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ATAC US Rotation ETF (RORO) Institutional Ownership

ATAC US Rotation ETF logo
$16.84
-0.26 (-1.52%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for ATAC US Rotation ETF (NYSEARCA:RORO)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$1.10M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.05M
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RORO Institutional Buying and Selling by Quarter

ATAC US Rotation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2024 Arkadios Wealth Advisors14,862$258K0.0%N/A2.286%
8/1/2024Stegent Equity Advisors Inc.25,633$442K0.5%-53.8%3.944%
5/1/2024Stegent Equity Advisors Inc.55,490$1.02M1.0%-25.8%8.221%
2/5/2024Stegent Equity Advisors Inc.74,735$1.32M1.6%+175.4%11.863%
11/15/2023V Wealth Advisors LLC72,116$1.10M0.9%-14.1%11.447%
8/11/2023V Wealth Advisors LLC83,911$1.41M0.2%-8.9%13.319%
8/7/2023Stegent Equity Advisors Inc.27,132$457K0.5%N/A4.307%
11/15/2022 Financial Advocates Investment Management45,564$2.64M0.2%N/A8.762%
11/4/2022V Wealth Advisors LLC92,519$1.19M0.2%-2.0%17.792%
6/15/2022Adalta Capital Management LLC10,400$185K0.1%-25.2%1.095%
5/26/2022Kestra Private Wealth Services LLC34,210$608K0.0%+2.1%3.601%
4/25/2022Stegent Equity Advisors Inc.22,916$407K0.3%-83.0%2.338%
4/5/2022Centric Wealth Management146,232$2.60M0.8%+20.6%12.998%
3/15/2022Clay Northam Wealth Management LLC13,815$325K0.3%N/A1.201%
2/17/2022V Wealth Advisors LLC94,549$2.22M0.3%+16.0%7.718%
2/8/2022Stegent Equity Advisors Inc.134,462$3.16M2.6%N/A9.604%
2/3/2022Advisor Group Holdings Inc.6,324$148K0.0%-63.2%0.436%
2/2/2022Compass Ion Advisors LLC16,686$392K0.1%-12.3%1.112%
1/27/2022Centric Wealth Management121,295$2.85M0.9%+17.7%7.954%
12/8/2021Moors & Cabot Inc.25,000$27K0.0%N/A1.563%
11/16/2021Toroso Investments LLC55,296$1.26M0.0%-9.7%3.686%
11/5/2021Moors & Cabot Inc.25,000$27K0.0%N/A1.724%
11/3/2021Herold Advisors Inc.13,035$298K0.1%N/A0.899%
10/28/2021Compass Ion Advisors LLC19,026$435K0.2%+6.2%1.312%
10/21/2021V Wealth Advisors LLC81,473$1.86M0.3%+113.4%5.619%
10/21/2021Kestra Private Wealth Services LLC33,033$755K0.0%+18.9%2.278%
10/6/2021Centric Wealth Management103,087$2.36M0.9%+4.2%6.872%
8/17/2021Adalta Capital Management LLC24,900$590K0.3%-17.0%1.532%
8/13/2021OLD Mission Capital LLC40,790$967K0.0%N/A2.549%
8/13/2021Toroso Investments LLC61,211$1.45M0.1%+37.0%3.826%
8/9/2021Cumberland Partners Ltd21,231$503K0.0%N/A1.370%
8/2/2021Advisor Group Holdings Inc.16,811$398K0.0%+60.1%1.102%
8/1/2021Kestra Private Wealth Services LLC27,777$659K0.0%N/A1.821%
7/27/2021 Capital Investment Advisory Services LLC10,418$247K0.0%+11.1%0.706%
5/18/2021Adalta Capital Management LLC30,000$669K0.4%N/A2.609%
5/17/2021Toroso Investments LLC44,680$997K0.0%+116.6%3.885%
5/5/2021 Capital Investment Advisory Services LLC9,381$209K0.0%N/A0.834%
4/20/2021V Wealth Advisors LLC37,922$846K0.2%N/A3.528%
4/19/2021Compass Ion Advisors LLC19,769$441K0.2%+61.4%1.839%
4/6/2021Carroll Financial Associates Inc.40,059$893K0.1%N/A4.006%
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(Data available from 1/1/2016 forward)

RORO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RORO shares?

During the previous two years, the following institutional investors and hedge funds held shares of ATAC US Rotation ETF shares: Financial Advocates Investment Management ($2.64M), V Wealth Advisors LLC ($1.10M), and Stegent Equity Advisors Inc. ($442K), Arkadios Wealth Advisors ($258K).Learn more on RORO's institutional investors.

Which institutional investors have been buying ATAC US Rotation ETF stock?

The following institutional investors have purchased ATAC US Rotation ETF stock in the last 24 months: Stegent Equity Advisors Inc. ($74.74K), Financial Advocates Investment Management ($45.56K), and Arkadios Wealth Advisors ($14.86K).

How much institutional buying is happening at ATAC US Rotation ETF?

Institutional investors have bought a total of 135,161 shares in the last 24 months. This purchase volume represents approximately $2.14M in transactions.

Which ATAC US Rotation ETF major shareholders have been selling company stock?

The following institutional investors have sold ATAC US Rotation ETF stock in the last 24 months: Stegent Equity Advisors Inc. ($49.10K), and V Wealth Advisors LLC ($21.86K).

How much institutional selling is happening at ATAC US Rotation ETF?

Institutional investors have sold a total of 70,960 shares in the last 24 months. This volume of shares sold represents approximately $1.21M in transactions.



This page (NYSEARCA:RORO) was last updated on 11/2/2024 by MarketBeat.com Staff
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