CAOS

Alpha Architect Tail Risk

+$57.0M

Net Activity

Institutions Holding

51

Popularity Rank

#5947

Avg Weight

1.61%

Total Value

$443.4M

Ownership Trend

51 institutions currently hold CAOS, with 35 net buyers and 17 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

17

Net Buying Institutions

35

Key Holders

Key Holders

Top 5 by Value

WC
Wealthcare Capital Management LLC
$92.6M
IA
Insight Advisors, LLC/ PA
$81.7M
EF
Empowered Funds, LLC
$54.2M
CW
Continuum Wealth Advisors, LLC
$52.0M
HA
HighTower Advisors, LLC
$20.1M

Top 5 by Conviction

CW
Continuum Wealth Advisors, LLC
21.58%
IA
Insight Advisors, LLC/ PA
15.55%
CC
Cultivar Capital, INC.
11.73%
WC
Wealthcare Capital Management LLC
9.26%
HI
Hill Island Financial LLC
2.95%
View all 51 holding institutions

Quarterly Activity

Recent Activity

+$247.3M

Total Buy Value

$150.0M

Total Sell Value

New buy8
Trim11
Add27
Sold out6

35

Net Buyers

17

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ALPHA ARCHITECT TAIL RISK (CAOS)?
Major stakeholders currently include Wealthcare Capital Management LLC ($92.6M), Insight Advisors, LLC/ PA ($81.7M), Empowered Funds, LLC ($54.2M). Based on the latest 13F filings, there are a total of 51 tracked investment funds and institutions maintaining positions in CAOS.
What is the overall institutional sentiment toward CAOS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $57.0M, driven by 35 managers accumulating shares while 17 reduced their exposure.
Which institutions have been selling or reducing their CAOS positions?
In the latest period, 11 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $150.0M.
Are there any notable investors adding CAOS to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 27 existing holders added to their shares. The total reported buy value for the quarter amounted to $247.3M.

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