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Cambria Tail Risk ETF (TAIL) Institutional Ownership

$10.34 -0.02 (-0.19%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Cambria Tail Risk ETF (BATS:TAIL)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$55.67M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$7.41M
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TAIL Institutional Buying and Selling by Quarter

Cambria Tail Risk ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Fermata Advisors LLC37,252$396K0.1%N/A0.449%
7/7/2026 Dynamic Advisor Solutions LLC32,408$344K0.0%N/A0.390%
5/7/2026 Continuum Wealth Advisors LLC26,475$310K0.1%N/A0.319%
5/5/2026 Beaumont Financial Advisors LLC710,791$8.32M0.6%N/A8.564%
5/1/2026 Simplicity Wealth LLC10,400$122K0.0%N/A0.125%
4/28/2026 Ascentis Independent Advisors81,996$960K0.1%N/A0.988%
4/24/2026 Ferguson Shapiro LLC154,600$1.81M0.6%N/A1.863%
2/18/2026Sierra Capital LLC120,850$1.39M0.1%N/A1.456%
2/18/2026OLD Mission Capital LLC33,176$381K0.0%+72.6%0.400%
2/17/2026Osaic Holdings Inc.31,093$357K0.0%+320.5%0.375%
2/17/2026&PARTNERS15,874$171K0.0%-23.1%0.191%
2/16/2026 MML Investors Services LLC10,680$123K0.0%N/A0.129%
2/16/2026 Focus Partners Wealth1,400,142$16.09M0.0%N/A16.869%
2/13/2026Wells Fargo & Company MN727,043$8.35M0.0%-40.4%8.760%
2/12/2026 Commonwealth Equity Services LLC15,385$177K0.0%+38.7%0.185%
2/12/2026 Bank of Montreal Can10,000$115K0.0%N/A0.120%
2/12/2026 Principal Securities Inc.10,099$116K0.0%+202.4%0.122%
2/11/2026 LPL Financial LLC1,421,835$16.34M0.0%+122.5%17.131%
2/6/2026Orcam Financial Group18,500$213K0.2%-15.9%0.223%
2/6/2026 Global Retirement Partners LLC4,620$53K0.0%+224.4%0.056%
2/6/2026 HighTower Advisors LLC1,045,832$12.02M0.0%N/A12.600%
2/5/2026 Soltis Investment Advisors LLC221,978$2.55M0.2%+4.6%2.674%
1/30/2026 Citizens Financial Group Inc. RI39,308$452K0.0%-50.7%0.474%
1/22/2026Comprehensive Money Management Services LLC53,286$612K0.4%+9.7%0.642%
1/20/2026 Philip James Wealth Mangement LLC168,011$1.93M0.2%+3.4%2.024%
1/15/2026 Professional Financial Advisors LLC170,668$1.96M0.4%+4.6%2.056%
11/17/2025Susquehanna International Group LLP90,862$1.08M0.0%-27.7%1.095%
11/14/2025Comerica Bank2,312$27K0.0%-36.9%0.028%
11/10/2025 Verus Capital Partners LLC17,410$206K0.0%N/A0.210%
11/5/2025 L.K. Benson & Company P.C.14,435$171K0.1%N/A0.174%
11/5/2025 Envestnet Asset Management Inc.24,089$285K0.0%-10.9%0.290%
11/4/2025 Centric Wealth Management28,605$339K0.1%+5.8%0.345%
10/28/2025 Professional Financial Advisors LLC163,155$1.93M0.4%+8.1%1.966%
10/24/2025 Continuum Wealth Advisors LLC35,314$418K0.2%N/A0.425%
10/24/2025 Philip James Wealth Mangement LLC162,436$1.92M0.2%N/A1.957%
10/24/2025ORG Partners LLC81,996$970K0.2%-27.6%0.988%
10/24/2025Comprehensive Money Management Services LLC48,586$575K0.4%-33.6%0.585%
10/16/2025 Mezzasalma Advisors LLC33,613$398K0.1%+24.5%0.405%
10/9/2025 AdvisorNet Financial Inc3,418$40K0.0%-59.4%0.041%
9/4/2025Osaic Holdings Inc.7,173$86K0.0%+864.1%0.086%
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8/15/2025 Tidal Investments LLC79,936$958K0.0%+288.6%0.963%
8/14/2025Jane Street Group LLC65,270$783K0.0%N/A0.786%
8/14/2025Raymond James Financial Inc.2,654$32K0.0%-98.4%0.032%
8/13/2025 StoneX Group Inc.11,977$144K0.0%N/A0.144%
8/12/2025 Centric Wealth Management27,027$321K0.1%-3.7%0.326%
8/12/2025 JPMorgan Chase & Co.28,043$336K0.0%N/A0.338%
8/8/2025 Citizens Financial Group Inc. RI79,576$954K0.0%-84.7%0.959%
8/6/2025 Soltis Investment Advisors LLC213,481$2.56M0.2%-56.4%2.572%
8/4/2025L.M. Kohn & Company31,307$375K0.1%N/A0.377%
8/1/2025 Envestnet Asset Management Inc.27,046$324K0.0%N/A0.326%
7/30/2025 BlueChip Wealth Advisors LLC17,077$205K0.1%N/A0.206%
7/29/2025 Mezzasalma Advisors LLC27,000$324K0.1%N/A0.325%
7/24/2025Comprehensive Money Management Services LLC73,146$877K0.7%+324.7%0.881%
7/16/2025ORG Partners LLC113,317$1.36M0.3%-12.2%1.365%
7/10/2025 Professional Financial Advisors LLC150,885$1.81M0.4%+2.8%1.807%
5/15/2025Centric Wealth Management28,075$331K0.1%+10.3%0.214%
5/9/2025Citizens Financial Group Inc. RI520,523$6.13M0.1%N/A6.088%
5/7/2025LPL Financial LLC109,382$1.29M0.0%+9.9%1.279%
5/6/2025Lifeworks Advisors LLC18,212$215K0.0%-6.5%0.213%
5/2/2025Fortis Group Advisors LLC369,964$4.36M0.8%N/A4.327%
4/28/2025Mutual Advisors LLC12,900$164K0.0%N/A0.151%
4/25/2025Goodman Advisory Group LLC1,047,436$12.34M5.7%N/A12.251%
4/23/2025Western Wealth Management LLC376,937$4.44M0.3%N/A4.409%
4/23/2025Professional Financial Advisors LLC146,808$1.73M0.4%+23.8%1.717%
4/22/2025Advisor Resource Council61,244$721K0.1%N/A0.716%
4/21/2025ORG Partners LLC129,037$1.52M0.4%+39.4%1.509%
4/9/2025NBC Securities Inc.6,925$81K0.0%+115,316.7%0.096%
4/7/2025AdvisorNet Financial Inc8,409$99K0.0%N/A0.117%
3/4/2025Comprehensive Money Management Services LLC17,274$193K0.2%N/A0.303%
2/17/2025Tidal Investments LLC59,999$672K0.0%+15.7%0.870%
2/17/2025Napa Wealth Management12,356$138K0.1%-55.9%0.179%
2/14/2025Jane Street Group LLC47,298$530K0.0%+32.0%0.685%
2/13/2025Wells Fargo & Company MN190,739$2.14M0.0%-74.7%2.764%
2/12/2025Centric Wealth Management25,462$285K0.1%+12.1%0.369%
2/11/2025Cedar Wealth Management LLC54,675$612K0.2%N/A0.792%
2/11/2025LPL Financial LLC99,563$1.12M0.0%-7.4%1.443%
2/7/2025HighTower Advisors LLC64,150$718K0.0%N/A0.930%
2/6/2025Proficio Capital Partners LLC68,880$771K0.0%N/A0.998%
2/5/2025Proficio Capital Partners LLC68,880$771K0.0%N/A0.998%
1/29/2025Soltis Investment Advisors LLC179,545$2.01M0.2%-1.7%2.602%
1/14/2025Professional Financial Advisors LLC118,540$1.33M0.3%+3.2%1.718%
1/10/2025ORG Partners LLC92,584$1.04M0.1%-9.1%1.342%
11/25/2024Tidal Investments LLC51,863$625K0.0%+13.7%0.752%
11/18/2024Soltis Investment Advisors LLC182,693$2.20M0.2%+18.5%2.648%
11/15/2024Jane Street Group LLC35,831$432K0.0%-32.9%0.519%
11/14/2024Centric Wealth Management22,723$257K0.1%+5.1%0.329%
11/7/2024Napa Wealth Management28,043$338K0.2%N/A0.406%
11/6/2024Lifeworks Advisors LLC18,987$229K0.0%N/A0.275%
10/31/2024Advisor Resource Council13,113$158K0.1%N/A0.190%
10/28/2024Gladstone Institutional Advisory LLC18,313$221K0.0%+10.0%0.265%
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10/11/2024ORG Partners LLC101,869$1.23M0.2%+60.7%1.476%
10/10/2024Concourse Financial Group Securities Inc.2,800$34K0.0%N/A0.041%
10/10/2024Professional Financial Advisors LLC114,876$1.38M0.4%+8.9%1.665%
8/13/2024TPG Advisors LLC11,166$129K0.1%N/A0.162%
7/24/2024&PARTNERS56,857$659K0.0%+35.2%0.824%
7/18/2024Professional Financial Advisors LLC105,518$1.22M0.3%+6.1%1.529%
7/16/2024ORG Partners LLC63,396$726K0.1%N/A0.919%
7/10/2024Mid American Wealth Advisory Group Inc.381,034$4.42M2.8%-2.5%5.522%
5/29/2024Soltis Investment Advisors LLC153,784$1.86M0.2%-3.9%2.229%
5/17/2024Tidal Investments LLC46,488$563K0.0%-5.6%0.674%


TAIL Institutional Ownership - Frequently Asked Questions

During the previous two years, 54 institutional investors and hedge funds held shares of Cambria Tail Risk ETF. The most heavily invested institutionals were LPL Financial LLC ($16.34M), Focus Partners Wealth ($16.09M), Goodman Advisory Group LLC ($12.34M), HighTower Advisors LLC ($12.02M), Wells Fargo & Company MN ($8.35M), Beaumont Financial Advisors LLC ($8.32M), and Western Wealth Management LLC ($4.44M).Learn more on Cambria Tail Risk ETF's institutional investors.

Of the 48 institutional investors that purchased Cambria Tail Risk ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Focus Partners Wealth ($1.40M), HighTower Advisors LLC ($1.11M), Goodman Advisory Group LLC ($1.05M), LPL Financial LLC ($792.68K), Beaumont Financial Advisors LLC ($710.79K), Citizens Financial Group Inc. RI ($520.52K), and Western Wealth Management LLC ($376.94K).

Institutional investors have bought a total of 4,819,556 shares in the last 24 months. This purchase volume represents approximately $55.67M in transactions.

Of the 10 institutional investors that sold Cambria Tail Risk ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($492.97K), Citizens Financial Group Inc. RI ($40.51K), Susquehanna International Group LLP ($34.78K), ORG Partners LLC ($31.32K), Comprehensive Money Management Services LLC ($24.56K), AdvisorNet Financial Inc ($4.99K), and &PARTNERS ($4.77K).

Institutional investors have sold a total of 641,706 shares in the last 24 months. This volume of shares sold represents approximately $7.41M in transactions.



Institutional ownership data for BATS:TAIL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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