Cambria Tail Risk ETF (TAIL) Institutional Ownership

$11.79
-0.04 (-0.34%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$70.19M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$45.09M
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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
4/19/2024 Advisor Resource Council13,113$168K0.1%-81.7%0.180%
4/12/2024 Southland Equity Partners LLC10,921$132K0.0%-60.7%0.083%
4/11/2024 &PARTNERS42,066$510K0.1%N/A0.321%
4/8/2024 Mid American Wealth Advisory Group Inc.390,986$4.74M3.2%+15.2%2.985%
2/9/2024InterOcean Capital Group LLC28,646$367K0.0%+15.2%0.219%
2/9/2024Wells Fargo & Company MN615,516$7.89M0.0%-23.2%4.699%
2/9/2024Gladstone Institutional Advisory LLC16,429$210K0.0%-19.4%0.125%
2/7/2024Cary Street Partners Investment Advisory LLC11,500$147K0.0%N/A0.088%
2/7/2024 Mid American Wealth Advisory Group Inc.339,521$4.35M3.0%-0.6%2.592%
2/6/2024Centric Wealth Management19,355$240K0.1%N/A0.148%
2/5/2024Cary Street Partners Investment Advisory LLC11,500$147K0.0%N/A0.088%
2/5/2024 Mid American Wealth Advisory Group Inc.369,138$4.62M3.2%+8.1%2.818%
2/2/2024Citizens Financial Group Inc. RI783,100$10.03M0.3%N/A5.978%
2/1/2024Significant Wealth Partners LLC98,787$1.27M0.9%N/A0.754%
1/26/2024Soltis Investment Advisors LLC159,967$2.05M0.2%-52.2%1.221%
1/26/2024B.O.S.S. Retirement Advisors LLC134,274$1.74M0.3%-5.2%1.025%
1/19/2024B.O.S.S. Retirement Advisors LLC134,274$1.74M5.2%-5.2%1.025%
1/18/2024Professional Financial Advisors LLC88,394$1.13M0.4%+9.3%0.675%
1/16/2024Wealthsource Partners LLC71,577$917K0.1%-19.8%0.546%
1/12/2024 Advisor Resource Council71,544$916K0.1%N/A0.546%
1/8/2024B.O.S.S. Retirement Advisors LLC134,274$1.74M0.4%-5.2%1.025%
11/13/2023LPL Financial LLC645,596$8.35M0.0%-2.6%4.928%
11/13/2023Wealthsource Partners LLC89,242$1.16M0.1%-11.1%0.681%
11/8/2023HighTower Advisors LLC907,498$11.74M0.0%-32.8%6.927%
11/8/2023Soltis Investment Advisors LLC334,344$4.33M0.6%+145.5%2.552%
11/6/2023Authentikos Wealth Advisory LLC48,277$625K0.6%-2.0%0.369%
11/4/2023 NBC Securities Inc.6,925$89K0.0%N/A0.053%
11/1/2023Csenge Advisory Group14,546$188K0.0%+27.3%0.111%
11/1/2023Orion Portfolio Solutions LLC45,502$589K0.0%-75.2%0.347%
10/25/2023Professional Financial Advisors LLC80,872$1.05M0.5%N/A0.617%
10/24/2023Cambridge Investment Research Advisors Inc.20,943$271K0.0%-85.0%0.160%
10/17/2023B.O.S.S. Retirement Advisors LLC141,642$1.83M0.4%+4.5%1.081%
10/11/2023AE Wealth Management LLC3,079,633$39.85M0.2%+26.2%23.509%
10/10/2023 Mid American Wealth Advisory Group Inc.341,502$4.42M3.6%N/A2.607%
10/10/2023 Outlook Wealth Advisors LLC20,178$261K0.1%+5.1%0.154%
8/24/2023Adalta Capital Management LLC15,300$210K0.1%-17.4%0.117%
8/14/2023Resurgent Financial Advisors LLC12,000$163K0.1%-20.0%0.092%
8/10/2023Cetera Investment Advisers126,180$1.71M0.0%+3.2%0.963%
8/9/2023Soltis Investment Advisors LLC136,215$1.85M0.2%-53.7%1.040%
8/4/2023Parallel Advisors LLC5,187$70K0.0%-15.2%0.040%
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8/4/2023Citizens Financial Group Inc. RI759,961$10.32M0.4%+14.3%5.801%
8/3/2023 Dynamic Advisor Solutions LLC42,042$571K0.0%-78.0%0.321%
8/3/2023Great Lakes Retirement Inc.100,380$1.36M0.2%+49.3%0.766%
7/31/2023LPL Financial LLC662,686$9.00M0.0%-11.5%5.059%
7/26/2023Janney Montgomery Scott LLC27,441$373K0.0%N/A0.179%
7/20/2023Osborne Partners Capital Management LLC12,134$165K0.0%-51.5%0.079%
7/20/2023Authentikos Wealth Advisory LLC49,283$669K0.6%N/A0.321%
7/17/2023Impact Partnership Wealth LLC2,407$33K0.0%N/A0.016%
7/13/2023Cambridge Investment Research Advisors Inc.139,292$1.89M0.0%-8.6%0.907%
7/10/2023B.O.S.S. Retirement Advisors LLC135,591$1.84M0.4%+63.1%0.883%
7/10/2023AE Wealth Management LLC2,440,460$33.14M0.2%+93.6%15.899%
7/10/2023 Outlook Wealth Advisors LLC19,200$261K0.1%N/A0.125%
5/23/2023Toroso Investments LLC71,535$1.05M0.0%-4.4%0.516%
5/12/2023NewEdge Advisors LLC392,077$5.76M0.1%+7,067.8%2.831%
5/12/2023HighTower Advisors LLC1,324,463$19.45M0.0%+14.3%9.563%
5/11/2023Cambridge Investment Research Advisors Inc.152,409$2.24M0.0%-87.6%1.100%
5/11/2023Commonwealth Equity Services LLC196,667$2.89M0.0%-62.3%1.420%
5/10/2023Citizens Financial Group Inc RI664,738$9.77M0.4%N/A4.800%
5/10/2023LPL Financial LLC748,572$11.00M0.0%-12.2%5.405%
5/9/2023Great Lakes Retirement Inc.67,227$988K0.2%N/A0.485%
5/9/2023Wedbush Securities Inc.10,545$155K0.0%-85.0%0.076%
5/3/2023Soltis Investment Advisors LLC294,261$4.33M0.6%-1.5%2.125%
5/3/2023Integrated Wealth Concepts LLC281,909$4.14M0.1%-9.6%2.035%
5/2/2023Orcam Financial Group22,100$325K0.5%+9.4%0.160%
5/1/2023Csenge Advisory Group11,577$170K0.0%-30.1%0.084%
4/27/2023Simplex Trading LLC5,534$81K0.0%-34.8%0.040%
4/25/2023Parallel Advisors LLC6,114$90K0.0%-39.8%0.044%
4/25/2023 Advisor Resource Council33,531$494K0.1%N/A0.242%
4/25/2023Geneos Wealth Management Inc.7,756$114K0.0%-8.8%0.056%
4/24/2023Osborne Partners Capital Management LLC25,007$368K0.0%-31.3%0.181%
4/17/2023B.O.S.S. Retirement Advisors LLC83,115$1.22M0.3%N/A0.600%
4/14/2023AE Wealth Management LLC1,260,528$18.53M0.1%+785.1%8.604%
3/6/2023OLD Mission Capital LLC97,679$1.49M0.0%-56.4%0.000%
2/13/2023Integrated Wealth Concepts LLC311,964$4.77M0.1%-3.2%0.000%
2/13/2023Wells Fargo & Company MN2,001,767$30.63M0.0%-4.3%0.000%
2/10/2023Wealthsource Partners LLC117,628$1.80M0.1%-21.7%0.000%
2/9/2023Soltis Investment Advisors LLC298,801$4.57M0.6%-5.8%0.000%
2/9/2023HighTower Advisors LLC1,159,179$17.74M0.0%+170.3%0.000%
2/8/2023Prospera Financial Services Inc18,556$284K0.0%-24.3%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.1,230,384$18.83M0.1%-2.6%0.000%
2/7/2023Commonwealth Equity Services LLC521,686$7.98M0.0%-49.6%0.000%
2/7/2023LPL Financial LLC852,413$13.04M0.0%+16.0%0.000%
2/7/2023IFP Advisors Inc20,847$445K0.0%-94.7%0.000%
2/6/2023Brinker Capital Investments LLC139,676$2.14M0.0%-6.2%0.000%
2/2/2023Simplex Trading LLC8,490$129K0.0%-19.4%0.000%
1/31/2023AE Wealth Management LLC142,424$2.18M0.0%+58.1%0.000%
1/31/2023Geneos Wealth Management Inc.8,506$130K0.0%+81.2%0.000%
1/30/2023Orcam Financial Group20,200$309K0.5%+66.9%0.000%
1/25/2023Beaumont Financial Advisors LLC892,548$13.66M1.4%N/A0.000%
1/24/2023Osborne Partners Capital Management LLC36,387$557K0.0%-94.3%0.000%
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1/20/2023Goodman Advisory Group LLC7,833$120K0.1%-99.7%0.000%
1/17/2023J2 Capital Management Inc353,250$5.41M9.3%-2.9%0.000%
1/11/2023 EWG Elevate Inc.42,238$646K0.3%+7.4%0.000%
11/23/2022Toroso Investments LLC78,593$1.32M0.1%N/A0.000%
11/16/2022Wealthsource Partners LLC150,178$2.53M0.2%+1.9%0.000%
11/15/2022Regal Investment Advisors LLC48,852$823K0.1%-11.7%0.000%
11/15/2022Trek Financial LLC261,511$4.41M0.5%+1,335.0%0.000%
11/15/2022Commonwealth Equity Services LLC1,034,284$17.43M0.0%+53.5%0.000%
11/14/2022Soltis Investment Advisors LLC317,031$5.34M0.8%-1.9%0.000%
11/14/2022OLD Mission Capital LLC223,977$3.77M0.1%-42.7%0.000%
(Data available from 1/1/2016 forward)

TAIL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TAIL shares?

During the previous two years, 70 institutional investors and hedge funds held shares of Cambria Tail Risk ETF. The most heavily invested institutionals were AE Wealth Management LLC ($39.85M), Cambria Investment Management L.P. ($13.66M), Beaumont Financial Advisors LLC ($13.66M), HighTower Advisors LLC ($11.74M), Citizens Financial Group Inc. RI ($10.03M), Citizens Financial Group Inc RI ($9.77M), and LPL Financial LLC ($8.35M).Learn more on TAIL's institutional investors.

Which institutional investors have been buying Cambria Tail Risk ETF stock?

Of the 56 institutional investors that purchased Cambria Tail Risk ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Goodman Advisory Group LLC ($3.01M), AE Wealth Management LLC ($2.99M), Wells Fargo & Company MN ($1.22M), Commonwealth Equity Services LLC ($1.02M), HighTower Advisors LLC ($895.57K), Beaumont Financial Advisors LLC ($892.55K), and Citizens Financial Group Inc. RI ($878.32K).

How much institutional buying is happening at Cambria Tail Risk ETF?

Institutional investors have bought a total of 17,309,301 shares in the last 24 months. This purchase volume represents approximately $273.66M in transactions.

Which Cambria Tail Risk ETF major shareholders have been selling company stock?

Of the 42 institutional investors that sold Cambria Tail Risk ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goodman Advisory Group LLC ($4.84M), Cambridge Investment Research Advisors Inc. ($1.83M), AE Wealth Management LLC ($1.36M), Commonwealth Equity Services LLC ($837.62K), Osborne Partners Capital Management LLC ($642.65K), Advisor Resource Council ($602.10K), and HighTower Advisors LLC ($442.73K).

How much institutional selling is happening at Cambria Tail Risk ETF?

Institutional investors have sold a total of 13,533,413 shares in the last 24 months. This volume of shares sold represents approximately $213.40M in transactions.


This page (BATS:TAIL) was last updated on 4/25/2024 by MarketBeat.com Staff

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