisors LLC354,159$31.80M12.3%+12.5%7.616%
1/29/2026Rockwood Wealth Management LLC4,156$373K0.0%N/A0.089%
1/29/2026Bravias Capital Group LLC21,363$1.92M1.2%+9.6%0.459%
1/27/2026WealthCollab LLC9,738$874K0.4%+132.9%0.209%
1/27/2026Seeds Investor LLC22,106$1.99M0.4%N/A0.475%
1/27/2026Latitude Advisors LLC4,942$444K0.2%+16.6%0.106%
1/26/2026Austin Wealth Management LLC19,112$1.72M0.3%+20.5%0.411%
1/26/2026XY Planning Network Inc.5,902$530K0.1%+39.7%0.127%
1/22/2026Hill Island Financial LLC136,454$12.25M2.9%+17.0%2.934%
1/20/2026Ethos Financial Group LLC23,700$2.13M0.2%-16.5%0.510%
1/20/2026Wealthcare Capital Management LLC996,874$89.50M8.9%+5.1%21.438%
1/15/2026CLG LLC34,559$3.10M0.8%-10.4%0.743%
1/14/2026Wealthcare Capital Partners LLC8,285$744K0.3%-1.7%0.178%
1/14/2026Wealthcare Advisory Partners LLC197,940$17.77M0.3%+7.3%4.257%
1/13/2026Kathmere Capital Management LLC55,913$5.02M0.3%N/A1.202%
1/9/2026Cultivar Capital Inc.196,050$17.60M11.3%+28.7%4.216%
1/9/2026Dynamic Advisor Solutions LLC7,732$694K0.0%-24.6%0.166%
1/8/2026Maridea Wealth Management LLC68,147$6.12M0.9%N/A1.466%
11/20/2025Centaurus Financial Inc.11,742$1.05M0.0%+182.5%0.253%
11/17/2025CLG LLC38,562$3.45M0.9%-22.5%0.829%
11/14/2025Valley Financial Group Inc.143,372$12.84M7.3%+5.9%3.083%
11/13/2025Private Advisor Group LLC7,848$703K0.0%N/A0.169%
11/12/2025Entrewealth LLC7,815$700K0.4%+27.8%0.168%
11/10/2025Insight Advisors LLC PA1,918,587$171.78M26.2%-2.0%41.260%
11/7/2025Wealthcare Capital Partners LLC8,426$754K0.3%+10.9%0.181%
11/7/2025Wealthcare Advisory Partners LLC184,505$16.52M0.3%+11.8%3.968%
11/7/2025Wealthcare Capital Management LLC948,576$84.93M8.6%+8,514.0%20.399%
11/7/2025Hill Island Financial LLC116,662$10.45M2.6%N/A2.509%
11/7/2025PNC Financial Services Group Inc.1,325$119K0.0%-51.3%0.028%
11/7/2025HighTower Advisors LLC193,963$17.37M0.0%-13.6%4.171%
11/5/2025Austin Wealth Management LLC15,861$1.43M0.2%+6.5%0.341%
11/5/2025L.K. Benson & Company P.C.45,151$4.04M2.2%+30.0%0.971%
11/5/2025Envestnet Asset Management Inc.2,777$249K0.0%N/A0.060%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

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10/31/2025Latitude Advisors LLC4,237$379K0.2%+19.5%0.091%
10/24/2025MGO One Seven LLC9,300$833K0.0%+2.3%0.200%
10/24/2025Continuum Wealth Advisors LLC314,871$28.19M12.0%+1.7%6.771%
10/23/2025Benjamin Edwards Inc.3,157$283K0.0%N/A0.068%
10/23/2025Ethos Financial Group LLC28,369$2.54M0.2%-4.2%0.610%
10/20/2025Bravias Capital Group LLC19,487$1.75M1.2%+46.5%0.419%
10/14/2025Cultivar Capital Inc.152,365$13.64M9.1%+1.8%3.277%
10/9/2025Dynamic Advisor Solutions LLC10,254$918K0.0%N/A0.221%
8/29/2025Centaurus Financial Inc.4,157$369K0.0%N/A0.089%
8/15/2025Orcam Financial Group3,115$277K0.2%-13.8%0.067%


CAOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 69 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), Cultivar Capital Inc. ($22.41M), and HighTower Advisors LLC ($20.45M).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 4,751,025 shares in the last 24 months. This purchase volume represents approximately $427.95M in transactions.

Of the 12 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), Farther Finance Advisors LLC ($165.62K), Valley Financial Group Inc. ($128.55K), Empirical Finance LLC ($48.94K), Krilogy Financial LLC ($48.84K), HighTower Advisors LLC ($30.60K), and Ethos Financial Group LLC ($25.66K).

Institutional investors have sold a total of 1,531,695 shares in the last 24 months. This volume of shares sold represents approximately $137.74M in transactions.


Related Companies

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 10/15/2026. New 13F filings are added each quarter as they're published.
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