Who owns RDFI?
Rareview Dynamic Fixed Income ETF · Rareview
19 institutions reported holding RDFI, worth $45.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RDFI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Belpointe Asset Management LLC | Reno, NV | $17.4M | 730,740 | +7,391 shares |
| Independent Wealth Network Inc. | Urbandale, IA | $6.7M | 279,963 | +14,779 shares |
| Astoria Portfolio Advisors LLC. | New York, NY | $6.6M | 277,108 | +72,456 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $3.9M | 163,820 | +91,951 shares |
| MML Investors Services, LLC | Springfield, MA | $2.7M | 114,013 | +36,031 shares |
| PUFF Wealth Management, LLC | Haddonfield, NJ | $2.5M | 105,775 | New position |
| Wells Fargo & Company | San Francisco, CA | $904K | 37,937 | New position |
| Latitude Advisors, LLC | Yorkville, IL | $864K | 36,275 | +15,694 shares |
| Oregon Pacific Wealth Management, LLC | Medford, OR | $796K | 33,417 | +2,506 shares |
| PFG Advisors | Phoenix, AZ | $691K | 29,012 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: RDFI vs FEIG, RDFI vs RTRE, RDFI vs IBIF, RDFI vs BSJV.
Frequently asked questions
Who owns RDFI?
19 institutional managers reported holding RDFI in Form 13F filings for June 30, 2026, worth $45.4M in total. The largest reported position was held by Belpointe Asset Management LLC, at $17.4M.
Did institutions buy or sell RDFI last quarter?
Reported 13F value rose 29.2% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RDFI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.