Free Trial

Adaptive Core ETF (RULE) Institutional Ownership

$20.40 +0.34 (+1.67%)
As of 04/25/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$6.88M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$4.31M
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.

Skip Chart & View Institutional Buying and Selling Data

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
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%
1/29/2025 Authentikos 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%
4/15/2024 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%
10/11/2023AE 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%
7/20/2023 Authentikos 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%
4/4/2023 Authentikos 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 ($5.24M), GTS Securities LLC ($859K), Jane Street Group LLC ($438K), Elevation Capital Advisory LLC ($388K), Foundations Investment Advisors LLC ($352K), and Oxford Wealth Group LLC ($264K).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: Elevation Capital Advisory LLC ($284.83K), Foundations Investment Advisors LLC ($32.99K), Jane Street Group LLC ($20.01K), 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 351,296 shares in the last 24 months. This purchase volume represents approximately $7.57M 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 ($609.21K), Authentikos Wealth Advisory LLC ($63.22K), GTS Securities LLC ($59.57K), Foundations Investment Advisors LLC ($47.34K), and Elevation Capital Advisory LLC ($21.58K).

How much institutional selling is happening at Adaptive Core ETF?

Institutional investors have sold a total of 800,915 shares in the last 24 months. This volume of shares sold represents approximately $16.19M in transactions.



This page (BATS:RULE) was last updated on 4/27/2025 by MarketBeat.com Staff
From Our Partners