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Alpha Architect Tail Risk ETF (CAOS) Institutional Ownership

$90.56 -0.06 (-0.07%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Alpha Architect Tail Risk ETF (BATS:CAOS)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$289.94M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$113.98M
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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
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%
6/3/2026Stillwater 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%
5/14/2026 CLG 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%
5/7/2026 Continuum 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%
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%
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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%
1/29/2026Bravias 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%
1/26/2026 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%
1/22/2026Hill 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%
1/20/2026 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%
1/13/2026Kathmere 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%
1/8/2026Maridea Wealth Management LLC68,147$6.12M0.9%N/A1.466%
11/20/2025Centaurus Financial Inc.11,742$1.05M0.0%+182.5%0.253%
11/17/2025 CLG 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%
11/7/2025 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%
11/7/2025Hill 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%
11/5/2025 Austin 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%
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%
10/24/2025 Continuum 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%
10/14/2025 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%
8/29/2025Centaurus Financial Inc.4,157$369K0.0%N/A0.089%
8/15/2025Orcam Financial Group3,115$277K0.2%-13.8%0.067%
8/14/2025 CLG LLC49,781$4.42M1.4%+21.6%1.071%
8/13/2025North Berkeley Wealth Management LLC3,414$303K0.3%-14.2%0.073%
8/11/2025Empirical 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%
8/6/2025Ethos Financial Group LLC29,598$2.63M0.2%N/A0.637%
8/6/2025Entrewealth LLC6,115$543K0.4%+47.0%0.132%
8/5/2025 Continuum Wealth Advisors LLC309,757$27.52M13.2%-0.1%6.661%
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7/30/2025Insight Advisors LLC PA1,957,013$173.86M27.9%+0.7%42.086%
7/29/2025Latitude Advisors LLC3,547$315K0.2%N/A0.076%
7/25/2025MGO One Seven LLC9,093$808K0.0%N/A0.196%
7/25/2025Stephens Consulting LLC976$87K0.0%N/A0.021%
7/23/2025L.K. Benson & Company P.C.34,741$3.09M1.9%+67.0%0.747%
7/22/2025 Wealthcare Capital Partners LLC7,597$675K0.3%N/A0.163%
7/22/2025 Wealthcare Capital Management LLC11,012$978K0.1%N/A0.237%
7/22/2025 Wealthcare Advisory Partners LLC164,990$14.66M0.3%+214.3%3.548%
7/17/2025 XY Planning Network Inc.4,226$375K0.1%+50.2%0.091%
7/8/2025 Cultivar Capital Inc.149,602$13.29M9.6%+6.3%3.217%


CAOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 institutional investors and hedge funds held shares of Alpha Architect Tail Risk ETF. The most heavily invested institutionals were 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), Cultivar Capital Inc. ($20.09M), and Wealthcare Advisory Partners LLC ($18.76M).Learn more on Alpha Architect Tail Risk ETF's institutional investors.

Of the 57 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: Wealthcare Capital Management LLC ($1.02M), Empowered Funds LLC ($611.25K), Continuum Wealth Advisors LLC ($573.52K), Empirical Finance LLC ($383.40K), Wealthcare Advisory Partners LLC ($190.68K), Valley Financial Group Inc. ($138.74K), and Hill Island Financial LLC ($136.45K).

Institutional investors have bought a total of 3,227,783 shares in the last 24 months. This purchase volume represents approximately $289.94M 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), Valley Financial Group Inc. ($128.55K), HighTower Advisors LLC ($30.60K), Ethos Financial Group LLC ($25.66K), CLG LLC ($17.30K), Roan Capital Partners ($5.07K), and Dynamic Advisor Solutions LLC ($2.52K).

Institutional investors have sold a total of 1,269,299 shares in the last 24 months. This volume of shares sold represents approximately $113.98M in transactions.


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This page (BATS:CAOS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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