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RSEE · Rareview Systematic Equity ETF ETF

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$39.71 +0.04 (+0.11%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $41,574,812
Total Shares: 1,320,590

Institutional Ownership Trend

11 quarters

Holder Concentration

Across 6 13F filers · Δ vs Jun 30, 2024
Top Holder
75.2%
Mar 2022 → Sep 2024 · range 73.1% – 100.0%
+2.1 pts
Top 5
100.0%
Mar 2022 → Sep 2024 · range 98.8% – 100.0%
+1.2 pts
Top 10
100.0%
Mar 2022 → Sep 2024 · range 100.0% – 100.0%
0.0 pts
HHI
6,113
Mar 2022 → Sep 2024 · range 5,746 – 10,000
Highly concentrated+368

Quarterly Activity

vs Jun 30, 2024
New
1
Increased
2
Decreased
2
Sold Out
3
Unchanged
1
Holder count: -2
Institutional value: +23.0%
Shares held: +14.2%

Top Buyers

vs Jun 30, 2024
Institution Added Now Holds Open
Belpointe Asset Management LLC +147,111 992,437
Clear Creek Financial Management, LLC +55,207 283,628

Top Sellers

vs Jun 30, 2024
Institution Sold Now Holds Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP −1,406 14,366
Ascension Capital Advisors, Inc. −996 22,133

Top New Positions

vs Jun 30, 2024
Institution Acquired Value (USD) Open
Wealthcare Advisory Partners LLC 7,776 $244,804

Top Sold-Out Positions

vs Jun 30, 2024
Institution Previously Held Last Value (USD) Open
GTS SECURITIES LLC 30,451 $889,717
Sowell Financial Services LLC 13,275 $387,868
PROEQUITIES, INC. 0 $0
Filter: New 1 Increased 2 Reduced 2 Sold out 3 Unchanged 1
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Belpointe Asset Management LLC RSEE $31,243,901 75.15% 992,437
Clear Creek Financial Management, LLC RSEE $8,929,176 21.48% 283,628
Ascension Capital Advisors, Inc. RSEE $696,791 1.68% 22,133
SUSQUEHANNA INTERNATIONAL GROUP, LLP RSEE $452,270 1.09% 14,366
Wealthcare Advisory Partners LLC RSEE $244,804 0.59% 7,776
OSAIC HOLDINGS, INC. RSEE $7,870 0.02% 250