Go Pro
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free CAOS Stock Alerts

Alpha Architect Tail Risk ETF (CAOS) Institutional Ownership

$90.47 0.00 (0.00%)
As of 07/2/2026 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)
$299.00M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$113.53M
Get CAOS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Alpha Architect Tail Risk ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CAOS Institutional Buying and Selling by Quarter

Alpha Architect Tail Risk ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
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%
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%
8/14/2025CLG 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%
8/8/2025Austin 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%
8/5/2025Continuum Wealth Advisors LLC309,757$27.52M13.2%-0.1%6.661%
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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
7/22/2025Wealthcare Capital Partners LLC7,597$675K0.3%N/A0.163%
7/22/2025Wealthcare Capital Management LLC11,012$978K0.1%N/A0.237%
7/22/2025Wealthcare Advisory Partners LLC164,990$14.66M0.3%+214.3%3.548%
7/17/2025XY Planning Network Inc.4,226$375K0.1%+50.2%0.091%
7/8/2025Cultivar Capital Inc.149,602$13.29M9.6%+6.3%3.217%
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%


CAOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 58 institutional investors and hedge funds held shares of Alpha Architect Tail Risk ETF. The most heavily invested institutionals were Wealthcare Capital Management LLC ($89.50M), Insight Advisors LLC PA ($81.72M), Empowered Funds LLC ($53.61M), Continuum Wealth Advisors LLC ($52.02M), HighTower Advisors LLC ($20.45M), Wealthcare Advisory Partners LLC ($17.77M), and Cultivar Capital Inc. ($17.60M).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 ($996.87K), Empowered Funds LLC ($611.25K), Continuum Wealth Advisors LLC ($573.52K), Empirical Finance LLC ($383.40K), Wealthcare Advisory Partners LLC ($169.94K), Insight Advisors LLC PA ($168.51K), and Valley Financial Group Inc. ($138.74K).

Institutional investors have bought a total of 3,330,910 shares in the last 24 months. This purchase volume represents approximately $299.00M in transactions.

Of the 11 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), Dynamic Advisor Solutions LLC ($2.52K), and PNC Financial Services Group Inc. ($1.40K).

Institutional investors have sold a total of 1,264,230 shares in the last 24 months. This volume of shares sold represents approximately $113.53M in transactions.


Related Companies

This page (BATS:CAOS) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel