Institutional Ownership Cambria ETF Tr Tail Risk ETF (TAIL)
This table provides information about the institutional ownership of Cambria ETF Tr Tail Risk ETF (TAIL). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 2.36 Million shares, which have been reported (via 13F filing form) to have a value of $28 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
649,582
shares
|
$7.71 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
365,086
shares
|
$4.33 Million
0.0% of portfolio
|
Q1 2025
Added 91.41%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
213,481
shares
|
$2.53 Million
0.21% of portfolio
|
Q2 2025
Reduced 56.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
164,567
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
150,885
shares
|
$1.79 Million
0.43% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
113,317
shares
|
$1.35 Million
0.34% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
95,365
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.81%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
79,576
shares
|
$944,567
0.02% of portfolio
|
Q2 2025
Reduced 84.71%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
73,146
shares
|
$868,243
0.67% of portfolio
|
Q2 2025
Added 324.75%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
71,577
shares
|
$849,618
0.06% of portfolio
|
Q4 2023
Reduced 19.79%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
38,224
shares
|
$453,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
31,307
shares
|
$371,614
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
28,646
shares
|
$340,028
0.01% of portfolio
|
Q4 2023
Added 15.22%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
27,046
shares
|
$321,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
27,027
shares
|
$320,810
0.08% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
27,000
shares
|
$320,490
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
22,000
shares
|
$261,139
0.24% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
20,568
shares
|
$244,142
0.0% of portfolio
|
Q1 2025
Reduced 65.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
20,457
shares
|
$242,824
0.01% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
18,172
shares
|
$215,701
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
17,140
shares
|
$203,451
0.12% of portfolio
|
Q2 2025
Added 71.4%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
17,077
shares
|
$202,703
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,156
shares
|
$191,771
0.0% of portfolio
|
Q1 2025
Reduced 59.78%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
15,979
shares
|
$189,670
0.0% of portfolio
|
Q1 2025
Reduced 51.65%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
11,977
shares
|
$142,166
0.01% of portfolio
|
Q2 2025
New holding
|