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Adaptive Core ETF (RULE) Institutional Ownership

$28.21 +0.80 (+2.92%)
As of 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)
$5.00M
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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
1/26/2026AE Wealth Management LLC121,198$2.78M0.0%-16.1%21.078%
11/3/2025AE Wealth Management LLC144,517$3.30M0.0%-8.7%25.133%
10/30/2025Rogco LP1,159$26K0.0%N/A0.202%
8/6/2025AE 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

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: Authentikos Wealth Advisory LLC ($5.24M), AE Wealth Management LLC ($2.78M), GTS Securities LLC ($859K), Jane Street Group LLC ($438K), Elevation Capital Advisory LLC ($388K), and Oxford Wealth Group LLC ($264K), and Rogco LP ($26K).Learn more on Adaptive Core ETF's institutional investors.

Which institutional investors have been buying Adaptive Core ETF's stock?

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), Oxford Wealth Group LLC ($12.01K), and Rogco LP ($1.16K).

How much institutional buying is happening at Adaptive Core ETF?

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

Which of Adaptive Core ETF's 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 ($234.53K).

How much institutional selling is happening at Adaptive Core ETF?

Institutional investors have sold a total of 234,533 shares in the last 24 months. This volume of shares sold represents approximately $5.00M in transactions.


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