Who owns RTRE?
Rareview Total Return Bond ETF · Rareview
12 institutions reported holding RTRE, worth $45.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RTRE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Belpointe Asset Management LLC | Reno, NV | $38.3M | 1,533,269 | +117,120 shares |
| Wells Fargo & Company | San Francisco, CA | $1.5M | 58,967 | New position |
| Goldman Sachs Group Inc. | New York, NY | $1.4M | 56,026 | New position |
| Oregon Pacific Wealth Management, LLC | Medford, OR | $1.2M | 48,704 | −9,797 shares |
| Citadel Advisors LLC | Miami, FL | $837K | 33,511 | +14,532 shares |
| PFG Advisors | Phoenix, AZ | $744K | 29,779 | +21,772 shares |
| Independent Wealth Network Inc. | Urbandale, IA | $678K | 27,123 | +98 shares |
| World Investment Advisors | Lincroft, NJ | $541K | 21,626 | No change |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $260K | 10,389 | New position |
| Integrated Wealth Concepts LLC | Waltham, MA | $41K | 1,642 | 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 RTRE?
12 institutional managers reported holding RTRE in Form 13F filings for June 30, 2026, worth $45.5M in total. The largest reported position was held by Belpointe Asset Management LLC, at $38.3M.
Did institutions buy or sell RTRE last quarter?
Reported 13F value fell 9.9% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 9 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 RTRE 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.