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Fairlead Tactical Sector ETF

35 hedge funds and large institutions have $198M invested in Fairlead Tactical Sector ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
15
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSP
1
Cary Street Partners
Virginia
$73.9M +$214K +7,595 +0.3%
UBS Group
2
UBS Group
Switzerland
$56.1M +$19.2M +681,547 +52%
Stifel Financial
3
Stifel Financial
Missouri
$20.1M +$4.7M +166,625 +31%
Mariner
4
Mariner
Kansas
$9.47M +$261K +9,246 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.18M +$570K +20,192 +7%
NIA
6
NBZ Investment Advisors
Tennessee
$7.84M +$33.5K +1,188 +0.4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.39M +$3.47M +122,823 +378%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.59M +$1.1M +39,036 +74%
NA
9
NewEdge Advisors
Louisiana
$2.54M +$1.63M +57,642 +178%
IWP
10
Insight Wealth Partners
Texas
$1.64M +$33.1K +1,171 +2%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.57M -$34.5K -1,222 -2%
FWM
12
FMA Wealth Management
Massachusetts
$1.44M +$48.6K +1,722 +3%
Jane Street
13
Jane Street
New York
$1.17M +$758K +26,864 +183%
SPC
14
Sigma Planning Corp
Michigan
$903K +$347K +12,290 +62%
WN
15
Williams & Novak
California
$740K +$740K +26,230 New
VAM
16
Verity Asset Management
North Carolina
$556K +$35.8K +1,270 +7%
AFS
17
AFG Fiduciary Services
Massachusetts
$541K -$138K -4,843 -20%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$459K -$397K -14,049 -46%
AWS
19
Atria Wealth Solutions
New York
$399K +$22.2K +777 +6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$385K +$385K +13,652 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$383K -$1.98K -70 -0.5%
LIG
22
Lokken Investment Group
Delaware
$314K -$147K -5,191 -32%
VFPW
23
Vantage Financial Partners (Wisconsin)
Wisconsin
$310K -$32.1K -1,137 -9%
Citadel Advisors
24
Citadel Advisors
Florida
$307K +$307K +10,873 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$285K