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Fairlead Tactical Sector ETF (TACK) Institutional Ownership

$29.60 +0.07 (+0.24%)
Closing price 04:10 PM Eastern
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$29.57 -0.03 (-0.10%)
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Institutional Ownership Changes (13F Filings) for Fairlead Tactical Sector ETF (NYSEARCA:TACK)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$90.63M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$5.18M
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TACK Institutional Buying and Selling by Quarter

Fairlead Tactical Sector ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Captrust Financial Advisors55,627$1.57M0.0%-2.1%0.598%
8/14/2025 Jane Street Group LLC41,523$1.17M0.0%+183.3%0.446%
8/14/2025 NewEdge Advisors LLC89,952$2.54M0.0%+178.4%0.967%
8/14/2025 Cary Street Partners Financial LLC2,618,251$73.91M2.1%+0.3%28.153%
8/11/2025 Cannon Advisors Inc.8,592$243K0.2%-10.3%0.092%
8/5/2025 Verity Asset Management Inc.19,714$556K0.3%+6.9%0.212%
8/5/2025 Sigma Planning Corp32,008$903K0.0%+62.3%0.345%
8/4/2025 NBZ Investment Advisors LLC277,686$7.84M4.5%+0.4%2.989%
7/31/2025 Insight Wealth Partners LLC58,043$1.64M0.6%+2.1%0.625%
7/30/2025 D.A. Davidson & CO.7,101$200K0.0%N/A0.076%
7/25/2025 Atria Wealth Solutions Inc.13,986$399K0.0%+5.9%0.151%
7/24/2025 Williams & Novak LLC26,230$740K0.6%N/A0.282%
7/24/2025 IFP Advisors Inc940$27K0.0%-71.1%0.010%
7/24/2025 Lokken Investment Group LLC11,120$314K0.1%-31.8%0.120%
7/22/2025 Wealthcare Advisory Partners LLC16,257$459K0.0%-46.4%0.175%
7/15/2025 FMA Wealth Management LLC51,044$1.44M1.1%+3.5%0.549%
7/11/2025 AFG Fiduciary Services Limited Partnership19,031$541K0.1%-20.3%0.205%
7/10/2025 Wealth Enhancement Advisory Services LLC7,411$211K0.0%N/A0.080%
5/19/2025Jane Street Group LLC14,659$399K0.0%-48.3%0.170%
5/16/2025NewEdge Advisors LLC32,310$879K0.0%+9.3%0.375%
5/15/2025Insight Wealth Partners LLC56,872$1.55M0.3%+9.7%0.661%
5/9/2025Atria Wealth Solutions Inc.13,209$359K0.0%+4.0%0.163%
5/9/2025Cary Street Partners Financial LLC2,610,656$70.98M2.2%-1.3%32.270%
5/9/2025NBZ Investment Advisors LLC276,498$7.52M4.3%+8.7%3.418%
5/7/2025Vantage Financial Partners LLC12,117$329K0.1%-31.4%0.150%
5/5/2025IFP Advisors Inc3,257$89K0.0%-15.8%0.040%
5/5/2025Kestra Private Wealth Services LLC7,646$208K0.0%-6.3%0.095%
5/2/2025Lokken Investment Group LLC16,311$443K0.2%-64.2%0.202%
5/2/2025Sigma Planning Corp19,718$536K0.0%+12.7%0.244%
5/1/2025Reyes Financial Architecture Inc.2,661$72K0.1%N/A0.033%
4/28/2025Cannon Advisors Inc.9,581$261K0.2%-33.1%0.118%
4/25/2025Verity Asset Management Inc.18,444$501K0.2%+104.5%0.228%
4/23/2025Creative Financial Designs Inc. ADV1,000$27K0.0%-74.4%0.012%
4/17/2025Janney Montgomery Scott LLC13,644$371K0.0%+5.0%0.174%
4/11/2025AFG Fiduciary Services Limited Partnership23,874$627K0.2%-2.2%0.304%
2/17/2025Captrust Financial Advisors31,737$868K0.0%N/A0.382%
2/17/2025Cary Street Partners Financial LLC2,644,345$72.32M2.3%N/A31.860%
2/14/2025Jane Street Group LLC28,339$775K0.0%N/A0.341%
2/14/2025Stifel Financial Corp550,633$15.06M0.0%+1.7%6.634%
2/13/2025NewEdge Advisors LLC29,563$809K0.0%+45.4%0.356%
2/13/2025Mariner LLC326,140$8.92M0.0%-9.0%3.929%
2/13/2025Wells Fargo & Company MN3,076$84K0.0%-38.2%0.037%
2/12/2025Cannon Advisors Inc.14,319$392K0.3%+6.5%0.173%
2/12/2025Lokken Investment Group LLC45,532$1.25M0.5%-25.5%0.549%
2/12/2025NBZ Investment Advisors LLC254,436$6.96M3.9%N/A3.065%
2/10/2025Creative Financial Designs Inc. ADV3,900$107K0.0%N/A0.047%
2/10/2025Commonwealth Equity Services LLC304,512$8.33M0.0%+4.7%3.669%
2/7/2025HighTower Advisors LLC52,737$1.44M0.0%-10.2%0.635%
2/6/2025Vantage Financial Partners LLC17,676$483K0.1%-5.8%0.213%
2/4/2025IFP Advisors Inc3,867$106K0.0%+149.5%0.047%
2/3/2025Sigma Planning Corp17,496$479K0.0%N/A0.211%
1/27/2025Verity Asset Management Inc.9,020$247K0.1%N/A0.109%
1/24/2025Oregon Pacific Wealth Management LLC8,480$232K0.2%N/A0.102%
1/17/2025Janney Montgomery Scott LLC12,994$355K0.0%-9.1%0.157%
1/15/2025Wealthcare Advisory Partners LLC30,180$825K0.0%-2.9%0.364%
11/15/2024Stifel Financial Corp541,224$15.23M0.0%-1.6%6.521%
11/15/2024HighTower Advisors LLC58,751$1.65M0.0%+262.5%0.708%
11/13/2024Insight Wealth Partners LLC52,329$1.47M0.3%+1.6%0.630%
10/30/2024Cary Street Partners Asset Management LLC2,486,557$69.95M9.1%+1.2%29.959%
10/16/2024AFG Fiduciary Services Limited Partnership24,394$689K0.2%-1.7%0.294%
10/15/2024FMA Wealth Management LLC48,947$1.38M1.0%+6.9%0.590%
8/12/2024Lokken Investment Group LLC60,374$1.57M0.7%+8.0%0.727%
8/7/2024Vantage Financial Partners LLC23,580$612K0.2%-2.1%0.284%
7/31/2024AFG Fiduciary Services Limited Partnership24,804$658K0.2%-11.6%0.299%
7/31/2024Commonwealth Equity Services LLC280,307$7.28M0.0%-4.4%3.377%
7/19/2024FMA Wealth Management LLC45,794$1.19M1.0%+10.5%0.552%
7/18/2024Insight Wealth Partners LLC51,526$1.34M0.2%+7.4%0.621%
5/2/2024Vantage Financial Partners LLC24,082$637K0.2%-6.8%0.290%
5/1/2024Janney Montgomery Scott LLC14,834$392K0.0%-7.4%0.179%
4/29/2024Commonwealth Equity Services LLC293,302$7.76M0.0%+5.2%3.534%
2/13/2024Lokken Investment Group LLC63,436$1.57M0.9%+12.8%0.634%
2/12/2024Stifel Financial Corp753,494$18.67M0.0%-42.6%7.535%
2/9/2024FMA Wealth Management LLC39,778$986K0.9%N/A0.398%
2/9/2024UBS Group AG1,377,087$34.13M0.0%-8.7%13.771%
2/7/2024Cary Street Partners Investment Advisory LLC320,185$7.94M0.4%+12.2%3.202%
2/5/2024Cary Street Partners Asset Management LLC2,287,953$56.70M9.6%-0.4%22.880%
2/5/2024Kestra Private Wealth Services LLC11,232$278K0.0%N/A0.112%
2/5/2024Vantage Financial Partners LLC25,845$640K0.2%-79.2%0.258%
2/1/2024Stock Yards Bank & Trust Co.8,500$211K0.0%N/A0.085%
1/29/2024NewEdge Wealth LLC24,441$606K0.0%-45.9%0.244%
1/25/2024RiverTree Advisors LLC16,250$403K0.3%N/A0.163%
1/11/2024AFG Fiduciary Services Limited Partnership71,159$1.75M1.4%-2.0%0.712%
11/13/2023Cary Street Partners Investment Advisory LLC285,314$6.47M0.3%+7.3%2.853%
11/13/2023Stifel Financial Corp1,313,280$29.76M0.0%-0.9%13.133%
11/13/2023Mariner LLC458,304$10.39M0.0%+4.6%4.583%
11/13/2023Core Wealth Advisors Inc.16,182$367K0.2%+15.2%0.162%
11/9/2023UBS Group AG1,508,053$34.17M0.0%-0.4%15.081%
11/8/2023HighTower Advisors LLC26,936$608K0.0%-32.4%0.269%
11/8/2023Janney Montgomery Scott LLC15,973$362K0.0%-3.3%0.160%
11/8/2023Atria Wealth Solutions Inc.10,250$232K0.0%N/A0.103%
11/8/2023NewEdge Wealth LLC45,153$1.02M0.0%-25.2%0.452%
11/6/2023Hudock Inc.75,448$1.71M0.4%-1.6%0.754%
11/2/2023Vantage Financial Partners LLC124,296$2.82M1.1%-51.7%1.243%
10/30/2023Insight Wealth Partners LLC42,141$955K0.2%+6.6%0.421%
10/23/2023AFG Fiduciary Services Limited Partnership72,646$1.66M1.5%+8.2%0.726%
10/23/2023Commonwealth Equity Services LLC273,368$6.20M0.0%+7.9%2.734%
10/12/2023Wealthcare Advisory Partners LLC31,594$716K0.0%-4.4%0.316%
8/11/2023Regal Investment Advisors LLC14,358$341K0.0%-6.4%0.144%
8/10/2023Commonwealth Equity Services LLC253,236$6.02M0.0%-20.9%2.532%
8/10/2023Cary Street Partners Asset Management LLC2,234,107$53.12M9.9%+9.1%22.341%
(Data available from 1/1/2016 forward)

TACK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TACK shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Fairlead Tactical Sector ETF. The most heavily invested institutionals were Cary Street Partners Financial LLC ($73.91M), Cary Street Partners Asset Management LLC ($69.95M), UBS Group AG ($34.13M), Stifel Financial Corp ($15.06M), Mariner LLC ($8.92M), Commonwealth Equity Services LLC ($8.33M), and Cary Street Partners Investment Advisory LLC ($7.94M).Learn more on Fairlead Tactical Sector ETF's institutional investors.

Which institutional investors have been buying Fairlead Tactical Sector ETF's stock?

Of the 31 institutional investors that purchased Fairlead Tactical Sector ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cary Street Partners Financial LLC ($2.65M), NBZ Investment Advisors LLC ($277.69K), NewEdge Advisors LLC ($69.62K), Jane Street Group LLC ($55.20K), Cary Street Partners Investment Advisory LLC ($54.21K), FMA Wealth Management LLC ($48.99K), and Commonwealth Equity Services LLC ($48.26K).

How much institutional buying is happening at Fairlead Tactical Sector ETF?

Institutional investors have bought a total of 3,306,773 shares in the last 24 months. This purchase volume represents approximately $90.63M in transactions.

Which of Fairlead Tactical Sector ETF's major shareholders have been selling company stock?

Of the 16 institutional investors that sold Fairlead Tactical Sector ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lokken Investment Group LLC ($49.96K), Cary Street Partners Financial LLC ($33.69K), Mariner LLC ($32.34K), Wealthcare Advisory Partners LLC ($14.96K), Jane Street Group LLC ($13.68K), Stifel Financial Corp ($9.08K), and Vantage Financial Partners LLC ($6.64K).

How much institutional selling is happening at Fairlead Tactical Sector ETF?

Institutional investors have sold a total of 188,650 shares in the last 24 months. This volume of shares sold represents approximately $5.18M in transactions.


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This page (NYSEARCA:TACK) was last updated on 9/12/2025 by MarketBeat.com Staff
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