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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 - 2024-03-31 2,328,574 $61,567,000 40,621
   UBS Group AG 844 - 2023-12-31 1,377,087 $34,126,000 -130,966
   STIFEL FINANCIAL CORP 534 - 2023-12-31 753,494 $18,672,000 -559,786
   MARINER WEALTH ADVISORS, LLC 434 - 2023-12-31 460,403 $11,409,000 2,099
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 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 26 - 2023-12-31 63,436 $1,572,000 7,182
   FMA Wealth Management LLC - 2024-03-31 41,455 $1,096,000 1,677
   Insight Wealth Partners LLC 28 - 2023-12-31 42,071 $1,043,000 -70
   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 - 2024-03-31 24,082 $637,000 -1,763
   NewEdge Wealth LLC 475 - 2023-12-31 24,441 $606,000 -20,712
   HIGHTOWER ADVISORS, LLC 2408 - 2023-12-31 16,410 $406,000 -10,526
   JANNEY MONTGOMERY SCOTT LLC 2149 - 2024-03-31 14,834 $392,000 -1,180
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 12,790 $338,000 1,558
   WELLS FARGO & CO/MN 3633 *New 2023-12-31 12,500 $310,000 12,500
   PROSPERA FINANCIAL SERVICES 893 - 2023-12-31 10,750 $266,000 0
   Atria Wealth Solutions Inc. 1590 - 2023-12-31 10,361 $257,000 111
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2092 *New 2024-03-31 8,537 $226,000 8,537
   IFP Advisors Inc 1276 - 2023-12-31 3,550 $88,000 0
   ADVISORY SERVICES NETWORK, LLC 2976 - 2023-12-31 249 $6,000 -8,655
   Core Wealth Advisors Inc. 236 - 2023-12-31 106 $3,000 -16,076
   MORGAN STANLEY 6846 *New 2023-12-31 45 $1,000 45
   Hobbs Group Advisors LLC 522 - 2023-12-31 46 $1,000 0
   HARVEST GROUP WEALTH MANAGEMENT LLC 172 *Closed 2023-03-31 0 $0 -120
   J P MORGAN CHASE & CO 5679 *New 2023-12-31 0 $0 0
   FNY Investment Advisers LLC 640 *Closed 2024-03-31 0 $0 -50
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   SJS Investment Consulting Inc. 1482 *Closed 2024-03-31 0 $0 -38
   STOCK YARDS BANK & TRUST CO *Closed 2024-03-31 0 $0 -8,500
   Glass Jacobson Investment Advisors llc 764 *New 2024-03-31 15 $0 15
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6535 *Closed 2023-12-31 0 $0 -23,236
   RiverTree Advisors LLC 30 *Closed 2024-03-31 0 $0 -16,250
   FMR LLC 5498 - 2023-12-31 1 $0 0
  35 Records found
  1    
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