Alpha Architect Tail Risk (CAOS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Wealthcare Capital Management LLC

INCREASED

Shares1,047,322 from 1,041,170

Change+6,152 (+1%)

Value$94.8M (+$754.9K)

Filed 2026-10-21

Insight Advisors, LLC/ PA

DECREASED

Shares624,686 from 856,929

Change-232,243 (-27%)

Value$56.6M (-$20.9M)

Filed 2026-10-22

Continuum Wealth Advisors, LLC

INCREASED

Shares481,611 from 460,188

Change+21,423 (+5%)

Value$43.6M (+$2.0M)

Filed 2026-10-20

Wealthcare Advisory Partners LLC

INCREASED

Shares248,440 from 207,580

Change+40,860 (+20%)

Value$22.5M (+$3.7M)

Filed 2026-10-21

Cultivar Capital, Inc.

INCREASED

Shares247,494 from 222,347

Change+25,147 (+11%)

Value$22.4M (+$2.3M)

Filed 2026-10-14

Strata Wealth Advisors, LLC

INCREASED

Shares205,755 from 94,341

Change+111,414 (+118%)

Value$18.6M (+$10.1M)

Filed 2026-10-16

Hill Island Financial LLC

INCREASED

Shares145,257 from 141,558

Change+3,699 (+3%)

Value$13.2M (+$361.8K)

Filed 2026-10-20

L.K. Benson & Company, P.C.

INCREASED

Shares113,485 from 85,138

Change+28,347 (+33%)

Value$10.3M (+$2.6M)

Filed 2026-10-23

Vise Technologies, Inc.

INCREASED

Shares107,670 from 63,274

Change+44,396 (+70%)

Value$9.7M (+$4.0M)

Filed 2026-10-29

Kathmere Capital Management, LLC

INCREASED

Shares102,403 from 90,812

Change+11,591 (+13%)

Value$9.3M (+$1.1M)

Filed 2026-10-20

Archford Capital Strategies, LLC

INCREASED

Shares75,726 from 68,689

Change+7,037 (+10%)

Value$6.9M (+$650.3K)

Filed 2026-10-19

Encompass More Asset Management

INCREASED

Shares40,430 from 39,820

Change+610 (+2%)

Value$3.7M (+$62.8K)

Filed 2026-10-16

Kestra Advisory Services, LLC

NEW

Shares31,303

Change+31,303

Value$2.8M

Filed 2026-11-02

CLG LLC

DECREASED

Shares26,587 from 30,201

Change-3,614 (-12%)

Value$2.4M (-$321.5K)

Filed 2026-10-13

Farther Finance Advisors, LLC

INCREASED

Shares24,088 from 7,969

Change+16,119 (+202%)

Value$2.2M (+$1.5M)

Filed 2026-10-08

Mather Group, Llc.

DECREASED

Shares18,624 from 23,454

Change-4,830 (-21%)

Value$1.7M (-$432.9K)

Filed 2026-10-14

Latitude Advisors, LLC

INCREASED

Shares17,501 from 17,130

Change+371 (+2%)

Value$1.6M (+$36.8K)

Filed 2026-10-27

Entrewealth, LLC

DECREASED

Shares16,704 from 16,739

Change-35 (0%)

Value$1.5M (-$156)

Filed 2026-10-14

Trilogy Capital Inc.

NEW

Shares16,424

Change+16,424

Value$1.5M

Filed 2026-10-20

Roan Capital Partners

DECREASED

Shares11,482 from 11,948

Change-466 (-4%)

Value$1.0M (-$39.9K)

Filed 2026-10-09

Well Done, LLC

INCREASED

Shares10,737 from 8,018

Change+2,719 (+34%)

Value$972.2K (+$247.7K)

Filed 2026-10-20

Wealthcare Capital Partners, LLC

INCREASED

Shares8,662 from 8,520

Change+142 (+2%)

Value$784.3K (+$14.5K)

Filed 2026-10-21

Partners Wealth Management, LLC

NEW

Shares8,140

Change+8,140

Value$737.1K

Filed 2026-10-28

XY Planning Network, Inc.

INCREASED

Shares8,063 from 8,045

Change+18 (+0%)

Value$730.1K (+$3.2K)

Filed 2026-10-14

Dynamic Advisor Solutions LLC

DECREASED

Shares6,748 from 8,967

Change-2,219 (-25%)

Value$611.0K (-$199.2K)

Filed 2026-10-13

Foundry Financial LLC

DECREASED

Shares6,671 from 6,978

Change-307 (-4%)

Value$604.1K (-$26.5K)

Filed 2026-10-16

North Berkeley Wealth Management, LLC

UNCHANGED

Shares3,414 from 3,414

Change0 (0%)

Value$309.1K (+$648)

Filed 2026-11-02

Krilogy Financial LLC

DECREASED

Shares3,136 from 3,777

Change-641 (-17%)

Value$285.9K (-$55.4K)

Filed 2026-10-13

Jessup Wealth Management, Inc

UNCHANGED

Shares2,661 from 2,661

Change0 (0%)

Value$241.0K (+$506)

Filed 2026-10-20

Crescent Grove Advisors, LLC

NEW

Shares2,643

Change+2,643

Value$239.3K

Filed 2026-10-21

Baker Boyer National Bank

NEW

Shares2,339

Change+2,339

Value$211.8K

Filed 2026-11-05

HUB Investment Partners, LLC

NEW

Shares2,211

Change+2,211

Value$200.2K

Filed 2026-11-03

Rossby Financial, LCC

INCREASED

Shares628 from 586

Change+42 (+7%)

Value$56.9K (+$3.9K)

Filed 2026-11-05

Signaturefd, LLC

NEW

Shares285

Change+285

Value$25.8K

Filed 2026-10-23

US Bancorp \de\

NEW

Shares164

Change+164

Value$14.9K

Filed 2026-11-05

MGO One Seven LLC

CLOSED

Shares0 from 8,440

Change-8,440 (-100%)

Value$0 (-$762.6K)

Filed 2026-10-28

Empowered Funds, LLC

N/A

Shares— from 597,146

Change-597,146 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 226,920

Change-226,920 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 142,052

Change-142,052 (-100%)

Value—

Empirical Finance, LLC

N/A

Shares— from 138,121

Change-138,121 (-100%)

Value—

Stokes Family Office, LLC

N/A

Shares— from 95,334

Change-95,334 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 90,540

Change-90,540 (-100%)

Value—

Stillwater Private Wealth, LLC

N/A

Shares— from 79,613

Change-79,613 (-100%)

Value—

Seeds Investor LLC

N/A

Shares— from 47,198

Change-47,198 (-100%)

Value—

Bravias Capital Group, LLC

N/A

Shares— from 41,627

Change-41,627 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 26,931

Change-26,931 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 26,283

Change-26,283 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 23,122

Change-23,122 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 20,621

Change-20,621 (-100%)

Value—

PMV Capital Advisers, LLC

N/A

Shares— from 20,109

Change-20,109 (-100%)

Value—

Valley Financial Group, Inc.

N/A

Shares— from 14,849

Change-14,849 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,325

Change-14,325 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 12,575

Change-12,575 (-100%)

Value—

Austin Wealth Management, LLC

N/A

Shares— from 10,213

Change-10,213 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 10,029

Change-10,029 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 9,230

Change-9,230 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 8,504

Change-8,504 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,042

Change-8,042 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 8,028

Change-8,028 (-100%)

Value—

Orcam Financial Group

N/A

Shares— from 6,775

Change-6,775 (-100%)

Value—

McCartney Wealth Management LLC

N/A

Shares— from 6,165

Change-6,165 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 5,899

Change-5,899 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 5,185

Change-5,185 (-100%)

Value—

Caerus Investment Advisors, LLC

N/A

Shares— from 3,888

Change-3,888 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 3,321

Change-3,321 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 3,314

Change-3,314 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 3,278

Change-3,278 (-100%)

Value—

Betterment LLC

N/A

Shares— from 2,750

Change-2,750 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 2,731

Change-2,731 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 2,574

Change-2,574 (-100%)

Value—

BlackDiamond Wealth Management, LLC

N/A

Shares— from 2,245

Change-2,245 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 973

Change-973 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 905

Change-905 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 146

Change-146 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

	Status
Wealthcare Capital Management LLC	INCREASED	1,047,322	1,041,170	+6,152	+1%	$94.1M	$94.8M	+$754.9K	2026-10-21
Insight Advisors, LLC/ PA	DECREASED	624,686	856,929	-232,243	-27%	$77.4M	$56.6M	-$20.9M	2026-10-22
Continuum Wealth Advisors, LLC	INCREASED	481,611	460,188	+21,423	+5%	$41.6M	$43.6M	+$2.0M	2026-10-20
Wealthcare Advisory Partners LLC	INCREASED	248,440	207,580	+40,860	+20%	$18.8M	$22.5M	+$3.7M	2026-10-21
Cultivar Capital, Inc.	INCREASED	247,494	222,347	+25,147	+11%	$20.1M	$22.4M	+$2.3M	2026-10-14
Strata Wealth Advisors, LLC	INCREASED	205,755	94,341	+111,414	+118%	$8.5M	$18.6M	+$10.1M	2026-10-16
Hill Island Financial LLC	INCREASED	145,257	141,558	+3,699	+3%	$12.8M	$13.2M	+$361.8K	2026-10-20
L.K. Benson & Company, P.C.	INCREASED	113,485	85,138	+28,347	+33%	$7.7M	$10.3M	+$2.6M	2026-10-23
Vise Technologies, Inc.	INCREASED	107,670	63,274	+44,396	+70%	$5.7M	$9.7M	+$4.0M	2026-10-29
Kathmere Capital Management, LLC	INCREASED	102,403	90,812	+11,591	+13%	$8.2M	$9.3M	+$1.1M	2026-10-20
Archford Capital Strategies, LLC	INCREASED	75,726	68,689	+7,037	+10%	$6.2M	$6.9M	+$650.3K	2026-10-19
Encompass More Asset Management	INCREASED	40,430	39,820	+610	+2%	$3.6M	$3.7M	+$62.8K	2026-10-16
Kestra Advisory Services, LLC	NEW	31,303	—	+31,303	—	—	$2.8M	—	2026-11-02
CLG LLC	DECREASED	26,587	30,201	-3,614	-12%	$2.7M	$2.4M	-$321.5K	2026-10-13
Farther Finance Advisors, LLC	INCREASED	24,088	7,969	+16,119	+202%	$720.1K	$2.2M	+$1.5M	2026-10-08
Mather Group, Llc.	DECREASED	18,624	23,454	-4,830	-21%	$2.1M	$1.7M	-$432.9K	2026-10-14
Latitude Advisors, LLC	INCREASED	17,501	17,130	+371	+2%	$1.5M	$1.6M	+$36.8K	2026-10-27
Entrewealth, LLC	DECREASED	16,704	16,739	-35	0%	$1.5M	$1.5M	-$156	2026-10-14
Trilogy Capital Inc.	NEW	16,424	—	+16,424	—	—	$1.5M	—	2026-10-20
Roan Capital Partners	DECREASED	11,482	11,948	-466	-4%	$1.1M	$1.0M	-$39.9K	2026-10-09
Well Done, LLC	INCREASED	10,737	8,018	+2,719	+34%	$724.5K	$972.2K	+$247.7K	2026-10-20
Wealthcare Capital Partners, LLC	INCREASED	8,662	8,520	+142	+2%	$769.9K	$784.3K	+$14.5K	2026-10-21
Partners Wealth Management, LLC	NEW	8,140	—	+8,140	—	—	$737.1K	—	2026-10-28
XY Planning Network, Inc.	INCREASED	8,063	8,045	+18	+0%	$726.9K	$730.1K	+$3.2K	2026-10-14
Dynamic Advisor Solutions LLC	DECREASED	6,748	8,967	-2,219	-25%	$810.3K	$611.0K	-$199.2K	2026-10-13
Foundry Financial LLC	DECREASED	6,671	6,978	-307	-4%	$630.6K	$604.1K	-$26.5K	2026-10-16
North Berkeley Wealth Management, LLC	UNCHANGED	3,414	3,414	0	0%	$308.5K	$309.1K	+$648	2026-11-02
Krilogy Financial LLC	DECREASED	3,136	3,777	-641	-17%	$341.3K	$285.9K	-$55.4K	2026-10-13
Jessup Wealth Management, Inc	UNCHANGED	2,661	2,661	0	0%	$240.4K	$241.0K	+$506	2026-10-20
Crescent Grove Advisors, LLC	NEW	2,643	—	+2,643	—	—	$239.3K	—	2026-10-21
Baker Boyer National Bank	NEW	2,339	—	+2,339	—	—	$211.8K	—	2026-11-05
HUB Investment Partners, LLC	NEW	2,211	—	+2,211	—	—	$200.2K	—	2026-11-03
Rossby Financial, LCC	INCREASED	628	586	+42	+7%	$53.0K	$56.9K	+$3.9K	2026-11-05
Signaturefd, LLC	NEW	285	—	+285	—	—	$25.8K	—	2026-10-23
US Bancorp \de\	NEW	164	—	+164	—	—	$14.9K	—	2026-11-05
MGO One Seven LLC	CLOSED	0	8,440	-8,440	-100%	$762.6K	$0	-$762.6K	2026-10-28
Empowered Funds, LLC	N/A	—	597,146	-597,146	-100%	$54.0M	—	—	—
HighTower Advisors, LLC	N/A	—	226,920	-226,920	-100%	$20.5M	—	—	—
JPL Wealth Management, LLC	N/A	—	142,052	-142,052	-100%	$12.8M	—	—	—
Empirical Finance, LLC	N/A	—	138,121	-138,121	-100%	$12.5M	—	—	—
Stokes Family Office, LLC	N/A	—	95,334	-95,334	-100%	$8.6M	—	—	—
Maridea Wealth Management LLC	N/A	—	90,540	-90,540	-100%	$8.2M	—	—	—
Stillwater Private Wealth, LLC	N/A	—	79,613	-79,613	-100%	$7.2M	—	—	—
Seeds Investor LLC	N/A	—	47,198	-47,198	-100%	$4.3M	—	—	—
Bravias Capital Group, LLC	N/A	—	41,627	-41,627	-100%	$3.8M	—	—	—
World Investment Advisors	N/A	—	26,931	-26,931	-100%	$2.4M	—	—	—
LPL Financial LLC	N/A	—	26,283	-26,283	-100%	$2.4M	—	—	—
Sankala Group LLC	N/A	—	23,122	-23,122	-100%	$2.1M	—	—	—
Centaurus Financial, Inc.	N/A	—	20,621	-20,621	-100%	$1.9M	—	—	—
PMV Capital Advisers, LLC	N/A	—	20,109	-20,109	-100%	$1.8M	—	—	—
Valley Financial Group, Inc.	N/A	—	14,849	-14,849	-100%	$1.3M	—	—	—
Citadel Advisors LLC	N/A	—	14,325	-14,325	-100%	$1.3M	—	—	—
IHT Wealth Management, LLC	N/A	—	12,575	-12,575	-100%	$1.1M	—	—	—
Austin Wealth Management, LLC	N/A	—	10,213	-10,213	-100%	$925.7K	—	—	—
WealthCollab, LLC	N/A	—	10,029	-10,029	-100%	$906.2K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	9,230	-9,230	-100%	$833.7K	—	—	—
Arkadios Wealth Advisors	N/A	—	8,504	-8,504	-100%	$768.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	8,042	-8,042	-100%	$726.7K	—	—	—
MML Investors Services, LLC	N/A	—	8,028	-8,028	-100%	$725.4K	—	—	—
Orcam Financial Group	N/A	—	6,775	-6,775	-100%	$612.2K	—	—	—
McCartney Wealth Management LLC	N/A	—	6,165	-6,165	-100%	$557.1K	—	—	—
Composition Wealth, LLC	N/A	—	5,899	-5,899	-100%	$533.1K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	5,185	-5,185	-100%	$468.5K	—	—	—
Caerus Investment Advisors, LLC	N/A	—	3,888	-3,888	-100%	$351.3K	—	—	—
Advyzon Investment Management, LLC	N/A	—	3,321	-3,321	-100%	$300.1K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	3,314	-3,314	-100%	$299.5K	—	—	—
Benjamin Edwards Inc	N/A	—	3,278	-3,278	-100%	$296.4K	—	—	—
Betterment LLC	N/A	—	2,750	-2,750	-100%	$248.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	2,731	-2,731	-100%	$246.8K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	2,574	-2,574	-100%	$232.6K	—	—	—
BlackDiamond Wealth Management, LLC	N/A	—	2,245	-2,245	-100%	$203.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	973	-973	-100%	$87.9K	—	—	—
Ancora Advisors LLCA	N/A	—	905	-905	-100%	$81.8K	—	—	—
Luminist Capital LLC	N/A	—	146	-146	-100%	$12.9K	—	—	—
AE Wealth Management LLC	N/A	—	7	-7	-100%	$633	—	—	—

Showing 75 of 75 institutions