RSEE COLLABORATIVE INVESTMNT SER
FollowRAREVIEW SYS EQT (fund)
14 managers (14 13F filers) reported a position in RSEE shares at 2026-06-30, 1,299,148 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 14
- 13F filers
- 14
- New
- 5
- Added
- 3
- Reduced
- 4
- Sold out
- 4
- Shares held by filers
- 1,299,148
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, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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 | 899,520 | $35.6M | 1.16% | -42,499 | 13F-HRTimeline |
| Clear Creek Financial Management, LLC | 166,376 | $6.58M | 0.42% | -29,299 | 13F-HRTimeline |
| Janney Montgomery Scott LLC | 70,527 | $2.79M | 0.01% | +12,673 | 13F-HRTimeline |
| Ascension Capital Advisors, Inc. | 49,399 | $1.95M | 0.55% | +604 | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 48,694 | $1.93M | <0.01% | new | 13F-HRTimelineGroup |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 28,065 | $1.11M | 0.38% | new | 13F-HRTimeline |
| Atria Investments, Inc | 19,403 | $767K | 0.01% | +255 | 13F-HRTimeline |
| Able Wealth Management LLC | 15,114 | $598K | 0.14% | -728 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,225 | $48.4K | <0.01% | 0 | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 411 | $16.3K | <0.01% | new | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 252 | $9.84K | <0.01% | new | 13F-HRTimelineGroup |
| Geneos Wealth Management Inc. | 150 | $5.93K | <0.01% | -100 | 13F-HRTimeline |
| AE Wealth Management LLC | 9 | $356 | <0.01% | 0 | 13F-HRTimeline |
| Arax Advisory Partners | 3 | $119 | <0.01% | new | 13F-HRTimeline |