Fairlead Tactical Sector ETF ETF is a security (CUSIP 14064D550) tracked across SEC portfolio filings. 46 institutional managers reported $215.3M on Form 13F as of 2026-06-30.
Showing 15 of 46 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | RICHMOND, VA | $76.5M | 2,417,224 |
| UBS Group AG | Zurich, V8 | $58.7M | 1,929,923 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $22.4M | 735,336 |
| Evernest Financial Advisors, LLC | CARMEL, IN | $16.6M | 541,504 |
| NBZ Investment Advisors LLC | KNOXVILLE, TN | $9.7M | 319,396 |
| Mariner, LLC | Overland Park, KS | $7.3M | 241,170 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $4.5M | 141,844 |
| NewEdge Advisors, LLC | New Orleans, LA | $2.8M | 91,288 |
| HighTower Advisors, LLC | CHICAGO, IL | $2.6M | 82,912 |
| MISSION WEALTH MANAGEMENT, LP | Santa Barbara, CA | $2.0M | 62,953 |
| Insight Wealth Partners, LLC | Plano, TX | $1.9M | 61,583 |
| FMA Wealth Management, LLC | DUXBURY, MA | $1.6M | 51,196 |
| CAPTRUST FINANCIAL ADVISORS | RALEIGH, NC | $1.4M | 47,139 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | MARLTON, NJ | $788K | 24,920 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $612K | 20,139 |