We are live on ! Find out more
TACK icon

Fairlead Tactical Sector ETF

36 hedge funds and large institutions have $198M invested in Fairlead Tactical Sector ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

24% more capital invested

Capital invested by funds: $159M → $198M (+$38.9M)

13% more funds holding

Funds holding: 3236 (+4)

3.06% more ownership

Funds ownership: 74.59%77.65% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% 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
8
Increased
15
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
1
Cary Street Partners
Virginia
$73.9M +$207K +7,595 +0.3%
UBS Group
2
UBS Group
Switzerland
$56.1M +$18.6M +681,547 +52%
Stifel Financial
3
Stifel Financial
Missouri
$20.1M +$4.55M +166,625 +31%
Mariner
4
Mariner
Kansas
$9.47M +$252K +9,246 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.18M +$551K +20,192 +7%
NIA
6
NBZ Investment Advisors
Tennessee
$7.84M +$32.4K +1,188 +0.4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.38M +$3.35M +122,823 +378%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.59M +$1.07M +39,036 +74%
NA
9
NewEdge Advisors
Louisiana
$2.54M +$1.57M +57,642 +178%
IWP
10
Insight Wealth Partners
Texas
$1.64M +$32K +1,171 +2%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.57M -$33.4K -1,222 -2%
FWM
12
FMA Wealth Management
Massachusetts
$1.44M +$47K +1,722 +3%
Jane Street
13
Jane Street
New York
$1.17M +$734K +26,864 +183%
SPC
14
Sigma Planning Corp
Michigan
$903K +$336K +12,290 +62%
WN
15
Williams & Novak
California
$740K +$716K +26,230 New
VAM
16
Verity Asset Management
North Carolina
$556K +$34.7K +1,270 +7%
AFS
17
AFG Fiduciary Services
Massachusetts
$541K -$132K -4,843 -20%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$459K -$384K -14,049 -46%
AWS
19
Atria Wealth Solutions
New York
$399K +$21.2K +777 +6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$385K +$373K +13,652 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$383K -$1.91K -70 -0.5%
LIG
22
Lokken Investment Group
Delaware
$314K -$142K -5,191 -32%
VFPW
23
Vantage Financial Partners (Wisconsin)
Wisconsin
$310K -$31.1K -1,137 -9%
Citadel Advisors
24
Citadel Advisors
Florida
$307K +$297K +10,873 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$285K