CAOS institutional holders

Alpha Architect Tail Risk ETF · 66 reporting institutions · $466M reported value

Funds that can replace CAOS · CAOS return decomposition

Institutional holdings

Institutions reporting CAOS, largest first
InstitutionReported positionAdvisors at firmReport period
Wealthcare Capital Management LLC$94.1M322026-06-30
Insight Advisors, LLC/ PA$77.4M122026-06-30
Etf Architect$54M62026-06-30
Continuum Wealth Advisors, LLC$41.6M62026-06-30
Hightower Advisors, LLC$20.5M1,0462026-06-30
Cultivar Capital, Inc.$20.1M22026-06-30
Wealthcare Advisory Partners LLC$18.8M1702026-06-30
Jpl Wealth Management, LLC$12.8M22026-06-30
Hill Island Financial LLC$12.8M82026-06-30
Empirical Finance, LLC$12.5M02026-06-30
Stokes Family Office LLC$8.6M122026-06-30
Strata Wealth Advisors, LLC$8.5M102026-06-30
Kathmere Capital Management, LLC$8.2M172026-06-30
Maridea Wealth Management$8.2M382026-06-30
L.K. Benson & Company, P.C.$7.7M22026-06-30
Archford Capital Strategies, LLC$6.2M162026-06-30
Vise Technologies, Inc.$5.7M02026-06-30
Seeds Investor LLC$4.3M32026-06-30
Bravias Capital Group, LLC$3.8M62026-06-30
Encompass More Asset Management$3.6M862026-06-30
Clg LLC$2.7M232026-06-30
World Investment Advisors$2.4M3592026-06-30
Lpl Financial LLC$2.4M23,4582026-06-30
Mather Group, Llc.$2.1M1102026-06-30
Sankala Group LLC$2.1M42026-06-30
Pmv Capital Advisers, LLC$1.8M32026-06-30
Latitude Advisors, LLC$1.5M662026-06-30
Entrewealth, LLC$1.5M172026-06-30
Valley Financial Group, Inc.$1.3M42026-06-30
Citadel Advisors LLC$1.3M02026-06-30
Iht Wealth Management LLC$1.1M1592026-06-30
Roan Capital Partners$1.1M42026-06-30
Austin Wealth Management, LLC$925.7K102026-06-30
Wealthcollab, LLC$906.2K12026-06-30
Federation Des Caisses Desjardins Du Quebec$833.7K02026-06-30
Dynamic$810.3K752026-06-30
Wealthcare Capital Partners, LLC$769.9K82026-06-30
Arkadios Wealth Advisors$768.4K2262026-06-30
Mgo One Seven LLC$762.6K1182026-06-30
Xy Planning Network, Inc.$726.9K02026-06-30
Newedge Advisors$726.7K6012026-06-30
MML Investors Services, LLC$725.4K5,1202026-06-30
Captrust Wealth Advisors$724.5K202026-06-30
Farther Finance Advisors, LLC$720.1K3342026-06-30
Foundry Financial LLC$630.6K102026-06-30
Orcam Financial Group, LLC$612.2K12026-06-30
McCartney Wealth Management LLC$557.1K22026-06-30
Composition Wealth, LLC$533.1K762026-06-30
PNC Financial Services Group, Inc.$468.5K02026-06-30
Caerus Investment Advisors, LLC$351.3K52026-06-30
Krilogy$341.3K642026-06-30
North Berkeley Wealth Management, LLC$308.5K122026-06-30
Advyzon Investment Management, LLC$300.1K22026-06-30
Ausdal Financial Partners, Inc.$299.5K1892026-06-30
Benjamin Edwards Inc$296.4K02026-06-30
Envestnet Pmc$246.8K602026-06-30
Jessup Wealth Management, Inc$240.4K72026-06-30
Foundations Investment Advisors, LLC$232.6K3022026-06-30
Blackdiamond Wealth Management, LLC$203.1K72026-06-30
Global Retirement Partners LLC$87.9K4912026-06-30
Rossby Financial, Lcc$53K312026-06-30
Luminist Capital LLC$12.9K52026-06-30
Stillwater Private Wealth$7.2K42026-06-30
Centaurus Financial, Inc.$1.9K4312026-06-30
Ae Wealth Management LLC$6334712026-06-30
Betterment LLC$248282026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-06-30