Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cambria ETF Tr (TAIL)

58 + Investors. Track Smart Money conviction in TAIL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — TAIL

Based on 59 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added TAIL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
59 hedge funds hold TAIL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

36 buying21 selling
Last quarter: 36 funds were net buyers (19 opened a brand new position + 17 added to an existing one). Only 21 were sellers (10 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 12 → 17 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 25% medium ■ 29% new
27 out of 59 hedge funds have held TAIL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

24 → 6 → 12 → 17 → 19 new funds/Q
New funds entering each quarter: 6 → 12 → 17 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 56% veterans vs 36% newcomers

■ 56% veterans ■ 8% 1-2yr ■ 36% new
Entry-cohort mix of 59 holders: 33 (56%) are 2+ year veterans, 5 entered 1–2 years ago, and 21 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
9 of 58 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TAIL

In 2026 Q2, 36 hedge funds were net buyers of TAIL (19 opened a new position, 17 added to an existing one), while 21 reduced or exited (10 trimmed, 11 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in TAIL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 59.

Hedge Fund Ownership: TAIL

How many hedge funds hold TAIL — quarterly history vs. share price
Quarterly hedge fund ownership of TAIL vs. share price

Market Analysis: TAIL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TAIL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: TAIL
2026 Q3 Stats Unlock in 5 days 58 + Investors

Track Smart Money conviction in TAIL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 58 51 13.73%
13F Shares 8M 10M -16.56%
Total Value $85M $111M -23.66%
New Positions 19 17 +2
Increased Positions 17 14 +3
Closed Positions 11 10 +1
Reduced Positions 10 10 -
Total Calls 0 0 -
Total Puts 1 1 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TAIL

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Financial Highlights

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Institutional Holders (2026 Q3)

58 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TAIL. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 TAIL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Professional Financial Management, Inc. 7.92% 795,546 $7.8M
2 Comprehensive Money Management Services LLC 0.14% 21,779 $213K
3 Philip James Wealth Mangement, LLC 0.12% 112,620 $1.1M
4 Orcam Financial Group 0.09% 18,500 $181K
5 Soltis Investment Advisors LLC 0.07% 160,227 $1.6M
6 Fermata Advisors, LLC 0.07% 37,568 $368K
7 Mezzasalma Advisors, LLC 0.07% 34,528 $338K
8 ZEGA Investments, LLC 0.06% 57,714 $565K
9 Firestone Capital Management 0.05% 29,553 $289K
10 Southland Equity Partners LLC 0.05% 30,080 $294K
11 Ascentis Independent Advisors 0.05% 83,370 $816K
12 HighTower Advisors, LLC 0.02% 2,011,331 $19.7M
13 Maridea Wealth Management LLC 0.02% 18,612 $182K
14 Focus Partners Wealth 0.02% 1,604,360 $15.7M
15 Mather Group, LLC. 0.01% 157,567 $1.5M
16 Dynamic Advisor Solutions LLC 0.01% 32,408 $317K
17 Gladstone Institutional Advisory LLC 0.01% 20,540 $201K
18 Citizens Financial Group Inc/Ri 0.00% 39,174 $383K
19 BFC Planning, Inc. 0.00% 4,760 $53K
20 Farther Finance Advisors, LLC 0.00% 52,946 $518K
21 Osaic Holdings, INC. 0.00% 287,753 $2.8M
22 LPL Financial LLC 0.00% 1,098,110 $10.7M
23 Commonwealth Equity Services, LLC 0.00% 173,151 $1.7M
24 Lanark Financial, INC. 0.00% 2,000 $20K
25 Principal Securities, INC. 0.00% 10,756 $105K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cambria ETF Tr (TAIL)

What does the Smart Money Trend signal show for TAIL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added TAIL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TAIL?

More buyers than sellers — 63% buying: Last quarter: 36 funds were net buyers (19 opened a brand new position + 17 added to an existing one). Only 21 were sellers (10 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TAIL holders?

Strong quality — 28% AUM from major funds: 9 of 58 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TAIL?

46% of holders stayed for 2+ years: 27 out of 59 hedge funds have held TAIL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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