Who Owns Adaptive Core ETF (RULE)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$13000.1T
% of Float Held
—
QoQ Change in Holders
+6 / -0
Price History
RULE — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ROGCO, LP | New Position | +580 | +$13.0M |
| Lloyd Advisory Services, LLC. | New Position | +85 | +$1.0M |
| AE Wealth Management LLC | New Position | +121K | +$2K |
| GTS SECURITIES LLC | New Position | +24K | +$0 |
| UBS Group AG | New Position | +7 | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +146 | +$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ROGCO, LP | 580 | $13.0M | 0.00% | Share |
| 2 | Lloyd Advisory Services, LLC. | 85 | $1.0M | 0.00% | Share |
| 3 | AE Wealth Management LLC | 121,198 | $2K | 0.00% | Share |
| 4 | GTS SECURITIES LLC | 24,056 | $0 | 0.00% | Share |
| 5 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 6 | UBS Group AG | 7 | $0 | 0.00% | Share |
| 7 | BANK OF AMERICA CORP /DE/ | 146 | $0 | 0.00% | Share |
RULE Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $14.0M | +6 |
| Q3 2025 | 1 | $0 | -5 |
| Q2 2025 | 6 | $4.2B | +1 |
| Q1 2025 | 5 | $5.3B | -4 |
| Q4 2024 | 9 | $11.0B | +0 |
| Q3 2024 | 9 | $2.4T | +1 |
| Q2 2024 | 8 | $377.0B | +0 |
| Q1 2024 | 8 | $890.7B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold RULE (Adaptive Core ETF). The largest holder is ROGCO, LP with $13.0M in shares. This quarter, 6 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own RULE?
As of Q4 2025, 7 institutional investors report holding RULE (Adaptive Core ETF) in their 13F filings.
Who is the largest institutional holder of RULE?
The largest institutional holder of RULE is ROGCO, LP with $13.0M in shares.
Is institutional ownership of RULE increasing or decreasing?
This quarter, 6 institutions opened new positions in RULE and 0 closed their positions.