Who owns RTAI?
Rareview Tax Advantaged Income ETF · Rareview
6 institutions reported holding RTAI, worth $1.3M, in Form 13F filings for June 30, 2026.
Top 6 institutional holders of RTAI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| GTS Securities LLC | New York, NY | $467K | 21,473 | +2,841 shares |
| Wells Fargo & Company | San Francisco, CA | $433K | 19,918 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $200K | 9,194 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $107K | 4,895 | −500 shares |
| UBS Group AG | Zurich, Switzerland | $78K | 3,572 | +2,945 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $37K | 1,707 | 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.
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Frequently asked questions
Who owns RTAI?
6 institutional managers reported holding RTAI in Form 13F filings for June 30, 2026, worth $1.3M in total. The largest reported position was held by GTS Securities LLC, at $467K.
Did institutions buy or sell RTAI last quarter?
Reported 13F value fell 25.7% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 3 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 RTAI 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.