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Disclosery

RSEE COLLABORATIVE INVESTMNT SER

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RAREVIEW SYS EQT (fund)

12 managers (12 13F filers) reported a position in RSEE shares at 2025-12-31, 1,230,554 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.

Managers
12
13F filers
12
New
0
Added
3
Reduced
6
Sold out
0
Shares held by filers
1,230,554

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC893,089$30.6M1.1%-17,12513F-HRTimeline
Clear Creek Financial Management, LLC197,314$6.76M0.55%-3,66513F-HRTimeline
Ascension Capital Advisors, Inc.48,772$1.67M0.57%+27,17013F-HRTimeline
Janney Montgomery Scott LLC43,156$1.48M<0.01%-1,39513F-HRTimeline
Atria Investments, Inc18,971$650K0.01%+1513F-HRTimeline
Able Wealth Management LLC16,198$555K0.18%+3,60313F-HRTimeline
GTS SECURITIES LLC10,959$375K0.01%-19,51513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,225$42K<0.01%-12513F-HRTimelineGroup
MAI Capital Management589$20.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.250$8.56K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG22$753<0.01%-11313F-HRTimelineGroup
AE Wealth Management LLC9$308<0.01%013F-HRTimeline