# Fairlead Tactical Sector ETF ETF

Fairlead Tactical Sector ETF ETF is a security (CUSIP 14064D550) tracked across SEC portfolio filings. 47 institutional managers reported $216.4M on Form 13F as of 2026-06-30.

## Summary

- Issuer: Fairlead Tactical Sector ETF
- Class: ETF
- CUSIP: 14064D550
- 13F holders: 47
- 13F value: $216.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 47 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](https://search.stillhousedata.com/firm/328161) | CARMEL, IN | $17.5M | 554,812 |
| [NBZ Investment Advisors LLC](https://search.stillhousedata.com/firm/123902) | KNOXVILLE, TN | $9.7M | 319,396 |
| Mariner, LLC | Overland Park, KS | $7.3M | 241,170 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $4.5M | 141,844 |
| NewEdge Advisors, LLC | New Orleans, LA | $2.8M | 91,288 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $2.6M | 82,912 |
| [Insight Wealth Partners, LLC](https://search.stillhousedata.com/firm/153635) | Plano, TX | $2.0M | 63,671 |
| [MISSION WEALTH MANAGEMENT, LP](https://search.stillhousedata.com/firm/113057) | Santa Barbara, CA | $2.0M | 62,953 |
| FMA Wealth Management, LLC | DUXBURY, MA | $1.6M | 51,196 |
| [CAPTRUST FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/175112) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/14064D550.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.