Who Owns CAOS?
Alpha Architect Tail Risk ETF — Institutional Ownership & 13F Holdings
$90.57
-0.04 (-0.04%)
Market Cap
$424.9M
Shares Outstanding
4,686,685
Institutional Holders
27
Total Inst. Value
$245.2M
% of Float Held
—
QoQ Holder Change
+22
Institutional data as of Q1 2025
New Positions
13
Closed Positions
6
Increased
12
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Insight Advisors, LLC/ PA | $171.0M | 1,943,985 |
| 2 | CONTINUUM WEALTH ADVISORS, LLC | $27.3M | 310,166 |
| 3 | CULTIVAR CAPITAL, INC.New | $12.4M | 140,682 |
| 4 | Valley Financial Group, Inc. | $11.5M | 130,767 |
| 5 | Wealthcare Advisory Partners LLC | $4.6M | 52,502 |
| 6 | Empirical Finance, LLC | $4.3M | 49,457 |
| 7 | HighTower Advisors, LLCNew | $3.2M | 35,957 |
| 8 | CLG LLCNew | $2.9M | 32,649 |
| 9 | L.K. Benson & Company, P.C. | $1.8M | 20,797 |
| 10 | Empowered Funds, LLCNew | $1.2M | 14,102 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Insight Advisors, LLC/ PA | +26K | $171.0M |
| CONTINUUM WEALTH ADVISORS, LLC | +10K | $27.3M |
| CULTIVAR CAPITAL, INC.New | +141K | $12.4M |
| Valley Financial Group, Inc. | +14K | $11.5M |
| Wealthcare Advisory Partners LLC | +3K | $4.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Ancora Advisors LLC | -1K | $430K |
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Frequently Asked Questions
How many institutional investors hold CAOS?
As of Q1 2025, 27 institutional investors report holding CAOS (Alpha Architect Tail Risk ETF) in their 13F filings.
Which hedge fund owns the most CAOS?
The largest institutional holder of CAOS is Insight Advisors, LLC/ PA with $171.0M in shares.
Are institutions buying or selling CAOS?
This quarter, 13 institutions opened new positions in CAOS and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.