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 44 institutions that hold shares in the stock, with a total of 3.29 Million shares, which have been reported (via 13F filing form) to have a value of $39.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,220,016
shares
|
$14.5 Million
0.0% of portfolio
|
Q3 2025
Added 48.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
638,975
shares
|
$7.6 Million
0.0% of portfolio
|
Q3 2025
Added 570.03%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
212,248
shares
|
$2.52 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
163,155
shares
|
$1.94 Million
0.42% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
162,436
shares
|
$1.93 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
90,862
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.68%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
85,942
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
81,996
shares
|
$974,932
0.22% of portfolio
|
Q3 2025
Reduced 27.64%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
79,813
shares
|
$948,976
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
71,577
shares
|
$851,050
0.06% of portfolio
|
Q4 2023
Reduced 19.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
69,554
shares
|
$826,997
0.0% of portfolio
|
Q3 2025
Added 99.56%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
48,586
shares
|
$577,687
0.43% of portfolio
|
Q3 2025
Reduced 33.58%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
35,314
shares
|
$419,883
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
33,613
shares
|
$399,658
0.11% of portfolio
|
Q3 2025
Added 24.49%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
28,646
shares
|
$340,600
0.01% of portfolio
|
Q4 2023
Added 15.22%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
28,605
shares
|
$340,113
0.08% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
24,089
shares
|
$286,418
0.0% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
22,815
shares
|
$271,270
0.0% of portfolio
|
Q3 2025
Added 111.94%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
22,000
shares
|
$261,580
0.21% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
20,642
shares
|
$245,433
0.0% of portfolio
|
Q3 2025
Added 55.93%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
19,570
shares
|
$232,687
0.01% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
19,222
shares
|
$228,549
0.0% of portfolio
|
Q3 2025
Reduced 74.97%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
18,172
shares
|
$216,065
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
17,410
shares
|
$207,004
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
17,202
shares
|
$204,531
0.11% of portfolio
|
Q3 2025
Added 0.36%
|
|