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Get Institutions for : 
Fairlead Tactical Sector Etf (TACK)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 31    4
Total shares held : 
 5,882,512  
% of shares held : 
 65.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 -867,944  
% of shares held change : 
   -9.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 32,365
 0.55%
 
Increased Positions :
8
 66,150
 1.12%
 
Unchanged Positions :
6
 54,125
 0.92%
 
Decreased Positions :
10
-857,043
-14.57%
 
Closed Positions :
3
-109,416
-1.86%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 1 - 2024-03-31 2,328,574 $61,567,000 40,621
   UBS Group AG 899 - 2024-03-31 1,380,115 $36,490,000 3,028
   STIFEL FINANCIAL CORP 555 - 2024-03-31 754,772 $19,956,000 1,278
   MARINER WEALTH ADVISORS, LLC 472 - 2024-03-31 438,301 $11,589,000 -22,102
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 70 - 2024-03-31 352,054 $9,308,000 31,869
   COMMONWEALTH EQUITY SERVICES LLC. 908 - 2024-03-31 293,302 $7,755,000 14,455
   Lokken Investment Group LLC 33 - 2024-03-31 55,917 $1,478,000 -7,519
   Insight Wealth Partners LLC 28 - 2024-03-31 47,974 $1,268,000 5,903
   FMA Wealth Management LLC 24 - 2024-03-31 41,455 $1,096,000 1,677
   Wealthcare Advisory Partners LLC 410 - 2024-03-31 31,886 $843,000 175
   AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 36 - 2024-03-31 28,067 $734,000 -43,092
   Vantage Financial Partners LLC 67 - 2024-03-31 24,082 $637,000 -1,763
   HIGHTOWER ADVISORS, LLC 2339 - 2024-03-31 16,305 $431,000 -105
   CITADEL ADVISORS LLC 3921 *New 2024-03-31 15,681 $415,000 15,681
   JANNEY MONTGOMERY SCOTT LLC 2149 - 2024-03-31 14,834 $392,000 -1,180
   KESTRA PRIVATE WEALTH SERVICES LLC 960 - 2024-03-31 12,790 $338,000 1,558
   Atria Wealth Solutions Inc. 1527 - 2024-03-31 11,631 $308,000 1,270
   FINANCIAL NETWORK 2363 *New 2024-03-31 10,097 $267,000 10,097
   PROSPERA FINANCIAL SERVICES 893 - 2023-12-31 10,750 $266,000 0
   NewEdge Wealth LLC 727 - 2024-03-31 9,146 $230,000 -15,295
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2092 *New 2024-03-31 8,537 $226,000 8,537
   WELLS FARGO & CO/MN 3931 - 2024-03-31 7,500 $198,000 -5,000
   IFP Advisors Inc 1276 - 2023-12-31 3,550 $88,000 0
   MORGAN STANLEY 6431 - 2024-03-31 415 $11,000 370
   Hobbs Group Advisors LLC 522 - 2023-12-31 46 $1,000 0
   J P MORGAN CHASE & CO 5417 *Closed 2024-03-31 0 $0 0
   HARVEST GROUP WEALTH MANAGEMENT LLC 172 *Closed 2023-03-31 0 $0 -120
   FNY Investment Advisers LLC 640 *Closed 2024-03-31 0 $0 -50
   TOWER RESEARCH CAPITAL LLC 5728 *New 2024-03-31 2 $0 2
   PROEQUITIES INC. 5392 - 2024-03-31 0 $0 0
   SJS Investment Consulting Inc. 1482 *Closed 2024-03-31 0 $0 -38
   Core Wealth Advisors Inc. 254 *Closed 2024-03-31 0 $0 -106
   FMR LLC 5460 *Closed 2024-03-31 0 $0 -1
   STOCK YARDS BANK & TRUST CO 403 *Closed 2024-03-31 0 $0 -8,500
   Glass Jacobson Investment Advisors llc 764 *New 2024-03-31 15 $0 15
   RiverTree Advisors LLC 30 *Closed 2024-03-31 0 $0 -16,250
   ADVISORY SERVICES NETWORK, LLC 3845 *Closed 2024-03-31 0 $0 -249
  37 Records found
  1    
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