RULE COLLABORATIVE INVESTMNT SER
FollowADAPTIVE CORE (fund)
7 managers (7 13F filers) reported a position in RULE shares at 2025-06-30, 183,763 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 0
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 183,763
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 | 158,329 | $3.58M | 0.03% | -38,877 | 13F-HRTimeline |
| GTS SECURITIES LLC | 25,162 | $568K | 0.03% | -19,227 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 176 | $3.98K | <0.01% | -1,307 | 13F-HRTimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 60 | $1.35K | <0.01% | new | 13F-HRTimelineGroup |
| Ameritas Advisory Services, LLCin group Ameritas Investment Partners,… | 35 | $784 | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $23 | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |