TAIL institutional holders

Cambria Tail Risk ETF · 59 reporting institutions · $83.3M reported value

Funds that can replace TAIL · TAIL return decomposition

Institutional holdings

Institutions reporting TAIL, largest first
InstitutionReported positionAdvisors at firmReport period
Hightower Advisors, LLC$15.2M1,0462026-06-30
Focus Partners Wealth$14.4M1,0482026-06-30
Wells Fargo & Company/mn$10.9M02026-06-30
Lpl Financial LLC$10.5M23,4582026-06-30
Professional Financial Management, Inc.$8.3M32026-06-30
Osaic Holdings, Inc.$3.1M02026-06-30
Mather Group, Llc.$2.6M1102026-06-30
Commonwealth Equity Services, LLC$2M2,8632026-06-30
Soltis Investment Advisors LLC$1.7M782026-06-30
Persium Advisors, LLC$1.5M122026-06-30
Susquehanna International Group, LLP$1.3M02026-06-30
Philip James Wealth Mangement, LLC$1.2M72026-06-30
Raymond James Financial Inc$1.2M02026-06-30
Org Partners LLC$942.1K02025-12-31
Envestnet Pmc$832K602026-06-30
Old Mission Capital LLC$777.9K02026-06-30
Zega Investments, LLC$615.8K62026-06-30
Arrowroot Family Office, LLC$518.4K132026-06-30
Citizens Financial Group Inc/ri$414.7K02026-06-30
Farther Finance Advisors, LLC$404.8K3342026-06-30
Fermata Advisors$396K132026-06-30
Mezzasalma Advisors, LLC$364.4K72026-06-30
Dynamic$344.5K752026-06-30
Centric Wealth Management$338K72026-06-30
Jane Street Group, LLC$331.6K02026-06-30
Southland Equity Partners, Llc.$323.8K252026-06-30
Firestone Capital Management$314.1K62026-06-30
Avestar Capital, LLC$270.8K132026-06-30
Comprehensive Money Management Services LLC$268.3K02026-06-30
National Bank of Canada /fi$251.2K02026-06-30
Gladstone Institutional Advisory LLC$215.8K1082026-06-30
Orcam Financial Group, LLC$196.7K12026-06-30
Maridea Wealth Management$190.2K382026-06-30
Sierra Capital LLC$177.5K72026-06-30
MML Investors Services, LLC$165.1K5,1202026-06-30
&partners$116.6K5552026-06-30
Resurgent Financial Advisors LLC$112K92026-06-30
Principal Securities, Inc.$111.6K1,4632026-06-30
Simplicity Wealth, LLC$110.6K02026-06-30
Bank of Montreal /can$106.3K02026-06-30
Rockefeller Capital Management LP$64.1K3462026-06-30
Advisornet Wealth Partners$36.3K582026-06-30
Morgan Stanley$27.2K23,1852026-06-30
Lanark Financial, Inc.$21.3K692026-06-30
Global Retirement Partners LLC$18.2K4912026-06-30
Ae Wealth Management LLC$8.9K4712026-06-30
Royal Bank of Canada$4K02026-06-30
Triumph Capital Management$3.2K142026-06-30
Shp Wealth Management$2.8K322026-06-30
Parallel Advisors, LLC$2.7K752026-06-30
Fiduciary Financial Advisors$2.1K512026-06-30
Jpmorgan Chase & Co$45002026-06-30
Compass Financial Management LLC$343462026-06-30
Integrated Wealth Concepts LLC$3234802026-06-30
Cambridge Investment Research Advisors, Inc.$2593,9402026-03-31
Noble Wealth Management Pbc.$11742026-06-30
Lloyd Advisory Services, Llc.$9472026-06-30
Capital Analysts, LLC$566082026-06-30
Allworth Financial, LP$543172026-06-30

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: 2025-12-31 to 2026-06-30