FAIRLEAD TACTICAL SECTOR ETF (TACK) Top Institutional Shareholders
FAIRLEAD TACTICAL SECTOR ETF (TACK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $208.92M in TACK holdings during the latest filing period.
Cary Street Partners Financial Llc is currently the largest disclosed institutional shareholder of TACK tracked by InsiderSet, reporting ownership valued at approximately $74.66M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $76.80M, representing an estimated gain of +2.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed TACK value among the investors covered in this analysis. Major shareholders include Cary Street Partners Financial Llc, Ubs Group Ag, Stifel Financial Corp, and several other long-term asset managers with concentrated positions in FAIRLEAD TACTICAL SECTOR ETF (TACK).
This page ranks the largest institutional TACK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
37
Total Reported Value
$208.92M
Largest Holder
Cary Street Partners Financial Llc
Largest Position
$74.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cary Street Partners Financial Llc | 1.85% | 2,455,932 | $74,656,170 | $76,796,994 | +$2,140,824 | +2.87% | |
| Ubs Group Ag | 0.01% | 1,929,923 | $58,665,799 | $60,348,692 | +$1,682,893 | +2.87% | |
| Stifel Financial Corp | 0.02% | 735,336 | $22,352,936 | $22,993,957 | +$641,021 | +2.87% | |
| Evernest Financial Advisors, Llc | 3.45% | 541,504 | $16,618,767 | $16,932,830 | +$314,063 | +1.89% | |
| Nbz Investment Advisors Llc | 4.25% | 319,396 | $9,709,107 | $9,987,513 | +$278,406 | +2.87% | |
| Mariner, Llc | 0.01% | 241,170 | $7,331,148 | $7,541,386 | +$210,238 | +2.87% | |
| Commonwealth Equity Services, Llc | 0.01% | 142,778 | $4,340,210 | $4,464,668 | +$124,458 | +2.87% | |
| Hightower Advisors, Llc | 0.00% | 89,052 | $2,707,029 | $2,784,656 | +$77,627 | +2.87% | |
| Mission Wealth Management, Lp | 0.05% | 74,921 | $2,277,458 | $2,342,780 | +$65,322 | +2.87% | |
| Insight Wealth Partners, Llc | 0.76% | 61,583 | $1,872,014 | $1,925,700 | +$53,686 | +2.87% | |
| Fma Wealth Management, Llc | 1.05% | 51,832 | $1,575,603 | $1,620,787 | +$45,184 | +2.87% | |
| Captrust Financial Advisors | 0.00% | 47,139 | $1,432,945 | $1,474,037 | +$41,092 | +2.87% | |
| Williams & Novak, Llc | 0.53% | 23,156 | $706,716 | $724,088 | +$17,372 | +2.46% | |
| Susquehanna International Group, Llp | 0.00% | 20,139 | $612,191 | $629,747 | +$17,556 | +2.87% | |
| Lpl Financial Llc | 0.00% | 18,823 | $572,193 | $588,595 | +$16,402 | +2.87% | |
| Afg Fiduciary Services Limited Partnership | 0.32% | 17,513 | $536,597 | $547,632 | +$11,035 | +2.06% | |
| Laurel Oak Wealth Management, Llc | 0.08% | 15,774 | $479,503 | $493,253 | +$13,750 | +2.87% | |
| Sigma Planning Corp | 0.01% | 13,058 | $396,947 | $408,324 | +$11,377 | +2.87% | |
| Wealthcare Advisory Partners Llc | 0.01% | 10,427 | $316,967 | $326,052 | +$9,085 | +2.87% | |
| Cetera Investment Advisers | 0.00% | 10,097 | $306,932 | $315,733 | +$8,801 | +2.87% | |
| Dakota Wealth Management | 0.01% | 9,221 | $280,303 | $288,341 | +$8,038 | +2.87% | |
| Fifth Third Bancorp | 0.00% | 8,951 | $272,096 | $279,898 | +$7,802 | +2.87% | |
| Cannon Advisors, Inc. | 0.18% | 8,207 | $249,479 | $256,633 | +$7,154 | +2.87% | |
| D.A. Davidson & Co. | 0.00% | 8,018 | $243,734 | $250,723 | +$6,989 | +2.87% | |
| Royal Bank Of Canada | 0.00% | 4,036 | $123,000 | $126,206 | +$3,206 | +2.61% | |
| Cary Street Partners Investment Advisory Llc | 0.03% | 3,327 | $101,135 | $104,035 | +$2,900 | +2.87% | |
| Newedge Advisors, Llc | 0.00% | 91,288 | $91,288 | $2,854,576 | +$2,763,288 | +3027.00% | |
| Wells Fargo & Company/Mn | 0.00% | 2,267 | $68,911 | $70,889 | +$1,978 | +2.87% | |
| Morgan Stanley | 0.00% | 282 | $8,601 | $8,818 | +$217 | +2.52% | |
| Advisory Services Network, Llc | 0.00% | 201 | $6,110 | $6,285 | +$175 | +2.87% | |
| Ifp Advisors, Inc | 0.00% | 150 | $4,560 | $4,691 | +$131 | +2.86% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 104,376 | $3,173 | $3,263,838 | +$3,260,665 | +102762.83% | |
| Hrt Financial Lp | 0.00% | 16,479 | $500 | $515,298 | +$514,798 | +102959.67% | |
| Janney Montgomery Scott Llc | 0.00% | 13,383 | $407 | $418,486 | +$418,079 | +102722.21% | |
| Comprehensive Financial Planning, Inc./Pa | 0.00% | 7 | $212 | $219 | +$7 | +3.25% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 1 | $30 | $31 | +$1 | +4.23% | |
| Fny Investment Advisers, Llc | 0.00% | 50 | $1 | $1,564 | +$1,563 | +156250.00% |
Frequently asked questions about TACK
Who owns the most TACK stock?
The largest holders of TACK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FAIRLEAD TACTICAL SECTOR ETF (TACK).
Is TACK widely held by superinvestors?
Many widely followed stocks like TACK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TACK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.