ETF Holders

Who owns CAOS?

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Alpha Architect Tail Risk ETF · Alpha Architect

67 institutions reported holding CAOS, worth $475.3M, in Form 13F filings for June 30, 2026.

13F holders
67
Institutional value
$475.3M
Change from prior quarter
+7.2%
+$31.9M, with price moves
New and sold-out firms
23 / 8
26 added, 12 trimmed

Top 10 institutional holders of CAOS

FirmLocationValueSharesChange
Wealthcare Capital Management LLCRichmond, VA$94.1M1,041,170+20,471 shares
Insight Advisors, LLCNewtown, PA$77.4M856,929−43,503 shares
Empowered Funds, LLCNewtown Square, PA$54.0M597,146No change
Continuum Wealth Advisors, LLCSaratoga Springs, NY$41.6M460,188−112,920 shares
HighTower Advisors, LLCChicago, IL$20.5M226,920+5,419 shares
Cultivar Capital, Inc.Denton, TX$20.1M222,347+20,174 shares
Wealthcare Advisory Partners LLCWest Chester, PA$18.8M207,580+20,739 shares
JPL Wealth Management, LLCGreenwood Village, CO$12.8M142,052+11,006 shares
Hill Island Financial LLCGrand Rapids, MI$12.8M141,558+7,727 shares
Empirical Finance, LLCNewtown Square, PA$12.5M138,121−48,942 shares
57 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns CAOS?

67 institutional managers reported holding CAOS in Form 13F filings for June 30, 2026, worth $475.3M in total. The largest reported position was held by Wealthcare Capital Management LLC, at $94.1M.

Did institutions buy or sell CAOS last quarter?

Reported 13F value rose 7.2% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 8 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is CAOS ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.