RDFI COLLABORATIVE INVESTMNT SER
FollowRARE DY FIXE ETF (fund)
13 managers (13 13F filers) reported a position in RDFI shares at 2026-03-31, 1,517,963 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 2
- Added
- 7
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 1,517,963
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 723,349 | $16.7M | 0.61% | +96,394 | 13F-HRTimeline |
| Independent Wealth Network Inc. | 265,184 | $6.11M | 1.82% | +50,959 | 13F-HRTimeline |
| Astoria Portfolio Advisors LLC. | 204,652 | $4.87M | 1.04% | +88,317 | 13F-HRTimeline |
| MML INVESTORS SERVICES, LLC | 77,982 | $1.8M | <0.01% | new | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 71,869 | $1.66M | <0.01% | +33,103 | 13F-HRTimeline |
| Private Advisor Group, LLC | 59,532 | $1.37M | 0.01% | -1,362 | 13F-HRTimeline |
| Oregon Pacific Wealth Management, LLC | 30,911 | $713K | 0.74% | new | 13F-HRTimeline |
| Integrated Wealth Concepts LLC | 27,343 | $630K | 0.01% | +2,880 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 25,300 | $583K | <0.01% | -52,703 | 13F-HRTimelineGroup |
| Latitude Advisors, LLC | 20,581 | $474K | 0.22% | +1,485 | 13F-HRTimeline |
| Noble Wealth Management PBC | 9,255 | $213K | 0.11% | +1,408 | 13F-HRTimeline |
| BlackRock, Inc.in group BlackRock, Inc. | 2,000 | $46.1K | <0.01% | 0 | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 5 | $115 | <0.01% | 0 | 13F-HRTimeline |