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Adaptive Core ETF (RULE) Institutional Ownership

$30.32 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Adaptive Core ETF (BATS:RULE)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$26.34K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$1.73M
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Skip Chart & View Institutional Buying and Selling Data

RULE Institutional Buying and Selling by Quarter

Adaptive Core ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/26/2026 AE Wealth Management LLC121,198$2.78M0.0%-16.1%21.078%
11/3/2025 AE Wealth Management LLC144,517$3.30M0.0%-8.7%25.133%
10/30/2025 Rogco LP1,159$26K0.0%N/A0.202%
8/6/2025 AE Wealth Management LLC158,329$3.58M0.0%-19.7%27.535%
5/6/2025AE Wealth Management LLC197,206$4.07M0.0%-44.6%30.339%
2/18/2025GTS Securities LLC39,174$859K0.0%-60.3%2.201%
2/14/2025Jane Street Group LLC20,005$438K0.0%+101.6%1.124%
2/7/2025Elevation Capital Advisory LLC17,723$388K0.2%-54.9%0.996%
1/29/2025Authentikos Wealth Advisory LLC239,051$5.24M5.2%-2.6%13.430%
11/15/2024Jane Street Group LLC9,925$217K0.0%N/A0.558%
8/16/2024Elevation Capital Advisory LLC284,831$6.18M2.8%N/A16.002%
8/13/2024AE Wealth Management LLC622,626$13.50M0.1%-15.1%34.979%
5/16/2024Oxford Wealth Group LLC12,009$264K0.2%N/A0.316%
4/15/2024Sound Income Strategies LLC1,459$32K0.0%N/A0.038%
11/6/2023Authentikos Wealth Advisory LLC436,358$8.19M7.9%-7.8%15.584%
10/11/2023AE Wealth Management LLC1,747,010$32.80M0.2%-2.6%62.393%
10/5/2023Foundations Investment Advisors LLC18,771$352K0.0%-71.6%0.670%
7/20/2023Authentikos Wealth Advisory LLC473,093$9.42M8.9%-4.1%14.784%
7/19/2023Foundations Investment Advisors LLC66,111$1.32M0.0%+99.6%2.066%
7/10/2023AE Wealth Management LLC1,793,261$35.72M0.2%-20.2%56.039%
4/25/2023Foundations Investment Advisors LLC33,119$644K0.0%+62.5%3.154%
4/14/2023AE Wealth Management LLC2,245,898$43.66M0.3%-26.9%60.374%
4/4/2023Authentikos Wealth Advisory LLC493,296$9.64M9.8%N/A13.261%
1/31/2023AE Wealth Management LLC3,072,709$60.07M0.4%+15.3%0.000%
1/11/2023Foundations Investment Advisors LLC20,381$398K0.0%-95.3%0.000%
10/25/2022AE Wealth Management LLC2,665,150$51.79M0.4%-1.3%0.000%
10/19/2022Foundations Investment Advisors LLC435,671$8.47M0.4%N/A0.000%
8/3/2022AE Wealth Management LLC2,700,072$54.84M0.4%N/A0.000%
7/15/2022LifePro Asset Management83,566$1.70M0.9%N/A0.000%


RULE Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of Adaptive Core ETF shares: Authentikos Wealth Advisory LLC ($5.24M), AE Wealth Management LLC ($2.78M), GTS Securities LLC ($859K), Jane Street Group LLC ($438K), and Elevation Capital Advisory LLC ($388K), Rogco LP ($26K).Learn more on Adaptive Core ETF's institutional investors.

The following institutional investors have purchased Adaptive Core ETF's stock in the last 24 months: Elevation Capital Advisory LLC ($284.83K), Jane Street Group LLC ($20.01K), and Rogco LP ($1.16K).

Institutional investors have bought a total of 1,159 shares in the last 24 months. This purchase volume represents approximately $26.34K in transactions.

The following institutional investors have sold Adaptive Core ETF stock in the last 24 months: AE Wealth Management LLC ($76.01K).

Institutional investors have sold a total of 76,008 shares in the last 24 months. This volume of shares sold represents approximately $1.73M in transactions.


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This page (BATS:RULE) was last updated on 5/25/2026 by MarketBeat.com Staff.
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