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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Cary Street Partners Asset Management LLC | 2,287,953 | $56,698 | 12/31/2023 | TACK | 2,287,953 | $56,698 | 12/31/2023 | UBS Group AG | 1,377,087 | $34,126 | 12/31/2023 | TACK | 1,377,087 | $34,126 | 12/31/2023 | Stifel Financial Corp | 753,494 | $18,672 | 12/31/2023 | TACK | 753,494 | $18,672 | 12/31/2023 | Mariner LLC | 460,403 | $11,409 | 12/31/2023 | TACK | 460,403 | $11,409 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 320,185 | $7,935 | 12/31/2023 | TACK | 320,185 | $7,935 | 12/31/2023 | Commonwealth Equity Services LLC | 293,302 | $7,755 | 03/31/2024 | TACK | 293,302 | $7,755 | 03/31/2024 | Lokken Investment Group LLC | 63,436 | $1,572 | 12/31/2023 | TACK | 63,436 | $1,572 | 12/31/2023 | FMA Wealth Management LLC | 41,455 | $1,096 | 03/31/2024 | TACK | 41,455 | $1,096 | 03/31/2024 | Insight Wealth Partners LLC | 42,071 | $1,043 | 12/31/2023 | TACK | 42,071 | $1,043 | 12/31/2023 | Wealthcare Advisory Partners LLC | 31,886 | $843 | 03/31/2024 | TACK | 31,886 | $843 | 03/31/2024 | AFG Fiduciary Services Limited Partnership | 28,067 | $734 | 03/31/2024 | TACK | 28,067 | $734 | 03/31/2024 | Vantage Financial Partners LLC | 25,845 | $640 | 12/31/2023 | TACK | 25,845 | $640 | 12/31/2023 | NewEdge Wealth LLC | 24,441 | $606 | 12/31/2023 | TACK | 24,441 | $606 | 12/31/2023 | HighTower Advisors LLC | 16,410 | $406 | 12/31/2023 | TACK | 16,410 | $406 | 12/31/2023 | Janney Montgomery Scott LLC | 16,014 | $397 | 12/31/2023 | TACK | 16,014 | $397 | 12/31/2023 | Wells Fargo & Company MN | 12,500 | $310 | 12/31/2023 | TACK | 12,500 | $310 | 12/31/2023 | Kestra Private Wealth Services LLC | 11,232 | $278 | 12/31/2023 | TACK | 11,232 | $278 | 12/31/2023 | Prospera Financial Services Inc | 10,750 | $266 | 12/31/2023 | TACK | 10,750 | $266 | 12/31/2023 | Atria Wealth Solutions Inc. | 10,361 | $257 | 12/31/2023 | TACK | 10,361 | $257 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 8,537 | $226 | 03/31/2024 | TACK | 8,537 | $226 | 03/31/2024 | IFP Advisors Inc | 3,550 | $88 | 12/31/2023 | TACK | 3,550 | $88 | 12/31/2023 | Advisory Services Network LLC | 249 | $6 | 12/31/2023 | TACK | 249 | $6 | 12/31/2023 | Core Wealth Advisors Inc. | 106 | $3 | 12/31/2023 | TACK | 106 | $3 | 12/31/2023 | Morgan Stanley | 45 | $1 | 12/31/2023 | TACK | 45 | $1 | 12/31/2023 | FNY Investment Advisers LLC | 50 | $1 | 12/31/2023 | TACK | 50 | $1 | 12/31/2023 | Hobbs Group Advisors LLC | 46 | $1 | 12/31/2023 | TACK | 46 | $1 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 15 | $0 | 03/31/2024 | TACK | 15 | $0 | 03/31/2024 | JPMorgan Chase & Co. | 0 | $0 | 12/31/2023 | TACK | 0 | $0 | 12/31/2023 | FMR LLC | 1 | $0 | 12/31/2023 | TACK | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | TACK | 0 | $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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