TACK Institutional Ownership & Shareholders
FAIRLEAD TACTICAL SECTOR ETF (TACK) is currently held by 32 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $214.33M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cary Street Partners Financial Llc is currently the largest disclosed institutional shareholder of TACK tracked by InsiderSet, reporting ownership valued at approximately $76.45M in its June 30, 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 $77.94M, representing an estimated gain of +1.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% 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
32
Total Reported Value
$214.33M
Largest Holder
Cary Street Partners Financial Llc
Largest Position
$76.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
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 | 1.67% | 2,417,224 | $76,454,639 | $77,940,004 | +$1,485,365 | +1.94% | |
| Ubs Group Ag | 0.01% | 2,119,603 | $67,040,923 | $68,343,631 | +$1,302,708 | +1.94% | |
| Stifel Financial Corp | 0.02% | 732,901 | $23,181,003 | $23,631,367 | +$450,364 | +1.94% | |
| Evernest Financial Advisors, Llc | 3.67% | 554,812 | $17,548,213 | $17,889,136 | +$340,923 | +1.94% | |
| Nbz Investment Advisors Llc | 3.78% | 311,275 | $9,764,695 | $10,036,627 | +$271,932 | +2.78% | |
| Commonwealth Equity Services, Llc | 0.01% | 136,390 | $4,278,540 | $4,397,705 | +$119,165 | +2.79% | |
| Newedge Advisors, Llc | 0.01% | 100,482 | $3,178,163 | $3,239,901 | +$61,738 | +1.94% | |
| Insight Wealth Partners, Llc | 0.80% | 64,913 | $2,036,330 | $2,093,029 | +$56,699 | +2.78% | |
| Mission Wealth Management, Lp | 0.03% | 57,151 | $1,792,827 | $1,842,754 | +$49,927 | +2.78% | |
| Fma Wealth Management, Llc | 1.04% | 52,453 | $1,645,449 | $1,691,274 | +$45,825 | +2.78% | |
| Captrust Financial Advisors | 0.00% | 46,022 | $1,455,634 | $1,483,915 | +$28,281 | +1.94% | |
| Laurel Oak Wealth Management, Llc | 0.11% | 25,342 | $794,991 | $817,117 | +$22,126 | +2.78% | |
| Lpl Financial Llc | 0.00% | 20,266 | $641,009 | $653,449 | +$12,440 | +1.94% | |
| Williams & Novak, Llc | 0.38% | 20,099 | $630,512 | $648,064 | +$17,552 | +2.78% | |
| Afg Fiduciary Services Limited Partnership | 0.41% | 16,708 | $533,298 | $538,726 | +$5,428 | +1.02% | |
| Fifth Third Bancorp | 0.00% | 13,766 | $435,407 | $443,865 | +$8,458 | +1.94% | |
| Janney Montgomery Scott Llc | 0.00% | 13,284 | $420,000 | $428,324 | +$8,324 | +1.98% | |
| Farther Finance Advisors, Llc | 0.00% | 12,326 | $386,667 | $397,435 | +$10,768 | +2.78% | |
| Susquehanna International Group, Llp | 0.00% | 10,423 | $329,670 | $336,075 | +$6,405 | +1.94% | |
| Cetera Investment Advisers | 0.00% | 10,097 | $319,359 | $325,564 | +$6,205 | +1.94% | |
| Wealthcare Advisory Partners Llc | 0.00% | 8,796 | $275,934 | $283,615 | +$7,681 | +2.78% | |
| D.A. Davidson & Co. | 0.00% | 8,018 | $251,525 | $258,529 | +$7,004 | +2.78% | |
| Cary Street Partners Investment Advisory Llc | 0.05% | 7,149 | $226,101 | $230,509 | +$4,408 | +1.95% | |
| Sykon Capital Llc | 0.07% | 6,984 | $220,901 | $225,189 | +$4,288 | +1.94% | |
| Bluesphere Advisors Llc | 0.06% | 6,561 | $205,819 | $211,550 | +$5,731 | +2.78% | |
| Royal Bank Of Canada | 0.00% | 4,036 | $128,000 | $130,135 | +$2,135 | +1.67% | |
| Wells Fargo & Company/Mn | 0.00% | 2,522 | $79,782 | $81,318 | +$1,536 | +1.93% | |
| Jpmorgan Chase & Co | 0.00% | 1,707 | $54,112 | $55,040 | +$928 | +1.71% | |
| Buck Wealth Strategies, Llc | 0.00% | 400 | $12,548 | $12,897 | +$349 | +2.78% | |
| Morgan Stanley | 0.00% | 62 | $1,981 | $1,999 | +$18 | +0.91% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 34,284 | $1,075 | $1,105,440 | +$1,104,365 | +102731.59% | |
| Comprehensive Financial Planning, Inc./Pa | 0.00% | 7 | $219 | $226 | +$7 | +3.06% |
Frequently asked questions about TACK
Who are the largest institutional holders of TACK?
The largest institutional holders of TACK reported in the latest SEC Form 13F filings include Cary Street Partners Financial Llc, Ubs Group Ag, Stifel Financial Corp, Evernest Financial Advisors, Llc, and Nbz Investment Advisors Llc. InsiderSet ranks institutional holders by their latest reported TACK position.
What is TACK institutional ownership?
This page tracks TACK positions reported by institutional investment managers through SEC Form 13F. FAIRLEAD TACTICAL SECTOR ETF (TACK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TACK?
InsiderSet currently tracks 32 institutional managers reporting TACK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TACK shareholders.
How much TACK stock do institutions own?
Institutional investment managers disclosed approximately $214.33M in TACK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TACK institutional ownership last updated?
The latest TACK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TACK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TACK position after the reporting date.
Are institutions buying or selling TACK?
Institutional buying and selling can be analyzed by comparing TACK positions across consecutive 13F reporting periods. InsiderSet's TACK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TACK ownership changes.
How has TACK institutional ownership changed over time?
InsiderSet tracks TACK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.