RSEE COLLABORATIVE INVESTMNT SER
FollowRAREVIEW SYS EQT (fund)
12 managers (12 13F filers) reported a position in RSEE shares at 2025-09-30, 1,241,704 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 1
- Added
- 3
- Reduced
- 5
- Sold out
- 3
- Shares held by filers
- 1,241,704
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 910,214 | $30.1M | 1.15% | -10,143 | 13F-HRTimeline |
| Clear Creek Financial Management, LLC | 200,979 | $6.65M | 0.58% | -49,183 | 13F-HRTimeline |
| Janney Montgomery Scott LLC | 44,551 | $1.47M | <0.01% | -20 | 13F-HRTimeline |
| GTS SECURITIES LLC | 30,474 | $1.01M | 0.04% | +23,075 | 13F-HRTimeline |
| Ascension Capital Advisors, Inc. | 21,602 | $715K | 0.28% | -320 | 13F-HRTimeline |
| Atria Investments, Inc | 18,956 | $627K | 0.01% | +2,767 | 13F-HRTimeline |
| Able Wealth Management LLC | 12,595 | $417K | 0.16% | +2,908 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,350 | $42.7K | <0.01% | 0 | 13F-HRTimelineGroup |
| MAI Capital Management | 589 | $19.5K | <0.01% | new | 13F-HRTimeline |
| Geneos Wealth Management Inc. | 250 | $8.27K | <0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 135 | $4.47K | <0.01% | -489 | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 9 | $298 | <0.01% | 0 | 13F-HRTimeline |