RULE COLLABORATIVE INVESTMNT SER
FollowADAPTIVE CORE (fund)
6 managers (6 13F filers) reported a position in RULE shares at 2026-06-30, 122,460 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 2
- Added
- 1
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 122,460
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 115,515 | $3.97M | 0.02% | -1,907 | 13F-HRTimeline |
| FSA Advisors, Inc. | 5,986 | $206K | 0.09% | new | 13F-HR/ATimeline |
| Key Capital Management, INC | 799 | $27.5K | 0.01% | 0 | 13F-HRTimeline |
| Lloyd Advisory Services, LLC. | 98 | $3.35K | <0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 56 | $1.93K | <0.01% | +55 | 13F-HRTimelineGroup |
| Mosley Wealth Management | 6 | $206 | <0.01% | 0 | 13F-HRTimeline |