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Cambria Tail Risk ETF (TAIL) Institutional Ownership

$10.62 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Cambria Tail Risk ETF (BATS:TAIL)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$58.14M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$18.16M
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TAIL Institutional Buying and Selling by Quarter

Cambria Tail Risk ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026Continuum Wealth Advisors LLC26,475$310K0.1%N/A0.319%
5/5/2026Beaumont Financial Advisors LLC710,791$8.32M0.6%N/A8.564%
5/1/2026Simplicity Wealth LLC10,400$122K0.0%N/A0.125%
4/28/2026Ascentis Independent Advisors81,996$960K0.1%N/A0.988%
4/24/2026Ferguson 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%
2/16/2026MML Investors Services LLC10,680$123K0.0%N/A0.129%
2/16/2026Focus Partners Wealth1,400,142$16.09M0.0%N/A16.869%
2/13/2026Wells Fargo & Company MN727,043$8.35M0.0%-40.4%8.760%
2/12/2026Commonwealth Equity Services LLC15,385$177K0.0%+38.7%0.185%
2/12/2026Bank of Montreal Can10,000$115K0.0%N/A0.120%
2/12/2026Principal Securities Inc.10,099$116K0.0%+202.4%0.122%
2/11/2026LPL Financial LLC1,421,835$16.34M0.0%+122.5%17.131%
2/6/2026Orcam Financial Group18,500$213K0.2%-15.9%0.223%
2/6/2026Global Retirement Partners LLC4,620$53K0.0%+224.4%0.056%
2/6/2026HighTower Advisors LLC1,045,832$12.02M0.0%N/A12.600%
2/5/2026Soltis Investment Advisors LLC221,978$2.55M0.2%+4.6%2.674%
1/30/2026Citizens 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%
1/20/2026Philip James Wealth Mangement LLC168,011$1.93M0.2%+3.4%2.024%
1/15/2026Professional 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%
11/10/2025Verus Capital Partners LLC17,410$206K0.0%N/A0.210%
11/5/2025L.K. Benson & Company P.C.14,435$171K0.1%N/A0.174%
11/5/2025Envestnet Asset Management Inc.24,089$285K0.0%-10.9%0.290%
11/4/2025Centric Wealth Management28,605$339K0.1%+5.8%0.345%
10/28/2025Professional Financial Advisors LLC163,155$1.93M0.4%+8.1%1.966%
10/24/2025Continuum Wealth Advisors LLC35,314$418K0.2%N/A0.425%
10/24/2025Philip 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%
10/16/2025Mezzasalma Advisors LLC33,613$398K0.1%+24.5%0.405%
10/9/2025AdvisorNet Financial Inc3,418$40K0.0%-59.4%0.041%
9/4/2025Osaic Holdings Inc.7,173$86K0.0%+864.1%0.086%
8/15/2025Tidal Investments LLC79,936$958K0.0%+288.6%0.963%
8/14/2025Jane Street Group LLC65,270$783K0.0%N/A0.786%
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8/14/2025Raymond James Financial Inc.2,654$32K0.0%-98.4%0.032%
8/13/2025StoneX Group Inc.11,977$144K0.0%N/A0.144%
8/12/2025Centric Wealth Management27,027$321K0.1%-3.7%0.326%
8/12/2025JPMorgan Chase & Co.28,043$336K0.0%N/A0.338%
8/8/2025Citizens Financial Group Inc. RI79,576$954K0.0%-84.7%0.959%
8/6/2025Soltis Investment Advisors LLC213,481$2.56M0.2%-56.4%2.572%
8/4/2025L.M. Kohn & Company31,307$375K0.1%N/A0.377%
8/1/2025Envestnet Asset Management Inc.27,046$324K0.0%N/A0.326%
7/30/2025BlueChip Wealth Advisors LLC17,077$205K0.1%N/A0.206%
7/29/2025Mezzasalma 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%
7/10/2025Professional 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%
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%
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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%
5/11/2024Resurgent Financial Advisors LLC20,000$242K0.1%+100.0%0.290%
4/25/2024Professional Financial Advisors LLC99,445$1.21M0.3%+12.5%1.362%


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 5,017,618 shares in the last 24 months. This purchase volume represents approximately $58.14M in transactions.

Of the 13 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 ($481.45K), Soltis Investment Advisors LLC ($276.33K), Raymond James Financial Inc. ($161.91K), ORG Partners LLC ($47.04K), Susquehanna International Group LLP ($34.78K), and Comprehensive Money Management Services LLC ($24.56K).

Institutional investors have sold a total of 1,537,665 shares in the last 24 months. This volume of shares sold represents approximately $18.16M in transactions.


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This page (BATS:TAIL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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