Public ownership evidence

Fairlead Tactical Sector ETF (TACK) Ownership Disclosures

Read TACK insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Fairlead Tactical Sector ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Dakota Wealth Management
Report period
2025-12-31
Available
2026-08-27
Reported shares
10,576
Value (USD)
$316,963
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001951757-26-001604
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read TACK fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read TACK fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Dakota Wealth Management2025-12-312026-08-2710,576$316,963None
Dakota Wealth Management2026-03-312026-08-279,221$280,303None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1510,423$329,670None
ROYAL BANK OF CANADA2026-06-302026-08-154,036$128,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,522$79,782None
UBS Group AG2026-06-302026-08-142,119,603$67,040,923None
NBZ Investment Advisors LLC2026-06-302026-08-14316,502$10,010,660None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1446,022$1,455,634None
MORGAN STANLEY2026-06-302026-08-1462$1,981None
SYKON CAPITAL LLC2026-06-302026-08-136,984$220,901None
Cetera Investment Advisers2026-06-302026-08-1310,097$319,359None
NewEdge Advisors, LLC2026-06-302026-08-13100,482$3,178,163None
STIFEL FINANCIAL CORP2026-06-302026-08-13732,901$23,181,003None
JPMORGAN CHASE & CO2026-06-302026-08-131,707$54,112None
Comprehensive Financial Planning, Inc./PA2026-06-302026-08-117$221None
Dakota Wealth Management2026-06-302026-08-087,896$249,744None
Sigma Planning Corp2026-06-302026-08-0813,059$413,050None
LPL Financial LLC2026-06-302026-08-0820,266$641,009None
Evernest Financial Advisors, LLC2026-06-302026-08-07554,812$17,548,213None
Global Retirement Partners, LLC2026-06-302026-08-07301$9,517None
Insight Wealth Partners, LLC2026-06-302026-08-0763,671$2,013,858None
Janney Montgomery Scott LLC2026-06-302026-08-0613,284$420,000None
FIFTH THIRD BANCORP2026-06-302026-08-0613,766$435,407None
HighTower Advisors, LLC2026-06-302026-08-0682,912$2,622,437None
Buck Wealth Strategies, LLC2026-06-302026-07-31400$12,652None
Bluesphere Advisors LLC2026-06-302026-07-316,561$207,519None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3141,755$1,321,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-30141,844$4,486,390None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2841,755$1,321,000None
D.A. DAVIDSON & CO.2026-06-302026-07-258,018$253,602None
LAUREL OAK WEALTH MANAGEMENT, LLC2026-06-302026-07-2224,920$788,186None
Blue Trust, Inc.2026-06-302026-07-2253$1,676None
IFP Advisors, Inc2026-06-302026-07-21150$4,744None
MISSION WEALTH MANAGEMENT, LP2026-06-302026-07-2162,953$1,991,156None
Farther Finance Advisors, LLC2026-06-302026-07-1810,419$329,544None
CARY STREET PARTNERS INVESTMENT ADVISORY LLC2026-06-302026-07-187,149$226,101None
CARY STREET PARTNERS FINANCIAL LLC2026-06-302026-07-182,044,685$64,671,553None
CARY STREET PARTNERS FINANCIAL LLC2026-06-302026-07-18372,539$11,783,086None

90-day public filing window, up to 50 source positions.

Dakota Wealth Management ↗Dakota Wealth Management ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗WELLS FARGO & COMPANY/MN ↗UBS Group AG ↗NBZ Investment Advisors LLC ↗CAPTRUST FINANCIAL ADVISORS ↗MORGAN STANLEY ↗SYKON CAPITAL LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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