RSEE COLLABORATIVE INVESTMNT SER
FollowRAREVIEW SYS EQT (fund)
13 managers (13 13F filers) reported a position in RSEE shares at 2026-03-31, 1,301,375 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 1
- Added
- 6
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 1,301,375
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 942,019 | $30.8M | 1.12% | +48,930 | 13F-HRTimeline |
| Clear Creek Financial Management, LLC | 195,675 | $6.39M | 0.49% | -1,639 | 13F-HRTimeline |
| Janney Montgomery Scott LLC | 57,854 | $1.89M | <0.01% | +14,698 | 13F-HRTimeline |
| Ascension Capital Advisors, Inc. | 48,795 | $1.59M | 0.5% | +23 | 13F-HRTimeline |
| Atria Investments, Inc | 19,148 | $625K | 0.01% | +177 | 13F-HRTimeline |
| Able Wealth Management LLC | 15,842 | $517K | 0.14% | -356 | 13F-HRTimeline |
| GTS SECURITIES LLC | 11,315 | $369K | 0.01% | +356 | 13F-HRTimeline |
| Bank of New York Mellon Corpin group Bank of New York Mellon Corp | 8,152 | $266K | <0.01% | new | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,225 | $40K | <0.01% | 0 | 13F-HRTimelineGroup |
| MAI Capital Management | 589 | $19.2K | <0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 502 | $16.4K | <0.01% | +480 | 13F-HRTimelineGroup |
| Geneos Wealth Management Inc. | 250 | $8.16K | <0.01% | 0 | 13F-HRTimeline |
| AE Wealth Management LLC | 9 | $294 | <0.01% | 0 | 13F-HRTimeline |