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Institutional Holders of TACK
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

See All: Funds Holding TACK
See Details: Top 10 Hedge Funds Holding TACK
Also See: TACK Holdings Changes

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