Who owns Alpha Architect Tail Risk ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CAOS from SEC Form 13F filings across 67 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 67 institutions disclosed 5.3M shares of Alpha Architect Tail Risk ETF worth $475.3M — about 112.2% of shares outstanding; the largest disclosed holder is WEALTHCARE CAPITAL MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
67
13F holders
$475.3M
value, 2026 filers
112.2%
of shares outstanding (5.3M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CAOS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WEALTHCARE CAPITAL MANAGEMENT LLC | 1.0M | $94.1M | 8.9% | 22.2% | +2.0% |
| 2 | Insight Advisors, LLC/ PA | 856,929 | $77.4M | 13.7% | 18.3% | -4.8% |
| 3 | Empowered Funds, LLC | 597,146 | $54.0M | 0.3% | 12.7% | 0.0% |
| 4 | CONTINUUM WEALTH ADVISORS, LLC | 460,188 | $41.6M | 14.0% | 9.8% | -19.7% |
| 5 | HighTower Advisors, LLC | 226,920 | $20.5M | 0.0% | 4.8% | +2.4% |
| 6 | CULTIVAR CAPITAL, INC. | 222,347 | $20.1M | 12.9% | 4.7% | +10.0% |
| 7 | Wealthcare Advisory Partners LLC | 207,580 | $18.8M | 0.4% | 4.4% | +11.1% |
| 8 | JPL Wealth Management, LLC | 142,052 | $12.8M | 2.5% | 3% | +8.4% |
| 9 | HILL ISLAND FINANCIAL LLC | 141,558 | $12.8M | 2.7% | 3% | +5.8% |
| 10 | Empirical Finance, LLC | 138,121 | $12.5M | 0.5% | 2.9% | -26.2% |
| 11 | Stokes Family Office, LLCNEW | 95,334 | $8.6M | 1.0% | 2% | new |
| 12 | Strata Wealth Advisors, LLC | 94,341 | $8.5M | 2.1% | 2% | +9.1% |
| 13 | Kathmere Capital Management, LLC | 90,812 | $8.2M | 0.4% | 1.9% | 0.0% |
| 14 | Maridea Wealth Management LLC | 90,540 | $8.2M | 0.9% | 1.9% | +10.4% |
| 15 | L.K. Benson & Company, P.C. | 85,138 | $7.7M | 2.3% | 1.8% | +10.6% |
| 16 | Stillwater Private Wealth, LLCNEW | 79,613 | $7.2M | 4.7% | 1.7% | new |
| 17 | Archford Capital Strategies, LLCNEW | 68,689 | $6.2M | 0.6% | 1.5% | new |
| 18 | Vise Technologies, Inc.NEW | 63,274 | $5.7M | 0.1% | 1.4% | new |
| 19 | SEEDS INVESTOR LLC | 47,198 | $4.3M | 0.4% | 1% | +36.0% |
| 20 | Bravias Capital Group, LLC | 41,627 | $3.8M | 2.2% | 0.9% | +13.1% |
| 21 | Encompass More Asset ManagementNEW | 39,820 | $3.6M | 0.5% | 0.8% | new |
| 22 | CLG LLC | 30,201 | $2.7M | 0.6% | 0.6% | -7.0% |
| 23 | World Investment Advisors | 26,931 | $2.4M | 0.0% | 0.6% | 0.0% |
| 24 | LPL Financial LLC | 26,283 | $2.4M | 0.0% | 0.6% | +17.6% |
| 25 | MATHER GROUP, LLC.NEW | 23,454 | $2.1M | 0.0% | 0.5% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.