Skip to content

RSEE COLLABORATIVE INVESTMNT SER

Follow

RAREVIEW SYS EQT (fund)

15 managers (15 13F filers) reported a position in RSEE shares at 2025-06-30, 1,282,666 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
15
13F filers
15
New
3
Added
2
Reduced
7
Sold out
1
Shares held by filers
1,282,666

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Belpointe Asset Management LLC920,357$27.9M1.16%-91,98813F-HRTimeline
Clear Creek Financial Management, LLC250,162$7.58M0.72%-88,10813F-HRTimeline
Janney Montgomery Scott LLC44,571$1.35M<0.01%-11,36613F-HRTimeline
Ascension Capital Advisors, Inc.21,922$664K0.28%+57013F-HRTimeline
Atria Investments, Inc16,189$490K0.01%new13F-HRTimeline
Able Wealth Management LLC9,687$293K0.15%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,247$250K0.01%-37913F-HRTimelineGroup
GTS SECURITIES LLC7,399$224K0.01%-7,86213F-HRTimeline
Nova Wealth Management, Inc.1,886$57.1K0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,350$40.9K<0.01%-26813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG624$18.9K<0.01%+26013F-HRTimelineGroup
Geneos Wealth Management Inc.250$7.57K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC13$394<0.01%-11113F-HRTimeline
AE Wealth Management LLC9$273<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.