Insight Advisors, LLC/ PA CAOS holdings history
ALPHA ARCHITECT TAIL RISK · CUSIP 02072L516 · CIK 1844880
As of 2026-06-30, Insight Advisors, LLC/ PA reported 856.93K CAOS (shares), valued at $77.43M, or 13.65% of its reported non-derivative portfolio. Filed 2026-08-05.
Verify history & sources →Shares decreased 4.83%; reported value decreased 5.25%, and weight changed -1.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 13.65% | 856,929 | SEC filing ↗Filed Aug 5, 2026 |
| Q1 2026 | 15.55% | 900,432 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 12.58% | 924,825 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 26.31% | 1,918,587 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 28.03% | 1,957,013 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 29.95% | 1,943,985 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 28.71% | 1,918,314 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 27.55% | 1,829,352 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 28.29% | 1,824,332 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 29.19% | 1,783,479 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 31.52% | 1,793,774 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 32.89% | 1,765,900 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 32.89% | 1,765,900 | $143.57M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 31.52% | 1,793,774 | $149.08M | Shares increased 1.58%; reported value increased 3.84%, and weight changed -1.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 29.19% | 1,783,479 | $150.35M | Shares decreased 0.57%; reported value increased 0.85%, and weight changed -2.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 28.29% | 1,824,332 | $154.83M | Shares increased 2.29%; reported value increased 2.98%, and weight changed -0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 27.55% | 1,829,352 | $158.19M | Shares increased 0.28%; reported value increased 2.17%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 28.71% | 1,918,314 | $167.58M | Shares increased 4.86%; reported value increased 5.94%, and weight changed +1.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 29.95% | 1,943,985 | $170.98M | Shares increased 1.34%; reported value increased 2.02%, and weight changed +1.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 28.03% | 1,957,013 | $173.86M | Shares increased 0.67%; reported value increased 1.69%, and weight changed -1.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 26.31% | 1,918,587 | $171.78M | Shares decreased 1.96%; reported value decreased 1.20%, and weight changed -1.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 12.58% | 924,825 | $83.03M | Shares decreased 51.80%; reported value decreased 51.67%, and weight changed -13.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 15.55% | 900,432 | $81.72M | Shares decreased 2.64%; reported value decreased 1.57%, and weight changed +2.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 13.65% | 856,929 | $77.43M | Shares decreased 4.83%; reported value decreased 5.25%, and weight changed -1.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2026 |
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