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Fairlead Tactical Sector ETF

35 hedge funds and large institutions have $162M invested in Fairlead Tactical Sector ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
9
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSP
1
Cary Street Partners
Virginia
$72.3M 2,644,345 +2,644,345 New
UBS Group
2
UBS Group
Switzerland
$36.4M 1,329,387 -2,476 -0.2%
Stifel Financial
3
Stifel Financial
Missouri
$15.1M 550,633 +9,409 +2%
Mariner
4
Mariner
Kansas
$8.92M 326,140 -32,341 -9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.33M 304,512 +13,671 +5%
NIA
6
NBZ Investment Advisors
Tennessee
$6.96M 254,436 +254,436 New
HighTower Advisors
7
HighTower Advisors
Illinois
$1.44M 52,737 -6,014 -10%
IWP
8
Insight Wealth Partners
Texas
$1.42M 51,843 -486 -0.9%
FWM
9
FMA Wealth Management
Massachusetts
$1.34M 49,158 +211 +0.4%
LIG
10
Lokken Investment Group
Delaware
$1.25M 45,532 -15,544 -25%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$868K 31,737 +31,737 New
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$825K 30,180 -913 -3%
NA
13
NewEdge Advisors
Louisiana
$809K 29,563 +9,226 +45%
Jane Street
14
Jane Street
New York
$775K 28,339 +28,339 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$729K 26,650 +26,650 New
AFS
16
AFG Fiduciary Services
Massachusetts
$672K 24,413 +19 +0.1%
VFPW
17
Vantage Financial Partners (Wisconsin)
Wisconsin
$483K 17,676 -1,082 -6%
SPC
18
Sigma Planning Corp
Michigan
$479K 17,496 +17,496 New
CA
19
Cannon Advisors
North Carolina
$392K 14,319 +868 +6%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$355K 12,994 -1,299 -9%
AWS
21
Atria Wealth Solutions
New York
$347K 12,695 +313 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$276K 10,097
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$256K 9,369 +9,369 New
VAM
24
Verity Asset Management
North Carolina
$247K 9,020 +9,020 New
OPWM
25
Oregon Pacific Wealth Management
Oregon
$232K 8,480 +8,480 New