ALPHA ARCHITECT TAIL RISK (CAOS) Institutional Shareholders
ALPHA ARCHITECT TAIL RISK (CAOS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $452.65M in CAOS holdings during the latest filing period.
Wealthcare Capital Management Llc is currently the largest disclosed institutional shareholder of CAOS tracked by InsiderSet, reporting ownership valued at approximately $94.08M in its June 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 $94.22M, representing an estimated gain of +0.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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
63
Total Reported Value
$452.65M
Largest Holder
Wealthcare Capital Management Llc
Largest Position
$94.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
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 | 8.93% | 1,041,170 | $94,080,090 | $94,215,473 | +$135,383 | +0.14% | |
| Insight Advisors, Llc/ Pa | 13.65% | 856,929 | $77,432,105 | $77,543,505 | +$111,400 | +0.14% | |
| Empowered Funds, Llc | 0.28% | 597,146 | $53,958,113 | $54,035,742 | +$77,629 | +0.14% | |
| Continuum Wealth Advisors, Llc | 14.03% | 460,188 | $41,582,588 | $41,642,412 | +$59,824 | +0.14% | |
| Cultivar Capital, Inc. | 12.94% | 222,347 | $20,091,275 | $20,120,180 | +$28,905 | +0.14% | |
| Wealthcare Advisory Partners Llc | 0.36% | 207,580 | $18,756,929 | $18,783,914 | +$26,985 | +0.14% | |
| Jpl Wealth Management, Llc | 2.55% | 142,052 | $12,835,819 | $12,854,285 | +$18,466 | +0.14% | |
| Hill Island Financial Llc | 2.73% | 141,558 | $12,791,181 | $12,809,583 | +$18,402 | +0.14% | |
| Empirical Finance, Llc | 0.52% | 138,121 | $12,480,614 | $12,498,569 | +$17,955 | +0.14% | |
| Stokes Family Office, Llc | 1.00% | 95,334 | $8,614,335 | $8,626,774 | +$12,439 | +0.14% | |
| Strata Wealth Advisors, Llc | 2.08% | 94,341 | $8,524,653 | $8,536,917 | +$12,264 | +0.14% | |
| Kathmere Capital Management, Llc | 0.44% | 90,812 | $8,205,772 | $8,217,578 | +$11,806 | +0.14% | |
| Maridea Wealth Management Llc | 0.89% | 90,540 | $8,181,194 | $8,192,965 | +$11,771 | +0.14% | |
| L.K. Benson & Company, P.C. | 2.32% | 85,138 | $7,693,071 | $7,704,138 | +$11,067 | +0.14% | |
| Stillwater Private Wealth, Llc | 4.69% | 79,613 | $7,198,000 | $7,204,180 | +$6,180 | +0.09% | |
| Archford Capital Strategies, Llc | 0.63% | 68,689 | $6,206,738 | $6,215,668 | +$8,930 | +0.14% | |
| Vise Technologies, Inc. | 0.06% | 63,274 | $5,717,439 | $5,725,664 | +$8,225 | +0.14% | |
| Seeds Investor Llc | 0.44% | 47,198 | $4,264,811 | $4,270,947 | +$6,136 | +0.14% | |
| Bravias Capital Group, Llc | 2.23% | 41,627 | $3,761,416 | $3,766,827 | +$5,411 | +0.14% | |
| Encompass More Asset Management | 0.53% | 39,820 | $3,598,135 | $3,603,312 | +$5,177 | +0.14% | |
| Clg Llc | 0.60% | 30,201 | $2,729,003 | $2,732,888 | +$3,885 | +0.14% | |
| World Investment Advisors | 0.04% | 26,931 | $2,444,258 | $2,436,986 | -$7,272 | -0.30% | |
| Lpl Financial Llc | 0.00% | 26,283 | $2,374,932 | $2,378,349 | +$3,417 | +0.14% | |
| Mather Group, Llc. | 0.02% | 23,454 | $2,119,303 | $2,122,352 | +$3,049 | +0.14% | |
| Centaurus Financial, Inc. | 0.07% | 20,621 | $1,863,000 | $1,865,994 | +$2,994 | +0.16% | |
| Pmv Capital Advisers, Llc | 2.73% | 20,109 | $1,817,049 | $1,819,663 | +$2,614 | +0.14% | |
| Latitude Advisors, Llc | 0.62% | 17,130 | $1,547,867 | $1,550,094 | +$2,227 | +0.14% | |
| Entrewealth, Llc | 0.56% | 16,739 | $1,512,703 | $1,514,712 | +$2,009 | +0.13% | |
| Valley Financial Group, Inc. | 0.66% | 14,849 | $1,341,790 | $1,343,686 | +$1,896 | +0.14% | |
| Citadel Advisors Llc | 0.00% | 14,325 | $1,294,407 | $1,296,269 | +$1,862 | +0.14% | |
| Iht Wealth Management, Llc | 0.02% | 12,575 | $1,136,277 | $1,137,912 | +$1,635 | +0.14% | |
| Roan Capital Partners | 0.90% | 11,948 | $1,079,621 | $1,081,175 | +$1,554 | +0.14% | |
| Austin Wealth Management, Llc | 0.20% | 10,213 | $925,706 | $924,174 | -$1,532 | -0.17% | |
| Wealthcollab, Llc | 0.33% | 10,029 | $906,221 | $907,524 | +$1,303 | +0.14% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 9,230 | $833,746 | $835,223 | +$1,477 | +0.18% | |
| Dynamic Advisor Solutions Llc | 0.02% | 8,967 | $810,258 | $811,424 | +$1,166 | +0.14% | |
| Wealthcare Capital Partners, Llc | 0.32% | 8,520 | $769,867 | $770,975 | +$1,108 | +0.14% | |
| Arkadios Wealth Advisors | 0.01% | 8,504 | $768,421 | $769,527 | +$1,106 | +0.14% | |
| Mgo One Seven Llc | 0.01% | 8,440 | $762,611 | $763,736 | +$1,125 | +0.15% | |
| Xy Planning Network, Inc. | 0.09% | 8,045 | $726,946 | $727,992 | +$1,046 | +0.14% | |
| Newedge Advisors, Llc | 0.00% | 8,042 | $726,675 | $727,721 | +$1,046 | +0.14% | |
| Mml Investors Services, Llc | 0.00% | 8,028 | $725,410 | $726,454 | +$1,044 | +0.14% | |
| Well Done, Llc | 0.10% | 8,018 | $724,507 | $725,549 | +$1,042 | +0.14% | |
| Farther Finance Advisors, Llc | 0.01% | 7,969 | $720,079 | $721,115 | +$1,036 | +0.14% | |
| Foundry Financial Llc | 0.21% | 6,978 | $630,573 | $631,439 | +$866 | +0.14% | |
| Orcam Financial Group | 0.30% | 6,775 | $612,189 | $613,070 | +$881 | +0.14% | |
| Mccartney Wealth Management Llc | 0.42% | 6,165 | $557,069 | $557,871 | +$802 | +0.14% | |
| Composition Wealth, Llc | 0.01% | 5,899 | $533,054 | $533,801 | +$747 | +0.14% | |
| Pnc Financial Services Group, Inc. | 0.00% | 5,185 | $468,517 | $469,191 | +$674 | +0.14% | |
| Caerus Investment Advisors, Llc | 0.12% | 3,888 | $351,320 | $351,825 | +$505 | +0.14% |
Frequently asked questions about CAOS
Who owns the most CAOS stock?
The largest holders of CAOS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALPHA ARCHITECT TAIL RISK (CAOS).
Is CAOS widely held by superinvestors?
Many widely followed stocks like CAOS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CAOS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.