Cambria Tail Risk ETF (TAIL)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders50of 5,944

Avg: 68

Uncrowded82th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.55x

60th percentile

31 buying20 selling

+16

New

-10

Closed

+3.0M

Net shares

Ownership Concentration

Top 5: 66.6%Top 10: 86.4%

WELLS FARGO & COMPANY/MN19.9%

Focus Partners Wealth14.6%

HighTower Advisors,14.0%

LPL Financial10.5%

00021302707.6%

Others (45)33.4%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 1.15%Max: 9.01%High conviction (>1%): 2

WELLS FARGO & COMPANY/MN

Focus Partners Wealth

HighTower Advisors,

LPL Financial

0002130270

Beaumont Financial Advisors,

Soltis Investment Advisors

FSA WEALTH PARTNERS,

OSAIC HOLDINGS,

RAYMOND JAMES FINANCIAL

Crowding AnalysisCrowded

Holders50of 5,944

Avg: 68

Uncrowded82th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.55x

60th percentile

31 buying20 selling

+16

New

-10

Closed

+3.0M

Net shares

Ownership Concentration

Top 5: 66.6%Top 10: 86.4%

WELLS FARGO & COMPANY/MN19.9%

Focus Partners Wealth14.6%

HighTower Advisors,14.0%

LPL Financial10.5%

00021302707.6%

Others (45)33.4%

Crowding AnalysisCrowded

Holders50of 5,944

Avg: 68

Uncrowded82th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.55x

60th percentile

31 buying20 selling

+16

New

-10

Closed

+3.0M

Net shares

Ownership Concentration

Top 5: 66.6%Top 10: 86.4%

WELLS FARGO & COMPANY/MN19.9%

Focus Partners Wealth14.6%

HighTower Advisors,14.0%

LPL Financial10.5%

00021302707.6%

Others (45)33.4%

Institutional Trends (8 Quarters)

No trend data available for this metric.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$6,434

TAIL · -36%

$18,666

S&P 500 · +87%

−$12,232

behind the index

Total return (5Y)

-36%

S&P 500

+87%

vs. market

-122%

underperformed

Annualized

-8.4%

mkt 13.3%

Volatility

9%

annualized

Beta

-0.26

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

TAILS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

TAIL (solid)S&P 500 (outline)Green = positive year, red = negative. Number = TAIL's return.

Beat the market

1 / 6 yrs

17% win rate

Best year

+5%

2025

Worst year

-13%

2023

Worst drawdown

-36%

still -36% below peak

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -36%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position