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Fairlead Tactical Sector ETF (TACK) Institutional Ownership

$26.25 +0.16 (+0.61%)
Closing price 04/17/2025 04:10 PM Eastern
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$26.88 +0.63 (+2.40%)
As of 04/17/2025 05:44 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fairlead Tactical Sector ETF (NYSEARCA:TACK)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$85.84M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.41M
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TACK Institutional Buying and Selling by Quarter

Fairlead Tactical Sector ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Janney Montgomery Scott LLC13,644$371K0.0%+5.0%0.174%
4/11/2025 AFG Fiduciary Services Limited Partnership23,874$627K0.2%-2.2%0.304%
2/17/2025Captrust Financial Advisors31,737$868K0.0%N/A0.382%
2/17/2025Cary Street Partners Financial LLC2,644,345$72.32M2.3%N/A31.860%
2/14/2025Jane Street Group LLC28,339$775K0.0%N/A0.341%
2/14/2025Stifel Financial Corp550,633$15.06M0.0%+1.7%6.634%
2/13/2025NewEdge Advisors LLC29,563$809K0.0%+45.4%0.356%
2/13/2025Mariner LLC326,140$8.92M0.0%-9.0%3.929%
2/13/2025Wells Fargo & Company MN3,076$84K0.0%-38.2%0.037%
2/12/2025Cannon Advisors Inc.14,319$392K0.3%+6.5%0.173%
2/12/2025Lokken Investment Group LLC45,532$1.25M0.5%-25.5%0.549%
2/12/2025NBZ Investment Advisors LLC254,436$6.96M3.9%N/A3.065%
2/10/2025Creative Financial Designs Inc. ADV3,900$107K0.0%N/A0.047%
2/10/2025Commonwealth Equity Services LLC304,512$8.33M0.0%+4.7%3.669%
2/7/2025HighTower Advisors LLC52,737$1.44M0.0%-10.2%0.635%
2/6/2025Vantage Financial Partners LLC17,676$483K0.1%-5.8%0.213%
2/4/2025IFP Advisors Inc3,867$106K0.0%+149.5%0.047%
2/3/2025Sigma Planning Corp17,496$479K0.0%N/A0.211%
1/27/2025Verity Asset Management Inc.9,020$247K0.1%N/A0.109%
1/24/2025Oregon Pacific Wealth Management LLC8,480$232K0.2%N/A0.102%
1/17/2025 Janney Montgomery Scott LLC12,994$355K0.0%-9.1%0.157%
1/15/2025 Wealthcare Advisory Partners LLC30,180$825K0.0%-2.9%0.364%
11/15/2024Stifel Financial Corp541,224$15.23M0.0%-1.6%6.521%
11/15/2024HighTower Advisors LLC58,751$1.65M0.0%+262.5%0.708%
11/13/2024Insight Wealth Partners LLC52,329$1.47M0.3%+1.6%0.630%
10/30/2024Cary Street Partners Asset Management LLC2,486,557$69.95M9.1%+1.2%29.959%
10/16/2024 AFG Fiduciary Services Limited Partnership24,394$689K0.2%-1.7%0.294%
10/15/2024FMA Wealth Management LLC48,947$1.38M1.0%+6.9%0.590%
8/12/2024Lokken Investment Group LLC60,374$1.57M0.7%+8.0%0.727%
8/7/2024Vantage Financial Partners LLC23,580$612K0.2%-2.1%0.284%
7/31/2024 AFG Fiduciary Services Limited Partnership24,804$658K0.2%-11.6%0.299%
7/31/2024Commonwealth Equity Services LLC280,307$7.28M0.0%-4.4%3.377%
7/19/2024FMA Wealth Management LLC45,794$1.19M1.0%+10.5%0.552%
7/18/2024Insight Wealth Partners LLC51,526$1.34M0.2%+7.4%0.621%
5/2/2024Vantage Financial Partners LLC24,082$637K0.2%-6.8%0.290%
5/1/2024 Janney Montgomery Scott LLC14,834$392K0.0%-7.4%0.179%
4/29/2024Commonwealth Equity Services LLC293,302$7.76M0.0%+5.2%3.534%
2/13/2024Lokken Investment Group LLC63,436$1.57M0.9%+12.8%0.634%
2/12/2024Stifel Financial Corp753,494$18.67M0.0%-42.6%7.535%
2/9/2024FMA Wealth Management LLC39,778$986K0.9%N/A0.398%
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2/9/2024UBS Group AG1,377,087$34.13M0.0%-8.7%13.771%
2/7/2024Cary Street Partners Investment Advisory LLC320,185$7.94M0.4%+12.2%3.202%
2/5/2024Cary Street Partners Asset Management LLC2,287,953$56.70M9.6%-0.4%22.880%
2/5/2024Kestra Private Wealth Services LLC11,232$278K0.0%N/A0.112%
2/5/2024Vantage Financial Partners LLC25,845$640K0.2%-79.2%0.258%
2/1/2024 Stock Yards Bank & Trust Co.8,500$211K0.0%N/A0.085%
1/29/2024NewEdge Wealth LLC24,441$606K0.0%-45.9%0.244%
1/25/2024 RiverTree Advisors LLC16,250$403K0.3%N/A0.163%
1/11/2024 AFG Fiduciary Services Limited Partnership71,159$1.75M1.4%-2.0%0.712%
11/13/2023Cary Street Partners Investment Advisory LLC285,314$6.47M0.3%+7.3%2.853%
11/13/2023Stifel Financial Corp1,313,280$29.76M0.0%-0.9%13.133%
11/13/2023Mariner LLC458,304$10.39M0.0%+4.6%4.583%
11/13/2023Core Wealth Advisors Inc.16,182$367K0.2%+15.2%0.162%
11/9/2023UBS Group AG1,508,053$34.17M0.0%-0.4%15.081%
11/8/2023HighTower Advisors LLC26,936$608K0.0%-32.4%0.269%
11/8/2023 Janney Montgomery Scott LLC15,973$362K0.0%-3.3%0.160%
11/8/2023Atria Wealth Solutions Inc.10,250$232K0.0%N/A0.103%
11/8/2023NewEdge Wealth LLC45,153$1.02M0.0%-25.2%0.452%
11/6/2023Hudock Inc.75,448$1.71M0.4%-1.6%0.754%
11/2/2023Vantage Financial Partners LLC124,296$2.82M1.1%-51.7%1.243%
10/30/2023Insight Wealth Partners LLC42,141$955K0.2%+6.6%0.421%
10/23/2023 AFG Fiduciary Services Limited Partnership72,646$1.66M1.5%+8.2%0.726%
10/23/2023Commonwealth Equity Services LLC273,368$6.20M0.0%+7.9%2.734%
10/12/2023 Wealthcare Advisory Partners LLC31,594$716K0.0%-4.4%0.316%
8/11/2023Regal Investment Advisors LLC14,358$341K0.0%-6.4%0.144%
8/10/2023Commonwealth Equity Services LLC253,236$6.02M0.0%-20.9%2.532%
8/10/2023Cary Street Partners Asset Management LLC2,234,107$53.12M9.9%+9.1%22.341%
8/10/2023Cary Street Partners Investment Advisory LLC265,973$6.32M0.4%+12.4%2.660%
8/9/2023Lokken Investment Group LLC119,727$2.85M1.9%+18.5%1.197%
8/8/2023 RiverTree Advisors LLC33,727$802K0.6%-15.0%0.337%
8/8/2023Vantage Financial Partners LLC257,266$6.12M2.3%+2.4%2.573%
8/4/2023IFP Advisors Inc3,150$79K0.0%N/A0.032%
8/2/2023Hudson Value Partners LLC43,884$1.04M0.5%+26.1%0.439%
7/31/2023Hudock Inc.76,704$1.82M0.4%N/A0.767%
7/26/2023 Janney Montgomery Scott LLC16,511$393K0.0%N/A0.176%
7/20/2023PFG Advisors10,418$248K0.0%-23.6%0.111%
7/18/2023 AFG Fiduciary Services Limited Partnership67,137$1.61M1.2%N/A0.714%
5/17/2023Financial Enhancement Group LLC249,164$5.95M1.2%-11.0%2.679%
5/15/2023Cary Street Partners Asset Management LLC2,047,830$49.62M9.4%+4.5%22.020%
5/12/2023UBS Group AG1,534,735$37.19M0.0%+5.1%16.503%
5/11/2023Jaffetilchin Investment Partners LLC21,500$521K0.1%-34.8%0.231%
5/11/2023Commonwealth Equity Services LLC320,337$7.76M0.0%+76.5%3.444%
5/9/2023Lokken Investment Group LLC101,018$2.45M1.9%N/A1.086%
5/8/2023NewEdge Wealth LLC67,709$1.64M0.1%-2.4%0.728%
5/8/2023Vantage Financial Partners LLC251,114$6.08M2.4%+7.3%2.700%
5/4/2023 Wealthcare Advisory Partners LLC32,632$791K0.0%+10.0%0.351%
5/3/2023Axxcess Wealth Management LLC8,710$211K0.0%N/A0.094%
4/27/2023Core Wealth Advisors Inc.14,044$340K0.1%+17.9%0.151%
4/21/2023PFG Advisors13,642$331K0.0%N/A0.147%
3/1/2023Regal Investment Advisors LLC12,103$283K0.0%N/A0.139%
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Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believes will be Elon’s greatest invention ever… Yes, even bigger than Tesla or SpaceX.

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2/14/2023Cary Street Partners Asset Management LLC1,960,136$45.83M9.3%-1.9%22.530%
2/13/2023 Wealthcare Advisory Partners LLC29,670$694K0.0%+9.6%0.341%
2/9/2023Financial Enhancement Group LLC280,091$6.73M1.3%-8.6%3.219%
2/8/2023UBS Group AG1,460,004$34.14M0.0%+77.0%16.782%
2/8/2023Vantage Financial Partners LLC234,016$5.47M3.3%+15.0%2.690%
2/7/2023Commonwealth Equity Services LLC181,515$4.24M0.0%+135.4%2.086%
1/30/2023Hudson Value Partners LLC34,612$809K0.5%+53.9%0.398%
11/15/2022Cary Street Partners Investment Advisory LLC178,530$3.99M0.3%+23.0%2.380%
11/10/2022Core Wealth Advisors Inc.10,845$242K0.1%+323.6%0.145%
11/10/2022UBS Group AG824,803$18.42M0.0%N/A10.997%
(Data available from 1/1/2016 forward)

TACK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TACK shares?

During the previous two years, 39 institutional investors and hedge funds held shares of Fairlead Tactical Sector ETF. The most heavily invested institutionals were Cary Street Partners Financial LLC ($72.32M), Cary Street Partners Asset Management LLC ($69.95M), UBS Group AG ($34.13M), Stifel Financial Corp ($15.06M), Mariner LLC ($8.92M), Commonwealth Equity Services LLC ($8.33M), and Cary Street Partners Investment Advisory LLC ($7.94M).Learn more on TACK's institutional investors.

Which institutional investors have been buying Fairlead Tactical Sector ETF stock?

Of the 34 institutional investors that purchased Fairlead Tactical Sector ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cary Street Partners Financial LLC ($2.64M), Cary Street Partners Asset Management LLC ($304.43K), NBZ Investment Advisors LLC ($254.44K), Commonwealth Equity Services LLC ($187.08K), Lokken Investment Group LLC ($131.37K), Cary Street Partners Investment Advisory LLC ($83.65K), and Hudock Inc. ($76.70K).

How much institutional buying is happening at Fairlead Tactical Sector ETF?

Institutional investors have bought a total of 4,195,541 shares in the last 24 months. This purchase volume represents approximately $111.23M in transactions.

Which Fairlead Tactical Sector ETF major shareholders have been selling company stock?

Of the 19 institutional investors that sold Fairlead Tactical Sector ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stifel Financial Corp ($581.31K), Vantage Financial Partners LLC ($234.77K), UBS Group AG ($136.62K), Commonwealth Equity Services LLC ($80.10K), NewEdge Wealth LLC ($37.61K), Mariner LLC ($32.34K), and Financial Enhancement Group LLC ($30.93K).

How much institutional selling is happening at Fairlead Tactical Sector ETF?

Institutional investors have sold a total of 1,214,331 shares in the last 24 months. This volume of shares sold represents approximately $29.81M in transactions.


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This page (NYSEARCA:TACK) was last updated on 4/19/2025 by MarketBeat.com Staff
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