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Fairlead Tactical Sector ETF

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: 13 (+2)

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

6% more funds holding

Funds holding: 3638 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
1
Cary Street Partners
Virginia
$74.7M +$1.02M +33,077 +1%
UBS Group
2
UBS Group
Switzerland
$58.7M +$494K +16,013 +0.8%
Stifel Financial
3
Stifel Financial
Missouri
$22.4M +$107K +3,473 +0.5%
EFA
4
Evernest Financial Advisors
Indiana
$16.6M +$6.21M +201,285 +59%
NIA
5
NBZ Investment Advisors
Tennessee
$9.71M +$27.1K +877 +0.3%
Mariner
6
Mariner
Kansas
$7.33M -$2.64M -85,599 -26%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.34M -$56.8K -1,842 -1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.17M -$1.25M -40,639 -28%
NA
9
NewEdge Advisors
Louisiana
$2.77M +$173K +5,617 +7%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.71M -$1.05K -34 -0%
MWM
11
Mission Wealth Management
California
$2.28M -$75.8K -2,457 -3%
IWP
12
Insight Wealth Partners
Texas
$1.87M -$26.7K -867 -1%
FWM
13
FMA Wealth Management
Massachusetts
$1.58M +$3.08K +100 +0.2%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$1.43M -$262K -8,488 -15%
WN
15
Williams & Novak
California
$707K -$56.4K -1,829 -7%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$612K +$621K +20,139 New
LPL Financial
17
LPL Financial
California
$572K +$80.6K +2,612 +16%
AFS
18
AFG Fiduciary Services
Massachusetts
$537K -$2.81K -91 -0.5%
HF
19
HRT Financial
New York
$500K +$508K +16,479 New
LOWM
20
Laurel Oak Wealth Management
New Jersey
$480K +$487K +15,774 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$407K -$7.13K -231 -2%
SPC
22
Sigma Planning Corp
Michigan
$397K -$5.46K -177 -1%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$317K -$176K -5,691 -35%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$307K
DWM
25
Dakota Wealth Management
Florida
$280K -$41.8K -1,355 -13%

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.