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Fairlead Tactical Sector ETF

34 hedge funds and large institutions have $198M invested in Fairlead Tactical Sector ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
15
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSP
1
Cary Street Partners
Virginia
$73.9M 2,618,251 +7,595 +0.3%
UBS Group
2
UBS Group
Switzerland
$56.1M 1,987,922 +681,547 +52%
Stifel Financial
3
Stifel Financial
Missouri
$20.1M 712,927 +166,625 +31%
Mariner
4
Mariner
Kansas
$9.47M 335,416 +9,246 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.18M 325,242 +20,192 +7%
NIA
6
NBZ Investment Advisors
Tennessee
$7.84M 277,686 +1,188 +0.4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.39M 155,350 +122,823 +378%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.59M 91,773 +39,036 +74%
NA
9
NewEdge Advisors
Louisiana
$2.54M 89,952 +57,642 +178%
IWP
10
Insight Wealth Partners
Texas
$1.64M 58,043 +1,171 +2%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.57M 55,627 -1,222 -2%
FWM
12
FMA Wealth Management
Massachusetts
$1.44M 51,044 +1,722 +3%
Jane Street
13
Jane Street
New York
$1.17M 41,523 +26,864 +183%
SPC
14
Sigma Planning Corp
Michigan
$903K 32,008 +12,290 +62%
WN
15
Williams & Novak
California
$740K 26,230 +26,230 New
VAM
16
Verity Asset Management
North Carolina
$556K 19,714 +1,270 +7%
AFS
17
AFG Fiduciary Services
Massachusetts
$541K 19,031 -4,843 -20%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$459K 16,257 -14,049 -46%
AWS
19
Atria Wealth Solutions
New York
$399K 13,986 +777 +6%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$383K 13,574 -70 -0.5%
LIG
21
Lokken Investment Group
Delaware
$314K 11,120 -5,191 -32%
VFPW
22
Vantage Financial Partners (Wisconsin)
Wisconsin
$310K 10,980 -1,137 -9%
Citadel Advisors
23
Citadel Advisors
Florida
$307K 10,873 +10,873 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$285K 10,097
CA
25
Cannon Advisors
North Carolina
$243K 8,592 -989 -10%