TACK Institutional Ownership
Fairlead Tactical Sector ETF
1W: -1.0%
1M: -3.2%
3M: -0.6%
YTD: +4.9%
1Y: +5.2%
3Y: +43.3%
$31.53
+0.06 (+0.17%)
Weekly Expected Move ±1.1%
$31
$31
$32
$32
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TACK
44
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
219M
Total Invested
6
New Positions
11
Increased
21
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | 2,417,224 | $76M | -38,708 | -1.6% | 7Q | SEC ↗ |
| 2 | UBS Group AG | 2,119,603 | $67M | +189,680 | +9.8% | 16Q | SEC ↗ |
| 3 | STIFEL FINANCIAL CORP | 732,901 | $23M | -2,435 | -0.3% | 17Q | SEC ↗ |
| 4 | Evernest Financial Advisors, LLC | 554,812 | $17M | +13,308 | +2.5% | 4Q | SEC ↗ |
| 5 | NBZ Investment Advisors LLC | 316,502 | $10M | -2,894 | -0.9% | 7Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 141,844 | $4M | -934 | -0.7% | 17Q | SEC ↗ |
| 7 | NewEdge Advisors, LLC | 100,482 | $3M | +9,194 | +10.1% | 9Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 82,912 | $3M | -6,140 | -6.9% | 17Q | SEC ↗ |
| 9 | Insight Wealth Partners, LLC | 63,671 | $2M | +2,088 | +3.4% | 13Q | SEC ↗ |
| 10 | MISSION WEALTH MANAGEMENT, LP | 62,953 | $2M | -11,968 | -16.0% | 4Q | SEC ↗ |
| 11 | FMA Wealth Management, LLC | 51,196 | $2M | -636 | -1.2% | 11Q | SEC ↗ |
| 12 | CAPTRUST FINANCIAL ADVISORS | 46,022 | $1M | -1,117 | -2.4% | 7Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 41,755 | $1M | -62,621 | -60.0% | 7Q | SEC ↗ |
| 14 | LAUREL OAK WEALTH MANAGEMENT, LLC | 24,920 | $786K | +9,146 | +58.0% | 2Q | SEC ↗ |
| 15 | LPL Financial LLC | 20,266 | $639K | +1,443 | +7.7% | 4Q | SEC ↗ |
| 16 | Williams & Novak, LLC | 19,219 | $606K | -3,937 | -17.0% | 5Q | SEC ↗ |
| 17 | AFG FIDUCIARY SERVICES LIMITED PARTNER | 17,172 | $541K | -341 | -1.9% | 13Q | SEC ↗ |
| 18 | FIFTH THIRD BANCORP | 13,766 | $434K | +4,815 | +53.8% | 2Q | SEC ↗ |
| 19 | Janney Montgomery Scott LLC | 13,284 | $419K | -99 | -0.7% | 13Q | SEC ↗ |
| 20 | Sigma Planning Corp | 13,059 | $412K | +1 | +0.0% | 7Q | SEC ↗ |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,423 | $329K | -9,716 | -48.2% | 2Q | SEC ↗ |
| 22 | Farther Finance Advisors, LLC NEW | 10,419 | $329K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Cetera Investment Advisers | 10,097 | $318K | — | +0.0% | 10Q | SEC ↗ |
| 24 | Wealthcare Advisory Partners LLC | 9,744 | $307K | -683 | -6.6% | 17Q | SEC ↗ |
| 25 | D.A. DAVIDSON & CO. | 8,018 | $253K | — | +0.0% | 5Q | SEC ↗ |
| 26 | Dakota Wealth Management | 7,896 | $249K | -1,325 | -14.4% | 3Q | SEC ↗ |
| 27 | CARY STREET PARTNERS INVESTMENT ADVISO | 7,149 | $225K | +3,822 | +114.9% | 3Q | SEC ↗ |
| 28 | SYKON CAPITAL LLC NEW | 6,984 | $220K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Bluesphere Advisors LLC NEW | 6,561 | $207K | — | +0.0% | 1Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 4,036 | $127K | — | +0.0% | 4Q | SEC ↗ |
| 31 | WELLS FARGO & COMPANY/MN | 2,522 | $80K | +255 | +11.2% | 11Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 1,707 | $54K | +291 | +20.6% | 3Q | SEC ↗ |
| 33 | Buck Wealth Strategies, LLC NEW | 400 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Global Retirement Partners, LLC NEW | 301 | $9K | — | +0.0% | 1Q | SEC ↗ |
| 35 | IFP Advisors, Inc | 150 | $5K | — | +0.0% | 13Q | SEC ↗ |
| 36 | MORGAN STANLEY | 62 | $2K | -220 | -78.0% | 11Q | SEC ↗ |
| 37 | Blue Trust, Inc. NEW | 53 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 38 | FNY Investment Advisers, LLC | 50 | $2K | — | +0.0% | 2Q | SEC ↗ |
| 39 | Comprehensive Financial Planning, Inc. | 7 | $0K | — | +0.0% | 7Q | SEC ↗ |
| 40 | AMERIPRISE FINANCIAL INC | 0 | $0K | -206,249 | -100.0% | 2Q | SEC ↗ |
| 41 | HRT FINANCIAL LP | 0 | $0K | -16,479 | -100.0% | 1Q | SEC ↗ |
| 42 | Cannon Advisors, Inc. | 0 | $0K | -8,207 | -100.0% | 7Q | SEC ↗ |
| 43 | Mariner, LLC | 0 | $0K | -241,170 | -100.0% | 13Q | SEC ↗ |
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | $0K | -1 | -100.0% | 3Q | SEC ↗ |
| 45 | Verity Asset Management, Inc. | 0 | $0K | -16,999 | -100.0% | 5Q | SEC ↗ |
| 46 | FIRST FOUNDATION ADVISORS | 0 | $0K | -10,729 | -100.0% | 2Q | SEC ↗ |
| 47 | Advisory Services Network, LLC | 0 | $0K | -201 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Farther Finance Advisors, LLC | 10,419 | $329K |
| SYKON CAPITAL LLC | 6,984 | $220K |
| Bluesphere Advisors LLC | 6,561 | $207K |
| Buck Wealth Strategies, LLC | 400 | $13K |
| Global Retirement Partners, LLC | 301 | $9K |
| Blue Trust, Inc. | 53 | $2K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 241,170 | $8M |
| AMERIPRISE FINANCIAL INC | 206,249 | $7M |
| Verity Asset Management, Inc. | 16,999 | $536K |
| HRT FINANCIAL LP | 16,479 | $520K |
| FIRST FOUNDATION ADVISORS | 10,729 | $338K |
| Cannon Advisors, Inc. | 8,207 | $259K |
| Advisory Services Network, LLC | 201 | $6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 1 | $0K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +189,680 | +9.8% | 2,119,603 |
| Evernest Financial Advisors, LLC | +13,308 | +2.5% | 554,812 |
| NewEdge Advisors, LLC | +9,194 | +10.1% | 100,482 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | +9,146 | +58.0% | 24,920 |
| FIFTH THIRD BANCORP | +4,815 | +53.8% | 13,766 |
| CARY STREET PARTNERS INVESTMENT ADV | +3,822 | +114.9% | 7,149 |
| Insight Wealth Partners, LLC | +2,088 | +3.4% | 63,671 |
| LPL Financial LLC | +1,443 | +7.7% | 20,266 |
| JPMORGAN CHASE & CO | +291 | +20.6% | 1,707 |
| WELLS FARGO & COMPANY/MN | +255 | +11.2% | 2,522 |
| Sigma Planning Corp | +1 | +0.0% | 13,059 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cambridge Investment Research Advis | -62,621 | -60.0% | 41,755 |
| CARY STREET PARTNERS FINANCIAL LLC | -38,708 | -1.6% | 2,417,224 |
| MISSION WEALTH MANAGEMENT, LP | -11,968 | -16.0% | 62,953 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -9,716 | -48.2% | 10,423 |
| HighTower Advisors, LLC | -6,140 | -6.9% | 82,912 |
| Williams & Novak, LLC | -3,937 | -17.0% | 19,219 |
| NBZ Investment Advisors LLC | -2,894 | -0.9% | 316,502 |
| STIFEL FINANCIAL CORP | -2,435 | -0.3% | 732,901 |
| Dakota Wealth Management | -1,325 | -14.4% | 7,896 |
| CAPTRUST FINANCIAL ADVISORS | -1,117 | -2.4% | 46,022 |
| COMMONWEALTH EQUITY SERVICES, LLC | -934 | -0.7% | 141,844 |
| Wealthcare Advisory Partners LLC | -683 | -6.6% | 9,744 |
| FMA Wealth Management, LLC | -636 | -1.2% | 51,196 |
| AFG FIDUCIARY SERVICES LIMITED PART | -341 | -1.9% | 17,172 |
| MORGAN STANLEY | -220 | -78.0% | 62 |
| Janney Montgomery Scott LLC | -99 | -0.7% | 13,284 |