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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Dakota Wealth ManagementBuy+10,576—10,576$316.96KQ4 2025Aug 26, 2026
Newedge Advisors, LlcBuy+85,671—85,671$2.57MQ4 2025Feb 18, 2026
Ameriprise Financial IncBuy+206,249—206,249$6.18MQ4 2025Feb 17, 2026
Insight Wealth Partners, LlcBuy+62,450—62,450$1.87MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+55,627—55,627$1.67MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+10,097—10,097$302.61KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+4,036—4,036$121.00KQ4 2025Feb 17, 2026
Stifel Financial CorpBuy+731,863—731,863$21.93MQ4 2025Feb 13, 2026
Evernest Financial Advisors, LlcBuy+340,219—340,219$10.58MQ4 2025Feb 13, 2026
Mariner, LlcBuy+326,769—326,769$9.79MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+2,266—2,266$67.93KQ4 2025Feb 13, 2026
Morgan StanleyBuy+647—647$19.39KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+144,620—144,620$4.33MQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+16,211—16,211$485.84KQ4 2025Feb 11, 2026
Janney Montgomery Scott LlcBuy+13,614—13,614$408.00KQ4 2025Feb 11, 2026
Jpmorgan Chase & CoBuy+395—395$11.84KQ4 2025Feb 11, 2026
Comprehensive Financial Planning, Inc./PaBuy+7—7$209.00Q4 2025Feb 11, 2026
Cary Street Partners Financial LlcBuy+2,422,855—2,422,855$72.61MQ4 2025Feb 09, 2026
Cary Street Partners Investment Advisory LlcBuy+25,660—25,660$769.03KQ4 2025Feb 09, 2026
Hightower Advisors, LlcBuy+89,086—89,086$2.67MQ4 2025Feb 06, 2026
Ifp Advisors, IncBuy+150—150$4.50KQ4 2025Feb 06, 2026
Cambridge Investment Research Advisors, Inc.Buy+145,015—145,015$4.35MQ4 2025Feb 05, 2026
Mission Wealth Management, LpBuy+77,378—77,378$2.32MQ4 2025Feb 05, 2026
Williams & Novak, LlcBuy+24,985—24,985$748.82KQ4 2025Feb 05, 2026
Northwestern Mutual Wealth Management CoBuy+24,073—24,073$6.63MQ4 2025Feb 05, 2026
First Foundation AdvisorsBuy+10,729—10,729$321.54KQ4 2025Feb 04, 2026
Nbz Investment Advisors LlcBuy+318,519—318,519$9.55MQ4 2025Feb 03, 2026
Verity Asset Management, Inc.Buy+16,999—16,999$509.46KQ4 2025Jan 30, 2026
Sigma Planning CorpBuy+13,235—13,235$396.66KQ4 2025Jan 30, 2026
Ubs Group AgBuy+1,913,910—1,913,910$57.36MQ4 2025Jan 29, 2026
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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.