CAOS Institutional Ownership & Shareholders
ALPHA ARCHITECT TAIL RISK (CAOS) is currently held by 68 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $464.94M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wealthcare Capital Management Llc is currently the largest disclosed institutional shareholder of CAOS tracked by InsiderSet, reporting ownership valued at approximately $94.83M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $95.85M, representing an estimated gain of +1.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed CAOS value among the investors covered in this analysis. Major shareholders include Wealthcare Capital Management Llc, Insight Advisors, Llc/ Pa, Empowered Funds, Llc, and several other long-term asset managers with concentrated positions in ALPHA ARCHITECT TAIL RISK (CAOS).
This page ranks the largest institutional CAOS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
68
Total Reported Value
$464.94M
Largest Holder
Wealthcare Capital Management Llc
Largest Position
$94.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthcare Capital Management Llc | 10.41% | 1,047,322 | $94,834,975 | $95,850,909 | +$1,015,934 | +1.07% | |
| Insight Advisors, Llc/ Pa | 9.95% | 624,686 | $56,565,358 | $57,171,263 | +$605,905 | +1.07% | |
| Empowered Funds, Llc | 0.28% | 597,146 | $53,958,113 | $54,650,802 | +$692,689 | +1.28% | |
| Continuum Wealth Advisors, Llc | 14.21% | 481,611 | $43,609,876 | $44,077,039 | +$467,163 | +1.07% | |
| Wealthcare Advisory Partners Llc | 0.38% | 248,440 | $22,496,243 | $22,737,229 | +$240,986 | +1.07% | |
| Cultivar Capital, Inc. | 13.99% | 247,494 | $22,410,582 | $22,650,651 | +$240,069 | +1.07% | |
| Strata Wealth Advisors, Llc | 4.37% | 205,755 | $18,631,160 | $18,830,698 | +$199,538 | +1.07% | |
| Hill Island Financial Llc | 2.74% | 145,257 | $13,153,021 | $13,293,921 | +$140,900 | +1.07% | |
| Jpl Wealth Management, Llc | 2.55% | 142,052 | $12,835,819 | $13,000,599 | +$164,780 | +1.28% | |
| Empirical Finance, Llc | 0.52% | 138,121 | $12,480,614 | $12,640,834 | +$160,220 | +1.28% | |
| L.K. Benson & Company, P.C. | 3.05% | 113,485 | $10,275,988 | $10,386,147 | +$110,159 | +1.07% | |
| Vise Technologies, Inc. | 0.08% | 107,670 | $9,749,518 | $9,853,958 | +$104,440 | +1.07% | |
| Kathmere Capital Management, Llc | 0.45% | 102,403 | $9,272,592 | $9,371,923 | +$99,331 | +1.07% | |
| Stokes Family Office, Llc | 1.00% | 95,334 | $8,614,335 | $8,724,968 | +$110,633 | +1.28% | |
| Maridea Wealth Management Llc | 0.89% | 90,540 | $8,181,194 | $8,286,221 | +$105,027 | +1.28% | |
| Stillwater Private Wealth, Llc | 4.69% | 79,613 | $7,198,000 | $7,286,182 | +$88,182 | +1.23% | |
| Archford Capital Strategies, Llc | 0.68% | 75,726 | $6,856,989 | $6,930,444 | +$73,455 | +1.07% | |
| Seeds Investor Llc | 0.44% | 47,198 | $4,264,811 | $4,319,561 | +$54,750 | +1.28% | |
| Bravias Capital Group, Llc | 2.23% | 41,627 | $3,761,416 | $3,809,703 | +$48,287 | +1.28% | |
| Encompass More Asset Management | 0.52% | 40,430 | $3,660,937 | $3,700,154 | +$39,217 | +1.07% | |
| Kestra Advisory Services, Llc | 0.01% | 31,303 | $2,834,487 | $2,864,851 | +$30,364 | +1.07% | |
| World Investment Advisors | 0.04% | 26,931 | $2,444,258 | $2,464,725 | +$20,467 | +0.84% | |
| Clg Llc | 0.50% | 26,587 | $2,407,494 | $2,433,242 | +$25,748 | +1.07% | |
| Lpl Financial Llc | 0.00% | 26,283 | $2,374,932 | $2,405,420 | +$30,488 | +1.28% | |
| Farther Finance Advisors, Llc | 0.02% | 24,088 | $2,181,168 | $2,204,534 | +$23,366 | +1.07% | |
| Centaurus Financial, Inc. | 0.07% | 20,621 | $1,863,000 | $1,887,234 | +$24,234 | +1.30% | |
| Pmv Capital Advisers, Llc | 2.73% | 20,109 | $1,817,049 | $1,840,376 | +$23,327 | +1.28% | |
| Mather Group, Llc. | 0.01% | 18,624 | $1,686,403 | $1,704,468 | +$18,065 | +1.07% | |
| Latitude Advisors, Llc | 0.49% | 17,501 | $1,584,716 | $1,601,692 | +$16,976 | +1.07% | |
| Entrewealth, Llc | 0.54% | 16,704 | $1,512,547 | $1,528,750 | +$16,203 | +1.07% | |
| Trilogy Capital Inc. | 0.06% | 16,424 | $1,487,193 | $1,503,124 | +$15,931 | +1.07% | |
| Valley Financial Group, Inc. | 0.66% | 14,849 | $1,341,790 | $1,358,980 | +$17,190 | +1.28% | |
| Citadel Advisors Llc | 0.00% | 14,325 | $1,294,407 | $1,311,024 | +$16,617 | +1.28% | |
| Iht Wealth Management, Llc | 0.02% | 12,575 | $1,136,277 | $1,150,864 | +$14,587 | +1.28% | |
| Roan Capital Partners | 0.76% | 11,482 | $1,039,696 | $1,050,833 | +$11,137 | +1.07% | |
| Well Done, Llc | 0.13% | 10,737 | $972,236 | $982,650 | +$10,414 | +1.07% | |
| Austin Wealth Management, Llc | 0.20% | 10,213 | $925,706 | $934,694 | +$8,988 | +0.97% | |
| Wealthcollab, Llc | 0.33% | 10,029 | $906,221 | $917,854 | +$11,633 | +1.28% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 9,230 | $833,746 | $844,730 | +$10,984 | +1.32% | |
| Wealthcare Capital Partners, Llc | 0.32% | 8,662 | $784,344 | $792,746 | +$8,402 | +1.07% | |
| Arkadios Wealth Advisors | 0.01% | 8,504 | $768,421 | $778,286 | +$9,865 | +1.28% | |
| Partners Wealth Management, Llc | 0.08% | 8,140 | $737,077 | $744,973 | +$7,896 | +1.07% | |
| Xy Planning Network, Inc. | 0.08% | 8,063 | $730,105 | $737,926 | +$7,821 | +1.07% | |
| Newedge Advisors, Llc | 0.00% | 8,042 | $726,675 | $736,004 | +$9,329 | +1.28% | |
| Mml Investors Services, Llc | 0.00% | 8,028 | $725,410 | $734,723 | +$9,313 | +1.28% | |
| Orcam Financial Group | 0.30% | 6,775 | $612,189 | $620,048 | +$7,859 | +1.28% | |
| Dynamic Advisor Solutions Llc | 0.02% | 6,748 | $611,031 | $617,577 | +$6,546 | +1.07% | |
| Foundry Financial Llc | 0.19% | 6,671 | $604,081 | $610,530 | +$6,449 | +1.07% | |
| Mccartney Wealth Management Llc | 0.42% | 6,165 | $557,069 | $564,221 | +$7,152 | +1.28% | |
| Composition Wealth, Llc | 0.01% | 5,899 | $533,054 | $539,876 | +$6,822 | +1.28% |
Frequently asked questions about CAOS
Who are the largest institutional holders of CAOS?
The largest institutional holders of CAOS reported in the latest SEC Form 13F filings include Wealthcare Capital Management Llc, Insight Advisors, Llc/ Pa, Empowered Funds, Llc, Continuum Wealth Advisors, Llc, and Wealthcare Advisory Partners Llc. InsiderSet ranks institutional holders by their latest reported CAOS position.
What is CAOS institutional ownership?
This page tracks CAOS positions reported by institutional investment managers through SEC Form 13F. ALPHA ARCHITECT TAIL RISK (CAOS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CAOS?
InsiderSet currently tracks 68 institutional managers reporting CAOS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CAOS shareholders.
How much CAOS stock do institutions own?
Institutional investment managers disclosed approximately $464.94M in CAOS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CAOS institutional ownership last updated?
The latest CAOS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CAOS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CAOS position after the reporting date.
Are institutions buying or selling CAOS?
Institutional buying and selling can be analyzed by comparing CAOS positions across consecutive 13F reporting periods. InsiderSet's CAOS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CAOS ownership changes.
How has CAOS institutional ownership changed over time?
InsiderSet tracks CAOS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.