Cambria Tail Risk ETF (TAIL)

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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LPL Financial LLC

INCREASED

Shares1,098,110 from 990,979

Change+107,131 (+11%)

Value$10.7M (+$210.9K)

Filed 2026-11-06

Professional Financial Management, Inc.

INCREASED

Shares795,546 from 781,347

Change+14,199 (+2%)

Value$7.8M (-$521.3K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

DECREASED

Shares173,151 from 189,689

Change-16,538 (-9%)

Value$1.7M (-$322.1K)

Filed 2026-11-02

Soltis Investment Advisors LLC

DECREASED

Shares160,227 from 160,571

Change-344 (0%)

Value$1.6M (-$139.0K)

Filed 2026-10-28

Mather Group, Llc.

DECREASED

Shares157,567 from 245,958

Change-88,391 (-36%)

Value$1.5M (-$1.1M)

Filed 2026-10-14

Philip James Wealth Mangement, LLC

INCREASED

Shares112,620 from 111,930

Change+690 (+1%)

Value$1.1M (-$87.8K)

Filed 2026-10-27

Ascentis Independent Advisors

NEW

Shares83,370

Change+83,370

Value$815.8K

Filed 2026-11-03

Zega Investments, LLC

DECREASED

Shares57,714 from 57,935

Change-221 (0%)

Value$564.7K (-$51.1K)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares52,946 from 38,078

Change+14,868 (+39%)

Value$518.1K (+$113.3K)

Filed 2026-10-08

Citizens Financial Group Inc

INCREASED

Shares39,174 from 39,016

Change+158 (+0%)

Value$383.3K (-$31.4K)

Filed 2026-10-23

Fermata Advisors, LLC

INCREASED

Shares37,568 from 37,252

Change+316 (+1%)

Value$367.6K (-$28.4K)

Filed 2026-10-13

Mezzasalma Advisors, LLC

INCREASED

Shares34,528 from 34,281

Change+247 (+1%)

Value$337.9K (-$26.5K)

Filed 2026-10-14

Dynamic Advisor Solutions LLC

UNCHANGED

Shares32,408 from 32,408

Change0 (0%)

Value$317.1K (-$27.4K)

Filed 2026-10-13

Southland Equity Partners LLC

DECREASED

Shares30,080 from 30,459

Change-379 (-1%)

Value$294.3K (-$29.4K)

Filed 2026-10-14

Firestone Capital Management

UNCHANGED

Shares29,553 from 29,553

Change0 (0%)

Value$289.2K (-$25.0K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares21,958 from 22,715

Change-757 (-3%)

Value$215.0K (-$26.0K)

Filed 2026-11-02

Lanark Financial, Inc.

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$19.6K (-$1.7K)

Filed 2026-10-26

Simplex Trading, LLC

NEW

Shares440

Change+440

Value$4.3K

Filed 2026-11-04

Latitude Advisors, LLC

NEW

Shares319

Change+319

Value$3.1K

Filed 2026-10-27

Triumph Capital Management

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$2.9K (-$253)

Filed 2026-10-14

Parallel Advisors, LLC

UNCHANGED

Shares255 from 255

Change0 (0%)

Value$2.5K (-$216)

Filed 2026-11-03

Compass Financial Management LLC

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$323 (-$20)

Filed 2026-10-30

Citigroup Inc

NEW

Shares12

Change+12

Value$117

Filed 2026-11-04

Noble Wealth Management PBC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$108 (-$9)

Filed 2026-10-01

Lloyd Advisory Services, Llc.

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$88 (-$6)

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$54 ($0)

Filed 2026-11-06

Persium Advisors, LLC

CLOSED

Shares0 from 144,900

Change-144,900 (-100%)

Value$0 (-$1.5M)

Filed 2026-10-07

Avestar Capital, LLC

CLOSED

Shares0 from 25,474

Change-25,474 (-100%)

Value$0 (-$270.8K)

Filed 2026-10-28

Simplicity Wealth,LLC

CLOSED

Shares0 from 10,400

Change-10,400 (-100%)

Value$0 (-$110.6K)

Filed 2026-10-23

AdvisorNet Financial, Inc

CLOSED

Shares0 from 3,418

Change-3,418 (-100%)

Value$0 (-$36.3K)

Filed 2026-10-15

HighTower Advisors, LLC

N/A

Shares— from 1,429,504

Change-1,429,504 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 1,353,729

Change-1,353,729 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,022,035

Change-1,022,035 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 288,781

Change-288,781 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 117,701

Change-117,701 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 110,514

Change-110,514 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 78,270

Change-78,270 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 73,178

Change-73,178 (-100%)

Value—

Arrowroot Family Office, LLC

N/A

Shares— from 48,764

Change-48,764 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 31,193

Change-31,193 (-100%)

Value—

Centric Wealth Management

N/A

Shares— from 30,882

Change-30,882 (-100%)

Value—

Comprehensive Money Management Services LLC

N/A

Shares— from 25,236

Change-25,236 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 23,627

Change-23,627 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 20,298

Change-20,298 (-100%)

Value—

Orcam Financial Group

N/A

Shares— from 18,500

Change-18,500 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 17,890

Change-17,890 (-100%)

Value—

Sierra Capital LLC

N/A

Shares— from 16,700

Change-16,700 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 15,527

Change-15,527 (-100%)

Value—

&partners

N/A

Shares— from 10,970

Change-10,970 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 10,537

Change-10,537 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 10,500

Change-10,500 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 6,033

Change-6,033 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 5,257

Change-5,257 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,555

Change-2,555 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,709

Change-1,709 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 838

Change-838 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 400

Change-400 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 267

Change-267 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 200

Change-200 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 42

Change-42 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	1,098,110	990,979	+107,131	+11%	$10.5M	$10.7M	+$210.9K	2026-11-06
Professional Financial Management, Inc.	INCREASED	795,546	781,347	+14,199	+2%	$8.3M	$7.8M	-$521.3K	2026-10-22
Commonwealth Equity Services, LLC	DECREASED	173,151	189,689	-16,538	-9%	$2.0M	$1.7M	-$322.1K	2026-11-02
Soltis Investment Advisors LLC	DECREASED	160,227	160,571	-344	0%	$1.7M	$1.6M	-$139.0K	2026-10-28
Mather Group, Llc.	DECREASED	157,567	245,958	-88,391	-36%	$2.6M	$1.5M	-$1.1M	2026-10-14
Philip James Wealth Mangement, LLC	INCREASED	112,620	111,930	+690	+1%	$1.2M	$1.1M	-$87.8K	2026-10-27
Ascentis Independent Advisors	NEW	83,370	—	+83,370	—	—	$815.8K	—	2026-11-03
Zega Investments, LLC	DECREASED	57,714	57,935	-221	0%	$615.8K	$564.7K	-$51.1K	2026-11-04
Farther Finance Advisors, LLC	INCREASED	52,946	38,078	+14,868	+39%	$404.8K	$518.1K	+$113.3K	2026-10-08
Citizens Financial Group Inc	INCREASED	39,174	39,016	+158	+0%	$414.7K	$383.3K	-$31.4K	2026-10-23
Fermata Advisors, LLC	INCREASED	37,568	37,252	+316	+1%	$396.0K	$367.6K	-$28.4K	2026-10-13
Mezzasalma Advisors, LLC	INCREASED	34,528	34,281	+247	+1%	$364.4K	$337.9K	-$26.5K	2026-10-14
Dynamic Advisor Solutions LLC	UNCHANGED	32,408	32,408	0	0%	$344.5K	$317.1K	-$27.4K	2026-10-13
Southland Equity Partners LLC	DECREASED	30,080	30,459	-379	-1%	$323.8K	$294.3K	-$29.4K	2026-10-14
Firestone Capital Management	UNCHANGED	29,553	29,553	0	0%	$314.1K	$289.2K	-$25.0K	2026-11-03
Cambridge Investment Research Advisors, Inc.	DECREASED	21,958	22,715	-757	-3%	$241.0K	$215.0K	-$26.0K	2026-11-02
Lanark Financial, Inc.	UNCHANGED	2,000	2,000	0	0%	$21.3K	$19.6K	-$1.7K	2026-10-26
Simplex Trading, LLC	NEW	440	—	+440	—	—	$4.3K	—	2026-11-04
Latitude Advisors, LLC	NEW	319	—	+319	—	—	$3.1K	—	2026-10-27
Triumph Capital Management	UNCHANGED	300	300	0	0%	$3.2K	$2.9K	-$253	2026-10-14
Parallel Advisors, LLC	UNCHANGED	255	255	0	0%	$2.7K	$2.5K	-$216	2026-11-03
Compass Financial Management LLC	UNCHANGED	33	33	0	0%	$343	$323	-$20	2026-10-30
Citigroup Inc	NEW	12	—	+12	—	—	$117	—	2026-11-04
Noble Wealth Management PBC	UNCHANGED	11	11	0	0%	$117	$108	-$9	2026-10-01
Lloyd Advisory Services, Llc.	UNCHANGED	9	9	0	0%	$94	$88	-$6	2026-11-02
Allworth Financial LP	UNCHANGED	5	5	0	0%	$54	$54	$0	2026-11-06
Persium Advisors, LLC	CLOSED	0	144,900	-144,900	-100%	$1.5M	$0	-$1.5M	2026-10-07
Avestar Capital, LLC	CLOSED	0	25,474	-25,474	-100%	$270.8K	$0	-$270.8K	2026-10-28
Simplicity Wealth,LLC	CLOSED	0	10,400	-10,400	-100%	$110.6K	$0	-$110.6K	2026-10-23
AdvisorNet Financial, Inc	CLOSED	0	3,418	-3,418	-100%	$36.3K	$0	-$36.3K	2026-10-15
HighTower Advisors, LLC	N/A	—	1,429,504	-1,429,504	-100%	$15.2M	—	—	—
Focus Partners Wealth	N/A	—	1,353,729	-1,353,729	-100%	$14.4M	—	—	—
Wells Fargo & Company	N/A	—	1,022,035	-1,022,035	-100%	$10.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	288,781	-288,781	-100%	$3.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	117,701	-117,701	-100%	$1.3M	—	—	—
Raymond James Financial Inc	N/A	—	110,514	-110,514	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	78,270	-78,270	-100%	$832.0K	—	—	—
Old Mission Capital LLC	N/A	—	73,178	-73,178	-100%	$777.9K	—	—	—
Arrowroot Family Office, LLC	N/A	—	48,764	-48,764	-100%	$518.4K	—	—	—
Jane Street Group, LLC	N/A	—	31,193	-31,193	-100%	$331.6K	—	—	—
Centric Wealth Management	N/A	—	30,882	-30,882	-100%	$338.0K	—	—	—
Comprehensive Money Management Services LLC	N/A	—	25,236	-25,236	-100%	$268.3K	—	—	—
National Bank of Canada	N/A	—	23,627	-23,627	-100%	$251.2K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	20,298	-20,298	-100%	$215.8K	—	—	—
Orcam Financial Group	N/A	—	18,500	-18,500	-100%	$196.7K	—	—	—
Maridea Wealth Management LLC	N/A	—	17,890	-17,890	-100%	$190.2K	—	—	—
Sierra Capital LLC	N/A	—	16,700	-16,700	-100%	$177.5K	—	—	—
MML Investors Services, LLC	N/A	—	15,527	-15,527	-100%	$165.1K	—	—	—
&partners	N/A	—	10,970	-10,970	-100%	$116.6K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	10,537	-10,537	-100%	$112.0K	—	—	—
Principal Securities, Inc.	N/A	—	10,500	-10,500	-100%	$111.6K	—	—	—
Bank of Montreal	N/A	—	10,000	-10,000	-100%	$106.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	6,033	-6,033	-100%	$64.1K	—	—	—
Capital Analysts, LLC	N/A	—	5,257	-5,257	-100%	$56.0K	—	—	—
Morgan Stanley	N/A	—	2,555	-2,555	-100%	$27.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,709	-1,709	-100%	$18.2K	—	—	—
AE Wealth Management LLC	N/A	—	838	-838	-100%	$8.9K	—	—	—
Royal Bank of Canada	N/A	—	400	-400	-100%	$4.0K	—	—	—
SHP Wealth Management	N/A	—	267	-267	-100%	$2.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	200	-200	-100%	$2.1K	—	—	—
JPMorgan Chase & Co	N/A	—	42	-42	-100%	$450	—	—	—

Showing 61 of 61 institutions