TACK

Fairlead Tactical Sector ETF

-$2.8M

Net Activity

Institutions Holding

38

Popularity Rank

#6673

Avg Weight

0.32%

Total Value

$213.0M

Ownership Trend

38 institutions currently hold TACK, with 18 net buyers and 19 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

19

Net Buying Institutions

18

Key Holders

Key Holders

Top 5 by Value

CS
Cary Street Partners Financial LLC
$74.7M
UG
UBS Group AG
$58.7M
SF
Stifel Financial CORP
$22.4M
EF
Evernest Financial Advisors, LLC
$16.6M
NI
NBZ Investment Advisors LLC
$9.7M

Top 5 by Conviction

NI
NBZ Investment Advisors LLC
4.24%
EF
Evernest Financial Advisors, LLC
3.45%
CS
Cary Street Partners Financial LLC
1.85%
FW
FMA Wealth Management, LLC
1.05%
W&
Williams & Novak, LLC
0.53%
View all 38 holding institutions

Quarterly Activity

Recent Activity

+$186.3M

Total Buy Value

$37.9M

Total Sell Value

New buy7
Trim16
Add11
Sold out3

18

Net Buyers

19

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FAIRLEAD TACTICAL SECTOR ETF (TACK)?
Major stakeholders currently include Cary Street Partners Financial LLC ($74.7M), UBS Group AG ($58.7M), Stifel Financial CORP ($22.4M). Based on the latest 13F filings, there are a total of 38 tracked investment funds and institutions maintaining positions in TACK.
What is the overall institutional sentiment toward TACK recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.8M, driven by 18 managers accumulating shares while 19 reduced their exposure.
Which institutions have been selling or reducing their TACK positions?
In the latest period, 16 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $37.9M.
Are there any notable investors adding TACK to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 11 existing holders added to their shares. The total reported buy value for the quarter amounted to $186.3M.

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