Adaptive Core ETF (RULE) Institutional Ownership $22.81 +0.89 (+4.07%) As of 01/21/2025 03:59 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Adaptive Core ETF (BATS:RULE)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$6.69MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$2.39M Get RULE Insider Trade Alerts Want to know when executives and insiders are buying or selling Adaptive Core ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data RULE Institutional Buying and Selling by Quarter Adaptive Core ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/15/2024Jane 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% (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), Authentikos Wealth Advisory LLC ($56.94K), and Foundations Investment Advisors LLC ($47.34K). How much institutional selling is happening at Adaptive Core ETF? Institutional investors have sold a total of 1,540,294 shares in the last 24 months. This volume of shares sold represents approximately $30.35M in transactions. 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