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 38 institutions that hold shares in the stock, with a total of 3.18 Million shares, which have been reported (via 13F filing form) to have a value of $38.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
520,523
shares
|
$6.32 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
489,812
shares
|
$5.95 Million
0.53% of portfolio
|
Q1 2025
Added 172.81%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
376,937
shares
|
$4.58 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
369,964
shares
|
$4.49 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
365,086
shares
|
$4.43 Million
0.0% of portfolio
|
Q1 2025
Added 91.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
164,567
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
146,808
shares
|
$1.78 Million
0.45% of portfolio
|
Q1 2025
Added 23.85%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
139,676
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2022
Reduced 6.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
129,037
shares
|
$1.57 Million
0.45% of portfolio
|
Q1 2025
Added 39.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
109,382
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
71,577
shares
|
$868,944
0.06% of portfolio
|
Q4 2023
Reduced 19.79%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
61,244
shares
|
$743,502
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
28,646
shares
|
$347,762
0.01% of portfolio
|
Q4 2023
Added 15.22%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
28,075
shares
|
$340,830
0.09% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
22,000
shares
|
$267,080
0.24% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
20,568
shares
|
$249,695
0.0% of portfolio
|
Q1 2025
Reduced 65.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
20,457
shares
|
$248,347
0.01% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
18,212
shares
|
$221,093
0.04% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
17,221
shares
|
$209,062
0.16% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,156
shares
|
$196,133
0.0% of portfolio
|
Q1 2025
Reduced 59.78%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
15,979
shares
|
$193,985
0.0% of portfolio
|
Q1 2025
Reduced 51.65%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
12,900
shares
|
$156,606
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
10,000
shares
|
$121,400
0.07% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
8,409
shares
|
$102,085
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,925
shares
|
$84,069
0.01% of portfolio
|
Q1 2025
Added 115316.67%
|