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Disclosery

CAOS EA SERIES TRUST

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ETF (fund)

53 managers (54 13F filers) reported a position in CAOS shares at 2026-03-31, 4,921,296 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
53
13F filers
54
New
10
Added
27
Reduced
11
Sold out
6
Shares held by filers
4,921,296

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WEALTHCARE CAPITAL MANAGEMENT LLC1,020,699$92.6M9.26%+23,82513F-HRTimeline
Insight Advisors, LLC/ PA900,432$81.7M15.55%-24,39313F-HRTimeline
Empowered Funds, LLC597,146$54.2M0.35%013F-HR/ATimeline
CONTINUUM WEALTH ADVISORS, LLC573,108$52M21.58%+218,94913F-HRTimeline
HighTower Advisors, LLC221,501$20.1M0.02%-6,32513F-HRTimeline
CULTIVAR CAPITAL, INC.202,173$18.3M11.73%+6,12313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding195,251$17.7M-10,974Timeline
Empirical Finance, LLC187,063$17M0.8%new13F-HR/ATimeline
HILL ISLAND FINANCIAL LLC133,831$12.1M2.95%-2,62313F-HRTimeline
JPL Wealth Management, LLC131,046$11.9M2.74%+23,96013F-HR/ATimeline
Kathmere Capital Management, LLC90,812$8.24M0.51%+34,89913F-HRTimeline
Strata Wealth Advisors, LLC86,476$7.85M2.15%new13F-HRTimeline
Maridea Wealth Management LLC82,000$7.44M1.09%+13,85313F-HRTimeline
L.K. Benson & Company, P.C.77,012$6.99M2.31%+7,39713F-HRTimeline
Bravias Capital Group, LLC36,812$3.34M2.18%+15,44913F-HRTimeline
SEEDS INVESTOR LLC34,713$3.14M0.43%+12,60713F-HRTimeline
CLG LLC32,481$2.95M0.73%-2,07813F-HRTimeline
World Investment Advisors26,931$2.44M0.04%+23,17413F-HRTimeline
Stillwater Private Wealth, LLC25,534$2.32M1.96%13F-HRTimeline
Sankala Group LLC23,287$2.11M1.73%-97413F-HRTimeline
LPL Financial LLC22,351$2.03M<0.01%+18,76313F-HRTimeline
CENTAURUS FINANCIAL, INC.17,283$1.57M0.07%+45413F-HRTimeline
Roan Capital Partners17,017$1.54M1.43%13F-HRTimeline
Valley Financial Group, Inc.14,997$1.36M0.73%+17713F-HRTimeline
ENTREWEALTH, LLC13,602$1.23M0.55%+1,96413F-HRTimeline
IHT Wealth Management, LLC13,269$1.2M0.03%-20,86313F-HRTimeline
BlackDiamond Wealth Management, LLC11,997$1.09M0.53%+32013F-HRTimeline
Capstone Financial Advisors, Inc.11,093$1.01M0.05%+5,53213F-HRTimeline
WealthCollab, LLC10,014$909K0.37%+27613F-HRTimeline
Austin Wealth Management, LLC9,187$834K0.19%-9,92513F-HRTimeline
Private Advisor Group, LLC8,762$795K<0.01%+39013F-HRTimeline
MML INVESTORS SERVICES, LLC8,381$761K<0.01%+1,90913F-HRTimeline
Federation des caisses Desjardins du Qu…8,310$755K<0.01%+3,38413F-HRTimeline
Dynamic Advisor Solutions LLC8,036$729K0.02%+30413F-HRTimeline
XY Planning Network, Inc.7,339$665K0.11%+1,43713F-HRTimeline
McCartney Wealth Management LLC6,315$573K0.48%-46913F-HRTimeline
NewEdge Advisors, LLC5,796$526K<0.01%new13F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,226$474K<0.01%+1,98513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,185$471K<0.01%013F-HRTimelineGroup
Latitude Advisors, LLC4,940$448K0.21%-213F-HRTimeline
Orcam Financial Group4,775$433K0.31%+1,09513F-HRTimeline
Quantinno Capital Management LP4,374$397K<0.01%+20013F-HRTimeline
Ethos Financial Group, LLC3,936$357K0.03%-19,76413F-HRTimeline
Caerus Investment Advisors, LLC3,888$353K0.15%new13F-HRTimeline
North Berkeley Wealth Management, LLC3,414$310K0.16%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,228$293K<0.01%+13713F-HRTimelineGroup
Jessup Wealth Management, Inc2,661$242K0.09%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,554$232K<0.01%new13F-HRTimeline
Betterment LLC2,387$217K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,281$207K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC280$25.4K<0.01%new13F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.90$8.17K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC20$1.81K<0.01%new13F-HRTimeline