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 37 institutions that hold shares in the stock, with a total of 1.99 Million shares, which have been reported (via 13F filing form) to have a value of $22 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
755,304
shares
|
$8.35 Million
0.0% of portfolio
|
Q3 2024
Added 75.54%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
182,693
shares
|
$2.02 Million
0.22% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
139,676
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2022
Reduced 6.15%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
114,876
shares
|
$1.27 Million
0.37% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
107,491
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
101,869
shares
|
$1.13 Million
0.21% of portfolio
|
Q3 2024
Added 60.69%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
71,577
shares
|
$790,925
0.06% of portfolio
|
Q4 2023
Reduced 19.79%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
60,172
shares
|
$664,900
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
51,863
shares
|
$573,086
0.01% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
48,882
shares
|
$540,146
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
42,603
shares
|
$470,763
0.01% of portfolio
|
Q3 2024
Reduced 25.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,831
shares
|
$395,932
0.0% of portfolio
|
Q3 2024
Reduced 32.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
29,753
shares
|
$328,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
28,913
shares
|
$319,488
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
28,646
shares
|
$316,538
0.01% of portfolio
|
Q4 2023
Added 15.22%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
28,043
shares
|
$309,875
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
22,723
shares
|
$251,089
0.07% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
22,000
shares
|
$243,100
0.26% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
20,439
shares
|
$225,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
18,987
shares
|
$209,806
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
18,313
shares
|
$202,358
0.01% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
13,113
shares
|
$144,898
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$110,500
0.07% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
9,619
shares
|
$106,289
0.0% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
8,584
shares
|
$94,853
0.0% of portfolio
|
Q3 2024
Added 179.43%
|