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ATAC US Rotation ETF (RORO) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for ATAC US Rotation ETF (NYSEARCA:RORO)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$1.30M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$671.23K
Skip Chart & View Institutional Buying and Selling Data

RORO Institutional Buying and Selling by Quarter

ATAC US Rotation ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Stegent Equity Advisors Inc.55,490$1.02M1.0%-25.8%8.221%
2/5/2024 Stegent Equity Advisors Inc.74,735$1.32M1.6%+175.4%11.863%
11/15/2023V Wealth Advisors LLC72,116$1.10M0.9%-14.1%11.447%
8/11/2023V Wealth Advisors LLC83,911$1.41M0.2%-8.9%13.319%
8/7/2023 Stegent Equity Advisors Inc.27,132$457K0.5%N/A4.307%
11/15/2022 Financial Advocates Investment Management45,564$2.64M0.2%N/A8.762%
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11/4/2022V Wealth Advisors LLC92,519$1.19M0.2%-2.0%17.792%
6/15/2022 Adalta Capital Management LLC10,400$185K0.1%-25.2%1.095%
5/26/2022 Kestra Private Wealth Services LLC34,210$608K0.0%+2.1%3.601%
4/25/2022 Stegent Equity Advisors Inc.22,916$407K0.3%-83.0%2.338%
4/5/2022 Centric Wealth Management146,232$2.60M0.8%+20.6%12.998%
3/15/2022 Clay Northam Wealth Management LLC13,815$325K0.3%N/A1.201%
2/17/2022V Wealth Advisors LLC94,549$2.22M0.3%+16.0%7.718%
2/8/2022 Stegent Equity Advisors Inc.134,462$3.16M2.6%N/A9.604%
2/3/2022 Advisor Group Holdings Inc.6,324$148K0.0%-63.2%0.436%
2/2/2022 Compass Ion Advisors LLC16,686$392K0.1%-12.3%1.112%
1/27/2022 Centric Wealth Management121,295$2.85M0.9%+17.7%7.954%
12/8/2021 Moors & Cabot Inc.25,000$27K0.0%N/A1.563%
11/16/2021 Toroso Investments LLC55,296$1.26M0.0%-9.7%3.686%
11/5/2021 Moors & Cabot Inc.25,000$27K0.0%N/A1.724%
11/3/2021 Herold Advisors Inc.13,035$298K0.1%N/A0.899%
10/28/2021 Compass Ion Advisors LLC19,026$435K0.2%+6.2%1.312%
10/21/2021V Wealth Advisors LLC81,473$1.86M0.3%+113.4%5.619%
10/21/2021 Kestra Private Wealth Services LLC33,033$755K0.0%+18.9%2.278%
10/6/2021 Centric Wealth Management103,087$2.36M0.9%+4.2%6.872%
8/17/2021 Adalta Capital Management LLC24,900$590K0.3%-17.0%1.532%
8/13/2021 OLD Mission Capital LLC40,790$967K0.0%N/A2.549%
8/13/2021 Toroso Investments LLC61,211$1.45M0.1%+37.0%3.826%
8/9/2021 Cumberland Partners Ltd21,231$503K0.0%N/A1.370%
8/2/2021 Advisor Group Holdings Inc.16,811$398K0.0%+60.1%1.102%
8/1/2021 Kestra Private Wealth Services LLC27,777$659K0.0%N/A1.821%
7/27/2021 Capital Investment Advisory Services LLC10,418$247K0.0%+11.1%0.706%
5/18/2021 Adalta Capital Management LLC30,000$669K0.4%N/A2.609%
5/17/2021 Toroso Investments LLC44,680$997K0.0%+116.6%3.885%
5/5/2021 Capital Investment Advisory Services LLC9,381$209K0.0%N/A0.834%
4/20/2021V Wealth Advisors LLC37,922$846K0.2%N/A3.528%
4/19/2021 Compass Ion Advisors LLC19,769$441K0.2%+61.4%1.839%
4/6/2021Carroll Financial Associates Inc.40,059$893K0.1%N/A4.006%
(Data available from 1/1/2016 forward)

RORO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RORO shares?

During the previous two years, the following institutional investors and hedge funds held shares of ATAC US Rotation ETF shares: Financial Advocates Investment Management ($2.64M), V Wealth Advisors LLC ($1.10M), Stegent Equity Advisors Inc. ($1.02M), and Kestra Private Wealth Services LLC ($608K), Adalta Capital Management LLC ($185K).Learn more on RORO's institutional investors.

Which institutional investors have been buying ATAC US Rotation ETF stock?

The following institutional investors have purchased ATAC US Rotation ETF stock in the last 24 months: Stegent Equity Advisors Inc. ($74.74K), Financial Advocates Investment Management ($45.56K), and Kestra Private Wealth Services LLC ($701.00).

How much institutional buying is happening at ATAC US Rotation ETF?

Institutional investors have bought a total of 121,000 shares in the last 24 months. This purchase volume represents approximately $1.90M in transactions.

Which ATAC US Rotation ETF major shareholders have been selling company stock?

The following institutional investors have sold ATAC US Rotation ETF stock in the last 24 months: V Wealth Advisors LLC ($21.86K), Stegent Equity Advisors Inc. ($19.25K), and Adalta Capital Management LLC ($3.50K).

How much institutional selling is happening at ATAC US Rotation ETF?

Institutional investors have sold a total of 44,603 shares in the last 24 months. This volume of shares sold represents approximately $757.33K in transactions.


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This page (NYSEARCA:RORO) was last updated on 5/20/2024 by MarketBeat.com Staff

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