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RULE

RULE Institutional Buying & Selling Tracker

Adaptive Core ETF

-$235.1K

Net Activity

Institutions Holding

6

Popularity Rank

#11195

Avg Weight

0.01%

Total Value

$3.1M

Ownership Trend

6 institutions currently hold RULE, with 3 net buyers and 5 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

5

Net Buying Institutions

3

Key Holders

Key Holders

Top 5 by Value

AW
AE Wealth Management LLC
$2.8M
GS
Gts Securities LLC
$319.4K
KC
Key Capital Management, INC
$18.9K
UG
UBS Group AG
$2.6K
MW
Mosley Wealth Management
$137.0

Top 5 by Conviction

AW
AE Wealth Management LLC
0.01%
GS
Gts Securities LLC
0.01%
KC
Key Capital Management, INC
0.01%
UG
UBS Group AG
0.00%
MW
Mosley Wealth Management
0.00%
View all 6 holding institutions

Across its top 6 institutional holders, RULE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 40/100).

Quarterly Activity

Recent Activity

+$21.6K

Total Buy Value

$3.3M

Total Sell Value

New buy2
Trim2
Add1
Sold out3

3

Net Buyers

5

Net Sellers

Smart Money Convergence

RULE does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

19423L581

FAQ

Who are the top institutional investors holding ADAPTIVE CORE ETF (RULE)?
Major stakeholders currently include AE Wealth Management LLC ($2.8M), Gts Securities LLC ($319.4K), Key Capital Management, INC ($18.9K). Based on the latest 13F filings, there are a total of 6 tracked investment funds and institutions maintaining positions in RULE.
What is the overall institutional sentiment toward RULE recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $235.1K, driven by 3 managers accumulating shares while 5 reduced their exposure.
Which institutions have been selling or reducing their RULE positions?
In the latest period, 2 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $3.3M.
Are there any notable investors adding RULE to their portfolios?
Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $21.6K.

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