ATCL Institutional Ownership & Shareholders
REX AUTOCALLABLE INCOME ETF (ATCL) is currently held by 19 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $22.70M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hub Investment Partners, Llc is currently the largest disclosed institutional shareholder of ATCL tracked by InsiderSet, reporting ownership valued at approximately $7.71M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.37M, representing an estimated loss of -4.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed ATCL value among the investors covered in this analysis. Major shareholders include Hub Investment Partners, Llc, Pinion Investment Advisors, Llc, Disciplined Investments, Llc, and several other long-term asset managers with concentrated positions in REX AUTOCALLABLE INCOME ETF (ATCL).
This page ranks the largest institutional ATCL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
19
Total Reported Value
$22.70M
Largest Holder
Hub Investment Partners, Llc
Largest Position
$7.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hub Investment Partners, Llc | 0.14% | 310,436 | $7,706,475 | $7,365,498 | -$340,977 | -4.42% | |
| Pinion Investment Advisors, Llc | 0.53% | 112,639 | $2,796,226 | $2,672,507 | -$123,719 | -4.42% | |
| Disciplined Investments, Llc | 0.65% | 80,708 | $2,003,544 | $1,914,902 | -$88,642 | -4.42% | |
| Farther Finance Advisors, Llc | 0.01% | 71,610 | $1,742,279 | $1,699,040 | -$43,239 | -2.48% | |
| Gerber, Llc | 0.70% | 63,085 | $1,534,856 | $1,496,774 | -$38,082 | -2.48% | |
| Wealthcare Advisory Partners Llc | 0.02% | 56,579 | $1,376,568 | $1,342,410 | -$34,158 | -2.48% | |
| Snowden Capital Advisors Llc | 0.02% | 41,698 | $1,035,137 | $989,339 | -$45,798 | -4.42% | |
| Heritage Oak Wealth Advisors Llc | 0.18% | 23,576 | $573,604 | $559,371 | -$14,233 | -2.48% | |
| Millington Financial Advisors, Llc | 0.20% | 21,150 | $520,719 | $501,811 | -$18,908 | -3.63% | |
| Sanctuary Advisors, Llc | 0.00% | 16,586 | $411,742 | $393,524 | -$18,218 | -4.42% | |
| Maia Wealth Llc | 0.06% | 16,783 | $408,323 | $398,198 | -$10,125 | -2.48% | |
| Legacy Capital Wealth Partners, Llc | 0.07% | 14,321 | $348,442 | $339,784 | -$8,658 | -2.48% | |
| One Wealth Capital Management, Llc | 0.12% | 13,642 | $331,911 | $323,674 | -$8,237 | -2.48% | |
| Cap Partners, Llc | 0.14% | 12,900 | $313,857 | $306,069 | -$7,788 | -2.48% | |
| Silver Oak Securities, Incorporated | 0.02% | 12,487 | $309,986 | $296,270 | -$13,716 | -4.42% | |
| Summit Financial, Llc | 0.00% | 9,362 | $232,416 | $222,126 | -$10,290 | -4.43% | |
| Kingsview Wealth Management, Llc | 0.00% | 8,855 | $219,823 | $210,096 | -$9,727 | -4.42% | |
| Planvest Financial, Inc | 0.02% | 1,366 | $33,901 | $32,410 | -$1,491 | -4.40% | |
| Toth Financial Advisory Corp | 0.00% | 11 | $264 | $261 | -$3 | -1.14% |
Frequently asked questions about ATCL
Who are the largest institutional holders of ATCL?
The largest institutional holders of ATCL reported in the latest SEC Form 13F filings include Hub Investment Partners, Llc, Pinion Investment Advisors, Llc, Disciplined Investments, Llc, Farther Finance Advisors, Llc, and Gerber, Llc. InsiderSet ranks institutional holders by their latest reported ATCL position.
What is ATCL institutional ownership?
This page tracks ATCL positions reported by institutional investment managers through SEC Form 13F. REX AUTOCALLABLE INCOME ETF (ATCL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ATCL?
InsiderSet currently tracks 19 institutional managers reporting ATCL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ATCL shareholders.
How much ATCL stock do institutions own?
Institutional investment managers disclosed approximately $22.70M in ATCL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ATCL institutional ownership last updated?
The latest ATCL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ATCL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ATCL position after the reporting date.
Are institutions buying or selling ATCL?
Institutional buying and selling can be analyzed by comparing ATCL positions across consecutive 13F reporting periods. InsiderSet's ATCL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ATCL ownership changes.
How has ATCL institutional ownership changed over time?
InsiderSet tracks ATCL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.