ALPHA ARCHITECT TAIL RISK CAOS
$90.47
+0.2% 52w: $88.74 – $90.87
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data88.7489.8190.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
54
+6 QoQ
13F value
$446.6M
+15.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CAOS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WEALTHCARE CAPITAL MANAGEMENT LLC | Wealth advisor | 1.0M | $92.6M | 9.3% | +2.4% |
| Insight Advisors, LLC/ PA | Wealth advisor | 900.4K | $81.7M | 15.6% | -2.6% |
| Empowered Funds, LLC | Diversified mechanical | 597.1K | $54.2M | 0.3% | Held |
| CONTINUUM WEALTH ADVISORS, LLC | Wealth advisor | 573.1K | $52.0M | 21.6% | +61.8% |
| HighTower Advisors, LLC | Diversified mechanical | 221.5K | $20.1M | 0.0% | -2.8% |
| CULTIVAR CAPITAL, INC. | Wealth advisor | 202.2K | $18.3M | 11.7% | +3.1% |
| Empirical Finance, LLC | Other | 187.1K | $17.0M | 0.8% | New |
| Wealthcare Advisory Partners LLC | Wealth advisor | 186.8K | $17.0M | 0.3% | -5.6% |
| HILL ISLAND FINANCIAL LLC | Wealth advisor | 133.8K | $12.1M | 3.0% | -1.9% |
| JPL Wealth Management, LLC | Quant stat arb | 131.0K | $11.9M | 2.7% | +22.4% |
| Kathmere Capital Management, LLC | Wealth advisor | 90.8K | $8.2M | 0.5% | +62.4% |
| Strata Wealth Advisors, LLC | Wealth advisor | 86.5K | $7.8M | 2.2% | New |
| Maridea Wealth Management LLC | Wealth advisor | 82.0K | $7.4M | 1.1% | +20.3% |
| L.K. Benson & Company, P.C. | Wealth advisor | 77.0K | $7.0M | 2.3% | +10.6% |
| Bravias Capital Group, LLC | Wealth advisor | 36.8K | $3.3M | 2.2% | +72.3% |
| SEEDS INVESTOR LLC | Wealth advisor | 34.7K | $3.1M | 0.4% | +57.0% |
| CLG LLC | Wealth advisor | 32.5K | $2.9M | 0.7% | -6.0% |
| World Investment Advisors | Wealth advisor | 26.9K | $2.4M | 0.0% | +616.8% |
| Stillwater Private Wealth, LLC | Wealth advisor | 25.5K | $2.3M | 2.0% | — |
| Sankala Group LLC | Wealth advisor | 23.3K | $2.1M | 1.7% | -4.0% |
| LPL Financial LLC | Bank broker | 22.4K | $2.0M | 0.0% | +522.9% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 17.3K | $1.6M | 0.1% | +2.7% |
| Roan Capital Partners | Wealth advisor | 17.0K | $1.5M | 1.4% | — |
| Valley Financial Group, Inc. | Wealth advisor | 15.0K | $1.4M | 0.7% | +1.2% |
| ENTREWEALTH, LLC | Wealth advisor | 13.6K | $1.2M | 0.6% | +16.9% |
| IHT Wealth Management, LLC | Wealth advisor | 13.3K | $1.2M | 0.0% | -61.1% |
| BlackDiamond Wealth Management, LLC | Wealth advisor | 12.0K | $1.1M | 0.5% | +2.7% |
| Capstone Financial Advisors, Inc. | Wealth advisor | 11.1K | $1.0M | 0.1% | +99.5% |
| WealthCollab, LLC | Wealth advisor | 10.0K | $909K | 0.4% | +2.8% |
| Austin Wealth Management, LLC | Wealth advisor | 9.2K | $834K | 0.2% | -51.9% |
| Private Advisor Group, LLC | Wealth advisor | 8.8K | $795K | 0.0% | +4.7% |
| Wealthcare Capital Partners, LLC | Wealth advisor | 8.4K | $763K | 0.4% | +1.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 8.4K | $761K | 0.0% | +29.5% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 8.3K | $755K | 0.0% | +68.7% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 8.0K | $729K | 0.0% | +3.9% |
| XY Planning Network, Inc. | Wealth advisor | 7.3K | $665K | 0.1% | +24.3% |
| McCartney Wealth Management LLC | Wealth advisor | 6.3K | $573K | 0.5% | -6.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 5.8K | $526K | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 5.2K | $474K | 0.0% | +61.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 5.2K | $471K | 0.0% | Held |
| Latitude Advisors, LLC | Wealth advisor | 4.9K | $448K | 0.2% | 0.0% |
| Orcam Financial Group | Wealth advisor | 4.8K | $433K | 0.3% | +29.8% |
| Quantinno Capital Management LP | Diversified mechanical | 4.4K | $397K | 0.0% | +4.8% |
| Ethos Financial Group, LLC | Wealth advisor | 3.9K | $357K | 0.0% | -83.4% |
| Caerus Investment Advisors, LLC | Other | 3.9K | $353K | 0.1% | New |
| North Berkeley Wealth Management, LLC | Wealth advisor | 3.4K | $310K | 0.2% | Held |
| BENJAMIN EDWARDS INC | Diversified mechanical | 3.2K | $293K | 0.0% | +4.4% |
| Jessup Wealth Management, Inc ★2 | Fundamental diversified | 2.7K | $242K | 0.1% | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 2.6K | $232K | 0.0% | New |
| Betterment LLC | Wealth advisor | 2.4K | $217K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.