FAIRLEAD TACTICAL SECTOR ETF TACK
$31.76
+1.0% 52w: $30.37 – $315.83
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data30.37173.10315.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
38
+2 QoQ
13F value
$215.7M
-0.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TACK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 2.5M | $74.7M | 1.8% | +1.4% |
| UBS Group AG | Bank broker | 1.9M | $58.7M | 0.0% | +0.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 735.3K | $22.4M | 0.0% | +0.5% |
| Evernest Financial Advisors, LLC | Wealth advisor | 541.5K | $16.6M | 3.5% | +59.2% |
| NBZ Investment Advisors LLC | Wealth advisor | 319.4K | $9.7M | 4.2% | +0.3% |
| Mariner, LLC | Diversified mechanical | 241.2K | $7.3M | 0.0% | -26.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 142.8K | $4.3M | 0.0% | -1.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 104.4K | $3.2M | 0.0% | -28.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 91.3K | $2.8M | 0.0% | +6.6% |
| HighTower Advisors, LLC | Diversified mechanical | 89.1K | $2.7M | 0.0% | 0.0% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 74.9K | $2.3M | 0.0% | -3.2% |
| Insight Wealth Partners, LLC | Wealth advisor | 61.6K | $1.9M | 0.8% | -1.4% |
| FMA Wealth Management, LLC | Wealth advisor | 51.8K | $1.6M | 1.0% | +0.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 47.1K | $1.4M | 0.0% | -15.3% |
| Williams & Novak, LLC | Wealth advisor | 23.2K | $707K | 0.5% | -7.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 20.1K | $612K | 0.0% | New |
| LPL Financial LLC | Bank broker | 18.8K | $572K | 0.0% | +16.1% |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | Wealth advisor | 17.5K | $537K | 0.3% | -0.5% |
| HRT FINANCIAL LP | Diversified mechanical | 16.5K | $500K | 0.0% | New |
| LAUREL OAK WEALTH MANAGEMENT, LLC | Wealth advisor | 15.8K | $480K | 0.1% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 13.4K | $407K | 0.0% | -1.7% |
| Sigma Planning Corp | Wealth advisor | 13.1K | $397K | 0.0% | -1.3% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 10.4K | $317K | 0.0% | -35.3% |
| Cetera Investment Advisers | Wealth advisor | 10.1K | $307K | 0.0% | Held |
| Dakota Wealth Management | Other | 9.2K | $280K | 0.0% | -12.8% |
| FIFTH THIRD BANCORP | Diversified mechanical | 9.0K | $272K | 0.0% | New |
| Cannon Advisors, Inc. | Other | 8.2K | $249K | 0.2% | -2.3% |
| D.A. DAVIDSON & CO. | Wealth advisor | 8.0K | $244K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 4.0K | $123K | 0.0% | Held |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Other | 3.3K | $101K | 0.0% | -87.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.3K | $69K | 0.0% | 0.0% |
| JPMORGAN CHASE & CO | Bank broker | 1.4K | $42K | 0.0% | +258.5% |
| MORGAN STANLEY | Bank broker | 282 | $9K | 0.0% | -56.4% |
| Advisory Services Network, LLC | Diversified mechanical | 201 | $6K | 0.0% | New |
| IFP Advisors, Inc | Wealth advisor | 150 | $5K | 0.0% | Held |
| FNY Investment Advisers, LLC | Quant stat arb | 50 | $1K | 0.0% | New |
| Comprehensive Financial Planning, Inc./PA | Wealth advisor | 7 | $212 | 0.0% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1 | $30 | 0.0% | New |
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