Among active 13F managers last quarter, 8 opened and 6 added, while 3 reduced; the largest holder to move was Soltis Investment Advisors LLC (−71%).
46 tracked 13F filers disclose a position in TAIL as of the latest SEC 13F filings, a combined $83.9M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company | 1.9M | $22.6M | ▲+165% Added · +1.2M sh | Q1 2026 | |
| 2 | Focus Partners Wealth | 1.4M | $16.5M | ▲+0.9% Added · +13K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | 1.4M | $15.9M | ▲+30% Added · +312K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 1.0M | $11.9M | ▼−28% Reduced · −402K sh | Q1 2026 | |
| 5 | Osaic Holdings, Inc. | 204K | $2.4M | ▲+557% Added · +173K sh | Q1 2026 | |
| 6 | Raymond James Financial Inc | 184K | $2.2M | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 7 | Soltis Investment Advisors LLC | 161K | $1.7M | ▼−71% Reduced · −401K sh | Q2 2026 | |
| 8 | Persium Advisors, LLC | 145K | $1.5M | ▲New +145K sh | Q2 2026 | |
| 9 | Philip James Wealth Mangement, LLC | 112K | $1.2M | ▼−6.6% Reduced · −8K sh | Q2 2026 | |
| 10 | Commonwealth Equity Services, LLC | 99K | $1.2M | ▲+543% Added · +84K sh | Q1 2026 | |
| 11 | Envestnet Asset Management Inc | 64K | $754K | ▲+115% Added · +34K sh | Q1 2026 | |
| 12 | Susquehanna International Group, LLP | 63K | $741K | ▲+43% Added · +19K sh | Q1 2026 | |
| 13 | ZEGA Investments, LLC | 58K | $616K | ▲+47% Added · +19K sh | Q2 2026 | |
| 14 | Arrowroot Family Office, LLC | 49K | $518K | ▲New +49K sh | Q2 2026 | |
| 15 | Citizens Financial Group Inc | 39K | $415K | ▲+0.2% Added · +82 sh | Q2 2026 | |
| 16 | Fermata Advisors, LLC | 37K | $396K | ▲New +37K sh | Q2 2026 | |
| 17 | Mezzasalma Advisors, LLC | 34K | $364K | ▲+0.4% Added · +131 sh | Q2 2026 | |
| 18 | Dynamic Advisor Solutions LLC | 32K | $344K | ▲New +32K sh | Q2 2026 | |
| 19 | Centric Wealth Management | 31K | $338K | —Held | Q2 2026 | |
| 20 | Southland Equity Partners LLC | 30K | $324K | ▲+76% Added · +13K sh | Q2 2026 | |
| 21 | Firestone Capital Management | 30K | $314K | —Held | Q2 2026 | |
| 22 | Avestar Capital, LLC | 25K | $271K | ▲New +25K sh | Q2 2026 | |
| 23 | Comprehensive Money Management Services LLC | 25K | $268K | ▼−53% Reduced · −28K sh | Q2 2026 | |
| 24 | Gladstone Institutional Advisory LLC | 20K | $216K | ▲+0.1% Added · +20 sh | Q2 2026 | |
| 25 | Maridea Wealth Management LLC | 18K | $190K | ▲New +18K sh | Q2 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.
Last quarter, 8 funds opened a new position in TAIL and 6 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 22 funds | $1.8B |
| Microsoft CorpMSFT | 22 funds | $929.0M |
| Amazon.com IncAMZN | 22 funds | $784.6M |
| Alphabet Inc-CL CGOOG | 22 funds | $624.1M |
| Vanguard Total Stock MKT ETFVTI | 22 funds | $385.5M |
| JPMorgan Chase & CoJPM | 22 funds | $384.2M |
| SPDR Gold SharesGLD | 22 funds | $174.7M |
| Nvidia CorpNVDA | 21 funds | $1.6B |
| Alphabet Inc-CL AGOOGL | 21 funds | $794.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 21 funds | $706.1M |
| Invesco QQQ Trust Series 1QQQ | 21 funds | $545.9M |
| Meta Platforms Inc-Class AMETA | 21 funds | $421.1M |
Ranked by how many of TAIL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TAIL.
| Class | 13F holders | Value held |
|---|---|---|
| SYLDmc | 143 funds | $575.8M |
| EYLDmc | 98 funds | $478.9M |
| FYLDFUND | 88 funds | $470.2M |
| GVALUIT EXCHANGE TRADED | 74 funds | $336.9M |
| TAILthis pageTAIL RISK | 46 funds | $83.9M |
| GAAmc | 23 funds | $24.8M |
| GMOMGLB MOMENT ETF | 21 funds | $22.1M |
| BLDGGBL REAL EST ETF | 13 funds | $58.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for TAIL
This ETF 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TAIL/capital-change-brief"
Use Arkolith's capital_change_brief for TAIL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TAIL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.