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RDFI · Rareview Dynamic Fixed Income ETF ETF

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$23.02 -0.04 (-0.17%) 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: 13
Total Value: $34,993,596
Total Shares: 1,517,963

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 13 13F filers · Δ vs Dec 31, 2025
Top Holder
47.7%
Jun 2023 → Mar 2026 · range 43.5% – 90.4%
−4.1 pts
Top 5
88.5%
Jun 2023 → Mar 2026 · range 88.5% – 100.0%
−2.0 pts
Top 10
99.3%
Jun 2023 → Mar 2026 · range 99.3% – 100.0%
−0.6 pts
HHI
2,834
Jun 2023 → Mar 2026 · range 2,561 – 8,235
Highly concentrated−335

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
7
Decreased
2
Sold Out
2
Unchanged
2
Holder count: 0
Institutional value: +20.8%
Shares held: +25.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Belpointe Asset Management LLC +96,394 723,349
Astoria Portfolio Advisors LLC. +88,317 204,652
Independent Wealth Network Inc. +50,959 265,184
Cambridge Investment Research Advisors, Inc. +33,103 71,869
Integrated Wealth Concepts LLC +2,880 27,343

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
OSAIC HOLDINGS, INC. −52,703 25,300
Private Advisor Group, LLC −1,362 59,532

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
MML INVESTORS SERVICES, LLC 77,982 $1,797,719
Oregon Pacific Wealth Management, LLC 30,911 $712,591

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
PUFF WEALTH MANAGEMENT, LLC 23,133 $553,110
MORGAN STANLEY 1 $23
Filter: New 2 Increased 7 Reduced 2 Sold out 2 Unchanged 2
Showing 13 of 13
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Belpointe Asset Management LLC RDFI $16,675,364 47.65% 723,349
Independent Wealth Network Inc. RDFI $6,113,286 17.47% 265,184
Astoria Portfolio Advisors LLC. RDFI $4,717,842 13.48% 204,652
MML INVESTORS SERVICES, LLC RDFI $1,797,719 5.14% 77,982
Cambridge Investment Research Advisors, Inc. RDFI $1,656,796 4.73% 71,869
Private Advisor Group, LLC RDFI $1,372,391 3.92% 59,532
Oregon Pacific Wealth Management, LLC RDFI $712,591 2.04% 30,911
Integrated Wealth Concepts LLC RDFI $630,338 1.80% 27,343
OSAIC HOLDINGS, INC. RDFI $583,240 1.67% 25,300
Latitude Advisors, LLC RDFI $474,453 1.36% 20,581
Noble Wealth Management PBC RDFI $213,355 0.61% 9,255
BlackRock, Inc. RDFI $46,106 0.13% 2,000
AE Wealth Management LLC RDFI $115 0.00% 5