Who owns TACK
Which tracked institutional funds hold TACK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TACK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened TACK while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TACK’s largest tracked holder by dollar value, CARY STREET PARTNERS FINANCIAL LLC, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TACK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 35 tracked filers holding TACK, 17 increased or opened the position and 22 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TACK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 4
- Mariner, LLC$7M
- Cambridge Investment Research Advisors, Inc.$3M
- HighTower Advisors, LLC$3M
- HRT FINANCIAL LP$500K
Largest adds
- UBS Group AG$8M
- NewEdge Advisors, LLC$3M
- CARY STREET PARTNERS FINANCIAL LLC$2M
- Evernest Financial Advisors, LLC$929K
- STIFEL FINANCIAL CORP$828K
- LAUREL OAK WEALTH MANAGEMENT, LLC$309K
Largest trims
- MISSION WEALTH MANAGEMENT, LP$286K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$283K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 2,417,224 | $76M | 31.9% | 2026-Q2 |
| UBS Group AG added | 2,119,603 | $67M | 28.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 732,901 | $23M | 9.7% | 2026-Q2 |
| Evernest Financial Advisors, LLC added | 554,812 | $18M | 7.3% | 2026-Q2 |
| NBZ Investment Advisors LLC trimmed | 316,502 | $10M | 4.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 141,844 | $4M | 1.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 100,482 | $3M | 1.3% | 2026-Q2 |
| Insight Wealth Partners, LLC added | 63,671 | $2M | 0.8% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 62,953 | $2M | 0.8% | 2026-Q2 |
| FMA Wealth Management, LLC trimmed | 51,196 | $2M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 46,022 | $1M | 0.6% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 24,920 | $788K | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 20,266 | $641K | 0.3% | 2026-Q2 |
| Williams & Novak, LLC trimmed | 19,219 | $608K | 0.3% | 2026-Q2 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP trimmed | 17,172 | $545K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 13,766 | $435K | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 13,059 | $413K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,423 | $330K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 10,419 | $330K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers | 10,097 | $319K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 9,744 | $308K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 8,018 | $254K | 0.1% | 2026-Q2 |
| Dakota Wealth Management trimmed | 7,896 | $250K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 7,149 | $226K | 0.1% | 2026-Q2 |
| SYKON CAPITAL LLC new | 6,984 | $221K | 0.1% | 2026-Q2 |
| Bluesphere Advisors LLC new | 6,561 | $208K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA | 4,036 | $128K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,522 | $80K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,707 | $54K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 400 | $13K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 301 | $10K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 150 | $5K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 62 | $2K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 53 | $2K | 0.0% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA | 7 | $221 | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 241,170 | $7M | 3.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 104,376 | $3M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 89,052 | $3M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 16,479 | $500K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 13,383 | $407K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cannon Advisors, Inc. trimmed | 8,207 | $249K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 201 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FNY Investment Advisers, LLC | 50 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1 | $30 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AMERIPRISE FINANCIAL INC trimmed | 206,249 | $6M | 2.6% | 2025-Q4 stale (2 quarters behind) |
| Verity Asset Management, Inc. added | 16,999 | $509K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| FIRST FOUNDATION ADVISORS added | 10,729 | $322K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 8,074 | $242K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Vantage Financial Partners, LLC trimmed | 8,062 | $242K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Lokken Investment Group LLC trimmed | 10,844 | $325K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Grey Fox Wealth Advisors, LLC new | 3,168 | $95K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| OSAIC HOLDINGS, INC. | 200 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC added | 41,523 | $1M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. added | 13,986 | $399K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC added | 10,873 | $307K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,411 | $211K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 466 | $13K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Advisory Services, LLC new | 433 | $12K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Deane Retirement Strategies, Inc. trimmed | 336 | $9K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.