Among active 13F managers last quarter, 5 opened and 2 added, while 2 reduced; the largest holder to move was Cary Street Partners Financial LLC (+1.4%).
35 tracked 13F filers disclose a position in TACK as of the latest SEC 13F filings, a combined $202.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cary Street Partners Financial LLC | 2.5M | $74.7M | ▲+1.4% Added · +33K sh | Q1 2026 | |
| 2 | UBS Group AG | 1.9M | $58.7M | ▲+0.8% Added · +16K sh | Q1 2026 | |
| 3 | Stifel Financial Corp | 735K | $22.4M | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 4 | Evernest Financial Advisors, LLC | 555K | $17.5M | ▲+2.5% Added · +13K sh | Q2 2026 | |
| 5 | Mariner, LLC | 241K | $7.3M | ▼−26% Reduced · −86K sh | Q1 2026 | |
| 6 | Commonwealth Equity Services, LLC | 143K | $4.3M | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 7 | NewEdge Advisors, LLC | 100K | $3.2M | ▲+10% Added · +9K sh | Q2 2026 | |
| 8 | HighTower Advisors, LLC | 89K | $2.7M | ▼~0% Reduced · −34 sh | Q1 2026 | |
| 9 | Insight Wealth Partners, LLC | 64K | $2.0M | ▲+3.4% Added · +2K sh | Q2 2026 | |
| 10 | Mission Wealth Management, LP | 63K | $2.0M | ▼−16% Reduced · −12K sh | Q2 2026 | |
| 11 | FMA Wealth Management, LLC | 51K | $1.6M | ▼−1.2% Reduced · −636 sh | Q2 2026 | |
| 12 | Laurel Oak Wealth Management, LLC | 25K | $788K | ▲+58% Added · +9K sh | Q2 2026 | |
| 13 | Susquehanna International Group, LLP | 20K | $612K | ▲+216% Added · +14K sh | Q1 2026 | |
| 14 | Williams & Novak Wealth Management, LLC | 19K | $608K | ▼−17% Reduced · −4K sh | Q2 2026 | |
| 15 | LPL Financial LLC | 19K | $572K | ▲+16% Added · +3K sh | Q1 2026 | |
| 16 | Afg Fiduciary Services Limited Partnership | 17K | $545K | ▼−1.9% Reduced · −341 sh | Q2 2026 | |
| 17 | Sigma Planning Corp | 13K | $413K | ▲~0% Added · +1 sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | 10K | $307K | —Held | Q1 2026 | |
| 19 | Wealthcare Advisory Partners LLC | 10K | $308K | ▼−6.5% Reduced · −683 sh | Q2 2026 | |
| 20 | Fifth Third Bancorp | 9K | $272K | ▲New +9K sh | Q1 2026 | |
| 21 | D.A. Davidson & Co. | 8K | $254K | —Held | Q2 2026 | |
| 22 | Dakota Wealth Management | 8K | $250K | ▼−14% Reduced · −1K sh | Q2 2026 | |
| 23 | Sykon Capital LLC | 7K | $221K | ▲New +7K sh | Q2 2026 | |
| 24 | Bluesphere Advisors LLC | 7K | $208K | ▲New +7K sh | Q2 2026 | |
| 25 | Royal Bank Of Canada | 4K | $123K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in TACK and 2 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 12 funds | $1.4B |
| Nvidia CorpNVDA | 12 funds | $1.0B |
| Ishares Core S&P 500 ETFIVV | 12 funds | $935.9M |
| Microsoft CorpMSFT | 12 funds | $812.0M |
| Amazon.com IncAMZN | 12 funds | $627.4M |
| Invesco QQQ Trust Series 1QQQ | 12 funds | $552.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $536.0M |
| Alphabet Inc-CL AGOOGL | 12 funds | $490.8M |
| JPMorgan Chase & CoJPM | 12 funds | $331.7M |
| Berkshire Hathaway Inc-CL BBRK/B | 12 funds | $329.7M |
| SS Technology Select SectorXLK | 12 funds | $129.6M |
| Vanguard S&P 500 ETFVOO | 11 funds | $660.6M |
Ranked by how many of TACK's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TACK.
| Class | 13F holders | Value held |
|---|---|---|
| TACKthis pagemc | 35 funds | $202.0M |
| HTUSMF Closed and MF Open | 27 funds | $47.5M |
| SCECSTERLING CAP ENH | 26 funds | $395.3M |
| NITEcs | 4 funds | $606K |
| 14064D741FULLERTHALER R6 | 1 funds | $2.8M |
| 14064D865OPEN END TAXABLE NO LOAD FUND | 1 funds | $66K |
| 14064D568ETF | 1 funds | $53K |
| FTZIXSHS | 1 funds | $12K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for TACK
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TACK/capital-change-brief"
Use Arkolith's capital_change_brief for TACK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TACK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.