Who Owns Alpha Architect Tail Risk ETF (CAOS)?Hedge Fund & Institutional Holders

$90.55-0.01 (-0.01%)Financial ServicesBATS

Institutional Holders

48

as of Q4 2025

Total Institutional Value

$8.302700031795001e+227T

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$86.43$87.69$88.96$90.22$91.49Sep 24Jun 25Mar 26

CAOS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CONTINUUM WEALTH ADVISORS, LLCNew Position+354K+$31.8B
JPL Wealth Management, LLCNew Position+107K+$9.6B
L.K. Benson & Company, P.C.New Position+70K+$6.2B
Maridea Wealth Management LLCNew Position+68K+$6.1B
Kathmere Capital Management, LLCNew Position+56K+$5.0B
CULTIVAR CAPITAL, INC.Increased+44K+$4.0B
IHT Wealth Management, LLCNew Position+34K+$3.0B
Ethos Financial Group, LLCNew Position+24K+$2.1B
Atria Investments, IncNew Position+22K+$2.0B
SEEDS INVESTOR LLCNew Position+22K+$2.0B
Bravias Capital Group, LLCNew Position+21K+$1.9B
HILL ISLAND FINANCIAL LLCIncreased+20K+$1.8B
Austin Wealth Management, LLCNew Position+19K+$1.7B
Wealthcare Advisory Partners LLCIncreased+13K+$1.3B
WealthCollab, LLCIncreased+6K+$499.6M

CAOS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Insight Advisors, LLC/ PADecreased-994K-$88.7B
Empirical Finance, LLCClosed Position-192K-$17.2B
Valley Financial Group, Inc.Decreased-129K-$11.5B
Dynamic Advisor Solutions LLCDecreased-3K-$917.4M
CLG LLCDecreased-4K-$350.6M
Wealthcare Capital Partners, LLCDecreased-141-$11.4M
Ancora Advisors LLCClosed Position-58-$5.2M
MORGAN STANLEYDecreased-6K-$909K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Insight Advisors, LLC/ PA924,825$83.0B12.57%Share
2CONTINUUM WEALTH ADVISORS, LLC354,159$31.8B12.28%Share
3Wealthcare Advisory Partners LLC197,940$17.8B349.08%Share
4CULTIVAR CAPITAL, INC.196,050$17.6B11.27%Share
5HILL ISLAND FINANCIAL LLC136,454$12.3B2.93%Share
6JPL Wealth Management, LLC107,086$9.6B2.34%Share
7L.K. Benson & Company, P.C.69,615$6.2B3.14%Share
8Maridea Wealth Management LLC68,147$6.1B0.92%Share
9Kathmere Capital Management, LLC55,913$5.0B0.34%Share
10CLG LLC34,559$3.1B0.77%Share
11IHT Wealth Management, LLC34,132$3.0B0.07%Share
12Ethos Financial Group, LLC23,700$2.1B0.16%Share
13Atria Investments, Inc22,433$2.0B22.73%Share
14SEEDS INVESTOR LLC22,106$2.0B0.38%Share
15Bravias Capital Group, LLC21,363$1.9B1.16%Share
16Austin Wealth Management, LLC19,112$1.7B0.25%Share
17Valley Financial Group, Inc.14,820$1.3B0.75%Share
18BlackDiamond Wealth Management, LLC11,677$1.1B0.51%Share
19ENTREWEALTH, LLC11,638$1.1B0.47%Share
20WealthCollab, LLC9,738$874.0M0.36%Share
21Wealthcare Capital Partners, LLC8,285$743.0M0.35%Share
22XY Planning Network, Inc.5,902$529.0M0.09%Share
23Capstone Financial Advisors, Inc.5,561$499.0M0.03%Share
24Latitude Advisors, LLC4,942$443.0M0.19%Share
25Rockwood Wealth Management, LLC4,156$373.0M0.03%Share
26Orcam Financial Group3,680$330.0M0.25%Share
27Jessup Wealth Management, Inc2,661$238.0M0.08%Share
28WEALTHCARE CAPITAL MANAGEMENT LLC996,874$89.5M8.89%Share
29Empowered Funds, LLC597,146$53.0M0.42%Share
30HighTower Advisors, LLC227,826$20.0M0.02%Share
31Rossby Financial, LCC55$4.0M0.00%Share
32CENTAURUS FINANCIAL, INC.16,829$1.0M0.05%Share
33Dynamic Advisor Solutions LLC7,732$694K0.02%Share
34McCartney Wealth Management LLC6,784$609K0.53%Share
35Foundry Financial LLC3,780$339K0.18%Share
36World Investment Advisors3,757$337K0.01%Share
37North Berkeley Wealth Management, LLC3,414$306K0.18%Share
38BENJAMIN EDWARDS INC3,091$277K0.00%Share
39Luminist Capital LLC44$3K0.00%Share
40Federation des caisses Desjardins du Quebec4,926$00.00%Share
41MML INVESTORS SERVICES, LLC6,472$00.00%Share
42Private Advisor Group, LLC8,372$00.00%Share
43Quantinno Capital Management LP4,174$00.00%Share
44PNC FINANCIAL SERVICES GROUP, INC.5,185$00.00%Share
45LPL Financial LLC3,588$00.00%Share
46ENVESTNET ASSET MANAGEMENT INC3,241$00.00%Share
47HOLLENCREST CAPITAL MANAGEMENT622$00.00%Share
48MORGAN STANLEY3,730$00.00%Share

CAOS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202548$212.9B+23
Q3 202525$269.3B-6
Q2 202531$299.1B+4
Q1 202527$253.0B+7
Q4 202420$436.6B+11
Q3 20249$3.0T+2
Q2 20247$4.8B+2
Q1 20245$1.4T—

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As of Q4 2025, 48 institutional investors hold CAOS (Alpha Architect Tail Risk ETF). The largest holder is Insight Advisors, LLC/ PA with $83.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CAOS?

As of Q4 2025, 48 institutional investors report holding CAOS (Alpha Architect Tail Risk ETF) in their 13F filings.

Who is the largest institutional holder of CAOS?

The largest institutional holder of CAOS is Insight Advisors, LLC/ PA with $83.0B in shares.

Is institutional ownership of CAOS increasing or decreasing?

This quarter, 11 institutions opened new positions in CAOS and 2 closed their positions.