FAIRLEAD TACTICAL SECTOR ETF (TACK) Institutional Ownership Changes & 13F Activity
FAIRLEAD TACTICAL SECTOR ETF (TACK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ubs Group Ag, Cambridge Investment Research Advisors, Inc., Cary Street Partners Financial Llc, Evernest Financial Advisors, Llc, and Mission Wealth Management, Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Susquehanna International Group, Llp | Sell | -9,716 | -48.2% | 10,423 | $329.67K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +255 | +11.2% | 2,522 | $79.78K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +189,680 | +9.8% | 2,119,603 | $67.04M | Q2 2026 | Aug 13, 2026 |
| Nbz Investment Advisors Llc | Sell | -2,894 | -0.9% | 316,502 | $10.01M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -1,117 | -2.4% | 46,022 | $1.46M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -220 | -78.0% | 62 | $1.98K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +9,194 | +10.1% | 100,482 | $3.18M | Q2 2026 | Aug 12, 2026 |
| Sykon Capital Llc | Buy | +6,984 | — | 6,984 | $220.90K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -2,435 | -0.3% | 732,901 | $23.18M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1,707 | — | 1,707 | $54.11K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +1,443 | +7.7% | 20,266 | $641.01K | Q2 2026 | Aug 07, 2026 |
| Dakota Wealth Management | Sell | -1,325 | -14.4% | 7,896 | $249.74K | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Buy | +1 | +0.0% | 13,059 | $413.05K | Q2 2026 | Aug 07, 2026 |
| Evernest Financial Advisors, Llc | Buy | +13,308 | +2.5% | 554,812 | $17.55M | Q2 2026 | Aug 06, 2026 |
| Insight Wealth Partners, Llc | Buy | +2,088 | +3.4% | 63,671 | $2.01M | Q2 2026 | Aug 06, 2026 |
| Fifth Third Bancorp | Buy | +4,815 | +53.8% | 13,766 | $435.41K | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott Llc | Sell | -99 | -0.7% | 13,284 | $420.00K | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -62,621 | -60.0% | 41,755 | $1.32K | Q2 2026 | Jul 30, 2026 |
| Bluesphere Advisors Llc | Buy | +6,561 | — | 6,561 | $207.52K | Q2 2026 | Jul 30, 2026 |
| Buck Wealth Strategies, Llc | Buy | +400 | — | 400 | $12.65K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -934 | -0.7% | 141,844 | $4.49M | Q2 2026 | Jul 29, 2026 |
| Laurel Oak Wealth Management, Llc | Buy | +9,146 | +58.0% | 24,920 | $788.19K | Q2 2026 | Jul 21, 2026 |
| Blue Trust, Inc. | Buy | +53 | — | 53 | $1.68K | Q2 2026 | Jul 21, 2026 |
| Mission Wealth Management, Lp | Sell | -11,968 | -16.0% | 62,953 | $1.99M | Q2 2026 | Jul 20, 2026 |
| Cary Street Partners Financial Llc | Sell | -38,708 | -1.6% | 2,417,224 | $76.45M | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, Llc | Buy | +10,419 | — | 10,419 | $329.54K | Q2 2026 | Jul 17, 2026 |
| Cary Street Partners Investment Advisory Llc | Buy | +3,822 | +114.9% | 7,149 | $226.10K | Q2 2026 | Jul 17, 2026 |
| Wealthcare Advisory Partners Llc | Sell | -683 | -6.6% | 9,744 | $308.18K | Q2 2026 | Jul 09, 2026 |
| Fma Wealth Management, Llc | Sell | -636 | -1.2% | 51,196 | $1.62M | Q2 2026 | Jul 09, 2026 |
| Afg Fiduciary Services Limited Partnership | Sell | -341 | -1.9% | 17,172 | $545.46K | Q2 2026 | Jul 09, 2026 |
Frequently asked questions about TACK activity
Which institutional owners are buying TACK?
Institutional owners buying TACK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TACK activity?
"Buy" means an investor increased their reported position in TACK compared to the prior reporting period. This reflects growing exposure to FAIRLEAD TACTICAL SECTOR ETF (TACK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TACK increasing?
Institutional interest in TACK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.