HolderBook

REX ETF TR (ATCL)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

20
Reporting holders
$24.0M
Reported value
0.0%
Held as options
+14
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
HUB Investment Partners, LLC$7.7M310,4360.14%newNEW
Disciplined Investments, LLC$4.0M161,4160.65%newNEW
Pinion Investment Advisors, LLC$2.8M112,6390.53%2q+147.9%+$1.7M
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
Q2 202620$24.0M964,97218100.0%
Q1 20266$2.7M113,9156000.0%