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Cambria Tail Risk ETF (TAIL) Institutional Ownership

$11.96 +0.84 (+7.52%)
Closing price 08/5/2025 03:59 PM Eastern
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$11.98 +0.02 (+0.16%)
As of 04:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for Cambria Tail Risk ETF (BATS:TAIL)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$36.35M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$7.13M
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TAIL Institutional Buying and Selling by Quarter

Cambria Tail Risk ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025 L.M. Kohn & Company31,307$375K0.1%N/A0.377%
8/1/2025 Envestnet Asset Management Inc.27,046$324K0.0%N/A0.326%
7/30/2025 BlueChip Wealth Advisors LLC17,077$205K0.1%N/A0.206%
7/29/2025 Mezzasalma Advisors LLC27,000$324K0.1%N/A0.325%
7/24/2025 Comprehensive Money Management Services LLC73,146$877K0.7%+324.7%0.881%
7/16/2025 ORG Partners LLC113,317$1.36M0.3%-12.2%1.365%
7/10/2025 Professional Financial Advisors LLC150,885$1.81M0.4%+2.8%1.807%
5/15/2025Centric Wealth Management28,075$331K0.1%+10.3%0.214%
5/9/2025Citizens Financial Group Inc. RI520,523$6.13M0.1%N/A6.088%
5/7/2025LPL Financial LLC109,382$1.29M0.0%+9.9%1.279%
5/6/2025Lifeworks Advisors LLC18,212$215K0.0%-6.5%0.213%
5/2/2025Fortis Group Advisors LLC369,964$4.36M0.8%N/A4.327%
4/28/2025 Mutual Advisors LLC12,900$164K0.0%N/A0.151%
4/25/2025Goodman Advisory Group LLC1,047,436$12.34M5.7%N/A12.251%
4/23/2025Western Wealth Management LLC376,937$4.44M0.3%N/A4.409%
4/23/2025 Professional Financial Advisors LLC146,808$1.73M0.4%+23.8%1.717%
4/22/2025Advisor Resource Council61,244$721K0.1%N/A0.716%
4/21/2025 ORG Partners LLC129,037$1.52M0.4%+39.4%1.509%
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%
3/4/2025 Comprehensive 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%
1/14/2025 Professional Financial Advisors LLC118,540$1.33M0.3%+3.2%1.718%
1/10/2025 ORG 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%
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10/31/2024Advisor Resource Council13,113$158K0.1%N/A0.190%
10/28/2024Gladstone Institutional Advisory LLC18,313$221K0.0%+10.0%0.265%
10/11/2024 ORG Partners LLC101,869$1.23M0.2%+60.7%1.476%
10/10/2024Concourse Financial Group Securities Inc.2,800$34K0.0%N/A0.041%
10/10/2024 Professional Financial Advisors LLC114,876$1.38M0.4%+8.9%1.665%
8/13/2024 TPG Advisors LLC11,166$129K0.1%N/A0.162%
7/24/2024&PARTNERS56,857$659K0.0%+35.2%0.824%
7/18/2024 Professional Financial Advisors LLC105,518$1.22M0.3%+6.1%1.529%
7/16/2024 ORG 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%
4/25/2024 Professional 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%
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%
2/1/2024 Significant Wealth Partners LLC98,787$1.27M0.9%N/A0.754%
1/26/2024Soltis Investment Advisors LLC159,967$2.05M0.2%-52.2%1.221%
1/26/2024 B.O.S.S. Retirement Advisors LLC134,274$1.74M0.3%-5.2%1.025%
1/19/2024 B.O.S.S. Retirement Advisors LLC134,274$1.74M5.2%-5.2%1.025%
1/18/2024 Professional 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%
1/8/2024 B.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%
11/6/2023Authentikos 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%
10/25/2023 Professional Financial Advisors LLC80,872$1.05M0.5%N/A0.617%
10/24/2023 Cambridge Investment Research Advisors Inc.20,943$271K0.0%-85.0%0.160%
10/17/2023 B.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%
10/10/2023Outlook Wealth Advisors LLC20,178$261K0.1%+5.1%0.154%
8/24/2023Adalta Capital Management LLC15,300$210K0.1%-17.4%0.117%
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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%
(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, 46 institutional investors and hedge funds held shares of Cambria Tail Risk ETF. The most heavily invested institutionals were AE Wealth Management LLC ($39.85M), Goodman Advisory Group LLC ($12.34M), Citizens Financial Group Inc. RI ($6.13M), Western Wealth Management LLC ($4.44M), Mid American Wealth Advisory Group Inc. ($4.42M), Fortis Group Advisors LLC ($4.36M), and Wells Fargo & Company MN ($2.14M).Learn more on Cambria Tail Risk ETF's institutional investors.

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

Of the 39 institutional investors that purchased Cambria Tail Risk ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Citizens Financial Group Inc. RI ($1.30M), Goodman Advisory Group LLC ($1.05M), AE Wealth Management LLC ($639.17K), Mid American Wealth Advisory Group Inc. ($420.60K), Western Wealth Management LLC ($376.94K), Fortis Group Advisors LLC ($369.96K), 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 3,103,285 shares in the last 24 months. This purchase volume represents approximately $36.35M in transactions.

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

The following institutional investors have sold Cambria Tail Risk ETF stock in the last 24 months: Wells Fargo & Company MN ($564.57K), ORG Partners LLC ($25.01K), Jane Street Group LLC ($17.60K), Napa Wealth Management ($15.69K), LPL Financial LLC ($7.93K), Soltis Investment Advisors LLC ($3.15K), and Lifeworks Advisors LLC ($1.27K).

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

Institutional investors have sold a total of 635,198 shares in the last 24 months. This volume of shares sold represents approximately $7.13M in transactions.


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This page (BATS:TAIL) was last updated on 8/6/2025 by MarketBeat.com Staff
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