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 +0.07 (+0.08%)
As of 08/14/2026 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)
44
Total
Institutional Inflows
(last 12 months)
$270.09M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$113.85M
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
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%
6/1/2026Caerus Investment Advisors LLC3,888$353K0.1%N/A0.084%
5/19/2026Centaurus Financial Inc.17,283$1.57M0.1%+2.7%0.372%
5/16/2026 Quantinno 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%
5/13/2026 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%
4/27/2026World 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%
3/13/2026World Investment Advisors3,757$337K0.0%N/A0.081%
3/6/2026 Redwood 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%
2/16/2026 MML 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%
2/11/2026 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%
2/6/2026Orcam 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%
2/4/2026World Investment Advisors3,757$337K0.0%N/A0.081%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
11/20/2025Centaurus 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%
11/13/2025 Private Advisor Group LLC7,848$703K0.0%N/A0.169%
11/12/2025Entrewealth 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%
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%
8/29/2025Centaurus 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%
8/13/2025 North 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%
8/6/2025 Ethos 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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
7/30/2025 Insight Advisors LLC PA1,957,013$173.86M27.9%+0.7%42.086%
7/29/2025 Latitude Advisors LLC3,547$315K0.2%N/A0.076%
7/25/2025 MGO One Seven LLC9,093$808K0.0%N/A0.196%
7/25/2025Stephens Consulting LLC976$87K0.0%N/A0.021%
7/23/2025 L.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 ($356.48K), 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 3,004,376 shares in the last 24 months. This purchase volume represents approximately $270.09M in transactions.

Of the 9 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 1,267,827 shares in the last 24 months. This volume of shares sold represents approximately $113.85M 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 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel