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Cambria Tail Risk ETF (TAIL) Institutional Ownership

$13.10 +1.98 (+17.76%)
Closing price 04/17/2025 03:58 PM Eastern
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$13.00 -0.10 (-0.76%)
As of 04/17/2025 05:16 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)
20
Total
Institutional Inflows
(last 12 months)
$6.68M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$7.15M
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TAIL Institutional Buying and Selling by Quarter

Cambria Tail Risk ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/9/2025 NBC Securities Inc.6,925$81K0.0%+115,316.7%0.096%
4/7/2025 AdvisorNet 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%
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%
7/10/2024 Mid 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%
4/19/2024Advisor Resource Council13,113$168K0.1%-81.7%0.180%
4/12/2024 Southland Equity Partners LLC10,921$132K0.0%-60.7%0.083%
4/11/2024&PARTNERS42,066$510K0.1%N/A0.321%
4/8/2024 Mid American Wealth Advisory Group Inc.390,986$4.74M3.2%+15.2%2.985%
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2/9/2024InterOcean Capital Group LLC28,646$367K0.0%+15.2%0.219%
2/9/2024Wells Fargo & Company MN615,516$7.89M0.0%-23.2%4.699%
2/9/2024Gladstone Institutional Advisory LLC16,429$210K0.0%-19.4%0.125%
2/7/2024Cary Street Partners Investment Advisory LLC11,500$147K0.0%N/A0.088%
2/7/2024 Mid American Wealth Advisory Group Inc.339,521$4.35M3.0%-0.6%2.592%
2/6/2024Centric Wealth Management19,355$240K0.1%N/A0.148%
2/5/2024Cary Street Partners Investment Advisory LLC11,500$147K0.0%N/A0.088%
2/5/2024 Mid American Wealth Advisory Group Inc.369,138$4.62M3.2%+8.1%2.818%
2/2/2024Citizens Financial Group Inc. RI783,100$10.03M0.3%N/A5.978%
2/1/2024Significant Wealth Partners LLC98,787$1.27M0.9%N/A0.754%
1/26/2024Soltis Investment Advisors LLC159,967$2.05M0.2%-52.2%1.221%
1/26/2024B.O.S.S. Retirement Advisors LLC134,274$1.74M0.3%-5.2%1.025%
1/19/2024B.O.S.S. Retirement Advisors LLC134,274$1.74M5.2%-5.2%1.025%
1/18/2024Professional Financial Advisors LLC88,394$1.13M0.4%+9.3%0.675%
1/16/2024Wealthsource Partners LLC71,577$917K0.1%-19.8%0.546%
1/12/2024Advisor Resource Council71,544$916K0.1%N/A0.546%
1/8/2024B.O.S.S. Retirement Advisors LLC134,274$1.74M0.4%-5.2%1.025%
11/13/2023LPL Financial LLC645,596$8.35M0.0%-2.6%4.928%
11/13/2023Wealthsource Partners LLC89,242$1.16M0.1%-11.1%0.681%
11/8/2023HighTower Advisors LLC907,498$11.74M0.0%-32.8%6.927%
11/8/2023Soltis Investment Advisors LLC334,344$4.33M0.6%+145.5%2.552%
11/6/2023 Authentikos Wealth Advisory LLC48,277$625K0.6%-2.0%0.369%
11/4/2023 NBC Securities Inc.6,925$89K0.0%N/A0.053%
11/1/2023Csenge Advisory Group14,546$188K0.0%+27.3%0.111%
11/1/2023Orion Portfolio Solutions LLC45,502$589K0.0%-75.2%0.347%
10/25/2023Professional Financial Advisors LLC80,872$1.05M0.5%N/A0.617%
10/24/2023Cambridge Investment Research Advisors Inc.20,943$271K0.0%-85.0%0.160%
10/17/2023B.O.S.S. Retirement Advisors LLC141,642$1.83M0.4%+4.5%1.081%
10/11/2023AE Wealth Management LLC3,079,633$39.85M0.2%+26.2%23.509%
10/10/2023 Mid American Wealth Advisory Group Inc.341,502$4.42M3.6%N/A2.607%
10/10/2023 Outlook Wealth Advisors LLC20,178$261K0.1%+5.1%0.154%
8/24/2023Adalta Capital Management LLC15,300$210K0.1%-17.4%0.117%
8/14/2023Resurgent Financial Advisors LLC12,000$163K0.1%-20.0%0.092%
8/10/2023Cetera Investment Advisers126,180$1.71M0.0%+3.2%0.963%
8/9/2023Soltis Investment Advisors LLC136,215$1.85M0.2%-53.7%1.040%
8/4/2023 Parallel Advisors LLC5,187$70K0.0%-15.2%0.040%
8/4/2023Citizens Financial Group Inc. RI759,961$10.32M0.4%+14.3%5.801%
8/3/2023 Dynamic Advisor Solutions LLC42,042$571K0.0%-78.0%0.321%
8/3/2023 Great Lakes Retirement Inc.100,380$1.36M0.2%+49.3%0.766%
7/31/2023LPL Financial LLC662,686$9.00M0.0%-11.5%5.059%
7/26/2023 Janney Montgomery Scott LLC27,441$373K0.0%N/A0.179%
7/20/2023Osborne Partners Capital Management LLC12,134$165K0.0%-51.5%0.079%
7/20/2023 Authentikos Wealth Advisory LLC49,283$669K0.6%N/A0.321%
7/17/2023Impact Partnership Wealth LLC2,407$33K0.0%N/A0.016%
7/13/2023Cambridge Investment Research Advisors Inc.139,292$1.89M0.0%-8.6%0.907%
7/10/2023B.O.S.S. Retirement Advisors LLC135,591$1.84M0.4%+63.1%0.883%
7/10/2023AE Wealth Management LLC2,440,460$33.14M0.2%+93.6%15.899%
7/10/2023 Outlook Wealth Advisors LLC19,200$261K0.1%N/A0.125%
5/23/2023Toroso Investments LLC71,535$1.05M0.0%-4.4%0.516%
5/12/2023NewEdge Advisors LLC392,077$5.76M0.1%+7,067.8%2.831%
Trump and Musk fight back (Ad)

Is there more to the Musk–Trump relationship than meets the eye? Jeff Brown thinks so — and he believes it has to do with a top-level initiative to build the ultimate military-grade AI system. He’s calling it the “AI Superweapon,” and he says it could soon become the center of global tech dominance. At the core of this initiative? A handful of companies tied to America’s most powerful tech platforms — and investors who act before this goes mainstream may have a rare early edge.

Click here to see why Jeff believes this is the biggest stock story of the year — and which companie
5/12/2023HighTower Advisors LLC1,324,463$19.45M0.0%+14.3%9.563%
5/11/2023Cambridge Investment Research Advisors Inc.152,409$2.24M0.0%-87.6%1.100%
5/11/2023Commonwealth Equity Services LLC196,667$2.89M0.0%-62.3%1.420%
5/10/2023Citizens Financial Group Inc RI664,738$9.77M0.4%N/A4.800%
5/10/2023LPL Financial LLC748,572$11.00M0.0%-12.2%5.405%
5/9/2023 Great Lakes Retirement Inc.67,227$988K0.2%N/A0.485%
5/9/2023Wedbush Securities Inc.10,545$155K0.0%-85.0%0.076%
5/3/2023Soltis Investment Advisors LLC294,261$4.33M0.6%-1.5%2.125%
5/3/2023Integrated Wealth Concepts LLC281,909$4.14M0.1%-9.6%2.035%
5/2/2023Orcam Financial Group22,100$325K0.5%+9.4%0.160%
(Data available from 1/1/2016 forward)

TAIL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TAIL shares?

During the previous two years, 53 institutional investors and hedge funds held shares of Cambria Tail Risk ETF. The most heavily invested institutionals were AE Wealth Management LLC ($39.85M), Citizens Financial Group Inc. RI ($10.03M), Citizens Financial Group Inc RI ($9.77M), NewEdge Advisors LLC ($5.76M), Mid American Wealth Advisory Group Inc. ($4.42M), Integrated Wealth Concepts LLC ($4.14M), and Commonwealth Equity Services LLC ($2.89M).Learn more on TAIL's institutional investors.

Which institutional investors have been buying Cambria Tail Risk ETF stock?

Of the 37 institutional investors that purchased Cambria Tail Risk ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($1.82M), Citizens Financial Group Inc. RI ($878.32K), Citizens Financial Group Inc RI ($664.74K), Mid American Wealth Advisory Group Inc. ($420.60K), NewEdge Advisors LLC ($386.61K), HighTower Advisors LLC ($229.43K), and Soltis Investment Advisors LLC ($226.68K).

How much institutional buying is happening at Cambria Tail Risk ETF?

Institutional investors have bought a total of 5,767,381 shares in the last 24 months. This purchase volume represents approximately $76.87M in transactions.

Which Cambria Tail Risk ETF major shareholders have been selling company stock?

Of the 29 institutional investors that sold Cambria Tail Risk ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($1.21M), Wells Fargo & Company MN ($750.15K), HighTower Advisors LLC ($442.73K), Soltis Investment Advisors LLC ($346.29K), Commonwealth Equity Services LLC ($325.02K), LPL Financial LLC ($214.75K), and Dynamic Advisor Solutions LLC ($148.73K).

How much institutional selling is happening at Cambria Tail Risk ETF?

Institutional investors have sold a total of 3,900,882 shares in the last 24 months. This volume of shares sold represents approximately $52.42M in transactions.



This page (BATS:TAIL) was last updated on 4/20/2025 by MarketBeat.com Staff
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