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Fairlead Tactical Sector ETF (TACK) Institutional Ownership

$28.26 -0.31 (-1.09%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Fairlead Tactical Sector ETF (NYSEARCA:TACK)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$85.83M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.40M
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TACK Institutional Buying and Selling by Quarter

Fairlead Tactical Sector ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Captrust Financial Advisors31,737$868K0.0%N/A0.382%
2/17/2025 Cary Street Partners Financial LLC2,644,345$72.32M2.3%N/A31.860%
2/14/2025 Jane Street Group LLC28,339$775K0.0%N/A0.341%
2/14/2025 Stifel Financial Corp550,633$15.06M0.0%+1.7%6.634%
2/13/2025 NewEdge Advisors LLC29,563$809K0.0%+45.4%0.356%
2/13/2025 Mariner LLC326,140$8.92M0.0%-9.0%3.929%
2/13/2025 Wells Fargo & Company MN3,076$84K0.0%-38.2%0.037%
2/12/2025 Cannon Advisors Inc.14,319$392K0.3%+6.5%0.173%
2/12/2025 Lokken Investment Group LLC45,532$1.25M0.5%-25.5%0.549%
2/12/2025 NBZ Investment Advisors LLC254,436$6.96M3.9%N/A3.065%
2/10/2025 Creative Financial Designs Inc. ADV3,900$107K0.0%N/A0.047%
2/10/2025 Commonwealth Equity Services LLC304,512$8.33M0.0%+4.7%3.669%
2/7/2025 HighTower Advisors LLC52,737$1.44M0.0%-10.2%0.635%
2/6/2025 Vantage Financial Partners LLC17,676$483K0.1%-5.8%0.213%
2/4/2025 IFP Advisors Inc3,867$106K0.0%+149.5%0.047%
2/3/2025 Sigma Planning Corp17,496$479K0.0%N/A0.211%
1/27/2025 Verity Asset Management Inc.9,020$247K0.1%N/A0.109%
1/24/2025 Oregon 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%
11/15/2024 Stifel Financial Corp541,224$15.23M0.0%-1.6%6.521%
11/15/2024 HighTower Advisors LLC58,751$1.65M0.0%+262.5%0.708%
11/13/2024 Insight 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%
10/15/2024 FMA Wealth Management LLC48,947$1.38M1.0%+6.9%0.590%
8/12/2024 Lokken Investment Group LLC60,374$1.57M0.7%+8.0%0.727%
8/7/2024 Vantage 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%
7/31/2024 Commonwealth Equity Services LLC280,307$7.28M0.0%-4.4%3.377%
7/19/2024 FMA Wealth Management LLC45,794$1.19M1.0%+10.5%0.552%
7/18/2024 Insight Wealth Partners LLC51,526$1.34M0.2%+7.4%0.621%
5/2/2024 Vantage Financial Partners LLC24,082$637K0.2%-6.8%0.290%
5/1/2024 Janney Montgomery Scott LLC14,834$392K0.0%-7.4%0.179%
4/29/2024 Commonwealth Equity Services LLC293,302$7.76M0.0%+5.2%3.534%
2/13/2024 Lokken Investment Group LLC63,436$1.57M0.9%+12.8%0.634%
2/12/2024 Stifel Financial Corp753,494$18.67M0.0%-42.6%7.535%
2/9/2024 FMA Wealth Management LLC39,778$986K0.9%N/A0.398%
2/9/2024 UBS Group AG1,377,087$34.13M0.0%-8.7%13.771%
2/7/2024 Cary Street Partners Investment Advisory LLC320,185$7.94M0.4%+12.2%3.202%
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2/5/2024Cary Street Partners Asset Management LLC2,287,953$56.70M9.6%-0.4%22.880%
2/5/2024 Kestra Private Wealth Services LLC11,232$278K0.0%N/A0.112%
2/5/2024 Vantage 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%
1/29/2024 NewEdge 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%
11/13/2023 Cary Street Partners Investment Advisory LLC285,314$6.47M0.3%+7.3%2.853%
11/13/2023 Stifel Financial Corp1,313,280$29.76M0.0%-0.9%13.133%
11/13/2023 Mariner LLC458,304$10.39M0.0%+4.6%4.583%
11/13/2023 Core Wealth Advisors Inc.16,182$367K0.2%+15.2%0.162%
11/9/2023 UBS Group AG1,508,053$34.17M0.0%-0.4%15.081%
11/8/2023 HighTower Advisors LLC26,936$608K0.0%-32.4%0.269%
11/8/2023 Janney Montgomery Scott LLC15,973$362K0.0%-3.3%0.160%
11/8/2023 Atria Wealth Solutions Inc.10,250$232K0.0%N/A0.103%
11/8/2023 NewEdge Wealth LLC45,153$1.02M0.0%-25.2%0.452%
11/6/2023 Hudock Inc.75,448$1.71M0.4%-1.6%0.754%
11/2/2023 Vantage Financial Partners LLC124,296$2.82M1.1%-51.7%1.243%
10/30/2023 Insight 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%
10/23/2023 Commonwealth 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%
8/11/2023 Regal Investment Advisors LLC14,358$341K0.0%-6.4%0.144%
8/10/2023 Commonwealth 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%
8/10/2023 Cary Street Partners Investment Advisory LLC265,973$6.32M0.4%+12.4%2.660%
8/9/2023 Lokken Investment Group LLC119,727$2.85M1.9%+18.5%1.197%
8/8/2023 RiverTree Advisors LLC33,727$802K0.6%-15.0%0.337%
8/8/2023 Vantage Financial Partners LLC257,266$6.12M2.3%+2.4%2.573%
8/4/2023 IFP Advisors Inc3,150$79K0.0%N/A0.032%
8/2/2023 Hudson Value Partners LLC43,884$1.04M0.5%+26.1%0.439%
7/31/2023 Hudock Inc.76,704$1.82M0.4%N/A0.767%
7/26/2023 Janney Montgomery Scott LLC16,511$393K0.0%N/A0.176%
7/20/2023 PFG Advisors10,418$248K0.0%-23.6%0.111%
7/18/2023 AFG Fiduciary Services Limited Partnership67,137$1.61M1.2%N/A0.714%
5/17/2023 Financial 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%
5/12/2023 UBS Group AG1,534,735$37.19M0.0%+5.1%16.503%
5/11/2023 Jaffetilchin Investment Partners LLC21,500$521K0.1%-34.8%0.231%
5/11/2023 Commonwealth Equity Services LLC320,337$7.76M0.0%+76.5%3.444%
5/9/2023 Lokken Investment Group LLC101,018$2.45M1.9%N/A1.086%
5/8/2023 NewEdge Wealth LLC67,709$1.64M0.1%-2.4%0.728%
5/8/2023 Vantage 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%
5/3/2023 Axxcess Wealth Management LLC8,710$211K0.0%N/A0.094%
4/27/2023 Core Wealth Advisors Inc.14,044$340K0.1%+17.9%0.151%
4/21/2023 PFG Advisors13,642$331K0.0%N/A0.147%
3/1/2023 Regal Investment Advisors LLC12,103$283K0.0%N/A0.139%
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%
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2/9/2023 Financial Enhancement Group LLC280,091$6.73M1.3%-8.6%3.219%
2/8/2023 UBS Group AG1,460,004$34.14M0.0%+77.0%16.782%
2/8/2023 Vantage Financial Partners LLC234,016$5.47M3.3%+15.0%2.690%
2/7/2023 Commonwealth Equity Services LLC181,515$4.24M0.0%+135.4%2.086%
1/30/2023 Hudson Value Partners LLC34,612$809K0.5%+53.9%0.398%
11/15/2022 Cary Street Partners Investment Advisory LLC178,530$3.99M0.3%+23.0%2.380%
11/10/2022 Core Wealth Advisors Inc.10,845$242K0.1%+323.6%0.145%
11/10/2022 UBS Group AG824,803$18.42M0.0%N/A10.997%
10/27/2022 Financial Enhancement Group LLC306,291$6.84M1.6%N/A4.439%
8/15/2022 Core Wealth Advisors Inc.2,560$61K0.0%+12,700.0%0.047%
(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 35 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 4,206,994 shares in the last 24 months. This purchase volume represents approximately $111.49M 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 1,213,792 shares in the last 24 months. This volume of shares sold represents approximately $29.80M in transactions.



This page (NYSEARCA:TACK) was last updated on 2/22/2025 by MarketBeat.com Staff
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