$27.16
+0.00 (+0.01%)
Market Cap
$13.7M
Shares Outstanding
444,821
Institutional Holders
5
Total Inst. Value
$5.3M
% of Float Held
—
QoQ Holder Change
-3
Institutional data as of Q1 2025
New Positions
1
Closed Positions
5
Increased
2
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $4.1M | 197,206 |
| 2 | GTS SECURITIES LLC | $915K | 44,389 |
| 3 | CITADEL ADVISORS LLCNew | $318K | 15,405 |
| 4 | UBS Group AG | $31K | 1,483 |
| 5 | MORGAN STANLEY | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GTS SECURITIES LLC | +5K | $915K |
| CITADEL ADVISORS LLCNew | +15K | $318K |
| UBS Group AG | +661 | $31K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AE Wealth Management LLC | -159K | $4.1M |
| MORGAN STANLEY | -50 | $0 |
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Frequently Asked Questions
How many institutional investors hold RULE?
As of Q1 2025, 5 institutional investors report holding RULE (Adaptive Core ETF) in their 13F filings.
Which hedge fund owns the most RULE?
The largest institutional holder of RULE is AE Wealth Management LLC with $4.1M in shares.
Are institutions buying or selling RULE?
This quarter, 1 institutions opened new positions in RULE and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.