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Fairlead Tactical Sector ETF

38 hedge funds and large institutions have $216M invested in Fairlead Tactical Sector ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% less capital invested

Capital invested by funds: $216M → $216M (-$87.2K)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
38
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
1
Cary Street Partners
Virginia
$74.7M
UBS Group
2
UBS Group
Switzerland
$58.7M
Stifel Financial
3
Stifel Financial
Missouri
$22.4M
EFA
4
Evernest Financial Advisors
Indiana
$16.6M
NIA
5
NBZ Investment Advisors
Tennessee
$9.71M
Mariner
6
Mariner
Kansas
$7.33M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.34M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.17M
NA
9
NewEdge Advisors
Louisiana
$2.77M
HighTower Advisors
10
HighTower Advisors
Illinois
$2.71M
MWM
11
Mission Wealth Management
California
$2.28M
IWP
12
Insight Wealth Partners
Texas
$1.87M
FWM
13
FMA Wealth Management
Massachusetts
$1.58M
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$1.43M
WN
15
Williams & Novak
California
$707K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$612K
LPL Financial
17
LPL Financial
California
$572K
AFS
18
AFG Fiduciary Services
Massachusetts
$537K
HF
19
HRT Financial
New York
$500K
LOWM
20
Laurel Oak Wealth Management
New Jersey
$480K
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$407K
SPC
22
Sigma Planning Corp
Michigan
$397K
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$317K
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$307K
DWM
25
Dakota Wealth Management
Florida
$280K