Who owns TACK?
Fairlead Tactical Sector Fund
39 institutions reported holding TACK, worth $220.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TACK
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| CARY Street Partners Financial LLC | Richmond, VA | $76.5M | 2,417,224 | −38,708 shares |
| UBS Group AG | Zurich, Switzerland | $67.0M | 2,119,603 | +189,680 shares |
| Stifel Financial Corp. | St. Louis, MO | $23.2M | 732,901 | −2,435 shares |
| Evernest Financial Advisors, LLC | Carmel, IN | $17.5M | 554,812 | +13,308 shares |
| NBZ Investment Advisors LLC | Knoxville, TN | $10.0M | 316,502 | −2,894 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $4.5M | 141,844 | −934 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $3.2M | 100,482 | +9,194 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.6M | 83,510 | −20,866 shares |
| HighTower Advisors, LLC | Chicago, IL | $2.6M | 82,912 | −6,140 shares |
| Insight Wealth Partners, LLC | Plano, TX | $2.0M | 63,671 | +2,088 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TACK?
39 institutional managers reported holding TACK in Form 13F filings for June 30, 2026, worth $220.8M in total. The largest reported position was held by CARY Street Partners Financial LLC, at $76.5M.
Did institutions buy or sell TACK last quarter?
Reported 13F value rose 3.7% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TACK ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.