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Fairlead Tactical Sector ETF (TACK) Institutional Ownership

$31.82 -0.11 (-0.33%)
As of 09:38 AM Eastern
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Institutional Ownership Changes (13F Filings) for Fairlead Tactical Sector ETF (NYSEARCA:TACK)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$33.55M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$10.37M
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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
10/9/2026Williams & Novak Wealth Management LLC20,099$631K0.4%+4.6%0.220%
10/8/2026Farther Finance Advisors LLC12,326$387K0.0%+18.3%0.135%
9/9/2026Insight Wealth Partners LLC63,671$2.01M0.3%+3.4%0.702%
9/9/2026NewEdge Advisors LLC100,482$3.18M0.0%+10.1%1.108%
7/10/2026Wealthcare Advisory Partners LLC9,744$308K0.0%-6.6%0.108%
7/9/2026AFG Fiduciary Services Limited Partnership17,172$545K0.4%-1.9%0.190%
7/8/2026Williams & Novak LLC19,219$608K0.4%-17.0%0.213%
6/3/2026NewEdge Advisors LLC91,288$2.78M0.0%+6.6%1.023%
5/19/2026NewEdge Advisors LLC91,288$28K0.0%+6.6%1.023%
5/4/2026Evernest Financial Advisors LLC541,504$16.62M3.5%+59.2%6.071%
5/4/2026NBZ Investment Advisors LLC319,396$9.71M4.2%+0.3%3.581%
5/1/2026Fifth Third Bancorp8,951$272K0.0%N/A0.100%
4/21/2026Laurel Oak Wealth Management LLC15,774$480K0.1%N/A0.177%
2/18/2026NewEdge Advisors LLC85,671$2.57M0.0%+9.0%0.962%
2/17/2026Royal Bank of Canada4,036$121K0.0%+118.2%0.045%
2/16/2026Mariner LLC326,769$9.79M0.0%-1.2%3.667%
2/16/2026Evernest Financial Advisors LLC340,219$10.58M2.3%+16.0%3.818%
2/13/2026Stifel Financial Corp731,863$21.93M0.0%+2.1%8.214%
2/13/2026Wells Fargo & Company MN2,266$68K0.0%-14.2%0.025%
2/12/2026Commonwealth Equity Services LLC144,620$4.33M0.0%+62.1%1.623%
2/11/2026LPL Financial LLC16,211$486K0.0%+9.2%0.182%
2/10/2026Northwestern Mutual Wealth Management Co.24,073$721K0.0%+96,192.0%0.270%
2/9/2026Cary Street Partners Investment Advisory LLC25,660$769K0.2%N/A0.288%
2/9/2026Cary Street Partners Financial LLC2,422,855$72.61M1.8%-7.7%27.193%
2/6/2026HighTower Advisors LLC89,086$2.67M0.0%-0.9%1.000%
2/5/2026Mission Wealth Management LP77,378$2.32M0.0%-8.5%0.868%
2/5/2026Williams & Novak LLC24,985$749K0.6%-21.8%0.280%
2/3/2026NBZ Investment Advisors LLC318,519$9.55M4.2%+8.0%3.551%
2/3/2026Vantage Financial Partners LLC8,062$242K0.0%-8.5%0.090%
1/30/2026Sigma Planning Corp13,235$397K0.0%-58.6%0.148%
1/29/2026UBS Group AG1,913,910$57.36M0.0%-3.5%21.337%
1/14/2026Wealthcare Advisory Partners LLC16,118$483K0.0%-2.9%0.179%
1/13/2026Dakota Wealth Management10,576$317K0.0%N/A0.118%
1/13/2026FMA Wealth Management LLC51,732$1.55M1.0%-0.8%0.575%
1/6/2026AFG Fiduciary Services Limited Partnership17,604$529K0.0%-7.0%0.196%
11/17/2025NewEdge Advisors LLC78,606$2.36M0.0%-12.6%0.864%
11/17/2025First Foundation Advisors9,161$275K0.0%N/A0.101%
11/17/2025FMA Wealth Management LLC52,136$1.57M1.1%+2.1%0.573%
11/17/2025Verity Asset Management Inc.16,854$506K0.2%-14.5%0.185%
11/17/2025Mariner LLC330,625$9.92M0.0%-1.4%3.633%
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11/17/2025Ameriprise Financial Inc.219,924$6.60M0.0%N/A2.417%
11/14/2025Comerica Bank7,956$239K0.0%N/A0.087%
11/13/2025UBS Group AG1,982,477$59.49M0.0%-0.3%21.785%
11/12/2025Evernest Financial Advisors LLC293,357$8.80M2.5%N/A3.224%
11/12/2025NBZ Investment Advisors LLC294,838$8.85M4.6%+6.2%3.240%
11/10/2025Cary Street Partners Financial LLC2,625,513$78.79M2.0%+0.3%28.852%
11/7/2025Wealthcare Advisory Partners LLC16,601$498K0.0%+2.1%0.182%
11/7/2025HighTower Advisors LLC89,864$2.70M0.0%-2.1%0.988%
11/5/2025Vantage Financial Partners LLC8,812$264K0.1%-19.7%0.097%
11/4/2025Mission Wealth Management LP84,564$2.54M0.1%N/A0.929%
10/30/2025Williams & Novak LLC31,953$959K0.7%+21.8%0.351%
10/29/2025Grey Fox Wealth Advisors LLC3,168$95K0.0%N/A0.035%
10/22/2025D.A. Davidson & CO.8,018$241K0.0%+12.9%0.087%
8/15/2025Captrust Financial Advisors55,627$1.57M0.0%-2.1%0.598%
8/14/2025Jane Street Group LLC41,523$1.17M0.0%+183.3%0.446%
8/14/2025NewEdge Advisors LLC89,952$2.54M0.0%+178.4%0.967%
8/14/2025Cary Street Partners Financial LLC2,618,251$73.91M2.1%+0.3%28.153%
8/11/2025Cannon Advisors Inc.8,592$243K0.2%-10.3%0.092%
8/5/2025Verity Asset Management Inc.19,714$556K0.3%+6.9%0.212%
8/5/2025Sigma Planning Corp32,008$903K0.0%+62.3%0.345%
8/4/2025NBZ Investment Advisors LLC277,686$7.84M4.5%+0.4%2.989%
7/31/2025Insight Wealth Partners LLC58,043$1.64M0.6%+2.1%0.625%
7/30/2025D.A. Davidson & CO.7,101$200K0.0%N/A0.076%
7/25/2025Atria Wealth Solutions Inc.13,986$399K0.0%+5.9%0.151%
7/24/2025Williams & Novak LLC26,230$740K0.6%N/A0.282%
7/24/2025IFP Advisors Inc940$27K0.0%-71.1%0.010%
7/24/2025Lokken Investment Group LLC11,120$314K0.1%-31.8%0.120%
7/22/2025Wealthcare Advisory Partners LLC16,257$459K0.0%-46.4%0.175%
7/15/2025FMA Wealth Management LLC51,044$1.44M1.1%+3.5%0.549%
7/11/2025AFG Fiduciary Services Limited Partnership19,031$541K0.1%-20.3%0.205%
7/10/2025Wealth 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%
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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%


TACK Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of Fairlead Tactical Sector ETF. The most heavily invested institutionals were Cary Street Partners Financial LLC ($72.61M), Cary Street Partners Asset Management LLC ($69.95M), UBS Group AG ($57.36M), Stifel Financial Corp ($21.93M), Evernest Financial Advisors LLC ($16.62M), Mariner LLC ($9.79M), and NBZ Investment Advisors LLC ($9.71M).Learn more on Fairlead Tactical Sector ETF's institutional investors.

Of the 39 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 ($2.66M), Evernest Financial Advisors LLC ($541.50K), NBZ Investment Advisors LLC ($319.40K), Ameriprise Financial Inc. ($219.92K), NewEdge Advisors LLC ($97.11K), Mission Wealth Management LP ($84.56K), and Commonwealth Equity Services LLC ($69.07K).

Institutional investors have bought a total of 1,114,404 shares in the last 24 months. This purchase volume represents approximately $33.55M in transactions.

Of the 14 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: Cary Street Partners Financial LLC ($202.66K), UBS Group AG ($74.01K), Sigma Planning Corp ($18.77K), NewEdge Advisors LLC ($11.35K), Williams & Novak LLC ($10.91K), Mariner LLC ($8.65K), and Mission Wealth Management LP ($7.19K).

Institutional investors have sold a total of 345,591 shares in the last 24 months. This volume of shares sold represents approximately $10.37M in transactions.


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Institutional ownership data for NYSEARCA:TACK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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