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Fairlead Tactical Sector ETF (TACK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
NBZ Investment Advisors LLC
DECREASED
Shares311,275 from 316,502
Change-5,227 (-2%)
Value$9.8M (-$246.0K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares136,390 from 141,844
Change-5,454 (-4%)
Value$4.3M (-$207.9K)
Filed 2026-11-02
Insight Wealth Partners, LLC
INCREASED
Shares64,913 from 63,671
Change+1,242 (+2%)
Value$2.0M (+$22.5K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares57,151 from 62,953
Change-5,802 (-9%)
Value$1.8M (-$198.3K)
Filed 2026-10-15
FMA Wealth Management, LLC
INCREASED
Shares52,453 from 51,196
Change+1,257 (+2%)
Value$1.6M (+$26.2K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares34,284 from 41,755
Change-7,471 (-18%)
Value$1.1M (-$246.0K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED
Shares25,342 from 24,920
Change+422 (+2%)
Value$795.0K (+$6.8K)
Filed 2026-10-19
Williams & Novak Wealth Management, LLC
INCREASED
Shares20,099 from 19,219
Change+880 (+5%)
Value$630.5K (+$22.6K)
Filed 2026-10-09
AFG Fiduciary Services Limited Partnership
DECREASED
Shares16,708 from 17,172
Change-464 (-3%)
Value$533.3K (-$12.2K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares12,326 from 10,419
Change+1,907 (+18%)
Value$386.7K (+$57.1K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares12,293 from 13,766
Change-1,473 (-11%)
Value$385.6K (-$49.8K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
DECREASED
Shares8,796 from 9,744
Change-948 (-10%)
Value$275.9K (-$32.2K)
Filed 2026-10-21
D.A. Davidson & Co.
UNCHANGED
Shares8,018 from 8,018
Change0 (0%)
Value$251.5K (-$2.1K)
Filed 2026-10-28
Bluesphere Advisors LLC
UNCHANGED
Shares6,561 from 6,561
Change0 (0%)
Value$205.8K (-$1.7K)
Filed 2026-10-19
Buck Wealth Strategies, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$12.5K (-$104)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$219 (-$2)
Filed 2026-10-27
Sigma Planning Corp
CLOSED
Shares0 from 13,059
Change-13,059 (-100%)
Value$0 (-$413.1K)
Filed 2026-10-23
IFP Advisors, Inc
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-16
Blue Trust, Inc.
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-15
FNY Investment Advisers, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1)
Filed 2026-10-16
Cary Street Partners Financial LLC
N/A
Shares— from 2,417,224
Change-2,417,224 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,119,603
Change-2,119,603 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 732,901
Change-732,901 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 554,812
Change-554,812 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 100,482
Change-100,482 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 82,912
Change-82,912 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 46,022
Change-46,022 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 20,266
Change-20,266 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,284
Change-13,284 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,423
Change-10,423 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,097
Change-10,097 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 7,896
Change-7,896 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 7,149
Change-7,149 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 6,984
Change-6,984 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 62
Change-62 (-100%)
Value—
Status
NBZ Investment Advisors LLC
DECREASED311,275316,502-5,227-2%$10.0M$9.8M-$246.0K2026-10-30
Commonwealth Equity Services, LLC
DECREASED136,390141,844-5,454-4%$4.5M$4.3M-$207.9K2026-11-02
Insight Wealth Partners, LLC
INCREASED64,91363,671+1,242+2%$2.0M$2.0M+$22.5K2026-10-26
Mission Wealth Management, LP
DECREASED57,15162,953-5,802-9%$2.0M$1.8M-$198.3K2026-10-15
FMA Wealth Management, LLC
INCREASED52,45351,196+1,257+2%$1.6M$1.6M+$26.2K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED34,28441,755-7,471-18%$1.3M$1.1M-$246.0K2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED25,34224,920+422+2%$788.2K$795.0K+$6.8K2026-10-19
Williams & Novak Wealth Management, LLC
INCREASED20,09919,219+880+5%$607.9K$630.5K+$22.6K2026-10-09
AFG Fiduciary Services Limited Partnership
DECREASED16,70817,172-464-3%$545.5K$533.3K-$12.2K2026-10-21
Farther Finance Advisors, LLC
INCREASED12,32610,419+1,907+18%$329.5K$386.7K+$57.1K2026-10-08
Fifth Third Bancorp
DECREASED12,29313,766-1,473-11%$435.4K$385.6K-$49.8K2026-11-05
Wealthcare Advisory Partners LLC
DECREASED8,7969,744-948-10%$308.2K$275.9K-$32.2K2026-10-21
D.A. Davidson & Co.
UNCHANGED8,0188,01800%$253.6K$251.5K-$2.1K2026-10-28
Bluesphere Advisors LLC
UNCHANGED6,5616,56100%$207.5K$205.8K-$1.7K2026-10-19
Buck Wealth Strategies, LLC
UNCHANGED40040000%$12.7K$12.5K-$1042026-10-28
Comprehensive Financial Planning, Inc.
UNCHANGED7700%$221$219-$22026-10-27
Sigma Planning Corp
CLOSED013,059-13,059-100%$413.1K$0-$413.1K2026-10-23
IFP Advisors, Inc
CLOSED0150-150-100%$4.7K$0-$4.7K2026-10-16
Blue Trust, Inc.
CLOSED053-53-100%$1.7K$0-$1.7K2026-10-15
FNY Investment Advisers, LLC
CLOSED050-50-100%$1$0-$12026-10-16
Cary Street Partners Financial LLC
N/A—2,417,224-2,417,224-100%$76.5M———
UBS Group AG
N/A—2,119,603-2,119,603-100%$67.0M———
Stifel Financial Corp
N/A—732,901-732,901-100%$23.2M———
Evernest Financial Advisors, LLC
N/A—554,812-554,812-100%$17.5M———
NewEdge Advisors, LLC
N/A—100,482-100,482-100%$3.2M———
HighTower Advisors, LLC
N/A—82,912-82,912-100%$2.6M———
Captrust Financial Advisors
N/A—46,022-46,022-100%$1.5M———
LPL Financial LLC
N/A—20,266-20,266-100%$641.0K———
Janney Montgomery Scott LLC
N/A—13,284-13,284-100%$420.0K———
Susquehanna International Group, LLP
N/A—10,423-10,423-100%$329.7K———
Cetera Investment Advisers
N/A—10,097-10,097-100%$319.4K———
Dakota Wealth Management
N/A—7,896-7,896-100%$249.7K———
Cary Street Partners Investment Advisory LLC
N/A—7,149-7,149-100%$226.1K———
Sykon Capital LLC
N/A—6,984-6,984-100%$220.9K———
Royal Bank of Canada
N/A—4,036-4,036-100%$128.0K———
Wells Fargo & Company
N/A—2,522-2,522-100%$79.8K———
JPMorgan Chase & Co
N/A—1,707-1,707-100%$54.1K———
Global Retirement Partners, LLC
N/A—301-301-100%$9.5K———
Morgan Stanley
N/A—62-62-100%$2.0K———
Showing 39 of 39 institutions