ETF Holders

Who owns RSEE?

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Rareview Systematic Equity ETF · Rareview

14 institutions reported holding RSEE, worth $51.4M, in Form 13F filings for June 30, 2026.

13F holders
14
Institutional value
$51.4M
Change from prior quarter
+20.9%
+$8.9M, with price moves
New and sold-out firms
5 / 4
3 added, 4 trimmed

Top 10 institutional holders of RSEE

FirmLocationValueSharesChange
Belpointe Asset Management LLCReno, NV$35.6M899,520−42,499 shares
Clear Creek Financial Management, LLCSilverdale, WA$6.6M166,376−29,299 shares
Janney Montgomery Scott LLCPhiladelphia, PA$2.8M70,527+12,673 shares
Ascension Capital Advisors, Inc.Houston, TX$2.0M49,399+604 shares
Wells Fargo & CompanySan Francisco, CA$1.9M48,694New position
Wealthedge Investment Advisors, LLCNew York, NY$1.1M28,065New position
Atria Investments, IncCharlotte, NC$767K19,403+255 shares
Able Wealth Management LLCToms River, NJ$598K15,114−728 shares
Osaic Holdings, Inc.Scottsdale, AZ$48K1,225No change
Farther Finance Advisors, LLCSan Francisco, CA$16K411New position
4 more firms

The full list comes with the Advisors and Institutions package.

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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.

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Frequently asked questions

Who owns RSEE?

14 institutional managers reported holding RSEE in Form 13F filings for June 30, 2026, worth $51.4M in total. The largest reported position was held by Belpointe Asset Management LLC, at $35.6M.

Did institutions buy or sell RSEE last quarter?

Reported 13F value rose 20.9% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 4 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 RSEE 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.