Adaptive Core ETF (RULE) Institutional Ownership

$21.81

+0.05 (+0.23%)

(As of 09/13/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 3
Total Institutional Inflows (last 12 months): $6.47M

Number of Institutional Sellers (last 12 months): 3
Total Institutional Outflows (last 12 months): $4.84M

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RULE Institutional Buying and Selling by Quarter

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Adaptive Core ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/16/2024	Elevation Capital Advisory LLC	284,831	$6.18M	2.8%	N/A	16.002%
8/13/2024	AE Wealth Management LLC	622,626	$13.50M	0.1%	-15.1%	34.979%
5/16/2024	Oxford Wealth Group LLC	12,009	$264K	0.2%	N/A	0.316%
4/15/2024	Sound Income Strategies LLC	1,459	$32K	0.0%	N/A	0.038%
11/6/2023	Authentikos Wealth Advisory LLC	436,358	$8.19M	7.9%	-7.8%	15.584%
10/11/2023	AE Wealth Management LLC	1,747,010	$32.80M	0.2%	-2.6%	62.393%
10/5/2023	Foundations Investment Advisors LLC	18,771	$352K	0.0%	-71.6%	0.670%
7/20/2023	Authentikos Wealth Advisory LLC	473,093	$9.42M	8.9%	-4.1%	14.784%
7/19/2023	Foundations Investment Advisors LLC	66,111	$1.32M	0.0%	+99.6%	2.066%
7/10/2023	AE Wealth Management LLC	1,793,261	$35.72M	0.2%	-20.2%	56.039%
4/25/2023	Foundations Investment Advisors LLC	33,119	$644K	0.0%	+62.5%	3.154%
4/14/2023	AE Wealth Management LLC	2,245,898	$43.66M	0.3%	-26.9%	60.374%
4/4/2023	Authentikos Wealth Advisory LLC	493,296	$9.64M	9.8%	N/A	13.261%
1/31/2023	AE Wealth Management LLC	3,072,709	$60.07M	0.4%	+15.3%	0.000%
1/11/2023	Foundations Investment Advisors LLC	20,381	$398K	0.0%	-95.3%	0.000%
10/25/2022	AE Wealth Management LLC	2,665,150	$51.79M	0.4%	-1.3%	0.000%
10/19/2022	Foundations Investment Advisors LLC	435,671	$8.47M	0.4%	N/A	0.000%
8/3/2022	AE Wealth Management LLC	2,700,072	$54.84M	0.4%	N/A	0.000%
7/15/2022	LifePro Asset Management	83,566	$1.70M	0.9%	N/A	0.000%

(Data available from 1/1/2016 forward)

RULE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RULE shares?: During the previous two years, the following institutional investors and hedge funds held shares of Adaptive Core ETF shares: AE Wealth Management LLC ($13.50M), Authentikos Wealth Advisory LLC ($8.19M), Elevation Capital Advisory LLC ($6.18M), Foundations Investment Advisors LLC ($352K), and Oxford Wealth Group LLC ($264K), Sound Income Strategies LLC ($32K).Learn more on RULE's institutional investors.
Which institutional investors have been buying Adaptive Core ETF stock?: The following institutional investors have purchased Adaptive Core ETF stock in the last 24 months: Authentikos Wealth Advisory LLC ($493.30K), Foundations Investment Advisors LLC ($481.40K), AE Wealth Management LLC ($407.56K), Elevation Capital Advisory LLC ($284.83K), Oxford Wealth Group LLC ($12.01K), and Sound Income Strategies LLC ($1.46K).
How much institutional buying is happening at Adaptive Core ETF?: Institutional investors have bought a total of 1,680,555 shares in the last 24 months. This purchase volume represents approximately $33.40M in transactions.

Which Adaptive Core ETF major shareholders have been selling company stock?: The following institutional investors have sold Adaptive Core ETF stock in the last 24 months: AE Wealth Management LLC ($1.47M), Foundations Investment Advisors LLC ($462.63K), and Authentikos Wealth Advisory LLC ($56.94K).
How much institutional selling is happening at Adaptive Core ETF?: Institutional investors have sold a total of 1,990,506 shares in the last 24 months. This volume of shares sold represents approximately $39.14M in transactions.