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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cary Street Partners Financial Llc, Ubs Group Ag, Stifel Financial Corp, Evernest Financial Advisors, Llc, and Mariner, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Buy | +10,576 | — | 10,576 | $316.96K | Q4 2025 | Aug 26, 2026 |
| Newedge Advisors, Llc | Buy | +85,671 | — | 85,671 | $2.57M | Q4 2025 | Feb 18, 2026 |
| Ameriprise Financial Inc | Buy | +206,249 | — | 206,249 | $6.18M | Q4 2025 | Feb 17, 2026 |
| Insight Wealth Partners, Llc | Buy | +62,450 | — | 62,450 | $1.87M | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +55,627 | — | 55,627 | $1.67M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +10,097 | — | 10,097 | $302.61K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +4,036 | — | 4,036 | $121.00K | Q4 2025 | Feb 17, 2026 |
| Stifel Financial Corp | Buy | +731,863 | — | 731,863 | $21.93M | Q4 2025 | Feb 13, 2026 |
| Evernest Financial Advisors, Llc | Buy | +340,219 | — | 340,219 | $10.58M | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +326,769 | — | 326,769 | $9.79M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +2,266 | — | 2,266 | $67.93K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +647 | — | 647 | $19.39K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +144,620 | — | 144,620 | $4.33M | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +16,211 | — | 16,211 | $485.84K | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott Llc | Buy | +13,614 | — | 13,614 | $408.00K | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +395 | — | 395 | $11.84K | Q4 2025 | Feb 11, 2026 |
| Comprehensive Financial Planning, Inc./Pa | Buy | +7 | — | 7 | $209.00 | Q4 2025 | Feb 11, 2026 |
| Cary Street Partners Financial Llc | Buy | +2,422,855 | — | 2,422,855 | $72.61M | Q4 2025 | Feb 09, 2026 |
| Cary Street Partners Investment Advisory Llc | Buy | +25,660 | — | 25,660 | $769.03K | Q4 2025 | Feb 09, 2026 |
| Hightower Advisors, Llc | Buy | +89,086 | — | 89,086 | $2.67M | Q4 2025 | Feb 06, 2026 |
| Ifp Advisors, Inc | Buy | +150 | — | 150 | $4.50K | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +145,015 | — | 145,015 | $4.35M | Q4 2025 | Feb 05, 2026 |
| Mission Wealth Management, Lp | Buy | +77,378 | — | 77,378 | $2.32M | Q4 2025 | Feb 05, 2026 |
| Williams & Novak, Llc | Buy | +24,985 | — | 24,985 | $748.82K | Q4 2025 | Feb 05, 2026 |
| Northwestern Mutual Wealth Management Co | Buy | +24,073 | — | 24,073 | $6.63M | Q4 2025 | Feb 05, 2026 |
| First Foundation Advisors | Buy | +10,729 | — | 10,729 | $321.54K | Q4 2025 | Feb 04, 2026 |
| Nbz Investment Advisors Llc | Buy | +318,519 | — | 318,519 | $9.55M | Q4 2025 | Feb 03, 2026 |
| Verity Asset Management, Inc. | Buy | +16,999 | — | 16,999 | $509.46K | Q4 2025 | Jan 30, 2026 |
| Sigma Planning Corp | Buy | +13,235 | — | 13,235 | $396.66K | Q4 2025 | Jan 30, 2026 |
| Ubs Group Ag | Buy | +1,913,910 | — | 1,913,910 | $57.36M | Q4 2025 | Jan 29, 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.