Who Owns Fairlead Tactical Sector ETF (TACK)?Hedge Fund & Institutional Holders
Institutional Holders
40
as of Q4 2025
Total Institutional Value
$6.116857359210001e+111T
% of Float Held
—
QoQ Change in Holders
+11 / -2
Price History
TACK — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | +24K | +$5.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +145K | +$4.0M |
| MISSION WEALTH MANAGEMENT, LP | New Position | +77K | +$2.0M |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | New Position | +26K | +$769K |
| Williams & Novak, LLC | New Position | +25K | +$748K |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | New Position | +18K | +$529K |
| Dakota Wealth Management | New Position | +11K | +$316K |
| Cannon Advisors, Inc. | New Position | +8K | +$257K |
| Vantage Financial Partners, LLC | New Position | +8K | +$241K |
| D.A. DAVIDSON & CO. | New Position | +8K | +$240K |
| Janney Montgomery Scott LLC | New Position | +14K | +$0 |
| JPMORGAN CHASE & CO | New Position | +395 | +$0 |
| ROYAL BANK OF CANADA | Increased | +2K | +$-56.0M |
| COMERICA BANK | Increased | +118 | +$-238.5M |
| FIRST FOUNDATION ADVISORS | Increased | +2K | +$-274.6M |
TACK — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | Decreased | -203K | -$78.7B |
| UBS Group AG | Decreased | -69K | -$59.4B |
| Mariner, LLC | Decreased | -4K | -$9.9B |
| AMERIPRISE FINANCIAL INC | Decreased | -14K | -$6.6B |
| HighTower Advisors, LLC | Decreased | -778 | -$2.7B |
| FMA Wealth Management, LLC | Decreased | -404 | -$1.6B |
| Sigma Planning Corp | Decreased | -19K | -$960.0M |
| Wealthcare Advisory Partners LLC | Decreased | -483 | -$497.7M |
| WELLS FARGO & COMPANY/MN | Decreased | -375 | -$79.3M |
| MORGAN STANLEY | Decreased | -20 | -$20.0M |
| Advisory Services Network, LLC | Closed Position | -201 | -$6.0M |
| OSAIC HOLDINGS, INC. | Closed Position | -200 | -$5.8M |
| Cambridge Investment Research Advisors, Inc. | Decreased | -1K | -$388K |
Top Institutional Holders(Q4 2025)
TACK Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 37 | $216.2M | +9 |
| Q3 2025 | 28 | $207.5B | -6 |
| Q2 2025 | 34 | $110.5B | +3 |
| Q1 2025 | 31 | $149.7B | +3 |
| Q4 2024 | 28 | $1.5T | +9 |
| Q3 2024 | 19 | $39.3T | +0 |
| Q2 2024 | 19 | $37.8T | +2 |
| Q1 2024 | 17 | $38.8T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 40 institutional investors hold TACK (Fairlead Tactical Sector ETF). The largest holder is CARY STREET PARTNERS FINANCIAL LLC with $61.2M in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own TACK?
As of Q4 2025, 40 institutional investors report holding TACK (Fairlead Tactical Sector ETF) in their 13F filings.
Who is the largest institutional holder of TACK?
The largest institutional holder of TACK is CARY STREET PARTNERS FINANCIAL LLC with $61.2M in shares.
Is institutional ownership of TACK increasing or decreasing?
This quarter, 11 institutions opened new positions in TACK and 2 closed their positions.