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Adaptive Core ETF (RULE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
EverSource Wealth Advisors, LLC
NEW
Shares3,326
Change+3,326
Value$101.7K
Filed 2026-11-04
Key Capital Management, Inc
DECREASED
Shares711 from 799
Change-88 (-11%)
Value$21.7K (-$5.7K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
INCREASED
Shares101 from 98
Change+3 (+3%)
Value$3.1K (-$281)
Filed 2026-11-02
Mosley Wealth Management
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$179 (-$27)
Filed 2026-10-16
AE Wealth Management LLC
N/A
Shares— from 115,515
Change-115,515 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 5,986
Change-5,986 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 56
Change-56 (-100%)
Value—
Status
EverSource Wealth Advisors, LLC
NEW3,326—+3,326——$101.7K—2026-11-04
Key Capital Management, Inc
DECREASED711799-88-11%$27.5K$21.7K-$5.7K2026-11-03
Lloyd Advisory Services, Llc.
INCREASED10198+3+3%$3.4K$3.1K-$2812026-11-02
Mosley Wealth Management
UNCHANGED6600%$206$179-$272026-10-16
AE Wealth Management LLC
N/A—115,515-115,515-100%$4.0M———
FSA Advisors, Inc.
N/A—5,986-5,986-100%$206.0K———
Morgan Stanley
N/A—56-56-100%$1.9K———
Showing 7 of 7 institutions