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Fairlead Tactical Sector ETF
TACK

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

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

6% more funds holding

Funds holding: 36 → 38 (+2)

0.44% more ownership

Funds ownership: 79.86% → 80.31% (+0.44%)

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
+2
Holders Change %
+5.56%
% of All Funds
0.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
7
Increased
10
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EFA
Evernest Financial Advisors
Indiana
+$6.21M
2
CSP
Cary Street Partners
Virginia
+$1.02M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$621K
4
HF
HRT Financial
New York
+$508K
5
UBS Group
UBS Group
Switzerland
+$494K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$6.18M
2
Mariner
Mariner
Kansas
-$2.64M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.25M
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$689K
5
VAM
Verity Asset Management
North Carolina
-$509K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$272K +$276K +8,951 New
CA
27
Cannon Advisors
North Carolina
$249K -$6.01K -195 -2%
DADC
28
D.A. Davidson & Co
Montana
$244K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$123K – – –
CSPIA
30
Cary Street Partners Investment Advisory
Virginia
$101K -$689K -22,333 -87%
Wells Fargo
31
Wells Fargo
California
$68.9K +$31 +1 +0%
JP Morgan Chase
32
JP Morgan Chase
New York
$42.3K +$31.5K +1,021 +258%
Morgan Stanley
33
Morgan Stanley
New York
$8.6K -$11.3K -365 -56%
ASN
34
Advisory Services Network
Georgia
$6.11K +$6.2K +201 New
IA
35
IFP Advisors
Florida
$4.56K – – –
FIA
36
FNY Investment Advisers
New York
$1K +$1.54K +50 New
CFP
37
Comprehensive Financial Planning
Pennsylvania
$212 – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$30 +$31 +1 New
Ameriprise
39
Ameriprise
Minnesota
– -$6.18M -206,249 Closed
VAM
40
Verity Asset Management
North Carolina
– -$509K -16,999 Closed
FFA
41
First Foundation Advisors
California
– -$322K -10,729 Closed
1
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TACK Hedge Fund Activity: Q1 2026 in Review

38 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fairlead Tactical Sector ETF (TACK) for Q1 2026, worth a combined $216M — down 0.04% from $216M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TACK positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 16 trimmed.

The largest buyer was Evernest Financial Advisors, adding an estimated $6.21M. The largest seller was Ameriprise, exiting entirely with an estimated $6.18M sold.

  • 38 institutional investors held Fairlead Tactical Sector ETF (TACK) as of Q1 2026, up from 36 in Q4 2025.
  • Funds reported $216M of Fairlead Tactical Sector ETF stock for Q1 2026, down 0.04% quarter-over-quarter.
  • 7 funds opened new Fairlead Tactical Sector ETF positions in Q1 2026 and 3 closed out, a net change of +4 holders.
  • The largest Fairlead Tactical Sector ETF buyer in Q1 2026 was Evernest Financial Advisors, an estimated $6.21M added.
  • The largest Fairlead Tactical Sector ETF seller in Q1 2026 was Ameriprise, an estimated $6.18M sold.

Based on aggregated 13F filings for Q1 2026.