Who Owns TACK?
Fairlead Tactical Sector ETF — Institutional Ownership & 13F Holdings
$30.98
+0.42 (+1.38%)
Market Cap
$280.5M
Shares Outstanding
8,786,770
Institutional Holders
31
Total Inst. Value
$138.6M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
7
Closed Positions
4
Increased
11
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | $71.0M | 2,610,656 |
| 2 | UBS Group AG | $35.5M | 1,306,375 |
| 3 | STIFEL FINANCIAL CORP | $14.9M | 546,302 |
| 4 | NBZ Investment Advisors LLC | $7.5M | 276,498 |
| 5 | HighTower Advisors, LLC | $1.4M | 52,737 |
| 6 | FMA Wealth Management, LLCNew | $1.4M | 49,322 |
| 7 | Cambridge Investment Research Advisors, Inc. | $884K | 32,527 |
| 8 | NewEdge Advisors, LLC | $879K | 32,310 |
| 9 | Wealthcare Advisory Partners LLC | $824K | 30,306 |
| 10 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIPNew | $627K | 23,874 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NBZ Investment Advisors LLC | +22K | $7.5M |
| FMA Wealth Management, LLCNew | +49K | $1.4M |
| Cambridge Investment Research Advisors, Inc. | +6K | $884K |
| NewEdge Advisors, LLC | +3K | $879K |
| Wealthcare Advisory Partners LLC | +126 | $824K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | -34K | $71.0M |
| Lokken Investment Group LLC | -29K | $443K |
| UBS Group AG | -23K | $35.5M |
| JANE STREET GROUP, LLC | -14K | $399K |
| Vantage Financial Partners, LLC | -6K | $329K |
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Frequently Asked Questions
How many institutional investors hold TACK?
As of Q1 2025, 31 institutional investors report holding TACK (Fairlead Tactical Sector ETF) in their 13F filings.
Which hedge fund owns the most TACK?
The largest institutional holder of TACK is CARY STREET PARTNERS FINANCIAL LLC with $71.0M in shares.
Are institutions buying or selling TACK?
This quarter, 7 institutions opened new positions in TACK and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.