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Adaptive Core ETF (RULE) Institutional Ownership

$22.24 +0.25 (+1.15%)
(As of 12/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$6.69M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$2.39M
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RULE Institutional Buying and Selling by Quarter

Adaptive Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Jane Street Group LLC9,925$217K0.0%N/A0.558%
8/16/2024 Elevation Capital Advisory LLC284,831$6.18M2.8%N/A16.002%
8/13/2024 AE Wealth Management LLC622,626$13.50M0.1%-15.1%34.979%
5/16/2024 Oxford Wealth Group LLC12,009$264K0.2%N/A0.316%
4/15/2024 Sound Income Strategies LLC1,459$32K0.0%N/A0.038%
11/6/2023 Authentikos Wealth Advisory LLC436,358$8.19M7.9%-7.8%15.584%
10/11/2023 AE Wealth Management LLC1,747,010$32.80M0.2%-2.6%62.393%
10/5/2023 Foundations Investment Advisors LLC18,771$352K0.0%-71.6%0.670%
7/20/2023 Authentikos Wealth Advisory LLC473,093$9.42M8.9%-4.1%14.784%
7/19/2023 Foundations Investment Advisors LLC66,111$1.32M0.0%+99.6%2.066%
7/10/2023 AE Wealth Management LLC1,793,261$35.72M0.2%-20.2%56.039%
4/25/2023 Foundations Investment Advisors LLC33,119$644K0.0%+62.5%3.154%
4/14/2023 AE Wealth Management LLC2,245,898$43.66M0.3%-26.9%60.374%
4/4/2023 Authentikos Wealth Advisory LLC493,296$9.64M9.8%N/A13.261%
1/31/2023 AE Wealth Management LLC3,072,709$60.07M0.4%+15.3%0.000%
1/11/2023 Foundations Investment Advisors LLC20,381$398K0.0%-95.3%0.000%
10/25/2022 AE Wealth Management LLC2,665,150$51.79M0.4%-1.3%0.000%
10/19/2022 Foundations Investment Advisors LLC435,671$8.47M0.4%N/A0.000%
8/3/2022 AE Wealth Management LLC2,700,072$54.84M0.4%N/A0.000%
7/15/2022 LifePro Asset Management83,566$1.70M0.9%N/A0.000%
(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), Oxford Wealth Group LLC ($264K), and Jane Street Group LLC ($217K), and 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), AE Wealth Management LLC ($407.56K), Elevation Capital Advisory LLC ($284.83K), Foundations Investment Advisors LLC ($45.73K), Oxford Wealth Group LLC ($12.01K), Jane Street Group LLC ($9.93K), and Sound Income Strategies LLC ($1.46K).

How much institutional buying is happening at Adaptive Core ETF?

Institutional investors have bought a total of 1,254,809 shares in the last 24 months. This purchase volume represents approximately $25.15M 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 ($1.44M), 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 1,955,584 shares in the last 24 months. This volume of shares sold represents approximately $38.46M in transactions.



This page (BATS:RULE) was last updated on 12/22/2024 by MarketBeat.com Staff
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