RULE Institutional Ownership
Adaptive Core ETF
1W: +0.7%
1M: +4.6%
3M: -3.1%
YTD: +33.0%
1Y: +34.7%
3Y: +68.6%
$30.95
+0.15 (+0.49%)
Weekly Expected Move ±1.8%
$30
$30
$31
$32
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RULE
8
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
2
New Positions
1
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 115,515 | 4M | -1,907 | -1.6% | 17Q | SEC ↗ |
| 2 | FSA Advisors, Inc. NEW | 5,986 | 185K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Key Capital Management, INC | 799 | 25K | — | +0.0% | 2Q | SEC ↗ |
| 4 | Lloyd Advisory Services, LLC. NEW | 98 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 5 | MORGAN STANLEY | 56 | 2K | +55 | +5500.0% | 10Q | SEC ↗ |
| 6 | Mosley Wealth Management | 6 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 0 | 0K | -146 | -100.0% | 1Q | SEC ↗ |
| 8 | ROGCO, LP | 0 | 0K | -580 | -100.0% | 2Q | SEC ↗ |
| 9 | GTS SECURITIES LLC | 0 | 0K | -13,527 | -100.0% | 2Q | SEC ↗ |
| 10 | UBS Group AG | 0 | 0K | -110 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| FSA Advisors, Inc. | 5,986 | 185K |
| Lloyd Advisory Services, LLC. | 98 | 3K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 13,527 | 419K |
| ROGCO, LP | 580 | 18K |
| BANK OF AMERICA CORP /DE | 146 | 5K |
| UBS Group AG | 110 | 3K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +55 | +5500.0% | 56 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -1,907 | -1.6% | 115,515 |