Skip to content

RSEE COLLABORATIVE INVESTMNT SER

Follow

RAREVIEW SYS EQT (fund)

13 managers (13 13F filers) reported a position in RSEE shares at 2025-03-31, 1,465,202 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
13
13F filers
13
New
4
Added
4
Reduced
1
Sold out
3
Shares held by filers
1,465,202

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Belpointe Asset Management LLC1,012,345$27.9M1.45%+46,06113F-HRTimeline
Clear Creek Financial Management, LLC338,270$9.34M0.97%+33,96913F-HRTimeline
Janney Montgomery Scott LLC55,937$1.54M<0.01%new13F-HRTimeline
Ascension Capital Advisors, Inc.21,352$589K0.27%+23713F-HRTimeline
GTS SECURITIES LLC15,261$421K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,046$305K<0.01%-2,05813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,626$238K0.01%+18113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,618$44.7K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG364$10K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.250$6.9K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC124$3.42K<0.01%new13F-HRTimeline
AE Wealth Management LLC9$248<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.