CAOS

Alpha Architect Tail Risk$90.45 0.01%
UnclassifiedUSCUSIP 02072L516· EOD Aug 3, 2026◍ Confluence graph
Tracked 13F Holders
41
-16 QoQ
13F Value (tracked)
$312.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)21 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$90.45 0.01%3Y +17.5%
$73.90$78.62$83.34$88.07$92.79202320242025202635511134134118155152
Hover for who · click for detailEnd-of-day closing prices52w $88.92 – $90.87

Who owns CAOS?

41 tracked 13F filers

41 tracked 13F filers disclose a position in CAOS as of the latest SEC 13F filings, a combined $312.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1WEALTHCARE CAPITAL MANAGEMENT LLC
$94.1M
1.0M
+2.0%
Added · +20K sh
Q2 2026
2Empowered Funds, LLC
$54.2M
597K
Held
Q1 2026
3CONTINUUM WEALTH ADVISORS, LLC
$41.6M
460K
−20%
Reduced · −113K sh
Q2 2026
4CULTIVAR CAPITAL, INC.
$20.1M
222K
+10.0%
Added · +20K sh
Q2 2026
5HighTower Advisors, LLC
$20.1M
222K
−2.8%
Reduced · −6K sh
Q1 2026
6Wealthcare Advisory Partners LLC
$18.8M
208K
+11%
Added · +21K sh
Q2 2026
7Empirical Finance, LLC
$17.0M
187K
New
+187K sh
Q1 2026
8Kathmere Capital Management, LLC
$8.2M
91K
Held
Q2 2026
9L.K. Benson & Company, P.C.
$7.7M
85K
+11%
Added · +8K sh
Q2 2026
10Bravias Capital Group, LLC
$3.8M
42K
+13%
Added · +5K sh
Q2 2026
11Encompass More Asset Management
$3.6M
40K
New
+40K sh
Q2 2026
12CLG LLC
$2.7M
30K
−7.0%
Reduced · −2K sh
Q2 2026
13LPL Financial LLC
$2.0M
22K
+523%
Added · +19K sh
Q1 2026
14CENTAURUS FINANCIAL, INC.
$1.6M
17K
+2.7%
Added · +454 sh
Q1 2026
15Latitude Advisors, LLC
$1.5M
17K
+247%
Added · +12K sh
Q2 2026
16Valley Financial Group, Inc.
$1.4M
15K
+1.2%
Added · +177 sh
Q1 2026
17IHT Wealth Management, LLC
$1.2M
13K
−61%
Reduced · −21K sh
Q1 2026
18Roan Capital Partners
$1.1M
12K
−30%
Reduced · −5K sh
Q2 2026
19Capstone Financial Advisors, Inc.
$1.0M
11K
+99%
Added · +6K sh
Q1 2026
20Austin Wealth Management, LLC
$926K
10K
+11%
Added · +1K sh
Q2 2026
21Dynamic Advisor Solutions LLC
$810K
9K
+12%
Added · +931 sh
Q2 2026
22Wealthcare Capital Partners, LLC
$770K
9K
+1.3%
Added · +110 sh
Q2 2026
23MGO ONE SEVEN LLC
$763K
8K
New
+8K sh
Q2 2026
24MML INVESTORS SERVICES, LLC
$761K
8K
+29%
Added · +2K sh
Q1 2026
25Federation des caisses Desjardins du Quebec
$755K
8K
+69%
Added · +3K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is CAOS being bought or sold by institutions?

Last quarter, 7 funds opened a new position in CAOS and 14 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
14
funds
Reduced
2
funds
Exited
0
funds

Funds that own CAOS also own

CompanyCo-held byCombined value
APPLE INCAAPL25 funds$4.4B
NVIDIA CORPNVDA24 funds$4.7B
JPMORGAN CHASE & COJPM24 funds$922.7M
MICROSOFT CORPMSFT23 funds$2.4B
VANGUARD S&P 500 ETFVOO23 funds$937.0M
ISHARES CORE S&P 500 ETFIVV23 funds$775.5M
AMAZON.COM INCAMZN22 funds$1.7B
ALPHABET INC-CL AGOOGL22 funds$1.7B
BERKSHIRE HATHAWAY INC-CL BBRK/B22 funds$892.7M
SS SPDR S&P 500 ETF TRUST-USSPY22 funds$847.7M
ALPHABET INC-CL CGOOG21 funds$1.3B
META PLATFORMS INC-CLASS AMETA21 funds$1.2B

Ranked by how many of CAOS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

23 funds+13 since Q3 2024
02039Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $210.2M

Share classes

Class13F holdersValue held
BOXXmc271 funds$1.6B
FRDMmc241 funds$1.7B
STRVmc110 funds$324.1M
BSVOFUND106 funds$1.9B
DRLLmc80 funds$32.9M
QMOMmc61 funds$182.4M
BBLUmc59 funds$129.2M
QVALmc55 funds$265.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for CAOS

Browse more

Build

Ask your agent what changed in CAOS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CAOS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CAOS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CAOS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.