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Fairlead Tactical Sector ETF
TACK

36 hedge funds and large institutions have $216M invested in Fairlead Tactical Sector ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% more ownership

Funds ownership: 79.59% → 79.86% (+0.27%)

2% less capital invested

Capital invested by funds: $220M → $216M (-$4.41M)

5% less funds holding

Funds holding: 38 → 36 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
12
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.66M
2
EFA
Evernest Financial Advisors
Indiana
+$1.4M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$768K
4
NIA
NBZ Investment Advisors
Tennessee
+$709K
5
Stifel Financial
Stifel Financial
Missouri
+$442K

Top Sellers

1
CSP
Cary Street Partners
Virginia
-$6.07M
2
UBS Group
UBS Group
Switzerland
-$2.05M
3
SPC
Sigma Planning Corp
Michigan
-$562K
4
Ameriprise
Ameriprise
Minnesota
-$410K
5
MWM
Mission Wealth Management
California
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
1
Cary Street Partners
Virginia
$72.6M -$6.07M -202,658 -8%
UBS Group
2
UBS Group
Switzerland
$57.4M -$2.05M -68,567 -3%
Stifel Financial
3
Stifel Financial
Missouri
$21.9M +$442K +14,758 +2%
EFA
4
Evernest Financial Advisors
Indiana
$10.6M +$1.4M +46,862 +16%
Mariner
5
Mariner
Kansas
$9.79M -$115K -3,856 -1%
NIA
6
NBZ Investment Advisors
Tennessee
$9.55M +$709K +23,681 +8%
Ameriprise
7
Ameriprise
Minnesota
$6.18M -$410K -13,675 -6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.35M -$36.5K -1,219 -0.8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.33M +$1.66M +55,399 +62%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.67M -$23.3K -778 -0.9%
NA
11
NewEdge Advisors
Louisiana
$2.57M +$212K +7,065 +9%
MWM
12
Mission Wealth Management
California
$2.32M -$215K -7,186 -8%
IWP
13
Insight Wealth Partners
Texas
$1.87M +$38.9K +1,298 +2%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$1.67M – – –
FWM
15
FMA Wealth Management
Massachusetts
$1.55M -$12.1K -404 -0.8%
CSPIA
16
Cary Street Partners Investment Advisory
Virginia
$769K +$768K +25,660 New
WN
17
Williams & Novak
California
$749K -$209K -6,968 -22%
AFS
18
AFG Fiduciary Services
Massachusetts
$529K -$39.4K -1,317 -7%
VAM
19
Verity Asset Management
North Carolina
$509K +$4.34K +145 +0.9%
LPL Financial
20
LPL Financial
California
$486K +$40.7K +1,359 +9%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$483K -$14.5K -483 -3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$408K +$5.21K +174 +1%
SPC
23
Sigma Planning Corp
Michigan
$397K -$562K -18,769 -59%
FFA
24
First Foundation Advisors
California
$322K +$47K +1,568 +17%
DWM
25
Dakota Wealth Management
Florida
$317K +$317K +10,576 New
1
2

TACK Hedge Fund Activity: Q4 2025 in Review

36 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fairlead Tactical Sector ETF (TACK) for Q4 2025, worth a combined $216M — down 2% from $220M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TACK and 3 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 12 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.66M. The largest seller was Cary Street Partners, cutting an estimated $6.07M.

  • 36 institutional investors held Fairlead Tactical Sector ETF (TACK) as of Q4 2025, down from 38 in Q3 2025.
  • Funds reported $216M of Fairlead Tactical Sector ETF stock for Q4 2025, down 2% quarter-over-quarter.
  • 3 funds opened new Fairlead Tactical Sector ETF positions in Q4 2025 and 4 closed out, a net change of -1 holder.
  • The largest Fairlead Tactical Sector ETF buyer in Q4 2025 was Commonwealth Equity Services, an estimated $1.66M added.
  • The largest Fairlead Tactical Sector ETF seller in Q4 2025 was Cary Street Partners, an estimated $6.07M sold.

Based on aggregated 13F filings for Q4 2025.