Fairlead Tactical Sector
TACK • ARCA
Fairlead Tactical Sector is an exchange-traded fund on ARCA. As of Q3 2025, 38 institutional investors hold shares in this ETF, with total holdings valued at $220.2M. CARY STREET PARTNERS FINANCIAL LLC is the largest holder with a position valued at $78.8M.
Overview
Overview of institutional ownership in TACK as of Q3 2025
All Institutions
- Institutions
- 38
- Value Held
- $220.2M
- Shares Held
- 7.3M
- Avg Position
- $5.8M
- Median Position
- $502.0K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in TACK as of Q3 2025
| Institution | Position Value |
|---|---|
C CARY STREET PARTNERS FINANCIAL LLC Institution | $78.8M 2.06% of portfolio |
 UBS Group AG Institution | $59.5M 0.01% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $21.5M 0.02% of portfolio |
 Mariner Wealth Advisors, LLC RIA/Wealth | $9.9M 0.01% of portfolio |
 NBZ Investment Advisors LLC RIA/Wealth | $8.8M 5.22% of portfolio |
 Evernest Financial Advisors, LLC RIA/Wealth | $8.8M 2.47% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $6.6M 0.00% of portfolio |
$4.4M 0.01% of portfolio | |
 HighTower Advisors, LLC RIA/Wealth | $2.7M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $2.7M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TACK in Q3 2025
- Traded
- +$9.9M
- Buyers
- 19
- Sellers
- 21
- Total Bought
- +$20.3M
- Total Sold
- −$10.4M
- Avg Position
- $4.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Evernest Financial Advisors, LLC RIA/Wealth | +$8.8M +293.4K shares |
AMERIPRISE FINANCIAL INC Institution | +$6.6M +219.9K shares |
M MISSION WEALTH MANAGEMENT, LLC Institution | +$2.5M +84.6K shares |
NBZ Investment Advisors LLC RIA/Wealth | +$514.7K +17.2K shares |
L LPL Financial LLC Institution | +$445.7K +14.9K shares |
 FIRST FOUNDATION ADVISORS RIA/Wealth | +$274.9K +9.2K shares |
C COMERICA BANK Institution | +$238.8K +8.0K shares |
C CARY STREET PARTNERS FINANCIAL LLC Institution | +$217.9K +7.3K shares |
W Williams & Novak, LLC Institution | +$171.7K +5.7K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$125.4K +4.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$7.1M −236.0K shares |
J JANE STREET GROUP, LLC Institution | −$1.2M −41.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$385.4K −13.7K shares |
 Goss Wealth Management LLC RIA/Wealth | −$340.5K −11.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$306.9K −10.9K shares |
−$273.6K −9.1K shares | |
−$211.4K −7.4K shares | |
UBS Group AG Institution | −$163.4K −5.4K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | −$143.8K −4.8K shares |
 Verity Asset Management, Inc. RIA/Wealth | −$85.8K −2.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TACK in Q3 2025
- New Positions
- 7
- New Value
- $19.0M
- Exited Positions
- 7
- Exited Value
- $2.1M
New Positions
| Institution | Position Value |
|---|---|
Evernest Financial Advisors, LLC RIA/Wealth | $8.8M 293.4K shares |
AMERIPRISE FINANCIAL INC Institution | $6.6M 219.9K shares |
M MISSION WEALTH MANAGEMENT, LLC Institution | $2.5M 84.6K shares |
L LPL Financial LLC Institution | $445.7K 14.9K shares |
FIRST FOUNDATION ADVISORS RIA/Wealth | $274.9K 9.2K shares |
C COMERICA BANK Institution | $238.8K 8.0K shares |
 Grey Fox Wealth Advisors, LLC RIA/Wealth | $95.4K 3.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $1.2M 41.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $385.4K 13.7K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $306.9K 10.9K shares |
$211.4K 7.4K shares | |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $13.2K 466.0 shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $12.2K 433.0 shares |
 Deane Retirement Strategies, Inc. RIA/Wealth | $9.5K 336.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in TACK as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with TACK as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
NBZ Investment Advisors LLC RIA/Wealth | 5.22% $8.8M |
Evernest Financial Advisors, LLC RIA/Wealth | 2.47% $8.8M |
C CARY STREET PARTNERS FINANCIAL LLC Institution | 2.06% $78.8M |
F FMA Wealth Management, LLC RIA/Wealth | 1.08% $1.6M |
 Insight Wealth Partners, LLC RIA/Wealth | 0.81% $1.8M |
W Williams & Novak, LLC Institution | 0.74% $958.9K |
A | 0.33% $567.0K |
 Cannon Advisors, Inc. RIA/Wealth | 0.17% $259.8K |
Verity Asset Management, Inc. RIA/Wealth | 0.17% $505.8K |
 Lokken Investment Group LLC RIA/Wealth | 0.12% $325.4K |