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Funds Holding TACK

On this page, we present all of the funds holding TACK from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TACK, with a link to that fund's top holdings. The next columns indicate the amount of TACK stock held by each of the funds holding TACK, followed by the TACK position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 29 funds holding TACK within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Cary Street Partners Asset Management LLC. For more details on the positions held by Cary Street Partners Asset Management LLC (or by any of the other funds holding TACK), click the fund name in the "Holder" column of the funds-holding-TACK table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Cary Street Partners Asset Management LLC2,287,953$56,698 12/31/2023
     TACK2,287,953$56,698 12/31/2023
UBS Group AG1,377,087$34,126 12/31/2023
     TACK1,377,087$34,126 12/31/2023
Stifel Financial Corp753,494$18,672 12/31/2023
     TACK753,494$18,672 12/31/2023
Mariner LLC460,403$11,409 12/31/2023
     TACK460,403$11,409 12/31/2023
Cary Street Partners Investment Advisory LLC320,185$7,935 12/31/2023
     TACK320,185$7,935 12/31/2023
Commonwealth Equity Services LLC293,302$7,755 03/31/2024
     TACK293,302$7,755 03/31/2024
Lokken Investment Group LLC63,436$1,572 12/31/2023
     TACK63,436$1,572 12/31/2023
FMA Wealth Management LLC41,455$1,096 03/31/2024
     TACK41,455$1,096 03/31/2024
Insight Wealth Partners LLC42,071$1,043 12/31/2023
     TACK42,071$1,043 12/31/2023
Wealthcare Advisory Partners LLC31,886$843 03/31/2024
     TACK31,886$843 03/31/2024
AFG Fiduciary Services Limited Partnership28,067$734 03/31/2024
     TACK28,067$734 03/31/2024
Vantage Financial Partners LLC25,845$640 12/31/2023
     TACK25,845$640 12/31/2023
NewEdge Wealth LLC24,441$606 12/31/2023
     TACK24,441$606 12/31/2023
HighTower Advisors LLC16,410$406 12/31/2023
     TACK16,410$406 12/31/2023
Janney Montgomery Scott LLC16,014$397 12/31/2023
     TACK16,014$397 12/31/2023
Wells Fargo & Company MN12,500$310 12/31/2023
     TACK12,500$310 12/31/2023
Kestra Private Wealth Services LLC11,232$278 12/31/2023
     TACK11,232$278 12/31/2023
Prospera Financial Services Inc10,750$266 12/31/2023
     TACK10,750$266 12/31/2023
Atria Wealth Solutions Inc.10,361$257 12/31/2023
     TACK10,361$257 12/31/2023
Wealth Enhancement Advisory Services LLC8,537$226 03/31/2024
     TACK8,537$226 03/31/2024
IFP Advisors Inc3,550$88 12/31/2023
     TACK3,550$88 12/31/2023
Advisory Services Network LLC249$6 12/31/2023
     TACK249$6 12/31/2023
Core Wealth Advisors Inc.106$3 12/31/2023
     TACK106$3 12/31/2023
Morgan Stanley45$1 12/31/2023
     TACK45$1 12/31/2023
FNY Investment Advisers LLC50$1 12/31/2023
     TACK50$1 12/31/2023
Hobbs Group Advisors LLC46$1 12/31/2023
     TACK46$1 12/31/2023
Glass Jacobson Investment Advisors llc15$0 03/31/2024
     TACK15$0 03/31/2024
JPMorgan Chase & Co.0$0 12/31/2023
     TACK0$0 12/31/2023
FMR LLC1$0 12/31/2023
     TACK1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     TACK0$0 12/31/2023

See Summary: Institutional Holders of TACK
See Details: Top 10 Hedge Funds Holding TACK
Also See: TACK Holdings Changes

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