Who Owns Fairlead Tactical Sector ETF (TACK)? -- Institutional Holders (2026-03-31)

41 institutions reported holding $213.0M of Fairlead Tactical Sector ETF (TACK) in SEC 13F filings for 2026-03-31. Largest institutional holders: CARY STREET PARTNERS FINANCIAL LLC ($74.7M), UBS Group AG ($58.7M), STIFEL FINANCIAL CORP ($22.4M), Evernest Financial Advisors, LLC ($16.6M), NBZ Investment Advisors LLC ($9.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CARY STREET PARTNERS FINANCIAL LLC$74.7M2.5MAdded
2UBS Group AG$58.7M1.9MAdded
3STIFEL FINANCIAL CORP$22.4M735,336Added
4Evernest Financial Advisors, LLC$16.6M541,504Added
5NBZ Investment Advisors LLC$9.7M319,396Added
6Mariner, LLC$7.3M241,170Trimmed
7COMMONWEALTH EQUITY SERVICES, LLC$4.3M142,778Trimmed
8Cambridge Investment Research Advisors, Inc.$3.2M104,376Trimmed
9HighTower Advisors, LLC$2.7M89,052Trimmed
10MISSION WEALTH MANAGEMENT, LP$2.3M74,921Trimmed
11Insight Wealth Partners, LLC$1.9M61,583Trimmed
12FMA Wealth Management, LLC$1.6M51,832Added
13CAPTRUST FINANCIAL ADVISORS$1.4M47,139Trimmed
14Williams & Novak, LLC$706,71623,156Trimmed
15SUSQUEHANNA INTERNATIONAL GROUP, LLP$612,19120,139New
16LPL Financial LLC$572,19318,823Added
17AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$536,59717,513Trimmed
18HRT FINANCIAL LP$500,00016,479New
19LAUREL OAK WEALTH MANAGEMENT, LLC$479,50315,774New
20Janney Montgomery Scott LLC$407,00013,383Trimmed
21Sigma Planning Corp$396,94713,058Trimmed
22Wealthcare Advisory Partners LLC$316,96710,427Trimmed
23Cetera Investment Advisers$306,93210,097Hold
24Dakota Wealth Management$280,3039,221Trimmed
25FIFTH THIRD BANCORP$272,0968,951New

Source: SEC Form 13F filings · as of 2026-03-31