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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: 13
Total Value: $42,493,789
Total Shares: 1,301,375

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 13 13F filers · Δ vs Dec 31, 2025
Top Holder
72.4%
Jun 2023 → Mar 2026 · range 69.1% – 94.4%
−0.2 pts
Top 5
97.1%
Jun 2023 → Mar 2026 · range 97.1% – 100.0%
−0.5 pts
Top 10
99.9%
Jun 2023 → Mar 2026 · range 99.9% – 100.0%
−0.1 pts
HHI
5,505
Jun 2023 → Mar 2026 · range 5,325 – 8,921
Highly concentrated−53

Quarterly Activity

vs Dec 31, 2025
New
1
Increased
6
Decreased
2
Sold Out
0
Unchanged
4
Holder count: +1
Institutional value: +0.8%
Shares held: +5.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Belpointe Asset Management LLC +48,930 942,019
Janney Montgomery Scott LLC +14,698 57,854
UBS Group AG +480 502
GTS SECURITIES LLC +356 11,315
Atria Investments, Inc +177 19,148

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Clear Creek Financial Management, LLC −1,639 195,675
Able Wealth Management LLC −356 15,842

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Bank of New York Mellon Corp 8,152 $266,186

Top Sold-Out Positions

vs Dec 31, 2025
No fully closed positions this quarter.
Filter: New 1 Increased 6 Reduced 2 Sold out 0 Unchanged 4
Showing 13 of 13
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Belpointe Asset Management LLC RSEE $30,759,746 72.39% 942,019
Clear Creek Financial Management, LLC RSEE $6,389,375 15.04% 195,675
Janney Montgomery Scott LLC RSEE $1,889,106 4.45% 57,854
Ascension Capital Advisors, Inc. RSEE $1,593,303 3.75% 48,795
Atria Investments, Inc RSEE $625,239 1.47% 19,148
Able Wealth Management LLC RSEE $517,288 1.22% 15,842
GTS SECURITIES LLC RSEE $369,468 0.87% 11,315
Bank of New York Mellon Corp RSEE $266,186 0.63% 8,152
OSAIC HOLDINGS, INC. RSEE $39,999 0.09% 1,225
MAI Capital Management RSEE $19,232 0.05% 589
UBS Group AG RSEE $16,391 0.04% 502
Geneos Wealth Management Inc. RSEE $8,163 0.02% 250
AE Wealth Management LLC RSEE $293 0.00% 9