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DaveManuel.com · Institutional Ownership · Who Owns It

REX ETF TR (ATCL)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

20
Reporting holders
$22.0M
Reported value
0.0%
Calls
0.0%
Puts
+14
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
HUB Investment Partners, LLC$7.7M310,4360.14%newNEW
Pinion Investment Advisors, LLC$2.8M112,6390.53%2q+147.9%+$1.7M
Disciplined Investments, LLC$2.0M80,7080.65%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M76,1960.00%newNEW
Wealthcare Advisory Partners LLC$1.4M54,4550.03%newNEW
Snowden Capital Advisors LLC$1.0M41,6980.02%newNEW
GERBER, LLC$914.9K36,8540.43%newNEW
Farther Finance Advisors, LLC$541.5K21,8140.00%newNEW
Millington Financial Advisors, LLC$520.7K21,1500.20%newNEW
HERITAGE OAK WEALTH ADVISORS LLC$511.2K20,5910.15%newNEW
CAP Partners, LLC$506.4K20,4000.25%newNEW
Sanctuary Advisors, LLC$411.7K16,5860.00%newNEW
Maia Wealth LLC$361.6K14,5670.05%newNEW
Box Hill Private Wealth LLC$335.3K13,5060.27%newNEW
SILVER OAK SECURITIES, INCORPORATED$310.0K12,4870.02%newNEW
Legacy Capital Wealth Partners, LLC$262.7K10,5840.05%newNEW
Summit Financial, LLC$232.4K9,3620.00%newNEW
Kingsview Wealth Management, LLC$219.8K8,8550.00%newNEW
PlanVest Financial, Inc$33.9K1,3660.02%newNEW
TOTH FINANCIAL ADVISORY CORP$260100.00%2qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20269$6.6M272,5071710.0%
Q2 202620$22.0M884,26418100.0%
Q1 20266$2.7M113,9156000.0%