TAIL Institutional Ownership & Shareholders
CAMBRIA TAIL RISK ETF (TAIL) is currently held by 53 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $63.94M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of TAIL tracked by InsiderSet, reporting ownership valued at approximately $14.39M 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 $14.08M, representing an estimated loss of -2.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed TAIL value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Wells Fargo & Company/Mn, Lpl Financial 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
53
Total Reported Value
$63.94M
Largest Holder
Focus Partners Wealth
Largest Position
$14.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.01% | 1,353,729 | $14,390,144 | $14,078,782 | -$311,362 | -2.16% | |
| Wells Fargo & Company/Mn | 0.00% | 1,022,035 | $10,864,230 | $10,629,164 | -$235,066 | -2.16% | |
| Lpl Financial Llc | 0.00% | 990,979 | $10,534,110 | $10,306,182 | -$227,928 | -2.16% | |
| Professional Financial Management, Inc. | 7.92% | 795,546 | $7,784,418 | $8,273,678 | +$489,260 | +6.29% | |
| Osaic Holdings, Inc. | 0.00% | 288,781 | $3,069,594 | $3,003,322 | -$66,272 | -2.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 173,151 | $1,694,290 | $1,800,770 | +$106,480 | +6.28% | |
| Soltis Investment Advisors Llc | 0.07% | 160,227 | $1,567,825 | $1,666,361 | +$98,536 | +6.28% | |
| Mather Group, Llc. | 0.01% | 157,567 | $1,541,793 | $1,638,697 | +$96,904 | +6.29% | |
| Susquehanna International Group, Llp | 0.00% | 117,701 | $1,251,162 | $1,224,090 | -$27,072 | -2.16% | |
| Raymond James Financial Inc | 0.00% | 110,514 | $1,174,764 | $1,149,346 | -$25,418 | -2.16% | |
| Philip James Wealth Mangement, Llc | 0.12% | 112,620 | $1,101,987 | $1,171,248 | +$69,261 | +6.29% | |
| Envestnet Asset Management Inc | 0.00% | 78,270 | $832,007 | $814,008 | -$17,999 | -2.16% | |
| Ascentis Independent Advisors | 0.05% | 80,344 | $786,146 | $835,578 | +$49,432 | +6.29% | |
| Old Mission Capital Llc | 0.02% | 73,178 | $777,882 | $761,051 | -$16,831 | -2.16% | |
| Zega Investments, Llc | 0.10% | 57,935 | $615,849 | $602,524 | -$13,325 | -2.16% | |
| Arrowroot Family Office, Llc | 0.15% | 48,764 | $518,361 | $507,146 | -$11,215 | -2.16% | |
| Farther Finance Advisors, Llc | 0.00% | 52,946 | $518,077 | $550,638 | +$32,561 | +6.29% | |
| Citizens Financial Group Inc/Ri | 0.00% | 39,174 | $383,314 | $407,410 | +$24,096 | +6.29% | |
| Fermata Advisors, Llc | 0.07% | 37,568 | $367,600 | $390,707 | +$23,107 | +6.29% | |
| Centric Wealth Management | 0.05% | 30,882 | $338,004 | $321,173 | -$16,831 | -4.98% | |
| Mezzasalma Advisors, Llc | 0.07% | 34,528 | $337,860 | $359,091 | +$21,231 | +6.28% | |
| Jane Street Group, Llc | 0.00% | 31,193 | $331,582 | $324,407 | -$7,175 | -2.16% | |
| Dynamic Advisor Solutions Llc | 0.01% | 32,408 | $317,112 | $337,043 | +$19,931 | +6.29% | |
| Southland Equity Partners Llc | 0.05% | 30,080 | $294,333 | $312,832 | +$18,499 | +6.29% | |
| Firestone Capital Management | 0.05% | 29,553 | $289,176 | $307,351 | +$18,175 | +6.29% | |
| Comprehensive Money Management Services Llc | 0.17% | 25,236 | $268,259 | $262,454 | -$5,805 | -2.16% | |
| National Bank Of Canada | 0.00% | 23,627 | $251,155 | $245,721 | -$5,434 | -2.16% | |
| Gladstone Institutional Advisory Llc | 0.01% | 20,298 | $215,768 | $211,099 | -$4,669 | -2.16% | |
| Orcam Financial Group | 0.10% | 18,500 | $196,655 | $192,400 | -$4,255 | -2.16% | |
| Maridea Wealth Management Llc | 0.02% | 17,890 | $190,172 | $186,056 | -$4,116 | -2.16% | |
| Sierra Capital Llc | 0.02% | 16,700 | $177,521 | $173,680 | -$3,841 | -2.16% | |
| Mml Investors Services, Llc | 0.00% | 15,527 | $165,053 | $161,481 | -$3,572 | -2.16% | |
| &Partners | 0.00% | 10,970 | $116,614 | $114,088 | -$2,526 | -2.17% | |
| Resurgent Financial Advisors Llc | 0.03% | 10,537 | $112,004 | $109,585 | -$2,419 | -2.16% | |
| Principal Securities, Inc. | 0.00% | 10,500 | $111,615 | $109,200 | -$2,415 | -2.16% | |
| Bank Of Montreal | 0.00% | 10,000 | $106,300 | $104,000 | -$2,300 | -2.16% | |
| Rockefeller Capital Management L.P. | 0.00% | 6,033 | $64,141 | $62,743 | -$1,398 | -2.18% | |
| Capital Analysts, Llc | 0.00% | 5,257 | $56,000 | $54,673 | -$1,327 | -2.37% | |
| Morgan Stanley | 0.00% | 2,555 | $27,167 | $26,572 | -$595 | -2.19% | |
| Nbc Securities, Inc. | 0.00% | 2,000 | $19,570 | $20,800 | +$1,230 | +6.29% | |
| Royal Bank Of Canada | 0.00% | 400 | $4,000 | $4,160 | +$160 | +4.00% | |
| Latitude Advisors, Llc | 0.00% | 319 | $3,121 | $3,318 | +$197 | +6.30% | |
| Triumph Capital Management | 0.00% | 300 | $2,936 | $3,120 | +$184 | +6.27% | |
| Shp Wealth Management | 0.00% | 267 | $2,840 | $2,777 | -$63 | -2.23% | |
| Parallel Advisors, Llc | 0.00% | 255 | $2,495 | $2,652 | +$157 | +6.29% | |
| Action Point Financial Planning, Llc | 0.00% | 200 | $2,126 | $2,080 | -$46 | -2.16% | |
| Jpmorgan Chase & Co | 0.00% | 42 | $450 | $437 | -$13 | -2.93% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 21,958 | $215 | $228,363 | +$228,148 | +106115.44% | |
| Noble Wealth Management Pbc | 0.00% | 11 | $108 | $114 | +$6 | +5.93% | |
| Lloyd Advisory Services, Llc. | 0.00% | 9 | $88 | $94 | +$6 | +6.36% |
Frequently asked questions about TAIL
Who are the largest institutional holders of TAIL?
The largest institutional holders of TAIL reported in the latest SEC Form 13F filings include Focus Partners Wealth, Wells Fargo & Company/Mn, Lpl Financial Llc, Professional Financial Management, Inc., and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported TAIL position.
What is TAIL institutional ownership?
This page tracks TAIL positions reported by institutional investment managers through SEC Form 13F. CAMBRIA TAIL RISK ETF (TAIL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TAIL?
InsiderSet currently tracks 53 institutional managers reporting TAIL 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 TAIL shareholders.
How much TAIL stock do institutions own?
Institutional investment managers disclosed approximately $63.94M in TAIL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TAIL institutional ownership last updated?
The latest TAIL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 TAIL 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 TAIL position after the reporting date.
Are institutions buying or selling TAIL?
Institutional buying and selling can be analyzed by comparing TAIL positions across consecutive 13F reporting periods. InsiderSet's TAIL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TAIL ownership changes.
How has TAIL institutional ownership changed over time?
InsiderSet tracks TAIL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.