CAMBRIA TAIL RISK ETF (TAIL) Top Institutional Shareholders
CAMBRIA TAIL RISK ETF (TAIL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $118.13M in TAIL holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of TAIL tracked by InsiderSet, reporting ownership valued at approximately $22.56M in its March 31, 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 $20.67M, representing an estimated loss of -8.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed TAIL value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Focus Partners Wealth, Hightower Advisors, Llc, and several other long-term asset managers with concentrated positions in CAMBRIA TAIL RISK ETF (TAIL).
This page ranks the largest institutional TAIL 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
50
Total Reported Value
$118.13M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$22.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.00% | 1,926,222 | $22,556,065 | $20,668,362 | -$1,887,703 | -8.37% | |
| Focus Partners Wealth | 0.02% | 1,412,975 | $16,545,933 | $15,161,222 | -$1,384,711 | -8.37% | |
| Hightower Advisors, Llc | 0.02% | 1,358,307 | $15,905,779 | $14,574,634 | -$1,331,145 | -8.37% | |
| Professional Financial Management, Inc. | 8.62% | 1,367,794 | $15,878,472 | $14,676,430 | -$1,202,042 | -7.57% | |
| Lpl Financial Llc | 0.00% | 1,020,235 | $11,946,948 | $10,947,122 | -$999,826 | -8.37% | |
| Beaumont Financial Advisors, Llc | 0.57% | 710,791 | $8,323,357 | $7,626,787 | -$696,570 | -8.37% | |
| Soltis Investment Advisors Llc | 0.43% | 561,665 | $6,577,096 | $6,026,665 | -$550,431 | -8.37% | |
| Fsa Wealth Partners, Inc. | 1.48% | 265,273 | $3,106,347 | $2,846,379 | -$259,968 | -8.37% | |
| Osaic Holdings, Inc. | 0.00% | 204,178 | $2,390,778 | $2,190,830 | -$199,948 | -8.36% | |
| Raymond James Financial Inc | 0.00% | 183,690 | $2,151,010 | $1,970,994 | -$180,016 | -8.37% | |
| Ferguson Shapiro Llc | 0.55% | 154,600 | $1,810,366 | $1,658,858 | -$151,508 | -8.37% | |
| Nine Masts Capital Ltd | 0.23% | 128,015 | $1,499,056 | $1,373,601 | -$125,455 | -8.37% | |
| Philip James Wealth Mangement, Llc | 0.16% | 119,802 | $1,402,881 | $1,285,475 | -$117,406 | -8.37% | |
| Commonwealth Equity Services, Llc | 0.00% | 98,983 | $1,159,090 | $1,062,088 | -$97,002 | -8.37% | |
| Ascentis Independent Advisors | 0.07% | 81,996 | $960,173 | $879,817 | -$80,356 | -8.37% | |
| Envestnet Asset Management Inc | 0.00% | 64,428 | $754,446 | $691,312 | -$63,134 | -8.37% | |
| Susquehanna International Group, Llp | 0.00% | 63,310 | $741,360 | $679,316 | -$62,044 | -8.37% | |
| Comprehensive Money Management Services Llc | 0.41% | 53,286 | $623,979 | $571,759 | -$52,220 | -8.37% | |
| Zega Investments, Llc | 0.09% | 39,328 | $460,531 | $421,989 | -$38,542 | -8.37% | |
| Citizens Financial Group Inc/Ri | 0.01% | 38,934 | $455,914 | $417,762 | -$38,152 | -8.37% | |
| Mezzasalma Advisors, Llc | 0.10% | 34,150 | $399,896 | $366,430 | -$33,467 | -8.37% | |
| Firestone Capital Management | 0.07% | 29,553 | $346,066 | $317,104 | -$28,962 | -8.37% | |
| Centric Wealth Management | 0.07% | 30,882 | $338,004 | $331,364 | -$6,640 | -1.96% | |
| Continuum Wealth Advisors, Llc | 0.13% | 26,475 | $310,022 | $284,077 | -$25,945 | -8.37% | |
| Gladstone Institutional Advisory Llc | 0.01% | 20,278 | $237,455 | $217,583 | -$19,872 | -8.37% | |
| Orcam Financial Group | 0.15% | 18,500 | $216,635 | $198,505 | -$18,130 | -8.37% | |
| Southland Equity Partners Llc | 0.04% | 17,306 | $202,653 | $185,693 | -$16,960 | -8.37% | |
| &Partners | 0.00% | 13,727 | $160,743 | $147,291 | -$13,452 | -8.37% | |
| Resurgent Financial Advisors Llc | 0.04% | 10,494 | $122,889 | $112,601 | -$10,288 | -8.37% | |
| Mml Investors Services, Llc | 0.00% | 10,405 | $121,842 | $111,646 | -$10,196 | -8.37% | |
| Simplicity Wealth,Llc | 0.01% | 10,400 | $121,784 | $111,592 | -$10,192 | -8.37% | |
| Bank Of Montreal | 0.00% | 10,000 | $117,100 | $107,300 | -$9,800 | -8.37% | |
| Advisornet Financial, Inc | 0.00% | 3,418 | $40,025 | $36,675 | -$3,350 | -8.37% | |
| Morgan Stanley | 0.00% | 2,553 | $29,896 | $27,394 | -$2,502 | -8.37% | |
| Farther Finance Advisors, Llc | 0.00% | 2,144 | $24,903 | $23,005 | -$1,898 | -7.62% | |
| Ancora Advisors Llc | 0.00% | 2,000 | $23,420 | $21,460 | -$1,960 | -8.37% | |
| Nbc Securities, Inc. | 0.00% | 2,000 | $23,420 | $21,460 | -$1,960 | -8.37% | |
| Ae Wealth Management Llc | 0.00% | 870 | $10,192 | $9,335 | -$857 | -8.41% | |
| Simplex Trading, Llc | 0.00% | 857 | $10,035 | $9,196 | -$839 | -8.36% | |
| Merkkuri Wealth Advisors Llc | 0.00% | 499 | $5,848 | $5,354 | -$494 | -8.44% | |
| Royal Bank Of Canada | 0.00% | 400 | $5,000 | $4,292 | -$708 | -14.16% | |
| Triumph Capital Management | 0.00% | 300 | $3,513 | $3,219 | -$294 | -8.37% | |
| Parallel Advisors, Llc | 0.00% | 255 | $2,986 | $2,736 | -$250 | -8.37% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 100 | $1,171 | $1,073 | -$98 | -8.37% | |
| Sierra Capital Llc | 0.08% | 65,800 | $771 | $706,034 | +$705,263 | +91473.80% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 22,115 | $259 | $237,294 | +$237,035 | +91519.29% | |
| Hrt Financial Lp | 0.00% | 16,183 | $189 | $173,644 | +$173,455 | +91774.92% | |
| Noble Wealth Management Pbc | 0.00% | 11 | $129 | $118 | -$11 | -8.50% | |
| Capital Analysts, Llc | 0.00% | 5,257 | $62 | $56,408 | +$56,346 | +90880.02% | |
| Allworth Financial Lp | 0.00% | 5 | $59 | $54 | -$5 | -9.07% |
Frequently asked questions about TAIL
Who owns the most TAIL stock?
The largest holders of TAIL 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 CAMBRIA TAIL RISK ETF (TAIL).
Is TAIL widely held by superinvestors?
Many widely followed stocks like TAIL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TAIL 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.